AMERISAFE INC - AMSF

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Reduced 3,272,579 109,075 0.0% 0.0% 1 -7,543 -0.23% Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Reduced 1,733,673 57,783 0.04% 0.05% 2 -67,279 -3.74% Q1 2026 May 14, 2026
VANGUARD GROUP INC History No change 1,364,185 52,398 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Added to 964,664 32,152 0.0% 0.0% 4 +268,569 38.58% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 849,028 28,298 0.0% 5 +849,028 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 799,188 26,636 0.0% 0.0% 6 +11,120 1.41% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 720,608 24,017 0.0% 0.01% 7 -122,931 -14.57% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 642,466 21,413 0.21% 0.24% 8 +31,095 5.09% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 623,697 20,787 0.0% 0.0% 9 +39,168 6.7% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 575,435 19,181 0.0% 0.0% 10 +22,422 4.05% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 475,239 15,839 0.01% 0.01% 11 +277,595 140.45% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 467,960 15,597 0.0% 0.0% 12 -25,295 -5.13% Q1 2026 May 07, 2026
Auto-Owners Insurance Co History No change 426,900 14,228 0.3% 0.34% 13 0 0.0% Q1 2026 Apr 10, 2026
Champlain Investment Partners, LLC History Reduced 377,823 12,592 0.16% 0.19% 14 -113,848 -23.16% Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Added to 314,904 10,495 0.01% 0.01% 15 +81,421 34.87% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 289,082 9,635 0.0% 0.0% 16 +155,686 116.71% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 287,282 9,575 0.0% 17 +287,282 New Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 261,375 8,711 0.01% 0.01% 18 +42,375 19.35% Q1 2026 May 14, 2026
M&G Plc History Reduced 225,786 7,450 0.04% 0.05% 19 -45,585 -16.8% Q1 2026 May 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 206,343 6,877 0.23% 0.24% 20 -7,129 -3.34% Q1 2026 May 15, 2026
ProShare Advisors LLC History Added to 183,336 6,110 0.01% 0.01% 21 +20,088 12.31% Q1 2026 Apr 24, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 181,800 6,059 0.03% 0.02% 22 +25,741 16.49% Q1 2026 Apr 30, 2026
NORTHERN TRUST CORP History Added to 181,324 6,043 0.0% 0.0% 23 +65 0.04% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 177,147 5,904 0.0% 0.0% 24 -47,913 -21.29% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 134,068 5,149 0.01% 0.01% 25 0 0.0% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 138,584 4,619 0.0% 0.0% 26 +76,989 124.99% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 132,096 4,402 0.0% 27 +132,096 New Q1 2026 May 08, 2026
Invesco Ltd. History Added to 129,357 4,311 0.0% 0.0% 28 +12,181 10.4% Q1 2026 May 12, 2026
Granite Investment Partners, LLC History Reduced 126,207 4,206 0.26% 0.29% 29 -714 -0.56% Q1 2026 Apr 30, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Reduced 123,643 4,121 0.2% 0.23% 30 -6,439 -4.95% Q1 2026 May 12, 2026
BARCLAYS PLC History Added to 123,307 4,109 0.0% 0.0% 31 +72,265 141.58% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 122,802 4,092 0.0% 0.0% 32 -70,826 -36.58% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 119,725 3,990 0.01% 0.01% 33 +57,556 92.58% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 100,442 3,347 0.0% 0.0% 34 -4,171 -3.99% Q1 2026 May 05, 2026
Russell Investments Group, Ltd. History Added to 98,134 3,270 0.0% 0.0% 35 +17,223 21.29% Q1 2026 May 08, 2026
AMERIPRISE FINANCIAL INC History Added to 95,341 3,177 0.0% 0.0% 36 +13,583 16.61% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 92,349 3,077 0.0% 0.0% 37 +2,034 2.25% Q1 2026 May 04, 2026
ISTHMUS PARTNERS, LLC History Added to 89,345 2,977 0.31% 0.35% 38 +7,405 9.04% Q1 2026 Apr 29, 2026
JANE STREET GROUP, LLC History Added to 89,051 2,968 0.0% 0.0% 39 +52,870 146.13% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 87,449 2,914 0.0% 0.0% 40 0 0.0% Q1 2026 May 06, 2026
ExodusPoint Capital Management, LP History Added to 81,318 2,710 0.02% 0.01% 41 +41,214 102.77% Q1 2026 May 14, 2026
Dana Investment Advisors, Inc. History Reduced 80,407 2,679 0.08% 0.09% 42 -181 -0.22% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 77,721 2,590 0.0% 0.0% 43 +22,367 40.41% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 76,249 2,541 0.0% 0.0% 44 +7,992 11.71% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History New 75,587 2,519 0.2% 45 +75,587 New Q1 2026 Apr 28, 2026
UBS Group AG History Added to 71,257 2,374 0.0% 0.0% 46 +47,973 206.03% Q1 2026 May 05, 2026
Boston Partners History Added to 70,437 2,347 0.0% 0.0% 47 +3,002 4.45% Q1 2026 May 11, 2026
State of New Jersey Common Pension Fund D History Added to 68,440 2,281 0.01% 0.01% 48 +12,887 23.2% Q1 2026 May 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 67,697 2,256 0.01% 0.01% 49 +2,257 3.45% Q1 2026 May 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 63,006 2,099 0.01% 0.01% 50 +19,214 43.88% Q1 2026 Apr 14, 2026
JPMORGAN CHASE & CO History Added to 58,632 1,979 0.0% 0.0% 51 +11,168 23.53% Q1 2026 May 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 53,787 1,792 0.03% 0.03% 52 +18,175 51.04% Q1 2026 Apr 27, 2026
RHUMBLINE ADVISERS History Added to 51,966 1,732 0.0% 0.0% 53 +1,520 3.01% Q1 2026 May 12, 2026
FMR LLC History Reduced 46,450 1,548 0.0% 0.0% 54 -21,044 -31.18% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 46,139 1,537 0.0% 0.0% 55 -4,751 -9.34% Q1 2026 May 08, 2026
Nuveen, LLC History Reduced 45,166 1,505 0.0% 0.0% 56 -74,683 -62.31% Q1 2026 Apr 30, 2026
Creative Planning History Reduced 44,768 1,492 0.0% 0.0% 57 -5,914 -11.67% Q1 2026 May 12, 2026
Engineers Gate Manager LP History Reduced 43,929 1,464 0.02% 0.03% 58 -12,119 -21.62% Q1 2026 May 15, 2026
Trexquant Investment LP History Reduced 42,294 1,409 0.01% 0.02% 59 -18,602 -30.55% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 39,624 1,320 0.0% 0.0% 60 +52 0.13% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 38,650 1,288 0.0% 0.0% 61 +17,180 80.02% Q1 2026 May 11, 2026
S&T BANK/PA History Reduced 38,523 1,283 0.48% 0.98% 62 -41,916 -52.11% Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 38,088 1,269 0.0% 0.0% 63 +19,352 103.29% Q1 2026 May 14, 2026
Swiss National Bank History No change 37,400 1,246 0.0% 0.0% 64 0 0.0% Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 34,004 1,134 0.0% 0.0% 65 +5,330 18.59% Q1 2026 May 15, 2026
Numerai GP LLC History New 32,440 1,081 0.11% 66 +32,440 New Q1 2026 May 15, 2026
R Squared Ltd History Reduced 29,859 995 0.55% 0.84% 67 -17,194 -36.54% Q1 2026 Apr 29, 2026
Brooklyn Investment Group History New 29,120 970 0.03% 68 +29,120 New Q1 2026 Apr 29, 2026
AlphaQuest LLC History No change 23,387 898 0.05% 0.05% 69 0 0.0% Q4 2025 Feb 09, 2026
Point72 Asset Management, L.P. History Reduced 26,703 890 0.0% 0.0% 70 -56,767 -68.01% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 26,080 869 0.01% 0.01% 71 +8,549 48.77% Q1 2026 May 15, 2026
XTX Topco Ltd History New 25,505 850 0.01% 72 +25,505 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 21,572 828 0.0% 0.0% 73 0 0.0% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 21,773 725 0.0% 0.0% 74 +401 1.88% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Reduced 21,625 720 0.0% 0.0% 75 -21,728 -50.12% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 20,301 676 0.0% 0.0% 76 +2,302 12.79% Q1 2026 May 06, 2026
PRUDENTIAL FINANCIAL INC History Added to 19,606 653 0.0% 0.0% 77 +1,800 10.11% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History No change 19,300 643 0.0% 0.0% 78 0 0.0% Q1 2026 Apr 29, 2026
Campbell & CO Investment Adviser LLC History Reduced 19,200 639 0.04% 0.04% 79 -4,545 -19.14% Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 17,705 590 0.0% 80 +17,705 New Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 17,633 587 0.0% 0.0% 81 -6,063 -25.59% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 17,459 581 0.0% 0.0% 82 -141 -0.8% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Reduced 17,337 577 0.0% 0.0% 83 -4,576 -20.88% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 16,741 561 0.0% 0.0% 84 +3,099 22.72% Q1 2026 Apr 30, 2026
FRANKLIN RESOURCES INC History Added to 16,638 554 0.0% 0.0% 85 +1,902 12.91% Q1 2026 May 13, 2026
CWM, LLC History Added to 16,207 540 0.0% 0.0% 86 +2,491 18.16% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 15,673 522 0.0% 87 +15,673 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 15,457 515 0.0% 0.0% 88 +11,154 259.21% Q1 2026 May 12, 2026
Inspire Investing, LLC History Added to 15,386 512 0.04% 0.04% 90 +3,168 25.93% Q1 2026 Apr 23, 2026
CANADA LIFE ASSURANCE Co History No change 15,345 512 0.0% 0.0% 89 0 0.0% Q1 2026 May 14, 2026
Centiva Capital, LP History New 15,138 504 0.0% 91 +15,138 New Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 14,502 483 0.0% 0.0% 92 +2,877 24.75% Q1 2026 May 14, 2026
Diametric Capital, LP History Reduced 14,019 467 0.12% 0.16% 93 -1,910 -11.99% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 13,238 441 0.0% 0.0% 94 -3,861 -22.58% Q1 2026 May 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 13,116 432 0.0% 95 +13,116 New Q1 2026 Apr 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 12,624 421 0.0% 0.0% 96 -372 -2.86% Q1 2026 May 01, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 12,285 409 0.0% 97 +12,285 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History No change 11,464 382 0.0% 0.0% 98 0 0.0% Q1 2026 May 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 11,080 369 0.09% 99 +11,080 New Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 10,742 358 0.0% 0.0% 100 -12,548 -53.88% Q1 2026 May 15, 2026
Diversified Trust Co History Added to 10,693 356 0.01% 0.01% 101 +460 4.5% Q1 2026 Apr 16, 2026
SG Americas Securities, LLC History Added to 10,621 354 0.0% 0.0% 102 +2,408 29.32% Q1 2026 Apr 16, 2026
GSA CAPITAL PARTNERS LLP History Reduced 10,521 351 0.02% 0.08% 103 -12,874 -55.03% Q1 2026 May 08, 2026
State of Alaska, Department of Revenue History No change 10,317 342 0.0% 0.0% 104 0 0.0% Q1 2026 Apr 20, 2026
HighTower Advisors, LLC History Added to 9,766 325 0.0% 0.0% 105 +2,854 41.29% Q1 2026 May 05, 2026
Illinois Municipal Retirement Fund History Reduced 9,707 323 0.0% 0.01% 107 -1,663 -14.63% Q1 2026 May 05, 2026
Dynamic Technology Lab Private Ltd History Reduced 9,703 323 0.05% 0.09% 106 -436 -4.3% Q1 2026 May 15, 2026
Entropy Technologies, LP History Reduced 9,269 308 0.01% 0.03% 108 -3,998 -30.13% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 9,044 301 0.0% 0.0% 109 +204 2.31% Q1 2026 May 15, 2026
Amundi History New 8,752 291 0.0% 110 +8,752 New Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 8,642 288 0.0% 0.0% 111 -621 -6.7% Q1 2026 Apr 27, 2026
Aquatic Capital Management LLC History Added to 8,453 281 0.01% 0.01% 113 +160 1.93% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 8,435 281 0.0% 0.0% 112 0 0.0% Q1 2026 May 18, 2026
Quadrature Capital Ltd History New 8,373 279 0.0% 115 +8,373 New Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 8,400 279 0.0% 0.01% 114 -300 -3.45% Q1 2026 Apr 20, 2026
WELLS FARGO & COMPANY/MN History Reduced 7,740 257 0.0% 0.0% 116 -13,291 -63.2% Q1 2026 May 11, 2026
Vanguard Global Advisers, LLC History New 7,238 241 0.0% 117 +7,238 New Q1 2026 May 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 7,195 239 0.0% 0.0% 118 +1,071 17.49% Q1 2026 Apr 27, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 7,200 239 0.0% 0.0% 119 0 0.0% Q1 2026 May 15, 2026
Values First Advisors, Inc. History Added to 6,769 225 0.12% 0.13% 120 +294 4.54% Q1 2026 Apr 17, 2026
STIFEL FINANCIAL CORP History Added to 6,308 210 0.0% 0.0% 121 +267 4.42% Q1 2026 May 12, 2026
Vanguard Investments Australia, Ltd. History New 6,276 209 0.0% 123 +6,276 New Q1 2026 May 08, 2026
ALGERT GLOBAL LLC History No change 6,269 209 0.0% 0.0% 122 0 0.0% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 5,248 175 0.0% 0.05% 124 -382,235 -98.65% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 5,247 174 0.0% 0.0% 125 0 0.0% Q1 2026 Apr 29, 2026
FEDERATED HERMES, INC. History No change 4,801 160 0.0% 0.0% 126 0 0.0% Q1 2026 May 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 4,775 159 0.0% 0.0% 127 0 0.0% Q1 2026 May 04, 2026
COMERICA BANK History No change 4,099 157 0.0% 0.0% 128 0 0.0% Q4 2025 Jan 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 4,674 155 0.0% 0.0% 129 0 0.0% Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History Added to 4,543 151 0.0% 0.0% 130 +3,100 214.83% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Reduced 4,438 148 0.0% 0.0% 131 -8,703 -66.23% Q1 2026 May 06, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 4,358 145 0.0% 0.0% 132 +17 0.39% Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History No change 4,379 145 0.0% 0.0% 133 0 0.0% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History New 4,028 134 0.0% 134 +4,028 New Q1 2026 May 01, 2026
CITIGROUP INC History Reduced 3,724 124 0.0% 0.0% 135 -365 -8.93% Q1 2026 May 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 2,575 85 0.0% 0.0% 136 -6,488 -71.59% Q1 2026 Apr 30, 2026
GAMMA Investing LLC History Added to 2,188 72 0.0% 0.0% 137 +1,011 85.9% Q1 2026 Apr 06, 2026
Harbor Asset Planning, Inc. History No change 2,089 69 0.06% 0.07% 138 0 0.0% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History Reduced 1,948 64 0.0% 0.0% 139 -181 -8.5% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Added to 1,566 52 0.0% 0.0% 142 +1,093 231.08% Q1 2026 Apr 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,571 52 0.0% 0.0% 140 +938 148.18% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 1,586 52 0.0% 0.0% 141 0 0.0% Q1 2026 May 13, 2026
Financial Management Professionals, Inc. History No change 1,358 45 0.01% 0.01% 143 0 0.0% Q1 2026 Apr 15, 2026
Tower Research Capital LLC (TRC) History Reduced 1,017 33 0.0% 0.0% 144 -1,952 -65.75% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 814 27 0.0% 145 +800 5714.29% Q1 2026 Jun 02, 2026
Spire Wealth Management History No change 700 23 0.0% 0.0% 146 0 0.0% Q1 2026 Apr 22, 2026
Salomon & Ludwin, LLC History Added to 565 18 0.0% 0.0% 147 +440 352.0% Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Added to 550 17 0.0% 0.0% 148 +295 115.69% Q1 2026 Apr 07, 2026
JONES FINANCIAL COMPANIES LLLP History New 490 16 0.0% 149 +490 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 433 14 0.0% 0.0% 150 -3,413 -88.74% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 446 14 0.0% 151 +443 14766.67% Q1 2026 May 11, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 403 13 0.0% 0.0% 152 -904 -69.17% Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 365 12 0.0% 0.0% 153 -222 -37.82% Q1 2026 Apr 22, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 304 10 0.0% 0.0% 154 -410 -57.42% Q1 2026 May 01, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 325 10 0.0% 0.0% 155 0 0.0% Q1 2026 May 12, 2026
MassMutual Private Wealth & Trust, FSB History Added to 284 9 0.0% 0.0% 156 +148 108.82% Q1 2026 Apr 13, 2026
Allworth Financial LP History Added to 269 8 0.0% 0.0% 157 +185 220.24% Q1 2026 May 14, 2026
Destiny Wealth Partners, LLC History New 195 6 0.0% 158 +195 New Q1 2026 May 11, 2026
Versant Capital Management, Inc History Reduced 147 4 0.0% 0.01% 159 -1,125 -88.44% Q1 2026 Apr 06, 2026
DANSKE BANK A/S History Reduced 100 3 0.0% 0.0% 161 -1,800 -94.74% Q1 2026 May 12, 2026
Bare Financial Services, Inc History New 101 3 0.0% 163 +101 New Q1 2026 May 14, 2026
US BANCORP \DE\ History New 97 3 0.0% 162 +97 New Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 95 3 0.0% 0.0% 160 -57 -37.5% Q1 2026 May 07, 2026
UMB Bank, n.a. History Added to 84 2 0.0% 164 +67 394.12% Q1 2026 May 11, 2026
Root Financial Partners, LLC History New 64 2 0.0% 166 +64 New Q1 2026 Apr 24, 2026
Kilter Group LLC History Added to 79 2 0.0% 0.0% 165 +50 172.41% Q1 2026 May 14, 2026
Optiver Holding B.V. History New 42 1 0.0% 172 +42 New Q1 2026 Jun 02, 2026
Arax Advisory Partners History Reduced 59 1 0.0% 0.0% 168 -38 -39.18% Q1 2026 May 13, 2026
IFP Advisors, Inc History Reduced 58 1 0.0% 0.0% 169 -24 -29.27% Q1 2026 Apr 13, 2026
MAI Capital Management History Added to 42 1 0.0% 167 +17 68.0% Q1 2026 May 15, 2026
Covestor Ltd History Added to 16 1 0.0% 0.0% 171 +3 23.08% Q1 2026 May 05, 2026
Physician Wealth Advisors, Inc. History Added to 32 1 0.0% 0.0% 170 +1 3.23% Q1 2026 Apr 24, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.01% -164,648 -100.0% Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Closed out 0 0 0.01% -107,906 -100.0% Q1 2026 Apr 20, 2026
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 0.02% -19,015 -100.0% Q1 2026 May 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.03% -17,328 -100.0% Q1 2026 May 15, 2026
Ballentine Partners, LLC History Closed out 0 0 0.01% -13,447 -100.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -12,115 -100.0% Q1 2026 May 08, 2026
VARCOV Co. History Closed out 0 0 0.17% -10,916 -100.0% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -9,459 -100.0% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -9,365 -100.0% Q1 2026 May 15, 2026
PharVision Advisers, LLC History Closed out 0 0 0.17% -8,760 -100.0% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -8,054 -100.0% Q1 2026 May 15, 2026
Cetera Investment Advisers History Closed out 0 0 0.0% -7,996 -100.0% Q1 2026 May 13, 2026
Third View Private Wealth, LLC History Closed out 0 0 0.04% -7,303 -100.0% Q1 2026 Apr 15, 2026
MQS Management LLC History Closed out 0 0 0.16% -7,041 -100.0% Q1 2026 Apr 23, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -6,913 -100.0% Q1 2026 May 15, 2026
Versor Investments LP History Closed out 0 0 0.04% -6,473 -100.0% Q1 2026 May 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -5,709 -100.0% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 0.0% -5,524 -100.0% Q1 2026 May 08, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -5,515 -100.0% Q1 2026 May 08, 2026
INCEPTIONR LLC History Closed out 0 0 0.06% -5,500 -100.0% Q1 2026 May 14, 2026
Arizona State Retirement System History Closed out 0 0 0.0% -5,283 -100.0% Q1 2026 May 01, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 0.01% -1,393 -100.0% Q1 2026 May 15, 2026
Quarry LP History Closed out 0 0 0.0% -714 -100.0% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Closed out 0 0 0.0% -657 -100.0% Q1 2026 May 06, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -247 -100.0% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History Closed out 0 0 0.0% -216 -100.0% Q1 2026 Apr 21, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -107 -100.0% Q1 2026 May 08, 2026
Crewe Advisors LLC History Closed out 0 0 0.0% -62 -100.0% Q1 2026 May 07, 2026
Sound Income Strategies, LLC History Closed out 0 0 0.0% -35 -100.0% Q1 2026 Apr 27, 2026
True Wealth Design, LLC History Closed out 0 0 0.0% -30 -100.0% Q1 2026 Apr 13, 2026
Essential Partners LLC History Reduced 14 0 0.0% -29 -67.44% Q1 2026 May 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 -14 -100.0% Q1 2026 May 07, 2026
Caitong International Asset Management Co., Ltd History New 11 0 +11 New Q1 2026 May 11, 2026
Arlington Trust Co LLC History New 11 0 +11 New Q1 2026 Apr 08, 2026
OSAIC HOLDINGS, INC. History New 10 0 +10 New Q1 2026 May 15, 2026
Cornerstone Planning Group LLC History Reduced 10 0 -8 -44.44% Q1 2026 May 06, 2026
HARBOUR INVESTMENTS, INC. History New 7 0 +7 New Q1 2026 May 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 6 0 +6 New Q1 2026 Apr 21, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 -5 -100.0% Q1 2026 May 14, 2026
Ankerstar Wealth, LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 13, 2026
Godfrey Financial Associates, Inc. History Closed out 0 0 -2 -100.0% Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History Reduced 3 0 -1 -25.0% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 3 0 +1 50.0% Q1 2026 Apr 27, 2026
HUNTINGTON NATIONAL BANK History No change 4 0 0 0.0% Q1 2026 May 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 12 0 0 0.0% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 4 0 0 0.0% Q4 2025 Feb 12, 2026
Trust Co History No change 11 0 0 0.0% Q1 2026 Apr 13, 2026
Fortitude Family Office, LLC History No change 23 0 0 0.0% Q1 2026 Apr 15, 2026