AMERICAN WOODMARK CORP - AMWD

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 Added to 2,274,896 90,609 0.0% 0.0% 1 +4,746 0.21% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 1,243,857 67,043 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 1,643,562 65,463 0.21% 0.19% 3 +493,348 42.89% Q1 2026 Apr 24, 2026
ALLIANCEBERNSTEIN L.P. History Added to 832,053 44,847 0.01% 0.01% 4 +147,550 21.56% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 958,820 38,189 0.01% 0.01% 5 -21,218 -2.17% Q1 2026 May 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 613,789 24,447 0.0% 6 +613,789 New Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 559,610 22,289 0.0% 0.0% 7 -3,378 -0.6% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 505,209 20,122 0.0% 0.01% 8 +96,277 23.54% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 442,942 17,642 0.01% 0.01% 9 +54,995 14.18% Q1 2026 May 11, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 386,189 15,381 0.35% 0.52% 10 -21,464 -5.27% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 371,772 14,807 0.0% 0.0% 11 +13,995 3.91% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 364,688 14,527 0.0% 0.0% 12 +10,545 2.98% Q1 2026 May 15, 2026
AQR Arbitrage LLC History Added to 339,867 13,536 0.22% 0.36% 13 +19,979 6.25% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 319,445 12,723 0.0% 0.0% 14 -30,579 -8.74% Q1 2026 May 15, 2026
Magnetar Financial LLC History Added to 313,986 12,506 0.13% 0.17% 15 +1,258 0.4% Q1 2026 May 13, 2026
Atlas FRM LLC History No change 296,000 11,789 0.77% 1.56% 16 0 0.0% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 282,333 11,245 0.0% 17 +282,333 New Q1 2026 May 08, 2026
LMR Partners LLP History Added to 231,388 9,216 0.02% 0.0% 18 +226,176 4339.52% Q1 2026 May 15, 2026
ALPINE ASSOCIATES MANAGEMENT INC. History Reduced 225,795 8,993 0.53% 0.81% 19 -1,038 -0.46% Q1 2026 Apr 21, 2026
STONEHILL CAPITAL MANAGEMENT LLC History Reduced 211,036 8,406 4.26% 3.75% 20 -21,265 -9.15% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 194,212 7,735 0.0% 0.0% 21 +181,021 1372.31% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 185,105 7,372 0.02% 0.02% 22 +32,190 21.05% Q1 2026 May 15, 2026
UBS Group AG History Added to 168,943 6,729 0.0% 0.0% 23 +112,787 200.85% Q1 2026 May 05, 2026
TORONTO DOMINION BANK History Reduced 163,557 6,514 0.01% 0.03% 24 -155,295 -48.7% Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History New 161,234 6,421 0.15% 25 +161,234 New Q1 2026 May 14, 2026
Carmignac Gestion History No change 115,255 6,212 0.08% 0.08% 26 0 0.0% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 151,774 6,045 0.0% 0.0% 27 +3,419 2.3% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Added to 131,211 5,226 0.0% 0.0% 28 +114,476 684.05% Q1 2026 May 11, 2026
GRACE & WHITE INC /NY History Added to 129,732 5,167 0.91% 0.89% 29 +37,200 40.2% Q1 2026 Apr 21, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 128,196 5,106 0.12% 0.01% 30 +64,098 100.0% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 126,342 5,032 0.0% 0.0% 31 -8,364 -6.21% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 124,154 4,945 0.0% 0.0% 32 +3,357 2.78% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 117,992 4,699 0.0% 0.0% 33 -61,450 -34.25% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 105,092 4,185 0.0% 0.01% 34 +3,561 3.51% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 99,081 3,946 0.0% 0.0% 35 +1,318 1.35% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 93,804 3,736 0.0% 36 +93,804 New Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Added to 92,443 3,682 0.0% 0.0% 37 +51,828 127.61% Q1 2026 May 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 88,419 3,521 0.07% 0.1% 38 0 0.0% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 81,519 3,246 0.0% 0.0% 39 -6,799 -7.7% Q1 2026 May 05, 2026
Bridgewater Associates, LP History Added to 74,236 2,956 0.01% 0.01% 40 +21,166 39.88% Q1 2026 May 15, 2026
REDWOOD CAPITAL MANAGEMENT, LLC History New 72,402 2,883 0.43% 41 +72,402 New Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 70,797 2,819 0.0% 0.0% 42 +1,371 1.97% Q1 2026 May 04, 2026
D.A. DAVIDSON & CO. History Added to 61,984 2,468 0.01% 0.02% 43 +100 0.16% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Added to 54,909 2,171 0.0% 0.0% 44 +22,945 71.78% Q1 2026 May 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 52,149 2,077 0.01% 0.01% 45 +1,646 3.26% Q1 2026 May 13, 2026
XY Capital Ltd History New 50,000 1,991 1.97% 46 +50,000 New Q1 2026 May 12, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 45,930 1,829 0.14% 0.15% 47 +8,904 24.05% Q1 2026 Apr 29, 2026
Qube Research & Technologies Ltd History Reduced 43,386 1,728 0.0% 0.0% 48 -15,039 -25.74% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 41,607 1,657 0.0% 0.0% 49 -1,034 -2.42% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 41,324 1,645 0.0% 0.0% 50 -539 -1.29% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 38,027 1,514 0.0% 0.0% 51 +2,926 8.34% Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 36,303 1,445 0.0% 0.0% 52 +1,910 5.55% Q1 2026 May 13, 2026
FMR LLC History Added to 36,163 1,440 0.0% 0.0% 53 +118 0.33% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 35,252 1,404 0.01% 54 +35,252 New Q1 2026 May 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 35,143 1,399 0.03% 0.02% 55 +11,459 48.38% Q1 2026 Apr 13, 2026
Nuveen, LLC History Added to 33,503 1,334 0.0% 0.0% 56 +221 0.66% Q1 2026 Apr 30, 2026
Legal & General Group Plc History Reduced 33,187 1,321 0.0% 0.0% 57 -3,900 -10.52% Q1 2026 May 08, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 32,203 1,282 0.0% 0.0% 58 -6,258 -16.27% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 32,147 1,280 0.0% 0.0% 59 +16,686 107.92% Q1 2026 May 15, 2026
NATIXIS History New 32,000 1,274 0.0% 60 +32,000 New Q1 2026 May 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 30,680 1,221 0.0% 0.0% 61 -29,048 -48.63% Q1 2026 May 14, 2026
AMERICAN FINANCIAL GROUP INC History No change 28,924 1,152 0.43% 0.57% 62 0 0.0% Q1 2026 May 13, 2026
MANGROVE PARTNERS IM, LLC History New 28,766 1,145 0.09% 63 +28,766 New Q1 2026 May 15, 2026
Swiss National Bank History No change 28,700 1,143 0.0% 0.0% 64 0 0.0% Q1 2026 May 07, 2026
JANUS HENDERSON GROUP PLC History No change 22,465 894 0.0% 0.0% 65 0 0.0% Q1 2026 May 18, 2026
Creative Planning History Added to 22,303 888 0.0% 0.0% 66 +5,085 29.53% Q1 2026 May 12, 2026
GAM Holding AG History No change 16,000 862 0.06% 0.06% 67 0 0.0% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 20,794 829 0.0% 0.0% 68 +6,758 48.15% Q1 2026 Apr 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 19,672 784 0.0% 0.0% 69 +5,082 34.83% Q1 2026 May 15, 2026
Kintayl Capital LP History Reduced 19,589 780 0.41% 1.34% 70 -21,573 -52.41% Q1 2026 May 15, 2026
Polar Asset Management Partners Inc. History No change 19,448 774 0.02% 0.01% 71 0 0.0% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 18,504 737 0.0% 0.0% 72 -12,541 -40.4% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 18,383 732 0.0% 0.0% 73 -220 -1.18% Q1 2026 May 14, 2026
ABC ARBITRAGE SA History Added to 18,378 731 0.1% 0.08% 74 +2,996 19.48% Q1 2026 May 04, 2026
Quantinno Capital Management LP History Added to 18,310 729 0.0% 0.0% 75 +10,260 127.45% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Reduced 18,157 723 0.0% 0.01% 76 -127,533 -87.54% Q1 2026 Apr 20, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 17,749 706 0.0% 0.01% 77 -18,236 -50.68% Q1 2026 May 15, 2026
CSS LLC/IL History Added to 16,603 661 0.03% 0.03% 78 +2,664 19.11% Q1 2026 May 15, 2026
Diametric Capital, LP History Reduced 15,991 636 0.17% 0.23% 79 -278 -1.71% Q1 2026 May 15, 2026
XTX Topco Ltd History New 15,513 617 0.01% 80 +15,513 New Q1 2026 May 15, 2026
Orion Porfolio Solutions, LLC History Added to 15,281 608 0.01% 0.01% 81 +101 0.67% Q1 2026 May 13, 2026
PRUDENTIAL FINANCIAL INC History Added to 15,010 597 0.0% 0.0% 82 +1,380 10.12% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 14,733 586 0.01% 83 +14,733 New Q1 2026 May 15, 2026
COMERICA BANK History No change 10,341 557 0.0% 0.0% 84 0 0.0% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Added to 13,979 556 0.0% 0.0% 85 +13,845 10332.09% Q1 2026 May 01, 2026
JANE STREET GROUP, LLC History Reduced 13,958 555 0.0% 0.0% 86 -106,338 -88.4% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 13,856 551 0.0% 0.0% 87 -107 -0.77% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 13,056 520 0.04% 0.05% 88 0 0.0% Q1 2026 May 15, 2026
Virtu Financial LLC History New 12,197 486 0.02% 89 +12,197 New Q1 2026 May 14, 2026
Vident Advisory, LLC History Added to 11,960 476 0.0% 0.01% 90 +1,733 16.95% Q1 2026 May 14, 2026
SummerHaven Investment Management, LLC History Reduced 11,783 469 0.29% 0.45% 91 -2,943 -19.99% Q1 2026 Apr 24, 2026
Rafferty Asset Management, LLC History Reduced 11,361 452 0.0% 0.0% 92 -2,117 -15.71% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History New 10,051 400 0.01% 93 +10,051 New Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 10,025 399 0.0% 94 +10,025 New Q1 2026 May 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 9,724 387 0.0% 0.0% 95 -287 -2.87% Q1 2026 May 01, 2026
ARGA Investment Management, LP History Added to 9,644 384 0.01% 0.01% 96 +2,292 31.18% Q1 2026 Apr 30, 2026
Illinois Municipal Retirement Fund History Added to 9,284 369 0.0% 0.01% 97 +1,489 19.1% Q1 2026 May 05, 2026
KLP KAPITALFORVALTNING AS History Added to 8,600 342 0.0% 0.0% 98 +5,600 186.67% Q1 2026 Apr 29, 2026
MetLife Investment Management, LLC History Reduced 8,232 327 0.0% 0.0% 99 -105 -1.26% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Reduced 7,962 316 0.0% 0.0% 100 -234 -2.86% Q1 2026 Apr 20, 2026
Versor Investments LP History Reduced 7,854 312 0.76% 0.52% 101 -54,361 -87.38% Q1 2026 May 12, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 7,779 309 0.0% 0.0% 102 -9,909 -56.02% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 7,330 292 0.0% 0.01% 103 +16 0.22% Q1 2026 May 01, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 6,899 274 0.0% 0.0% 104 +243 3.65% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 6,500 258 0.0% 0.01% 105 -200 -2.99% Q1 2026 Apr 20, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 6,321 251 0.0% 0.0% 106 -4 -0.06% Q1 2026 May 01, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 6,182 246 0.0% 0.0% 107 +838 15.68% Q1 2026 May 08, 2026
GUGGENHEIM CAPITAL LLC History Reduced 6,133 244 0.0% 0.0% 108 -6,775 -52.49% Q1 2026 May 15, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 5,810 231 0.0% 0.01% 109 -192 -3.2% Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,635 224 0.0% 0.0% 110 0 0.0% Q1 2026 May 06, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 5,576 222 0.0% 0.0% 111 -201 -3.48% Q1 2026 Apr 29, 2026
Vanguard Global Advisers, LLC History New 5,487 218 0.0% 112 +5,487 New Q1 2026 May 08, 2026
AlphaQuest LLC History No change 3,989 215 0.01% 0.01% 113 0 0.0% Q4 2025 Feb 09, 2026
Penserra Capital Management LLC History Added to 5,395 214 0.0% 0.0% 114 +108 2.04% Q1 2026 May 11, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 5,215 207 0.0% 0.0% 115 -12,600 -70.73% Q1 2026 May 15, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 5,087 203 0.02% 0.0% 116 +5,007 6258.75% Q1 2026 Apr 28, 2026
Police & Firemen's Retirement System of New Jersey History Added to 4,186 166 0.0% 0.0% 117 +678 19.33% Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History No change 3,801 151 0.0% 0.0% 118 0 0.0% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 3,725 148 0.0% 0.0% 119 0 0.0% Q1 2026 May 04, 2026
SG Americas Securities, LLC History Reduced 3,461 138 0.0% 0.0% 120 -1,753 -33.62% Q1 2026 Apr 16, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 3,377 134 0.0% 0.0% 121 -4,809 -58.75% Q1 2026 May 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 3,346 133 0.0% 0.0% 122 0 0.0% Q1 2026 Apr 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 3,276 130 0.0% 0.0% 123 0 0.0% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 3,126 124 0.0% 124 +3,126 New Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,991 119 0.0% 0.0% 125 -1,167 -28.07% Q1 2026 May 08, 2026
EMC Capital Management History No change 1,740 94 0.04% 0.04% 126 0 0.0% Q4 2025 Mar 09, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,232 89 0.0% 0.0% 127 0 0.0% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 1,923 76 0.0% 0.0% 128 -27 -1.38% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,246 50 0.0% 0.0% 129 -5,370 -81.17% Q1 2026 Apr 27, 2026
Russell Investments Group, Ltd. History Reduced 1,196 47 0.0% 0.0% 131 -10 -0.83% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 1,200 47 0.0% 0.0% 130 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 1,101 43 0.0% 0.0% 132 +303 37.97% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 972 38 0.0% 0.0% 133 +95 10.83% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 917 36 0.0% 0.0% 134 +278 43.51% Q1 2026 Apr 06, 2026
Advisory Services Network, LLC History New 850 33 0.0% 135 +850 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 805 32 0.0% 0.0% 136 -400 -33.2% Q1 2026 May 15, 2026
CWM, LLC History Reduced 635 25 0.0% 0.0% 137 -835 -56.8% Q1 2026 May 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 600 23 0.0% 0.0% 138 0 0.0% Q1 2026 May 11, 2026
Salomon & Ludwin, LLC History Added to 526 20 0.0% 0.0% 139 +419 391.59% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 479 19 0.0% 0.0% 140 -335 -41.15% Q1 2026 Apr 22, 2026
Versant Capital Management, Inc History Added to 465 18 0.0% 0.0% 141 +95 25.68% Q1 2026 Apr 06, 2026
UMB Bank, n.a. History Added to 335 13 0.0% 0.0% 142 +256 324.05% Q1 2026 May 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 324 12 0.0% 0.0% 143 +75 30.12% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 285 11 0.0% 0.0% 144 +95 50.0% Q1 2026 Apr 30, 2026
Ares Financial Consulting, LLC History New 246 9 0.01% 145 +246 New Q1 2026 Apr 02, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 101 4 0.0% 0.0% 146 0 0.0% Q1 2026 May 08, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 81 3 0.0% 0.0% 149 -744 -90.18% Q1 2026 May 11, 2026
Kilter Group LLC History New 79 3 0.0% 152 +79 New Q1 2026 May 14, 2026
Parallel Advisors, LLC History New 76 3 0.0% 151 +76 New Q1 2026 Jun 02, 2026
Farther Finance Advisors, LLC History Reduced 99 3 0.0% 0.0% 150 -52 -34.44% Q1 2026 Apr 07, 2026
Arax Advisory Partners History Added to 77 3 0.0% 0.0% 148 +19 32.76% Q1 2026 May 13, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 82 3 0.0% 0.0% 147 0 0.0% Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 33 1 0.0% 0.0% 156 -333 -90.98% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Reduced 50 1 0.0% 0.0% 157 -66 -56.9% Q1 2026 May 15, 2026
Root Financial Partners, LLC History New 37 1 0.0% 160 +37 New Q1 2026 Apr 24, 2026
Parkside Financial Bank & Trust History Added to 42 1 0.0% 154 +36 600.0% Q1 2026 May 13, 2026
IFP Advisors, Inc History Reduced 26 1 0.0% 0.0% 155 -34 -56.67% Q1 2026 Apr 13, 2026
Optiver Holding B.V. History Reduced 32 1 0.0% 0.0% 159 -34 -51.52% Q1 2026 Jun 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 38 1 0.0% 153 +28 280.0% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 19 1 0.0% 0.0% 158 0 0.0% Q4 2025 Feb 06, 2026
COOKE & BIELER LP History Closed out 0 0 0.15% -260,616 -100.0% Q1 2026 May 04, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.02% -45,946 -100.0% Q1 2026 May 07, 2026
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -41,229 -100.0% Q1 2026 May 14, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.06% -38,826 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -26,387 -100.0% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Closed out 0 0 0.01% -21,006 -100.0% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -18,186 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -16,800 -100.0% Q1 2026 May 14, 2026
Sagefield Capital LP History Closed out 0 0 0.07% -15,862 -100.0% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History Closed out 0 0 0.0% -12,464 -100.0% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -6,401 -100.0% Q1 2026 May 04, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -6,035 -100.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Closed out 0 0 0.01% -5,953 -100.0% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -4,250 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -4,223 -100.0% Q1 2026 May 08, 2026
Arizona State Retirement System History Closed out 0 0 0.0% -4,031 -100.0% Q1 2026 May 01, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.0% -3,957 -100.0% Q1 2026 Apr 24, 2026
Wilmington Savings Fund Society, FSB History Closed out 0 0 0.0% -2,851 -100.0% Q1 2026 Apr 30, 2026
PenderFund Capital Management Ltd. History Closed out 0 0 0.02% -1,800 -100.0% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.0% -932 -100.0% Q1 2026 May 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 11, 2026
Smartleaf Asset Management LLC History Reduced 14 0 0.0% -166 -92.22% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 1 0 0.0% -160 -99.38% Q1 2026 Apr 27, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Reduced 8 0 0.0% -70 -89.74% Q1 2026 Apr 07, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -45 -100.0% Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.0% -42 -100.0% Q1 2026 May 11, 2026
Allworth Financial LP History Reduced 11 0 0.0% -35 -76.09% Q1 2026 May 14, 2026
Essential Partners LLC History Reduced 12 0 0.0% -24 -66.67% Q1 2026 May 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 24 0 +24 New Q1 2026 May 07, 2026
BESSEMER GROUP INC History Closed out 0 0 0.0% -24 -100.0% Q1 2026 May 06, 2026
True Wealth Design, LLC History Reduced 3 0 0.0% -17 -85.0% Q1 2026 Apr 13, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 -15 -100.0% Q1 2026 Apr 24, 2026
ASSETMARK, INC History Closed out 0 0 -14 -100.0% Q1 2026 May 06, 2026
Fortitude Family Office, LLC History New 13 0 +13 New Q1 2026 Apr 15, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -8 -100.0% Q1 2026 May 15, 2026
Torren Management, LLC History Closed out 0 0 -7 -100.0% Q1 2026 Apr 30, 2026
Cedar Mountain Advisors, LLC History New 6 0 +6 New Q1 2026 Apr 30, 2026
Ankerstar Wealth, LLC History Closed out 0 0 -5 -100.0% Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 5 0 +4 400.0% Q1 2026 May 07, 2026
TD PRIVATE CLIENT WEALTH LLC History New 4 0 +4 New Q1 2026 Apr 27, 2026
Rockefeller Capital Management L.P. History Closed out 0 0 -3 -100.0% Q1 2026 May 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 9 0 -2 -18.18% Q1 2026 Apr 23, 2026
Covestor Ltd History Added to 10 0 +2 25.0% Q1 2026 May 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History Closed out 0 0 -2 -100.0% Q1 2026 Apr 21, 2026
Keating Financial Advisory Services, Inc. History New 1 0 +1 New Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History No change 10 0 0 0.0% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History No change 11 0 0 0.0% Q1 2026 Apr 13, 2026
CIBC Private Wealth Group LLC History No change 3 0 0 0.0% Q4 2025 Feb 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 13 0 0 0.0% Q1 2026 May 13, 2026
Larson Financial Group LLC History No change 9 0 0 0.0% Q1 2026 May 15, 2026