AMBEV S.A. - ABEV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 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
First Eagle Investment Management, LLC History Added to 346,984,557 1,013,194 1.72% 1.46% 1 +10,926,573 3.25% Q1 2026 May 14, 2026
GQG Partners LLC History Added to 187,037,538 546,149 0.87% 0.7% 2 +14,067,883 8.13% Q1 2026 May 12, 2026
BlackRock, Inc. History Added to 34,945,847 102,041 0.0% 0.0% 3 +10,548,986 43.24% Q1 2026 May 13, 2026
Seafarer Capital Partners, LLC History No change 28,069,000 81,961 18.81% 18.01% 4 0 0.0% Q1 2026 May 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 27,354,300 79,874 0.12% 0.1% 5 +1,674,900 6.52% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 26,720,419 78,023 0.01% 0.01% 6 -692,262 -2.53% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 26,469,999 72,850 0.02% 0.03% 7 -8,409,950 -24.11% Q1 2026 May 14, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 23,075,673 67,380 0.48% 0.42% 8 +475,549 2.1% Q1 2026 May 15, 2026
LOOMIS SAYLES & CO L P History Added to 20,490,631 59,832 0.08% 0.06% 9 +1,189,814 6.16% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 17,948,270 52,409 0.09% 0.1% 10 -7,742,176 -30.14% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 16,305,441 47,611 0.0% 0.01% 11 -17,313,628 -51.5% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 16,228,464 47,387 0.01% 0.0% 12 +3,092,767 23.54% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Reduced 12,326,552 36,609 0.06% 0.05% 13 -994,193 -7.46% Q1 2026 May 05, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 11,298,874 32,992 0.95% 1.09% 14 -3,813,967 -25.24% Q1 2026 May 08, 2026
JANE STREET GROUP, LLC History Added to 11,217,050 32,753 0.0% 0.0% 15 +9,939,655 778.12% Q1 2026 May 12, 2026
RWC Asset Management LLP History Reduced 10,338,909 30,189 1.26% 1.3% 16 -376,972 -3.52% Q1 2026 Apr 27, 2026
MORGAN STANLEY History Reduced 10,321,306 30,138 0.0% 0.01% 17 -35,141,322 -77.3% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 10,240,752 29,878 0.01% 0.01% 18 -77,573 -0.75% Q1 2026 May 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 9,955,463 29,069 0.21% 0.11% 19 +4,366,551 78.13% Q1 2026 Apr 14, 2026
GREAT LAKES ADVISORS, LLC History Added to 9,469,960 27,652 0.23% 0.19% 20 +55,590 0.59% Q1 2026 May 11, 2026
STATE STREET CORP History Reduced 8,860,411 25,872 0.0% 0.0% 21 -197,774 -2.18% Q1 2026 May 15, 2026
Kiltearn Partners LLP History Reduced 7,830,100 22,863 6.15% 5.05% 22 -1,615,800 -17.11% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 7,447,692 21,838 0.04% 0.03% 23 -383,100 -4.89% Q1 2026 May 14, 2026
FOUNDATION RESOURCE MANAGEMENT INC History Added to 7,106,351 20,750 2.34% 2.29% 24 +167,031 2.41% Q1 2026 Apr 21, 2026
CITADEL ADVISORS LLC History Added to 6,657,886 19,441 0.0% 0.0% 25 +2,927,974 78.5% Q1 2026 May 15, 2026
UBS Group AG History Added to 6,550,266 19,126 0.0% 0.0% 26 +792,049 13.76% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Added to 6,064,755 17,709 0.0% 0.0% 27 +960,033 18.81% Q1 2026 May 11, 2026
CIBC WORLD MARKET INC. History Reduced 5,928,650 17,311 0.03% 0.02% 28 -54,051 -0.9% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Added to 5,310,370 15,506 0.01% 0.01% 29 +377,351 7.65% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 5,112,981 14,929 0.0% 0.0% 30 +343,887 7.21% Q1 2026 May 14, 2026
DJE Kapital AG History New 5,131,275 14,778 0.33% 31 +5,131,275 New Q1 2026 May 08, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 4,717,328 13,774 0.04% 0.03% 32 +295,709 6.69% Q1 2026 Apr 24, 2026
AMERICAN CENTURY COMPANIES INC History Added to 4,674,973 13,650 0.01% 0.0% 33 +843,137 22.0% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 4,217,790 12,315 0.01% 0.01% 34 +54,302 1.3% Q1 2026 May 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,034,751 11,781 0.0% 0.0% 35 +455,878 12.74% Q1 2026 May 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,914,559 11,430 0.0% 36 +3,914,559 New Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 4,591,730 11,341 0.0% 0.0% 37 0 0.0% Q4 2025 Jan 29, 2026
Altrius Capital Management Inc History Reduced 3,785,329 11,053 2.2% 2.11% 38 -239,044 -5.94% Q1 2026 May 05, 2026
MILLENNIUM MANAGEMENT LLC History Added to 3,706,523 10,823 0.0% 0.0% 39 +1,396,966 60.49% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 3,700,035 10,804 0.0% 0.0% 40 +566,949 18.1% Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 3,690,708 10,407 0.01% 0.0% 41 +1,172,229 46.55% Q1 2026 May 14, 2026
Eldred Rock Partners, LLC History Reduced 3,527,367 10,299 2.62% 2.28% 42 -32,833 -0.92% Q1 2026 Apr 08, 2026
Invesco Ltd. History Reduced 3,376,169 9,858 0.0% 0.0% 43 -131,612 -3.75% Q1 2026 May 12, 2026
Corient Private Wealth LLC History Added to 3,101,332 9,042 0.01% 0.01% 44 +250,717 8.8% Q1 2026 May 15, 2026
Tidal Investments LLC History Added to 3,064,611 8,670 0.02% 0.0% 45 +2,786,761 1002.97% Q1 2026 May 15, 2026
Moran Wealth Management, LLC History Added to 2,933,646 8,566 0.26% 0.17% 46 +674,705 29.87% Q1 2026 Apr 27, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,888,636 8,434 0.0% 0.0% 47 +809,887 38.96% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,826,917 8,254 0.01% 0.0% 48 +2,742,723 3257.62% Q1 2026 May 07, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,758,718 8,055 0.01% 0.0% 49 +2,562,533 1306.18% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Added to 2,729,192 7,969 0.0% 0.0% 50 +240,490 9.66% Q1 2026 Apr 30, 2026
Legal & General Group Plc History No change 2,709,873 7,926 0.0% 0.0% 51 0 0.0% Q1 2026 May 08, 2026
STRS OHIO History Reduced 2,657,043 7,758 0.03% 0.03% 52 -404,257 -13.21% Q1 2026 Apr 24, 2026
Ashton Thomas Private Wealth, LLC History Reduced 2,400,673 7,009 0.17% 0.17% 53 -274,160 -10.25% Q1 2026 May 11, 2026
B. Metzler seel. Sohn & Co. AG History Added to 2,146,290 6,267 0.06% 0.05% 54 +17,505 0.82% Q1 2026 May 08, 2026
Euro Pacific Asset Management, LLC History Reduced 2,330,703 6,134 0.61% 0.83% 55 -713,759 -23.44% Q1 2026 May 06, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,017,804 5,891 0.0% 0.01% 56 +13,635 0.68% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 1,963,825 5,734 0.16% 0.01% 57 +1,788,714 1021.47% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,917,882 5,600 0.01% 0.0% 58 +1,330,414 226.47% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Reduced 1,854,288 5,414 0.0% 0.0% 59 -2,584 -0.14% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 1,598,250 4,666 0.0% 0.0% 60 +206,206 14.81% Q1 2026 May 06, 2026
VAN ECK ASSOCIATES CORP History Reduced 1,508,774 4,406 0.0% 0.0% 61 -56,191 -3.59% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 1,495,032 4,365 0.0% 0.0% 62 +575,875 62.65% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History New 1,432,447 4,182 0.0% 63 +1,432,447 New Q1 2026 May 14, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 1,670,089 4,125 0.27% 0.27% 64 0 0.0% Q4 2025 Jan 27, 2026
Cook & Bynum Capital Management, LLC History No change 1,354,009 3,953 3.18% 2.79% 65 0 0.0% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 1,322,366 3,861 0.0% 0.0% 66 +153,573 13.14% Q1 2026 May 12, 2026
Mitsubishi UFJ Trust & Banking Corp History New 1,199,925 3,503 0.01% 67 +1,199,925 New Q1 2026 May 12, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 1,144,449 3,341 0.05% 0.04% 68 -10,158 -0.88% Q1 2026 Apr 30, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 1,142,729 3,336 0.7% 0.64% 69 0 0.0% Q1 2026 May 12, 2026
Archford Capital Strategies, LLC History Added to 1,041,440 3,041 0.35% 0.27% 70 +98,387 10.43% Q1 2026 Apr 15, 2026
ARGA Investment Management, LP History Added to 967,134 2,824 0.09% 0.04% 71 +370,112 61.99% Q1 2026 Apr 30, 2026
Privium Fund Management B.V. History Reduced 948,558 2,769 0.58% 0.48% 72 -114,616 -10.78% Q1 2026 May 05, 2026
TWO SIGMA ADVISERS, LP History No change 1,101,000 2,719 0.01% 0.01% 73 0 0.0% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 880,667 2,571 0.0% 0.0% 74 +131,042 17.48% Q1 2026 May 13, 2026
ASSETMARK, INC History Added to 872,694 2,548 0.01% 0.0% 75 +332,425 61.53% Q1 2026 May 06, 2026
Creative Planning History Added to 833,515 2,433 0.0% 0.0% 76 +293,002 54.21% Q1 2026 May 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 812,376 2,372 0.0% 0.0% 77 -7,768 -0.95% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 809,298 2,363 0.04% 0.03% 78 +12,216 1.53% Q1 2026 May 01, 2026
XTX Topco Ltd History Added to 772,019 2,254 0.04% 0.04% 79 +226,070 41.41% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 771,710 2,253 0.0% 0.0% 80 +39,596 5.41% Q1 2026 May 05, 2026
Cetera Investment Advisers History Reduced 763,718 2,230 0.0% 0.0% 81 -129,354 -14.48% Q1 2026 May 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Added to 762,115 2,225 0.11% 0.01% 82 +642,115 535.1% Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 760,808 2,222 0.01% 0.0% 83 +7,301 0.97% Q1 2026 Apr 30, 2026
CITIGROUP INC History Added to 746,904 2,180 0.0% 0.0% 84 +435,171 139.6% Q1 2026 May 11, 2026
Callan Family Office, LLC History Added to 734,202 2,143 0.05% 0.04% 85 +45,823 6.66% Q1 2026 May 13, 2026
Mraz, Amerine & Associates, Inc. History Reduced 706,309 2,062 0.3% 0.26% 86 -365 -0.05% Q1 2026 May 05, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History Added to 702,502 2,051 1.79% 1.41% 87 +3,334 0.48% Q1 2026 May 01, 2026
Ethic Inc. History Reduced 686,809 2,005 0.03% 0.03% 88 -35,774 -4.95% Q1 2026 Apr 27, 2026
BARINGS LLC History No change 621,824 1,815 0.03% 0.03% 89 0 0.0% Q1 2026 May 06, 2026
Virtus Family Office LLC History Reduced 606,829 1,783 1.52% 1.76% 90 -192,353 -24.07% Q1 2026 May 06, 2026
EARNEST PARTNERS LLC History Reduced 597,524 1,744 0.01% 0.01% 91 -39,309 -6.17% Q1 2026 May 15, 2026
Amundi History Added to 587,232 1,714 0.0% 0.0% 92 +93,698 18.99% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Reduced 562,474 1,642 0.0% 0.0% 93 -27,964 -4.74% Q1 2026 May 05, 2026
Sava Infond d.o.o. History Added to 550,000 1,606 0.23% 0.1% 94 +260,000 89.66% Q1 2026 May 11, 2026
Squarepoint Ops LLC History Added to 525,785 1,535 0.0% 0.0% 95 +230,708 78.19% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 522,889 1,526 0.01% 0.01% 96 +112,167 27.31% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Added to 496,091 1,448 0.0% 0.0% 97 +452,720 1043.83% Q1 2026 May 05, 2026
FMR LLC History Reduced 478,890 1,398 0.0% 0.0% 98 -5,136 -1.06% Q1 2026 May 15, 2026
Boston Partners History Reduced 478,670 1,397 0.0% 0.0% 99 -264,963 -35.63% Q1 2026 May 11, 2026
SCS Capital Management LLC History Added to 455,042 1,328 0.01% 0.01% 100 +14,133 3.21% Q1 2026 May 11, 2026
JPMORGAN CHASE & CO History Added to 452,319 1,275 0.0% 0.0% 101 +194,018 75.11% Q1 2026 May 13, 2026
Burford Brothers, Inc. History Reduced 422,029 1,232 0.51% 0.58% 102 -146,522 -25.77% Q1 2026 Apr 27, 2026
AustralianSuper Pty Ltd History No change 411,744 1,202 0.01% 0.0% 103 0 0.0% Q1 2026 May 07, 2026
VPR Management LLC History No change 387,929 1,132 0.45% 0.43% 104 0 0.0% Q1 2026 May 15, 2026
Oldfield Partners LLP History No change 383,700 1,120 0.28% 0.27% 105 0 0.0% Q1 2026 Apr 29, 2026
VICTORY CAPITAL MANAGEMENT INC History New 368,277 1,075 0.0% 106 +368,277 New Q1 2026 May 15, 2026
Waverly Advisors, LLC History Reduced 344,899 1,007 0.01% 0.01% 107 -530 -0.15% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 335,743 980 0.0% 0.0% 108 +12,166 3.76% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History New 329,104 960 0.0% 109 +329,104 New Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 326,500 953 0.0% 0.0% 110 +175,000 115.51% Q1 2026 Apr 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 326,048 952 0.0% 0.0% 111 +87,360 36.6% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 322,251 940 0.0% 0.0% 112 +73,391 29.49% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Added to 321,095 938 0.0% 0.0% 113 +125,052 63.79% Q1 2026 May 13, 2026
Unison Advisors LLC History Added to 312,538 926 0.07% 0.07% 114 +1,500 0.48% Q1 2026 Apr 28, 2026
GUGGENHEIM CAPITAL LLC History Added to 315,442 921 0.01% 0.0% 115 +83,993 36.29% Q1 2026 May 15, 2026
DODGE & COX History Added to 306,300 894 0.0% 0.0% 116 +10,000 3.37% Q1 2026 May 14, 2026
Ted Buchan & Co History New 302,797 884 0.32% 117 +302,797 New Q1 2026 May 14, 2026
Parvin Asset Management, LLC History Added to 293,925 858 0.62% 0.53% 118 +22,425 8.26% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Added to 284,304 830 0.03% 0.02% 119 +72,733 34.38% Q1 2026 Apr 24, 2026
VANGUARD FIDUCIARY TRUST CO History New 279,929 817 0.0% 120 +279,929 New Q1 2026 May 08, 2026
Atria Investments, Inc History Added to 279,237 815 0.01% 0.01% 121 +86,363 44.78% Q1 2026 May 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History New 278,876 814 0.01% 123 +278,876 New Q1 2026 Apr 20, 2026
Centiva Capital, LP History Added to 278,914 814 0.01% 0.0% 122 +267,644 2374.84% Q1 2026 May 14, 2026
Vident Advisory, LLC History Added to 278,753 813 0.01% 0.01% 124 +37,771 15.67% Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 271,570 792 0.0% 0.0% 125 -42,449 -13.52% Q1 2026 May 04, 2026
Neuberger Berman Group LLC History Added to 264,991 773 0.0% 0.0% 126 +36,605 16.03% Q1 2026 May 14, 2026
Brandywine Global Investment Management, LLC History No change 308,950 763 0.01% 0.01% 127 0 0.0% Q4 2025 Feb 11, 2026
Bleakley Financial Group, LLC History Added to 258,322 754 0.01% 0.01% 128 +58,296 29.14% Q1 2026 May 04, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 252,963 738 0.01% 0.01% 129 +25,751 11.33% Q1 2026 Apr 23, 2026
STEPHENS INC /AR/ History Added to 249,176 727 0.01% 0.01% 130 +10,386 4.35% Q1 2026 Apr 28, 2026
Erste Asset Management GmbH History No change 250,000 705 0.01% 0.01% 131 0 0.0% Q1 2026 May 11, 2026
MOTCO History Reduced 240,252 701 0.06% 0.05% 132 -2,107 -0.87% Q1 2026 Apr 22, 2026
Engineers Gate Manager LP History New 226,083 660 0.01% 133 +226,083 New Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 220,748 644 0.0% 0.0% 134 +51,420 30.37% Q1 2026 May 15, 2026
Investors Research Corp History No change 220,775 644 0.12% 0.1% 135 0 0.0% Q1 2026 Apr 03, 2026
MACKENZIE FINANCIAL CORP History New 215,134 628 0.0% 136 +215,134 New Q1 2026 May 13, 2026
Quadrature Capital Ltd History New 213,701 624 0.01% 137 +213,701 New Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Reduced 209,868 612 0.05% 0.04% 138 -3,228 -1.51% Q1 2026 Apr 14, 2026
Compound Planning, Inc. History Added to 201,752 589 0.02% 0.01% 139 +57,516 39.88% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 207,677 583 0.0% 0.0% 140 +84,318 68.35% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History Reduced 196,332 573 0.0% 0.0% 141 -7,236 -3.55% Q1 2026 May 13, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 193,431 564 0.18% 0.14% 142 +16,376 9.25% Q1 2026 May 13, 2026
Henshaw Capital LLC History No change 181,497 529 0.02% 0.02% 143 0 0.0% Q1 2026 May 28, 2026
Blue Trust, Inc. History Reduced 179,815 525 0.01% 0.01% 144 -5,993 -3.23% Q1 2026 Apr 20, 2026
CHICAGO TRUST Co NA History Added to 173,886 507 0.08% 0.07% 145 +3,702 2.18% Q1 2026 Apr 24, 2026
FWG Holdings, LLC History New 165,074 493 0.19% 146 +165,074 New Q1 2026 Apr 13, 2026
Perpetual Ltd History No change 168,569 492 0.01% 0.01% 147 0 0.0% Q1 2026 Apr 14, 2026
Sage Investment Counsel LLC History No change 165,500 483 0.54% 0.45% 148 0 0.0% Q1 2026 Apr 24, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 157,149 458 0.0% 0.0% 149 +20,115 14.68% Q1 2026 Apr 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 156,057 455 0.04% 0.02% 150 +63,065 67.82% Q1 2026 May 13, 2026
1900 WEALTH MANAGEMENT LLC History Added to 152,614 445 0.03% 0.02% 151 +43,758 40.2% Q1 2026 Apr 17, 2026
Qtron Investments LLC History Reduced 152,261 444 0.06% 0.05% 152 -7,854 -4.91% Q1 2026 May 15, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 148,469 433 0.0% 0.0% 153 0 0.0% Q1 2026 May 05, 2026
GROUP ONE TRADING LLC History Added to 147,401 430 0.0% 0.0% 154 +100,592 214.9% Q1 2026 May 13, 2026
AXQ CAPITAL, LP History Added to 146,518 427 0.05% 0.01% 155 +128,601 717.76% Q1 2026 May 13, 2026
Wynn Capital, LLC History Added to 144,865 423 0.22% 0.16% 156 +14,225 10.89% Q1 2026 Apr 13, 2026
Absolute Gestao de Investimentos Ltda. History No change 141,469 413 0.05% 0.04% 157 0 0.0% Q1 2026 May 15, 2026
Brooklyn Investment Group History Added to 139,051 406 0.01% 0.01% 158 +61,790 79.98% Q1 2026 Apr 29, 2026
BENJAMIN EDWARDS INC History Added to 138,870 405 0.0% 0.0% 159 +38,488 38.34% Q1 2026 May 12, 2026
Mariner, LLC History Added to 137,382 400 0.0% 0.0% 160 +25,329 22.6% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Added to 134,036 391 0.0% 0.0% 161 +123,552 1178.48% Q1 2026 May 13, 2026
Advisors Preferred, LLC History New 133,866 390 0.06% 162 +133,866 New Q1 2026 May 05, 2026
First Affirmative Financial Network History New 132,956 388 0.15% 163 +132,956 New Q1 2026 May 11, 2026
Vanguard Personalized Indexing Management, LLC History Added to 132,603 387 0.0% 0.0% 164 +38,440 40.82% Q1 2026 May 14, 2026
Frank, Rimerman Advisors LLC History Added to 130,610 381 0.02% 0.02% 165 +768 0.59% Q1 2026 Apr 29, 2026
Sequoia Financial Advisors, LLC History Reduced 122,955 359 0.0% 0.0% 166 -4,530 -3.55% Q1 2026 Apr 30, 2026
Empowered Funds, LLC History Reduced 121,098 353 0.0% 0.01% 167 -1,750 -1.42% Q1 2026 May 14, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 120,818 352 0.02% 0.02% 168 0 0.0% Q1 2026 Apr 15, 2026
Sanctuary Advisors, LLC History Added to 120,278 351 0.0% 0.0% 169 +26,572 28.36% Q1 2026 May 05, 2026
DGS Capital Management, LLC History Added to 117,583 343 0.06% 0.05% 170 +9,749 9.04% Q1 2026 Apr 28, 2026
AdvisorShares Investments LLC History New 117,000 341 0.06% 171 +117,000 New Q1 2026 Apr 28, 2026
IFP Advisors, Inc History Reduced 115,565 337 0.01% 0.01% 172 -1,863 -1.59% Q1 2026 Apr 13, 2026
TWO SIGMA SECURITIES, LLC History New 108,382 316 0.04% 173 +108,382 New Q1 2026 May 15, 2026
Moors & Cabot, Inc. History Reduced 102,000 297 0.01% 0.01% 174 -3,400 -3.23% Q1 2026 May 08, 2026
TUDOR INVESTMENT CORP ET AL History New 100,372 293 0.0% 175 +100,372 New Q1 2026 May 15, 2026
Crossmark Global Holdings, Inc. History Reduced 100,058 292 0.0% 0.0% 176 -14,710 -12.82% Q1 2026 May 11, 2026
Laird Norton Wetherby Trust Company, LLC History New 99,314 291 0.01% 177 +99,314 New Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 98,157 286 0.0% 0.0% 178 -2,294 -2.28% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 97,540 284 0.0% 0.0% 179 -7,452 -7.1% Q1 2026 Apr 27, 2026
FOCUSED ALPHA, LLC History Added to 96,684 282 0.09% 0.06% 181 +16,567 20.68% Q1 2026 May 12, 2026
BFSG, LLC History Reduced 96,750 282 0.03% 0.03% 180 -12,380 -11.34% Q1 2026 Apr 28, 2026
Caprock Group, LLC History Reduced 94,576 277 0.01% 0.01% 182 -22,075 -18.92% Q1 2026 May 11, 2026
Alhambra Investment Management LLC History Added to 94,367 275 0.13% 0.09% 183 +19,128 25.42% Q1 2026 Apr 15, 2026
US BANCORP \DE\ History Reduced 94,022 274 0.0% 0.0% 184 -7,121 -7.04% Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History No change 89,250 265 0.0% 0.0% 185 0 0.0% Q1 2026 May 12, 2026
Fielder Capital Group LLC History No change 88,689 258 0.06% 0.05% 186 0 0.0% Q1 2026 May 12, 2026
BTG Pactual Asset Management US LLC History Added to 87,987 256 0.02% 0.02% 187 +7,635 9.5% Q1 2026 May 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 83,870 244 0.02% 0.01% 188 +2,225 2.73% Q1 2026 May 12, 2026
Ballentine Partners, LLC History Added to 82,505 240 0.0% 0.0% 189 +19,322 30.58% Q1 2026 May 14, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 82,155 239 0.07% 0.06% 190 +4,000 5.12% Q1 2026 Apr 14, 2026
Csenge Advisory Group History Reduced 81,561 238 0.01% 0.01% 191 -44,363 -35.23% Q1 2026 Apr 30, 2026
Quinn Opportunity Partners LLC History No change 80,000 233 0.01% 0.01% 192 0 0.0% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 94,624 233 0.0% 0.0% 193 0 0.0% Q4 2025 Feb 06, 2026
CVA Family Office, LLC History No change 80,000 233 0.02% 0.02% 194 0 0.0% Q1 2026 Apr 29, 2026
TRUIST FINANCIAL CORP History Added to 79,212 231 0.0% 0.0% 195 +26,571 50.48% Q1 2026 Apr 27, 2026
Larry Mathis Financial Planning, LLC History Reduced 77,533 226 0.2% 0.17% 196 -663 -0.85% Q1 2026 Apr 21, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 76,757 224 0.01% 0.0% 197 +61,202 393.46% Q1 2026 May 11, 2026
OSAIC HOLDINGS, INC. History Reduced 76,256 222 0.0% 0.0% 198 -9,145 -10.71% Q1 2026 May 15, 2026
Lester Murray Antman dba SimplyRich History New 75,000 219 0.06% 199 +75,000 New Q1 2026 May 01, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 73,961 216 0.0% 0.0% 200 0 0.0% Q1 2026 May 07, 2026
Pathstone Holdings, LLC History Added to 73,889 215 0.0% 0.0% 201 +791 1.08% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 71,616 209 0.0% 0.0% 202 +39,103 120.27% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 70,988 207 0.01% 0.01% 203 -2,947 -3.99% Q1 2026 Apr 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 70,887 206 0.0% 0.0% 204 -20,350 -22.3% Q1 2026 Apr 24, 2026
SPX Gestao de Recursos Ltda History No change 70,408 205 0.02% 0.02% 205 0 0.0% Q1 2026 May 06, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 68,350 199 0.01% 0.02% 206 -75,650 -52.53% Q1 2026 May 21, 2026
Genus Capital Management Inc. History Reduced 66,608 194 0.02% 0.02% 207 -5,000 -6.98% Q1 2026 May 01, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 62,574 182 0.0% 0.0% 208 +4,121 7.05% Q1 2026 May 08, 2026
Bulltick Wealth Management, LLC History Added to 60,547 177 0.04% 0.03% 209 +12,140 25.08% Q1 2026 Apr 27, 2026
FLC Capital Advisors History No change 60,465 176 0.03% 0.03% 210 0 0.0% Q1 2026 May 01, 2026
State of Wyoming History Added to 59,700 174 0.02% 0.02% 211 +1,050 1.79% Q1 2026 May 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 59,597 174 0.0% 0.0% 212 0 0.0% Q1 2026 Apr 24, 2026
GSA CAPITAL PARTNERS LLP History New 56,922 166 0.01% 213 +56,922 New Q1 2026 May 08, 2026
RITHOLTZ WEALTH MANAGEMENT History New 56,754 165 0.0% 215 +56,754 New Q1 2026 Apr 20, 2026
Parallel Advisors, LLC History Added to 56,786 165 0.0% 0.0% 214 +9,704 20.61% Q1 2026 Jun 02, 2026
Orion Porfolio Solutions, LLC History Added to 56,057 163 0.0% 0.0% 217 +30,572 119.96% Q1 2026 May 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 55,873 163 0.0% 0.0% 216 -5,104 -8.37% Q1 2026 Apr 07, 2026
BSW Wealth Partners History Added to 55,298 161 0.02% 0.01% 218 +19,050 52.55% Q1 2026 Apr 14, 2026
LaSalle St. Investment Advisors, LLC History No change 55,146 161 0.02% 0.02% 219 0 0.0% Q1 2026 May 08, 2026
Belpointe Asset Management LLC History Reduced 53,267 155 0.01% 0.01% 220 -4,926 -8.46% Q1 2026 Apr 28, 2026
GTS SECURITIES LLC History New 51,032 149 0.01% 221 +51,032 New Q1 2026 May 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 50,403 147 0.0% 0.0% 222 +22,446 80.29% Q1 2026 May 08, 2026
IEQ CAPITAL, LLC History Reduced 49,502 144 0.0% 0.0% 223 -216 -0.43% Q1 2026 May 14, 2026
Aprio Wealth Management, LLC History New 48,982 143 0.01% 224 +48,982 New Q1 2026 May 11, 2026
Checchi Capital Advisers, LLC History Added to 47,498 138 0.01% 0.01% 225 +7,004 17.3% Q1 2026 May 04, 2026
1832 Asset Management L.P. History Reduced 46,696 136 0.0% 0.0% 226 -25,255 -35.1% Q1 2026 May 14, 2026
Hartford Financial Management Inc. History Reduced 46,335 135 0.03% 0.04% 227 -10,456 -18.41% Q1 2026 Apr 15, 2026
Advisory Services Network, LLC History New 45,762 133 0.0% 228 +45,762 New Q1 2026 May 15, 2026
Welch Group, LLC History Reduced 45,191 131 0.0% 0.0% 229 -300 -0.66% Q1 2026 Apr 21, 2026
&PARTNERS History Added to 44,726 130 0.0% 0.0% 230 +17,336 63.29% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Added to 43,725 127 0.0% 0.0% 231 +2,000 4.79% Q1 2026 Apr 28, 2026
B. Riley Wealth Advisors, Inc. History Reduced 44,369 125 0.01% 0.01% 232 -11,343 -20.36% Q1 2026 Apr 24, 2026
Tranquilli Financial Advisor LLC History Added to 42,135 123 0.07% 0.05% 233 +7,206 20.63% Q1 2026 May 11, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 41,864 122 0.0% 0.0% 234 -508 -1.2% Q1 2026 Apr 21, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 41,438 120 0.0% 0.0% 235 -2,970 -6.69% Q1 2026 May 15, 2026
Mondrian Investment Partners LTD History Added to 40,974 119 0.0% 0.0% 236 +5,588 15.79% Q1 2026 Apr 29, 2026
MAI Capital Management History New 39,971 116 0.0% 237 +39,971 New Q1 2026 May 15, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 38,490 112 0.0% 0.0% 238 +1 0.0% Q1 2026 May 05, 2026
Onyx Bridge Wealth Group LLC History No change 37,368 109 0.01% 0.01% 239 0 0.0% Q1 2026 Apr 22, 2026
Good Harbor Advisors, Inc. History No change 37,296 108 0.12% 0.11% 240 0 0.0% Q1 2026 May 05, 2026
Arkadios Wealth Advisors History Reduced 35,368 103 0.0% 0.0% 241 -9,023 -20.33% Q1 2026 May 18, 2026
Chemistry Wealth Management LLC History No change 35,000 102 0.02% 0.02% 242 0 0.0% Q1 2026 Apr 09, 2026
OpenArc Corporate Advisory, LLC History Reduced 34,663 101 0.0% 0.0% 244 -7,347 -17.49% Q1 2026 May 11, 2026
Freestone Capital Holdings, LLC History No change 34,777 101 0.0% 0.0% 243 0 0.0% Q1 2026 May 13, 2026
Jump Financial, LLC History New 34,300 100 0.0% 245 +34,300 New Q1 2026 May 14, 2026
Leo Wealth, LLC History Added to 33,412 97 0.01% 0.01% 246 +238 0.72% Q1 2026 May 05, 2026
Vanguard Global Advisers, LLC History New 33,166 96 0.0% 247 +33,166 New Q1 2026 May 08, 2026
SmartHarvest Portfolios, LLC History Added to 32,403 94 0.04% 0.02% 248 +7,481 30.02% Q1 2026 Apr 20, 2026
CULLEN/FROST BANKERS, INC. History No change 32,075 93 0.0% 0.0% 249 0 0.0% Q1 2026 May 05, 2026
BESSEMER GROUP INC History Added to 30,240 88 0.0% 0.0% 250 +7,043 30.36% Q1 2026 May 06, 2026
Allianz Asset Management GmbH History Reduced 30,000 87 0.0% 0.0% 251 -120,000 -80.0% Q1 2026 May 11, 2026
Intesa Sanpaolo Wealth Management History No change 30,000 87 0.02% 0.02% 252 0 0.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Reduced 29,580 86 0.0% 0.0% 253 -3,566 -10.76% Q1 2026 Apr 30, 2026
HUB Investment Partners, LLC History Reduced 29,628 86 0.0% 0.0% 254 -1,299 -4.2% Q1 2026 May 15, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 28,880 84 0.02% 0.02% 255 -2,700 -8.55% Q1 2026 May 04, 2026
LAZARD ASSET MANAGEMENT LLC History New 28,121 82 0.0% 256 +28,121 New Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 27,768 81 0.01% 0.04% 257 -37,748 -57.62% Q1 2026 May 11, 2026
TMB Capital Partners, LLC History Reduced 27,499 80 0.03% 0.02% 258 -2,202 -7.41% Q1 2026 May 08, 2026
PRINCIPAL SECURITIES, INC. History Added to 26,846 78 0.0% 0.0% 259 +7,253 37.02% Q1 2026 May 13, 2026
MLP3, LLC History Added to 26,792 78 0.09% 0.07% 260 +842 3.24% Q1 2026 Apr 13, 2026
Integrated Wealth Concepts LLC History Added to 26,428 77 0.0% 0.0% 261 +10,214 62.99% Q1 2026 May 15, 2026
Frec Markets, Inc. History Added to 26,087 76 0.01% 0.01% 262 +5,722 28.1% Q1 2026 May 13, 2026
Arax Advisory Partners History Added to 23,466 75 0.0% 0.0% 263 +16,733 248.52% Q1 2026 May 13, 2026
West Family Investments, Inc. History Reduced 25,410 74 0.03% 0.03% 264 -26,409 -50.96% Q1 2026 May 07, 2026
Renasant Bank History Added to 25,536 74 0.05% 0.04% 265 +895 3.63% Q1 2026 Apr 29, 2026
ASPIRIANT, LLC History Reduced 25,000 73 0.0% 0.0% 266 -148 -0.59% Q1 2026 May 12, 2026
Allworth Financial LP History Reduced 24,673 72 0.0% 0.0% 267 -3,602 -12.74% Q1 2026 May 14, 2026
180 WEALTH ADVISORS, LLC History Reduced 24,555 71 0.01% 0.01% 269 -7,432 -23.23% Q1 2026 May 01, 2026
Merit Financial Group, LLC History Added to 24,631 71 0.0% 0.0% 268 +699 2.92% Q1 2026 Apr 15, 2026
Winthrop Advisory Group LLC History No change 24,634 71 0.01% 0.01% 270 0 0.0% Q1 2026 Apr 13, 2026
SG Americas Securities, LLC History New 23,866 70 0.0% 272 +23,866 New Q1 2026 Apr 16, 2026
Focus Partners Wealth History Reduced 24,183 70 0.0% 0.0% 271 -8,067 -25.01% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Reduced 23,403 68 0.0% 0.0% 273 -45,619 -66.09% Q1 2026 May 15, 2026
EJMK Ventures LLC History New 23,068 67 0.04% 274 +23,068 New Q1 2026 Apr 24, 2026
XPONANCE LLC History Added to 22,266 65 0.0% 0.0% 275 +2,489 12.59% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 22,031 64 0.0% 277 +22,031 New Q1 2026 May 11, 2026
RIVERSEDGE ADVISORS, LLC History Added to 21,937 64 0.01% 0.01% 276 +4,684 27.15% Q1 2026 Apr 15, 2026
Vise Technologies, Inc. History No change 25,831 63 0.0% 0.0% 278 0 0.0% Q1 2026 Apr 21, 2026
OneAscent Financial Services LLC History New 21,426 62 0.0% 280 +21,426 New Q1 2026 Apr 21, 2026
Sendero Wealth Management, LLC History No change 21,540 62 0.01% 0.01% 279 0 0.0% Q1 2026 Apr 22, 2026
WEALTH ALLIANCE, LLC History Reduced 20,351 59 0.01% 0.01% 283 -3,599 -15.03% Q1 2026 May 14, 2026
Mutual Advisors, LLC History Added to 20,264 59 0.0% 0.0% 282 +44 0.22% Q1 2026 May 01, 2026
Parkside Financial Bank & Trust History Added to 20,245 59 0.0% 0.0% 281 +6 0.03% Q1 2026 May 13, 2026
BROWN ADVISORY INC History New 19,983 58 0.0% 284 +19,983 New Q1 2026 May 15, 2026
Grove Bank & Trust History Added to 19,810 57 0.01% 0.0% 287 +4,443 28.91% Q1 2026 Apr 08, 2026
Composition Wealth, LLC History Added to 19,777 57 0.0% 0.0% 286 +4,196 26.93% Q1 2026 Apr 08, 2026
Circle Wealth Management, LLC History No change 19,721 57 0.0% 0.0% 285 0 0.0% Q1 2026 May 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 19,503 56 0.0% 0.0% 288 +13,590 229.83% Q1 2026 May 13, 2026
MGO ONE SEVEN LLC History Added to 18,930 55 0.0% 0.0% 289 +2,235 13.39% Q1 2026 May 14, 2026
Red Door Wealth Management, LLC History No change 19,000 55 0.01% 0.0% 290 0 0.0% Q1 2026 Apr 22, 2026
Vestmark Advisory Solutions, Inc. History Added to 18,557 54 0.0% 0.0% 292 +3,294 21.58% Q1 2026 May 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 18,526 54 0.0% 0.0% 291 +1,281 7.43% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Reduced 18,183 53 0.0% 0.0% 293 -5,395 -22.88% Q1 2026 Jun 02, 2026
IRON Financial LLC History New 17,862 52 0.02% 296 +17,862 New Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Added to 17,859 52 0.0% 0.0% 295 +954 5.64% Q1 2026 May 15, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 17,935 52 0.01% 0.01% 294 0 0.0% Q1 2026 May 12, 2026
Portfolio Resources Advisor Group, Inc. History Added to 17,588 51 0.05% 0.04% 298 +2,141 13.86% Q1 2026 Apr 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 17,516 51 0.0% 0.0% 297 0 0.0% Q1 2026 May 14, 2026
Private Advisor Group, LLC History Reduced 17,251 50 0.0% 0.0% 299 -423 -2.39% Q1 2026 Apr 24, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 16,925 49 0.0% 0.0% 300 -42,012 -71.28% Q1 2026 May 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 16,766 49 0.0% 0.0% 301 +1,503 9.85% Q1 2026 Apr 27, 2026
Apollon Wealth Management, LLC History New 16,754 48 0.0% 304 +16,754 New Q1 2026 Apr 22, 2026
Rockefeller Capital Management L.P. History Added to 16,729 48 0.0% 0.0% 302 +11,604 226.42% Q1 2026 May 14, 2026
Traveka Wealth, LLC History Added to 16,755 48 0.02% 0.01% 303 +2,875 20.71% Q1 2026 Apr 22, 2026
EntryPoint Capital, LLC History Reduced 16,169 47 0.01% 0.08% 307 -64,817 -80.03% Q1 2026 May 14, 2026
PARK NATIONAL CORP /OH/ History No change 16,386 47 0.0% 0.0% 305 0 0.0% Q1 2026 Apr 16, 2026
Viewpoint Capital Management LLC History No change 16,300 47 0.02% 0.02% 306 0 0.0% Q1 2026 Apr 17, 2026
Metis Global Partners, LLC History Reduced 15,994 46 0.0% 0.0% 308 -8,718 -35.28% Q1 2026 May 07, 2026
Endowment Wealth Management, Inc. History Added to 16,012 46 0.02% 0.02% 309 +272 1.73% Q1 2026 May 08, 2026
SIGNATUREFD, LLC History Added to 15,626 45 0.0% 0.0% 311 +3,672 30.72% Q1 2026 Apr 07, 2026
AMERIPRISE FINANCIAL INC History Added to 15,517 45 0.0% 0.0% 310 +550 3.67% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History New 14,979 43 0.0% 315 +14,979 New Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 15,440 43 0.0% 0.0% 313 +14,875 2632.74% Q1 2026 May 15, 2026
PDS Planning, Inc History No change 14,989 43 0.0% 0.0% 312 0 0.0% Q1 2026 Apr 21, 2026
Generation Capital Management LLC History No change 15,000 43 0.03% 0.02% 314 0 0.0% Q1 2026 May 08, 2026
Savant Capital, LLC History Reduced 14,627 42 0.0% 0.0% 316 -475 -3.15% Q1 2026 May 04, 2026
Henry James International Management Inc. History Reduced 14,686 42 0.02% 0.01% 317 -29 -0.2% Q1 2026 Apr 10, 2026
Inscription Capital, LLC History New 14,339 41 0.0% 319 +14,339 New Q1 2026 Apr 20, 2026
Kestra Investment Management, LLC History Added to 14,232 41 0.0% 0.0% 318 +441 3.2% Q1 2026 May 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 13,811 40 0.0% 0.0% 322 -76,234 -84.66% Q1 2026 Apr 08, 2026
Leisure Capital Management History Reduced 13,975 40 0.01% 0.01% 320 -4,122 -22.78% Q1 2026 May 08, 2026
NorthRock Partners, LLC History Reduced 13,760 40 0.0% 0.0% 321 -2,073 -13.09% Q1 2026 May 15, 2026
Foster Group, Inc. History Added to 13,959 40 0.0% 0.0% 323 +1,793 14.74% Q1 2026 Apr 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 13,596 39 0.0% 326 +13,596 New Q1 2026 May 06, 2026
ADVISORTRUST PARTNERS, LLC History Reduced 13,418 39 0.02% 0.02% 325 -4,031 -23.1% Q1 2026 May 06, 2026
Abacus Wealth Partners, LLC History No change 13,495 39 0.0% 0.0% 324 0 0.0% Q1 2026 Apr 24, 2026
Symphony Financial, Ltd. Co. History New 13,349 38 0.01% 329 +13,349 New Q1 2026 Apr 30, 2026
IHT Wealth Management, LLC History Added to 13,289 38 0.0% 0.0% 328 +2,368 21.68% Q1 2026 May 15, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 13,215 38 0.0% 0.0% 327 0 0.0% Q1 2026 May 06, 2026
Cornerstone Wealth Management, LLC History No change 12,900 37 0.0% 0.0% 330 0 0.0% Q1 2026 Apr 23, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 12,622 36 0.01% 332 +12,622 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 12,202 36 0.0% 0.0% 331 +4,587 60.24% Q1 2026 Apr 07, 2026
Crestwood Advisors Group, LLC History New 12,254 35 0.0% 333 +12,254 New Q1 2026 May 05, 2026
Independent Advisor Alliance History New 12,123 35 0.0% 334 +12,123 New Q1 2026 May 12, 2026
Bensler, LLC History No change 11,969 34 0.0% 0.0% 335 0 0.0% Q1 2026 May 01, 2026
EQUITABLE TRUST CO History New 11,489 33 0.0% 338 +11,489 New Q1 2026 Apr 30, 2026
Balefire, LLC History Reduced 11,616 33 0.01% 0.01% 336 -2,838 -19.63% Q1 2026 May 07, 2026
S Harris Financial Group, LLC History Added to 11,390 33 0.03% 0.03% 337 +70 0.62% Q1 2026 Apr 21, 2026
World Investment Advisors History New 11,078 32 0.0% 342 +11,078 New Q1 2026 Apr 27, 2026
Monument Capital Management History Added to 11,171 32 0.01% 0.01% 340 +1,023 10.08% Q1 2026 Apr 15, 2026
Mountain Capital Investment Advisors Inc. History No change 11,087 32 0.0% 0.0% 339 0 0.0% Q1 2026 May 11, 2026
Forum Financial Management, LP History No change 11,000 32 0.0% 0.0% 341 0 0.0% Q1 2026 Apr 23, 2026
Impact Capital Partners LLC History New 10,755 31 0.01% 344 +10,755 New Q1 2026 Apr 10, 2026
Integrated Advisors Network LLC History New 10,675 31 0.0% 343 +10,675 New Q1 2026 Apr 28, 2026
Valeo Financial Advisors, LLC History New 10,452 30 0.0% 349 +10,452 New Q1 2026 May 08, 2026
Park Capital Management, LLC / WI History New 10,276 30 0.03% 350 +10,276 New Q1 2026 Apr 15, 2026
Plan A Wealth LLC History Reduced 10,449 30 0.01% 0.02% 348 -3,384 -24.46% Q1 2026 May 15, 2026
Cape Investment Advisory, Inc. History Added to 10,339 30 0.01% 0.01% 346 +3,287 46.61% Q1 2026 May 15, 2026
NWF Advisory Services Inc. History Reduced 10,530 30 0.0% 0.0% 347 -1,583 -13.07% Q1 2026 May 04, 2026
Wagner Wealth Management, LLC History No change 10,525 30 0.01% 0.01% 345 0 0.0% Q1 2026 Apr 24, 2026
Perigon Wealth Management, LLC History Reduced 10,214 29 0.0% 0.0% 351 -5,197 -33.72% Q1 2026 Apr 10, 2026
Ruggaard & Associates LLC History No change 10,000 29 0.01% 0.01% 352 0 0.0% Q1 2026 May 26, 2026
GAMMA Investing LLC History Added to 9,773 28 0.0% 0.0% 353 +881 9.91% Q1 2026 Apr 06, 2026
QUADRANT CAPITAL GROUP LLC History Added to 9,381 27 0.0% 0.0% 354 +7,138 318.23% Q1 2026 May 13, 2026
Quantbot Technologies LP History New 8,847 25 0.0% 355 +8,847 New Q1 2026 May 13, 2026
Hilltop National Bank History No change 7,850 22 0.01% 0.0% 356 0 0.0% Q1 2026 Apr 02, 2026
HM PAYSON & CO History New 7,500 21 0.0% 358 +7,500 New Q1 2026 Apr 13, 2026
CWM, LLC History Reduced 7,385 21 0.0% 0.0% 357 -1,088 -12.84% Q1 2026 May 14, 2026
Hilton Head Capital Partners, LLC History Reduced 6,992 20 0.01% 0.01% 360 -693 -9.02% Q1 2026 Apr 20, 2026
Pinnacle Bancorp, Inc. History No change 7,028 20 0.01% 0.0% 359 0 0.0% Q1 2026 Apr 22, 2026
McIlrath & Eck, LLC History New 6,771 19 0.0% 361 +6,771 New Q1 2026 May 19, 2026
Chung Wu Investment Group, LLC History New 6,000 17 0.01% 363 +6,000 New Q1 2026 May 12, 2026
CIBC Private Wealth Group LLC History No change 7,250 17 0.0% 0.0% 362 0 0.0% Q4 2025 Feb 12, 2026
Spire Wealth Management History Reduced 5,192 15 0.0% 0.0% 364 -9,579 -64.85% Q1 2026 Apr 22, 2026
North Star Investment Management Corp. History Added to 5,026 14 0.0% 0.0% 366 +1,226 32.26% Q1 2026 Apr 23, 2026
MONTAG A & ASSOCIATES INC History No change 4,808 14 0.0% 0.0% 365 0 0.0% Q1 2026 Apr 29, 2026
Steward Partners Investment Advisory, LLC History No change 4,584 13 0.0% 0.0% 367 0 0.0% Q1 2026 May 08, 2026
SALEM INVESTMENT COUNSELORS INC History New 4,151 12 0.0% 369 +4,151 New Q1 2026 Apr 29, 2026
Rosenberg Matthew Hamilton History No change 4,442 12 0.0% 0.0% 368 0 0.0% Q1 2026 Apr 06, 2026
Hara Capital LLC History No change 4,100 11 0.01% 0.01% 370 0 0.0% Q1 2026 May 14, 2026
Innovative Asset Advisors Group, LLC History New 3,566 10 0.01% 371 +3,566 New Q1 2026 May 12, 2026
Eurizon Capital SGR S.p.A. History No change 3,321 9 0.0% 0.0% 372 0 0.0% Q1 2026 May 08, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 2,804 8 0.0% 0.0% 373 +746 36.25% Q1 2026 Apr 06, 2026
Bogart Wealth, LLC History Added to 2,660 7 0.0% 0.0% 374 +105 4.11% Q1 2026 Apr 28, 2026
ST GERMAIN D J CO INC History No change 2,339 6 0.0% 0.0% 375 0 0.0% Q1 2026 Apr 13, 2026
UMB Bank, n.a. History Reduced 1,747 5 0.0% 0.0% 377 -13,100 -88.23% Q1 2026 May 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,935 5 0.0% 0.0% 376 0 0.0% Q1 2026 May 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,532 4 0.0% 378 +1,532 New Q1 2026 May 08, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,331 3 0.0% 0.0% 379 +916 220.72% Q1 2026 Apr 30, 2026
Physician Wealth Advisors, Inc. History No change 1,030 3 0.0% 0.0% 380 0 0.0% Q1 2026 Apr 24, 2026
Nemes Rush Group LLC History New 1,000 2 0.0% 385 +1,000 New Q1 2026 Apr 21, 2026
CENTRAL TRUST Co History New 803 2 0.0% 384 +803 New Q1 2026 Apr 17, 2026
PRIVATE TRUST CO NA History No change 973 2 0.0% 0.0% 381 0 0.0% Q1 2026 Apr 30, 2026
Sound Income Strategies, LLC History No change 1,000 2 0.0% 0.0% 382 0 0.0% Q1 2026 Apr 27, 2026
Western Pacific Wealth Management, LP History No change 1,000 2 0.0% 0.0% 383 0 0.0% Q1 2026 Apr 17, 2026
BARCLAYS PLC History New 682 1 0.0% 392 +682 New Q1 2026 May 14, 2026
Raleigh Capital Management Inc. History New 638 1 0.0% 393 +638 New Q1 2026 Apr 28, 2026
Dogwood Wealth Management LLC History New 638 1 0.0% 395 +638 New Q1 2026 May 12, 2026
Whipplewood Advisors, LLC History New 387 1 0.0% 394 +387 New Q1 2026 Apr 30, 2026
IMA Advisory Services, Inc. History Reduced 414 1 0.0% 0.0% 387 -37 -8.2% Q1 2026 May 06, 2026
TOTH FINANCIAL ADVISORY CORP History No change 550 1 0.0% 0.0% 386 0 0.0% Q1 2026 Apr 16, 2026
JFS WEALTH ADVISORS, LLC History No change 549 1 0.0% 0.0% 388 0 0.0% Q1 2026 Apr 20, 2026
Scarborough Advisors, LLC History No change 553 1 0.0% 0.0% 389 0 0.0% Q1 2026 May 07, 2026
Bell Investment Advisors, Inc History No change 513 1 0.0% 0.0% 390 0 0.0% Q1 2026 Apr 17, 2026
MidFirst Bank History No change 375 1 0.0% 391 0 0.0% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.02% -10,906,088 -100.0% Q1 2026 May 14, 2026
FIL Ltd History Closed out 0 0 0.0% -2,000,000 -100.0% Q1 2026 May 15, 2026
Morningstar Investment Management LLC History Closed out 0 0 0.23% -1,572,660 -100.0% Q1 2026 May 14, 2026
Virtu Financial LLC History Closed out 0 0 0.07% -702,098 -100.0% Q1 2026 May 14, 2026
Kapitalo Investimentos Ltda History Closed out 0 0 0.31% -647,014 -100.0% Q1 2026 May 07, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -265,188 -100.0% Q1 2026 Jun 02, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -240,887 -100.0% Q1 2026 May 04, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -186,000 -100.0% Q1 2026 May 13, 2026
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -136,150 -100.0% Q1 2026 May 08, 2026
Tuttle Capital Management, LLC History Closed out 0 0 0.53% -96,899 -100.0% Q1 2026 May 04, 2026
EP Wealth Advisors, LLC History Closed out 0 0 0.0% -76,828 -100.0% Q1 2026 May 14, 2026
DRW Securities, LLC History Closed out 0 0 0.0% -68,607 -100.0% Q1 2026 May 13, 2026
Capstone Financial Advisors, Inc. History Closed out 0 0 0.01% -50,000 -100.0% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -49,454 -100.0% Q1 2026 Apr 29, 2026
Marex Group plc History Closed out 0 0 0.0% -35,535 -100.0% Q1 2026 May 13, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -34,067 -100.0% Q1 2026 May 01, 2026
Baker Ellis Asset Management LLC History Closed out 0 0 0.01% -30,000 -100.0% Q1 2026 Apr 17, 2026
IFG Advisory, LLC History Closed out 0 0 0.0% -26,075 -100.0% Q1 2026 May 12, 2026
Banco BTG Pactual S.A. History Closed out 0 0 0.01% -20,400 -100.0% Q1 2026 May 12, 2026
OPPENHEIMER & CO INC History Closed out 0 0 0.0% -20,147 -100.0% Q1 2026 Apr 23, 2026
Atom Investors LP History Closed out 0 0 0.0% -18,458 -100.0% Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.01% -16,023 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -15,530 -100.0% Q1 2026 May 14, 2026
M&T BANK CORP History Closed out 0 0 0.0% -13,000 -100.0% Q1 2026 May 12, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -12,500 -100.0% Q1 2026 Apr 30, 2026
Royal Palms Capital LLC History Closed out 0 0 0.03% -11,726 -100.0% Q1 2026 May 07, 2026
TFB Advisors LLC History Closed out 0 0 0.01% -11,699 -100.0% Q1 2026 Apr 20, 2026
Regal Investment Advisors LLC History Closed out 0 0 0.0% -11,148 -100.0% Q1 2026 May 14, 2026
Prime Capital Investment Advisors, LLC History Closed out 0 0 0.0% -10,657 -100.0% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Closed out 0 0 0.0% -10,108 -100.0% Q1 2026 May 15, 2026
Horizon Investments, LLC History New 300 0 +300 New Q1 2026 May 14, 2026
SHP Wealth Management History New 299 0 +299 New Q1 2026 May 08, 2026
Ancora Advisors LLC History Closed out 0 0 -212 -100.0% Q1 2026 May 15, 2026
Cornerstone Financial Management LLC History New 181 0 +181 New Q1 2026 May 08, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -115 -100.0% Q1 2026 May 12, 2026
FINANCIAL CONSULATE, INC History Added to 305 0 +89 41.2% Q1 2026 Apr 21, 2026
Root Financial Partners, LLC History New 76 0 +76 New Q1 2026 Apr 24, 2026
Creative Capital Management Investments LLC History New 50 0 +50 New Q1 2026 Apr 21, 2026
MATHER GROUP, LLC. History New 1 0 +1 New Q1 2026 Apr 13, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 111 0 0 0.0% Q1 2026 May 05, 2026
HARBOUR INVESTMENTS, INC. History No change 247 0 0 0.0% Q1 2026 May 15, 2026
Abound Wealth Management History No change 78 0 0 0.0% Q1 2026 Apr 10, 2026
Bear Mountain Capital, Inc. History No change 32 0 0 0.0% Q1 2026 May 12, 2026
Fairman Group, LLC History No change 117 0 0 0.0% Q1 2026 Apr 23, 2026