Amneal Pharmaceuticals, Inc. - AMRX

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
BlackRock, Inc. History Added to 24,519,192 304,773 0.01% 0.0% 1 +10,220,672 71.48% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 17,907,815 225,638 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
TPG GP A, LLC History No change 12,328,767 153,246 4.17% 5.78% 3 0 0.0% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 11,324,933 140,768 0.01% 4 +11,324,933 New Q1 2026 May 08, 2026
Rubric Capital Management LP History Reduced 11,037,589 137,197 1.45% 1.86% 5 -1,297,352 -10.52% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 7,585,034 94,281 0.0% 6 +7,585,034 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 6,794,702 84,458 0.0% 0.0% 7 +2,684,292 65.3% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 5,690,586 70,722 0.01% 0.01% 8 +81,546 1.45% Q1 2026 May 07, 2026
MORGAN STANLEY History Reduced 4,637,185 57,640 0.0% 0.0% 9 -180,914 -3.75% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,546,048 56,516 0.0% 0.0% 10 +559,494 14.03% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 3,682,284 45,696 0.03% 0.03% 11 +26,893 0.74% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 3,243,643 40,318 0.01% 0.01% 12 +21,922 0.68% Q1 2026 Apr 30, 2026
Invesco Ltd. History Added to 3,188,659 39,635 0.01% 0.0% 13 +1,437,941 82.13% Q1 2026 May 12, 2026
Assenagon Asset Management S.A. History Reduced 3,067,361 38,127 0.06% 0.07% 14 -694,378 -18.46% Q1 2026 Apr 20, 2026
GOLDMAN SACHS GROUP INC History Added to 2,863,860 35,597 0.0% 0.0% 15 +282,785 10.96% Q1 2026 May 15, 2026
Nantahala Capital Management, LLC History Added to 2,844,108 35,352 1.3% 1.02% 16 +396,592 16.2% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 2,549,572 32,405 0.05% 0.03% 17 +1,069,400 72.25% Q1 2026 May 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,184,161 27,149 0.0% 0.0% 18 +39,690 1.85% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 1,931,894 24,002 0.03% 0.04% 19 -89,277 -4.42% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 1,865,201 23,184 0.01% 0.0% 20 +581,945 45.35% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 1,719,954 21,379 0.01% 0.02% 21 -941,900 -35.39% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 1,706,107 21,206 0.0% 0.0% 22 +159,760 10.33% Q1 2026 May 14, 2026
BlackBarn Capital Partners LP History Added to 1,650,000 20,509 1.65% 1.3% 23 +80,000 5.1% Q1 2026 May 15, 2026
Westshore Wealth, LLC History Reduced 1,373,984 17,078 5.99% 5.76% 24 -7,926 -0.57% Q1 2026 May 27, 2026
Penn Capital Management Company, LLC History Added to 1,196,073 14,900 1.15% 1.01% 25 +194,122 19.37% Q1 2026 May 06, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,154,023 14,344 0.0% 26 +1,154,023 New Q1 2026 May 08, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,011,064 12,739 3.71% 3.71% 27 0 0.0% Q4 2025 Feb 05, 2026
Phocas Financial Corp. History Reduced 1,002,664 12,463 1.96% 2.1% 28 -280,310 -21.85% Q1 2026 Apr 30, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 972,529 12,088 0.01% 0.0% 29 +817,652 527.94% Q1 2026 May 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 954,798 11,868 0.02% 0.01% 30 +113,605 13.51% Q1 2026 May 06, 2026
JPMORGAN CHASE & CO History Added to 982,303 11,738 0.0% 0.0% 31 +319,656 48.24% Q1 2026 May 13, 2026
PFM Health Sciences, LP History Reduced 930,096 11,561 1.05% 1.84% 32 -535,384 -36.53% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 914,089 11,362 0.0% 0.0% 33 +418,241 84.35% Q1 2026 May 05, 2026
NORGES BANK History No change 889,500 11,207 0.0% 0.0% 34 0 0.0% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 864,792 10,749 0.0% 0.01% 35 -181,320 -17.33% Q1 2026 May 15, 2026
UBS Group AG History Reduced 840,958 10,453 0.0% 0.0% 36 -94,521 -10.1% Q1 2026 May 05, 2026
FMR LLC History Added to 792,010 9,844 0.0% 0.0% 37 +414,986 110.07% Q1 2026 May 15, 2026
Voleon Capital Management LP History Reduced 786,764 9,779 0.21% 0.23% 38 -73,918 -8.59% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 757,157 9,411 0.01% 0.01% 39 +116,873 18.25% Q1 2026 May 13, 2026
Hillsdale Investment Management Inc. History Added to 743,679 9,243 0.25% 0.25% 40 +29,150 4.08% Q1 2026 May 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 734,149 9,125 0.0% 0.0% 41 +30,485 4.33% Q1 2026 May 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 734,043 9,124 0.0% 0.0% 42 +35,983 5.15% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Reduced 710,876 8,836 0.01% 0.01% 43 -73,927 -9.42% Q1 2026 Apr 16, 2026
SEI INVESTMENTS CO History Added to 706,681 8,784 0.01% 0.01% 44 +147,249 26.32% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 676,795 8,412 0.0% 0.0% 45 +225,637 50.01% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 619,419 7,699 0.0% 0.01% 46 -5,556,318 -89.97% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 607,338 7,549 0.02% 47 +607,338 New Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 523,967 6,512 0.0% 0.01% 48 -566,457 -51.95% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Added to 511,957 6,363 0.01% 0.01% 49 +105,817 26.05% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 461,974 5,742 0.0% 0.0% 50 +443,923 2459.27% Q1 2026 May 15, 2026
Quartz Partners, LLC History New 447,200 5,558 2.15% 51 +447,200 New Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Reduced 439,667 5,465 0.01% 0.02% 52 -771,099 -63.69% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 437,829 5,442 0.0% 0.0% 53 +23,289 5.62% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 419,733 5,217 0.0% 0.02% 54 -2,940,465 -87.51% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 411,876 5,189 0.0% 0.0% 55 -117,970 -22.26% Q1 2026 May 15, 2026
Legal & General Group Plc History Added to 364,530 4,530 0.0% 0.0% 56 +215,226 144.15% Q1 2026 May 08, 2026
RHUMBLINE ADVISERS History Added to 363,502 4,518 0.0% 0.0% 57 +162,752 81.07% Q1 2026 May 12, 2026
ALGERT GLOBAL LLC History Reduced 355,929 4,424 0.07% 0.08% 58 -25,910 -6.79% Q1 2026 May 14, 2026
Arkadios Wealth Advisors History New 335,098 4,165 0.07% 59 +335,098 New Q1 2026 May 18, 2026
Susquehanna Portfolio Strategies, LLC History No change 328,003 4,077 0.06% 0.06% 60 0 0.0% Q1 2026 May 15, 2026
Freemont Management S.A. History New 320,000 3,977 0.6% 61 +320,000 New Q1 2026 May 06, 2026
Mariner, LLC History Reduced 315,554 3,922 0.0% 0.01% 62 -29,639 -8.59% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 314,273 3,906 0.0% 0.0% 63 +78,958 33.55% Q1 2026 May 04, 2026
Swiss National Bank History No change 309,600 3,848 0.0% 0.0% 64 0 0.0% Q1 2026 May 07, 2026
Trexquant Investment LP History New 307,136 3,817 0.03% 65 +307,136 New Q1 2026 May 15, 2026
Parkman Healthcare Partners LLC History New 300,752 3,738 0.39% 66 +300,752 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 297,564 3,698 0.0% 0.01% 67 -91,793 -23.58% Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 282,677 3,513 0.0% 0.01% 68 -18,351 -6.1% Q1 2026 May 15, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 277,802 3,453 0.05% 0.07% 69 -113,969 -29.09% Q1 2026 May 22, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 276,637 3,438 0.01% 0.0% 70 +260,237 1586.81% Q1 2026 May 14, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 260,311 3,235 0.08% 0.07% 71 +50,465 24.05% Q1 2026 May 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 254,373 3,161 0.01% 0.0% 72 +122,773 93.29% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 249,362 3,099 0.0% 0.0% 73 +6,229 2.56% Q1 2026 May 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 233,994 2,908 0.01% 0.0% 74 +172,226 278.83% Q1 2026 May 08, 2026
CREDIT AGRICOLE S A History No change 214,287 2,663 0.01% 0.01% 75 0 0.0% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 207,239 2,575 0.0% 0.0% 76 +56,588 37.56% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 204,883 2,546 0.01% 0.02% 77 -358,797 -63.65% Q1 2026 May 15, 2026
RPg Family Wealth Advisory, LLC History New 200,092 2,487 0.52% 78 +200,092 New Q1 2026 May 14, 2026
LSV ASSET MANAGEMENT History No change 197,300 2,452 0.01% 0.01% 79 0 0.0% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Added to 195,737 2,433 0.0% 0.0% 80 +7,405 3.93% Q1 2026 May 12, 2026
Artemis Investment Management LLP History Added to 186,125 2,313 0.02% 0.02% 81 +61,226 49.02% Q1 2026 Apr 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 182,941 2,274 0.0% 0.0% 82 +38,237 26.42% Q1 2026 May 15, 2026
PDT Partners, LLC History No change 180,628 2,245 0.13% 0.15% 83 0 0.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Added to 176,779 2,197 0.09% 0.01% 84 +143,649 433.59% Q1 2026 May 13, 2026
Convergence Investment Partners, LLC History Added to 164,314 2,042 0.33% 0.37% 85 +17,884 12.21% Q1 2026 May 07, 2026
ExodusPoint Capital Management, LP History Reduced 161,700 2,009 0.02% 0.08% 86 -664,299 -80.42% Q1 2026 May 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 152,007 1,956 0.11% 0.02% 87 +123,895 440.72% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 156,512 1,945 0.0% 0.0% 88 +62,229 66.0% Q1 2026 May 15, 2026
Oliver Luxxe Assets LLC History Reduced 156,285 1,942 0.29% 0.3% 89 -203 -0.13% Q1 2026 Apr 08, 2026
GLOBEFLEX CAPITAL L P History Added to 146,303 1,818 0.28% 0.26% 90 +9,798 7.18% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History Added to 143,997 1,789 0.02% 0.01% 91 +73,912 105.46% Q1 2026 May 15, 2026
Integrated Quantitative Investments LLC History New 141,221 1,755 0.32% 92 +141,221 New Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Added to 140,778 1,750 0.0% 0.0% 93 +128,174 1016.93% Q1 2026 May 14, 2026
CITIGROUP INC History Reduced 140,664 1,748 0.0% 0.0% 94 -139,814 -49.85% Q1 2026 May 11, 2026
DEUTSCHE BANK AG\ History Added to 138,001 1,715 0.0% 0.0% 95 +19,750 16.7% Q1 2026 May 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 133,968 1,665 0.0% 0.0% 96 -34,522 -20.49% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 131,068 1,629 0.01% 0.01% 97 -25,273 -16.17% Q1 2026 May 13, 2026
TWINBEECH CAPITAL LP History New 128,900 1,602 0.17% 98 +128,900 New Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 127,087 1,579 0.0% 0.0% 99 -48,290 -27.53% Q1 2026 May 14, 2026
Jackson Creek Investment Advisors LLC History Reduced 125,302 1,558 0.46% 0.83% 100 -96,831 -43.59% Q1 2026 May 05, 2026
JENNISON ASSOCIATES LLC History Added to 124,898 1,552 0.0% 0.0% 101 +47,497 61.36% Q1 2026 May 06, 2026
WINTON GROUP Ltd History New 119,381 1,483 0.05% 102 +119,381 New Q1 2026 May 12, 2026
TWO SIGMA ADVISERS, LP History No change 117,049 1,474 0.0% 0.0% 103 0 0.0% Q4 2025 Feb 17, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Added to 115,000 1,429 0.07% 0.06% 104 +15,000 15.0% Q1 2026 May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 113,307 1,408 0.0% 0.0% 105 +58,698 107.49% Q1 2026 May 01, 2026
Odyssean, LLC History Added to 112,918 1,403 0.51% 0.53% 106 +54,226 92.39% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 106,554 1,324 0.0% 107 +106,554 New Q1 2026 May 08, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 106,449 1,323 0.03% 0.03% 108 -5,000 -4.49% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 105,118 1,306 0.0% 0.0% 109 -67,558 -39.12% Q1 2026 May 11, 2026
HRT FINANCIAL LP History Reduced 102,857 1,278 0.0% 0.01% 110 -41,785 -28.89% Q1 2026 May 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 102,557 1,274 0.02% 0.02% 111 -165 -0.16% Q1 2026 Apr 20, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 102,087 1,268 0.0% 112 +102,087 New Q1 2026 May 08, 2026
State of Alaska, Department of Revenue History Added to 101,409 1,259 0.01% 0.0% 113 +83,797 475.79% Q1 2026 Apr 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 100,944 1,254 0.0% 0.0% 114 +32,807 48.15% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 100,789 1,252 0.02% 0.0% 115 +82,939 464.64% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 97,666 1,213 0.0% 0.0% 116 -1,398 -1.41% Q1 2026 May 11, 2026
Illinois Municipal Retirement Fund History New 93,479 1,161 0.01% 117 +93,479 New Q1 2026 May 05, 2026
HighTower Advisors, LLC History Added to 93,386 1,160 0.0% 0.0% 118 +4,379 4.92% Q1 2026 May 05, 2026
MML INVESTORS SERVICES, LLC History Added to 89,343 1,110 0.0% 0.0% 119 +6,909 8.38% Q1 2026 May 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 88,007 1,093 0.0% 0.0% 120 +8,347 10.48% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 84,615 1,051 0.0% 0.0% 121 -276,623 -76.58% Q1 2026 May 14, 2026
Numerai GP LLC History Reduced 82,328 1,023 0.1% 0.19% 122 -42,613 -34.11% Q1 2026 May 15, 2026
Horizon Investments, LLC History New 82,246 1,022 0.01% 123 +82,246 New Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Added to 81,051 1,007 0.01% 0.0% 124 +803 1.0% Q1 2026 May 14, 2026
Magnetar Financial LLC History Added to 81,001 1,006 0.01% 0.0% 125 +70,799 693.97% Q1 2026 May 13, 2026
CAXTON ASSOCIATES LLP History Added to 80,456 1,000 0.02% 0.02% 126 +10,567 15.12% Q1 2026 May 14, 2026
State of Tennessee, Department of Treasury History New 79,395 986 0.0% 127 +79,395 New Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 79,123 983 0.0% 0.01% 128 -610,744 -88.53% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 78,105 970 0.0% 129 +78,105 New Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 76,216 946 0.0% 0.0% 130 0 0.0% Q1 2026 May 18, 2026
Louisiana State Employees Retirement System History New 75,300 935 0.02% 131 +75,300 New Q1 2026 Apr 20, 2026
Handelsbanken Fonder AB History Added to 74,200 922 0.0% 0.0% 132 +20,300 37.66% Q1 2026 Apr 28, 2026
Creative Planning History Added to 73,261 910 0.0% 0.0% 133 +20,550 38.99% Q1 2026 May 12, 2026
Freestone Grove Partners LP History New 72,844 905 0.01% 134 +72,844 New Q1 2026 May 15, 2026
Vestcor Inc History Added to 71,721 891 0.02% 0.0% 136 +61,189 580.98% Q1 2026 May 12, 2026
LPL Financial LLC History Reduced 71,689 891 0.0% 0.0% 135 -3,126 -4.18% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Reduced 71,300 886 0.0% 0.0% 137 -936,225 -92.92% Q1 2026 May 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 70,520 876 0.0% 0.0% 138 +629 0.9% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History New 69,701 866 0.0% 139 +69,701 New Q1 2026 May 13, 2026
WATER ISLAND CAPITAL LLC History New 68,400 850 0.09% 140 +68,400 New Q1 2026 May 15, 2026
AlphaQuest LLC History No change 66,197 834 0.05% 0.05% 141 0 0.0% Q4 2025 Feb 09, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 62,465 776 0.0% 0.0% 142 -1,696 -2.64% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 60,620 753 0.04% 143 +60,620 New Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Reduced 59,634 741 0.01% 0.01% 144 -22,332 -27.25% Q1 2026 Apr 20, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 57,702 717 0.01% 0.01% 145 -39,871 -40.86% Q1 2026 May 08, 2026
State of Wyoming History Added to 56,478 702 0.08% 0.06% 146 +12,888 29.57% Q1 2026 May 13, 2026
SIT INVESTMENT ASSOCIATES INC History New 56,150 698 0.01% 147 +56,150 New Q1 2026 May 13, 2026
China Universal Asset Management Co., Ltd. History Added to 55,834 694 0.05% 0.05% 148 +4,609 9.0% Q1 2026 Apr 27, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 54,486 677 0.0% 0.0% 149 +86 0.16% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 53,978 670 0.0% 0.0% 150 0 0.0% Q1 2026 May 11, 2026
State of New Jersey Common Pension Fund D History Added to 53,718 667 0.0% 0.0% 151 +117 0.22% Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 52,543 653 0.0% 0.0% 152 -1,500,797 -96.62% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 54,322 643 0.0% 0.0% 153 +54,170 35638.16% Q1 2026 May 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 50,977 633 0.01% 154 +50,977 New Q1 2026 May 13, 2026
Legato Capital Management LLC History New 50,845 632 0.06% 155 +50,845 New Q1 2026 May 14, 2026
AMALGAMATED BANK History Added to 48,269 600 0.0% 0.0% 156 +43,541 920.92% Q1 2026 May 08, 2026
Arizona State Retirement System History Reduced 43,174 536 0.0% 0.0% 157 -572 -1.31% Q1 2026 May 01, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History New 41,980 521 0.0% 158 +41,980 New Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 41,694 518 0.0% 0.0% 159 0 0.0% Q1 2026 Apr 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 41,647 517 0.0% 0.0% 160 -24,050 -36.61% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History New 40,925 508 0.01% 161 +40,925 New Q1 2026 Apr 24, 2026
NorthCrest Asset Manangement, LLC History Reduced 40,428 504 0.02% 0.01% 162 -392 -0.96% Q1 2026 Apr 08, 2026
FIFTH THIRD BANCORP History New 40,151 499 0.0% 163 +40,151 New Q1 2026 May 01, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History New 40,000 497 0.0% 164 +40,000 New Q1 2026 May 04, 2026
Vanguard Investments Australia, Ltd. History New 39,006 484 0.0% 165 +39,006 New Q1 2026 May 08, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History New 38,800 482 0.01% 166 +38,800 New Q1 2026 Apr 29, 2026
ProShare Advisors LLC History Reduced 37,696 468 0.0% 0.0% 167 -3,685 -8.91% Q1 2026 Apr 24, 2026
Quantinno Capital Management LP History Added to 37,599 467 0.0% 0.0% 168 +10,457 38.53% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 37,349 464 0.0% 169 +37,349 New Q1 2026 Apr 27, 2026
Schonfeld Strategic Advisors LLC History New 36,802 457 0.0% 170 +36,802 New Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 36,235 450 0.0% 0.0% 171 +10,627 41.5% Q1 2026 Apr 27, 2026
Stonebridge Financial Group, LLC History No change 36,054 448 0.04% 0.04% 172 0 0.0% Q1 2026 Apr 08, 2026
VIRTUS ADVISERS, LLC History No change 35,921 446 0.21% 0.21% 173 0 0.0% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 35,400 440 0.0% 0.0% 174 -11,200 -24.03% Q1 2026 May 15, 2026
Kendall Capital Management History Added to 35,315 438 0.09% 0.09% 175 +1,050 3.06% Q1 2026 Apr 24, 2026
KLP KAPITALFORVALTNING AS History Added to 35,100 436 0.0% 0.0% 176 +1,600 4.78% Q1 2026 Apr 29, 2026
Private Advisor Group, LLC History Reduced 33,239 413 0.0% 0.0% 177 -4,546 -12.03% Q1 2026 Apr 24, 2026
Rockefeller Capital Management L.P. History Reduced 32,970 409 0.0% 0.0% 178 -76,989 -70.02% Q1 2026 May 14, 2026
Cynosure Group, LLC History New 32,067 398 0.05% 180 +32,067 New Q1 2026 May 13, 2026
CWM, LLC History Reduced 32,063 398 0.0% 0.0% 179 -7 -0.02% Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History New 30,243 376 0.0% 181 +30,243 New Q1 2026 Apr 27, 2026
Perbak Capital Partners LLP History New 29,122 361 0.09% 182 +29,122 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History No change 28,657 356 0.0% 0.0% 183 0 0.0% Q1 2026 Apr 22, 2026
Man Group plc History Reduced 28,358 352 0.0% 0.0% 184 -34,468 -54.86% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 27,882 346 0.0% 0.0% 185 +6,437 30.02% Q1 2026 May 13, 2026
Janney Montgomery Scott LLC History Reduced 27,369 340 0.0% 0.0% 186 -3,258 -10.64% Q1 2026 Apr 22, 2026
MQS Management LLC History New 26,166 325 0.22% 188 +26,166 New Q1 2026 Apr 23, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 26,166 325 0.0% 0.0% 187 -827 -3.06% Q1 2026 May 12, 2026
PROFUND ADVISORS LLC History Added to 25,946 322 0.01% 0.01% 189 +2,582 11.05% Q1 2026 Apr 24, 2026
Maryland State Retirement & Pension System History New 24,965 310 0.01% 190 +24,965 New Q1 2026 May 04, 2026
Jump Financial, LLC History Reduced 24,370 302 0.0% 0.04% 191 -212,025 -89.69% Q1 2026 May 14, 2026
Abacus Wealth Partners, LLC History Added to 23,418 291 0.03% 0.03% 192 +552 2.41% Q1 2026 Apr 24, 2026
M&T BANK CORP History Reduced 23,256 289 0.0% 0.0% 193 -271 -1.15% Q1 2026 May 12, 2026
Tidal Investments LLC History Added to 22,809 283 0.0% 0.0% 194 +5,288 30.18% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 22,625 281 0.01% 0.01% 195 -12,671 -35.9% Q1 2026 Apr 22, 2026
Gotham Asset Management, LLC History Added to 22,308 277 0.0% 0.0% 196 +2,785 14.27% Q1 2026 May 15, 2026
ALLSTATE CORP History New 21,622 268 0.0% 197 +21,622 New Q1 2026 May 11, 2026
INCEPTIONR LLC History New 21,017 261 0.06% 198 +21,017 New Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History Added to 20,961 260 0.0% 0.0% 199 +794 3.94% Q1 2026 May 14, 2026
Headlands Technologies LLC History Reduced 20,478 254 0.03% 0.06% 200 -41,247 -66.82% Q1 2026 May 13, 2026
Catalyst Funds Management Pty Ltd History Added to 20,400 253 0.04% 0.05% 201 +3,500 20.71% Q1 2026 May 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 20,175 250 0.0% 0.0% 202 -3,022 -13.03% Q1 2026 Apr 30, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 19,816 246 0.0% 0.0% 203 0 0.0% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 19,427 241 0.0% 204 +19,427 New Q1 2026 May 07, 2026
XTX Topco Ltd History Reduced 18,432 229 0.0% 0.01% 205 -3,362 -15.43% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 58,319 223 0.0% 0.0% 206 +41,872 254.59% Q1 2026 Apr 08, 2026
Persistent Asset Partners Ltd History New 17,808 221 0.08% 208 +17,808 New Q1 2026 May 12, 2026
BTG Pactual Asset Management US LLC History New 17,785 221 0.02% 207 +17,785 New Q1 2026 May 14, 2026
OP Asset Management Ltd History Reduced 17,667 219 0.0% 0.01% 209 -75,988 -81.14% Q1 2026 Apr 10, 2026
XPONANCE LLC History Added to 17,556 218 0.0% 0.0% 210 +5,706 48.15% Q1 2026 May 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History Reduced 16,843 209 0.02% 0.02% 211 -3,260 -16.22% Q1 2026 May 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 16,411 203 0.0% 0.0% 212 +1,135 7.43% Q1 2026 May 04, 2026
HUB Investment Partners, LLC History No change 16,044 199 0.0% 0.01% 213 0 0.0% Q1 2026 May 15, 2026
Brucke Financial, Inc. History New 15,163 188 0.1% 214 +15,163 New Q1 2026 Apr 10, 2026
Baird Financial Group, Inc. History New 14,689 182 0.0% 215 +14,689 New Q1 2026 May 14, 2026
MidWestOne Financial Group, Inc. History No change 14,142 178 0.02% 0.02% 216 0 0.0% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History New 14,255 177 0.0% 217 +14,255 New Q1 2026 May 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 14,210 176 0.01% 219 +14,210 New Q1 2026 May 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 14,164 176 0.0% 0.0% 218 0 0.0% Q1 2026 May 15, 2026
&PARTNERS History New 13,977 173 0.0% 220 +13,977 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 12,646 157 0.0% 0.0% 221 +3,191 33.75% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 12,572 156 0.0% 0.0% 222 0 0.0% Q1 2026 May 13, 2026
Hudson Bay Capital Management LP History New 12,010 149 0.0% 223 +12,010 New Q1 2026 May 13, 2026
Rafferty Asset Management, LLC History Reduced 11,543 143 0.0% 0.0% 224 -7,605 -39.72% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History New 11,278 140 0.0% 225 +11,278 New Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 11,130 138 0.0% 0.0% 226 -2,698 -19.51% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 10,916 135 0.0% 227 +10,916 New Q1 2026 Apr 27, 2026
IEQ CAPITAL, LLC History Reduced 10,819 134 0.0% 0.0% 228 -81,249 -88.25% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History New 10,756 133 0.0% 229 +10,756 New Q1 2026 May 14, 2026
Walleye Capital LLC History New 10,702 133 0.0% 230 +10,702 New Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History New 10,614 131 0.0% 233 +10,614 New Q1 2026 May 13, 2026
PRINCIPAL SECURITIES, INC. History New 10,543 131 0.0% 232 +10,543 New Q1 2026 May 13, 2026
STRS OHIO History Added to 10,600 131 0.0% 0.0% 231 +6,500 158.54% Q1 2026 Apr 24, 2026
Abel Hall, LLC History Reduced 10,530 130 0.03% 0.06% 234 -8,772 -45.45% Q1 2026 Apr 28, 2026
OXFORD ASSET MANAGEMENT LLP History New 10,308 128 0.06% 235 +10,308 New Q1 2026 May 15, 2026
Vise Technologies, Inc. History No change 10,155 127 0.0% 0.0% 236 0 0.0% Q1 2026 Apr 21, 2026
Atlanta Consulting Group Advisors, LLC History No change 10,000 124 0.03% 0.03% 237 0 0.0% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 9,145 115 0.0% 0.0% 238 0 0.0% Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History Added to 8,550 106 0.01% 0.0% 239 +5,636 193.41% Q1 2026 May 15, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 7,060 87 0.0% 0.0% 240 +882 14.28% Q1 2026 Apr 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 6,803 84 0.0% 0.0% 241 +264 4.04% Q1 2026 Apr 30, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 6,620 82 0.05% 0.05% 242 0 0.0% Q1 2026 May 14, 2026
KBC Group NV History New 6,417 80 0.0% 243 +6,417 New Q1 2026 May 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,984 74 0.0% 0.0% 244 +2,765 85.9% Q1 2026 Apr 14, 2026
Tower Research Capital LLC (TRC) History Reduced 5,541 68 0.0% 0.0% 245 -8,429 -60.34% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 5,015 62 0.0% 246 +5,015 New Q1 2026 May 15, 2026
COMERICA BANK History No change 4,690 59 0.0% 0.0% 247 0 0.0% Q4 2025 Jan 29, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 4,266 53 0.0% 0.0% 248 -5 -0.12% Q1 2026 May 07, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 4,295 53 0.01% 0.01% 249 0 0.0% Q1 2026 May 11, 2026
Signature Equity Partners, LLC History Reduced 4,218 52 0.03% 0.03% 250 -87 -2.02% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History New 3,265 41 0.0% 251 +3,265 New Q1 2026 May 01, 2026
Covestor Ltd History Reduced 3,198 40 0.03% 0.06% 252 -6,420 -66.75% Q1 2026 May 05, 2026
Essential Partners LLC History No change 3,227 40 0.01% 0.01% 253 0 0.0% Q1 2026 May 21, 2026
FEDERATED HERMES, INC. History Added to 2,705 33 0.0% 0.0% 254 +408 17.76% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 2,510 31 0.0% 0.0% 255 +53 2.16% Q1 2026 Apr 07, 2026
Versant Capital Management, Inc History No change 2,433 30 0.0% 0.0% 256 0 0.0% Q1 2026 Apr 06, 2026
Financial Management Professionals, Inc. History New 1,957 24 0.0% 258 +1,957 New Q1 2026 Apr 15, 2026
OSAIC HOLDINGS, INC. History Added to 1,980 24 0.0% 0.0% 257 +565 39.93% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 1,849 22 0.0% 0.0% 259 -147 -7.36% Q1 2026 May 14, 2026
MAI Capital Management History Added to 1,831 22 0.0% 0.0% 260 +80 4.57% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,732 21 0.0% 0.0% 261 +1,220 238.28% Q1 2026 May 08, 2026
Arax Advisory Partners History Added to 1,664 21 0.0% 0.0% 262 +1,144 220.0% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Added to 1,683 20 0.0% 0.0% 263 +68 4.21% Q1 2026 May 15, 2026
Bank of New Hampshire History New 1,558 19 0.0% 266 +1,558 New Q1 2026 Apr 13, 2026
Spire Wealth Management History Reduced 1,535 19 0.0% 0.0% 265 -1,023 -39.99% Q1 2026 Apr 22, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,590 19 0.0% 0.0% 264 +169 11.89% Q1 2026 May 14, 2026
Kemnay Advisory Services Inc. History Reduced 1,388 17 0.0% 0.0% 267 -672 -32.62% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 1,313 16 0.0% 0.0% 268 -347 -20.9% Q1 2026 Apr 28, 2026
Owl Creek Wealth Partners LLC History New 1,287 15 0.01% 270 +1,287 New Q1 2026 May 13, 2026
Allworth Financial LP History Added to 1,270 15 0.0% 0.0% 269 +195 18.14% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 1,136 14 0.0% 0.0% 271 +887 356.22% Q1 2026 Apr 07, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,001 12 0.0% 273 +1,001 New Q1 2026 May 11, 2026
TOTH FINANCIAL ADVISORY CORP History No change 1,000 12 0.0% 0.0% 272 0 0.0% Q1 2026 Apr 16, 2026
IFP Advisors, Inc History Added to 837 10 0.0% 0.0% 274 +148 21.48% Q1 2026 Apr 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 772 9 0.0% 0.01% 275 -193,965 -99.6% Q1 2026 May 08, 2026
Fortitude Family Office, LLC History Reduced 766 9 0.0% 0.0% 276 -40 -4.96% Q1 2026 Apr 15, 2026
CFG Wealth Management Services, Inc. History No change 800 9 0.01% 0.01% 277 0 0.0% Q1 2026 May 07, 2026
SIMPLEX TRADING, LLC History New 693 8 0.0% 282 +693 New Q1 2026 May 14, 2026
Parallel Advisors, LLC History Added to 721 8 0.0% 0.0% 280 +590 450.38% Q1 2026 Jun 02, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 654 8 0.0% 0.0% 278 -215 -24.74% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 717 8 0.0% 0.0% 281 +156 27.81% Q1 2026 Apr 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 652 8 0.0% 0.0% 279 0 0.0% Q1 2026 Apr 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 500 6 0.0% 0.0% 283 0 0.0% Q1 2026 May 11, 2026
US BANCORP \DE\ History Added to 392 4 0.0% 0.0% 284 +26 7.1% Q1 2026 May 14, 2026
Root Financial Partners, LLC History Added to 362 4 0.0% 0.0% 285 +23 6.78% Q1 2026 Apr 24, 2026
BESSEMER GROUP INC History No change 249 3 0.0% 0.0% 286 0 0.0% Q1 2026 May 06, 2026
Colonial Trust Co / SC History No change 301 3 0.0% 0.0% 287 0 0.0% Q1 2026 May 12, 2026
Strive Financial Group ,LLC History No change 250 3 0.0% 0.0% 288 0 0.0% Q1 2026 May 15, 2026
Salomon & Ludwin, LLC History New 196 2 0.0% 292 +196 New Q1 2026 May 11, 2026
Keating Financial Advisory Services, Inc. History Added to 240 2 0.0% 291 +170 242.86% Q1 2026 May 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 205 2 0.0% 289 +158 336.17% Q1 2026 May 08, 2026
Kilter Group LLC History No change 166 2 0.0% 0.0% 290 0 0.0% Q1 2026 May 14, 2026
Larson Financial Group LLC History Added to 105 1 0.0% 296 +98 1400.0% Q1 2026 May 15, 2026
JPL Wealth Management, LLC History New 88 1 0.0% 300 +88 New Q1 2026 May 08, 2026
UMB Bank, n.a. History New 83 1 0.0% 299 +83 New Q1 2026 May 11, 2026
JFS WEALTH ADVISORS, LLC History Added to 105 1 0.0% 0.0% 295 +1 0.96% Q1 2026 Apr 20, 2026
CULLEN/FROST BANKERS, INC. History No change 151 1 0.0% 0.0% 293 0 0.0% Q1 2026 May 05, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 133 1 0.0% 0.0% 294 0 0.0% Q1 2026 May 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 150 1 0.0% 0.0% 297 0 0.0% Q1 2026 Apr 10, 2026
Godfrey Financial Associates, Inc. History No change 131 1 0.0% 0.0% 298 0 0.0% Q1 2026 May 11, 2026
Jain Global LLC History Closed out 0 0 0.06% -1,060,916 -100.0% Q1 2026 May 15, 2026
Informed Momentum Co LLC History Closed out 0 0 0.6% -425,718 -100.0% Q1 2026 May 13, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -181,806 -100.0% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -168,633 -100.0% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.09% -157,954 -100.0% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -101,945 -100.0% Q1 2026 Apr 30, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.03% -90,424 -100.0% Q1 2026 May 15, 2026
Caption Management, LLC History Closed out 0 0 0.01% -81,735 -100.0% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -71,992 -100.0% Q1 2026 May 07, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.02% -65,230 -100.0% Q1 2026 May 18, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -62,247 -100.0% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -53,288 -100.0% Q1 2026 May 15, 2026
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 0.0% -48,625 -100.0% Q1 2026 May 14, 2026
Amundi History Closed out 0 0 0.0% -45,463 -100.0% Q1 2026 May 15, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.11% -37,674 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.07% -33,724 -100.0% Q1 2026 May 12, 2026
AVIVA PLC History Closed out 0 0 0.0% -25,078 -100.0% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.02% -21,657 -100.0% Q1 2026 May 08, 2026
Diametric Capital, LP History Closed out 0 0 0.07% -20,365 -100.0% Q1 2026 May 15, 2026
Alpine Global Management, LLC History Closed out 0 0 0.04% -16,083 -100.0% Q1 2026 May 15, 2026
Cerity Partners LLC History Closed out 0 0 0.0% -14,443 -100.0% Q1 2026 May 15, 2026
Hamilton Wealth, LLC History Closed out 0 0 0.03% -14,000 -100.0% Q1 2026 May 18, 2026
Fieldview Capital Management, LLC History Closed out 0 0 0.03% -12,971 -100.0% Q1 2026 May 14, 2026
Pallas Capital Advisors LLC History Closed out 0 0 0.0% -10,355 -100.0% Q1 2026 Apr 21, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -10,045 -100.0% Q1 2026 Apr 30, 2026
Bellevue Group AG History Closed out 0 0 0.0% -7,913 -100.0% Q1 2026 May 14, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -933 -100.0% Q1 2026 May 13, 2026
Accent Capital Management, LLC History Closed out 0 0 0.0% -600 -100.0% Q1 2026 May 11, 2026
Merited Wealth, LLC History Closed out 0 0 0.01% -510 -100.0% Q1 2026 Apr 24, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -268 -100.0% Q1 2026 Jun 02, 2026
SBI Securities Co., Ltd. History Reduced 38 0 0.0% -88 -69.84% Q1 2026 Apr 27, 2026
QUADRANT CAPITAL GROUP LLC History New 51 0 +51 New Q1 2026 May 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History New 40 0 +40 New Q1 2026 Apr 23, 2026
CVA Family Office, LLC History New 33 0 +33 New Q1 2026 Apr 29, 2026
Rossby Financial, LCC History New 25 0 +25 New Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -25 -100.0% Q1 2026 Apr 28, 2026
Caitong International Asset Management Co., Ltd History Added to 32 0 +22 220.0% Q1 2026 May 11, 2026
ASSETMARK, INC History New 22 0 +22 New Q1 2026 May 06, 2026
Vermillion Wealth Management, Inc. History New 17 0 +17 New Q1 2026 Apr 17, 2026
SJS Investment Consulting Inc. History Added to 33 0 +16 94.12% Q1 2026 Apr 23, 2026
Parkside Financial Bank & Trust History Added to 78 0 +12 18.18% Q1 2026 May 13, 2026
Bay Harbor Wealth Management, LLC History Added to 19 0 +10 111.11% Q1 2026 Apr 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 3 0 +3 New Q1 2026 May 08, 2026
Rialto Wealth Management, LLC History Added to 15 0 +1 7.14% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History New 1 0 +1 New Q1 2026 Apr 21, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
Clearstead Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
North Star Investment Management Corp. History No change 60 0 0 0.0% Q1 2026 Apr 23, 2026
Capital Advisors, Ltd. LLC History No change 8 0 0 0.0% Q1 2026 Apr 16, 2026
Silicon Valley Capital Partners History No change 30 0 0 0.0% Q1 2026 May 19, 2026
Cornerstone Planning Group LLC History No change 40 0 0 0.0% Q1 2026 May 06, 2026
Atlantic Private Wealth, LLC History No change 20 0 0 0.0% Q1 2026 May 08, 2026
Dunhill Financial, LLC History No change 3 0 0 0.0% Q1 2026 May 06, 2026
True Wealth Design, LLC History No change 41 0 0 0.0% Q1 2026 Apr 13, 2026
DiNuzzo Private Wealth, Inc. History No change 25 0 0 0.0% Q1 2026 Apr 08, 2026
HFM Investment Advisors, LLC History No change 9 0 0 0.0% Q1 2026 May 01, 2026