AMERICA MOVIL SAB DE CV/ - AMX

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
FMR LLC History Added to 24,927,030 635,140 0.03% 0.03% 1 +461,372 1.89% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 20,807,915 530,185 0.87% 0.62% 2 +3,140,360 17.77% Q1 2026 May 15, 2026
Capital World Investors History New 13,872,513 353,221 0.05% 3 +13,872,513 New Q1 2026 May 13, 2026
Westwood Global Investments, LLC History Reduced 12,343,930 314,523 11.72% 13.24% 4 -253,136 -2.01% Q1 2026 May 14, 2026
Northcape Capital Pty Ltd History Added to 11,956,819 304,659 35.15% 25.4% 5 +1,302,761 12.23% Q1 2026 May 04, 2026
Capital International Investors History Reduced 10,218,787 260,367 0.06% 0.13% 6 -30,135,954 -74.68% Q1 2026 May 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 7,937,265 202,241 0.29% 0.25% 7 -439,653 -5.25% Q1 2026 Apr 21, 2026
Boston Partners History Added to 7,188,334 183,158 0.19% 0.1% 8 +2,352,705 48.65% Q1 2026 May 11, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History Added to 4,444,183 113,237 5.88% 4.8% 9 +152,800 3.56% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 4,372,988 111,423 0.01% 0.0% 10 +402,200 10.13% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,305,379 109,695 0.02% 0.02% 11 +90,217 2.14% Q1 2026 May 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,444,629 87,769 0.05% 0.03% 12 +111,748 3.35% Q1 2026 May 15, 2026
Itau Unibanco Holding S.A. History Added to 3,336,036 84,582 1.96% 1.22% 13 +885,913 36.16% Q1 2026 May 15, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 3,015,888 76,845 0.54% 0.43% 14 +253,067 9.16% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 2,670,300 68,039 0.28% 0.12% 15 +1,010,000 60.83% Q1 2026 Apr 30, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,468,928 63,031 0.11% 0.09% 16 -120,723 -4.66% Q1 2026 May 05, 2026
Amundi History Added to 2,381,539 60,681 0.02% 0.01% 17 +239,057 11.16% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,272,406 57,900 0.0% 0.0% 18 +1,723,717 314.15% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 2,210,252 56,317 0.1% 0.07% 19 -138,862 -5.91% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 2,099,260 53,489 0.04% 0.03% 20 +233,925 12.54% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 1,494,582 38,081 0.04% 0.03% 21 +105,290 7.58% Q1 2026 May 08, 2026
NAN FUNG TRINITY (HK) Ltd History Reduced 1,322,800 33,704 3.7% 2.35% 22 -111,100 -7.75% Q1 2026 May 04, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,273,920 32,459 0.0% 0.0% 23 -134,234 -9.53% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 1,262,926 32,179 0.01% 0.0% 24 +1,232,981 4117.49% Q1 2026 May 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,249,552 31,838 0.01% 0.0% 25 +23,008 1.88% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 1,226,752 31,257 0.06% 0.04% 26 +76,103 6.61% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,191,628 30,362 0.05% 0.05% 27 -236,900 -16.58% Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History No change 1,314,144 27,163 0.13% 0.13% 28 0 0.0% Q4 2025 Feb 17, 2026
Capital Wealth Planning, LLC History Added to 1,044,181 26,605 0.15% 0.04% 29 +709,233 211.74% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,018,777 25,958 0.01% 0.0% 30 +704,580 224.25% Q1 2026 May 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,016,873 25,909 0.01% 0.01% 31 +182,887 21.93% Q1 2026 May 04, 2026
Capital International, Inc./CA/ History Reduced 1,010,146 25,738 0.2% 0.22% 32 -340,870 -25.23% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Reduced 960,814 24,481 0.0% 0.0% 33 -4,596 -0.48% Q1 2026 May 14, 2026
UBS Group AG History Added to 734,364 18,711 0.0% 0.0% 34 +378,026 106.09% Q1 2026 May 05, 2026
WELLS FARGO & COMPANY/MN History Added to 709,793 18,085 0.0% 0.0% 35 +62,499 9.66% Q1 2026 May 11, 2026
Capital International Sarl History Reduced 677,924 17,273 0.28% 0.36% 36 -408,566 -37.6% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 559,118 14,246 0.03% 0.03% 37 -2,829 -0.5% Q1 2026 May 11, 2026
Invesco Ltd. History Reduced 530,209 13,509 0.0% 0.0% 38 -229,140 -30.18% Q1 2026 May 12, 2026
BlackRock, Inc. History Reduced 508,049 12,945 0.0% 0.0% 39 -46,788 -8.43% Q1 2026 May 13, 2026
ABC ARBITRAGE SA History Added to 416,914 10,622 1.41% 0.19% 40 +316,767 316.3% Q1 2026 May 04, 2026
Tidal Investments LLC History Added to 416,591 10,350 0.02% 0.01% 41 +312,820 301.45% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 387,667 9,877 0.0% 0.0% 42 +8,271 2.18% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 373,692 9,521 0.0% 0.0% 43 -33,565 -8.24% Q1 2026 May 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 335,171 8,540 0.01% 0.01% 44 -548,101 -62.05% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Added to 329,100 8,385 0.03% 0.02% 45 +36,642 12.53% Q1 2026 May 05, 2026
JANE STREET GROUP, LLC History Reduced 323,816 8,250 0.0% 0.0% 46 -238,683 -42.43% Q1 2026 May 12, 2026
CAPITAL INTERNATIONAL LTD /CA/ History Reduced 307,481 7,834 0.29% 0.41% 47 -250,627 -44.91% Q1 2026 May 13, 2026
GABELLI FUNDS LLC History No change 294,500 7,503 0.05% 0.04% 48 0 0.0% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 300,644 7,404 0.0% 0.0% 49 -12,226 -3.91% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 241,027 6,141 0.0% 0.0% 50 +50,626 26.59% Q1 2026 May 06, 2026
SEI INVESTMENTS CO History Reduced 226,809 5,779 0.01% 0.0% 51 -6,651 -2.85% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 216,160 5,507 0.01% 0.01% 52 -13,025 -5.68% Q1 2026 May 14, 2026
Capital Group Private Client Services, Inc. History Reduced 210,204 5,355 0.09% 0.13% 53 -170,173 -44.74% Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Reduced 203,205 5,177 0.01% 0.02% 54 -548,851 -72.98% Q1 2026 May 15, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 197,727 5,038 0.07% 0.05% 55 -2,386 -1.19% Q1 2026 Apr 30, 2026
ASSETMARK, INC History Added to 195,693 4,986 0.01% 0.01% 56 +10,547 5.7% Q1 2026 May 06, 2026
TSP Capital Management Group, LLC History Added to 189,121 4,818 1.18% 0.95% 57 +450 0.24% Q1 2026 Apr 24, 2026
Faithward Advisors, LLC History New 74,480 4,710 0.67% 58 +74,480 New Q1 2026 Apr 17, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 179,460 4,572 0.0% 59 +179,460 New Q1 2026 May 08, 2026
M&T BANK CORP History No change 165,510 4,217 0.01% 0.01% 60 0 0.0% Q1 2026 May 12, 2026
Creative Planning History Added to 158,155 4,029 0.0% 0.0% 61 +31,988 25.35% Q1 2026 May 12, 2026
Janney Montgomery Scott LLC History Added to 153,796 3,919 0.01% 0.01% 62 +378 0.25% Q1 2026 Apr 22, 2026
AMERIPRISE FINANCIAL INC History Reduced 147,937 3,769 0.0% 0.0% 63 -93,302 -38.68% Q1 2026 May 15, 2026
TrueMark Investments, LLC History Added to 146,664 3,736 0.73% 0.51% 64 +18,040 14.03% Q1 2026 Apr 20, 2026
OPAL CAPITAL LLC History Added to 146,664 3,736 0.66% 0.66% 65 +18,040 14.03% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 142,940 3,642 0.01% 0.0% 66 +39,704 38.46% Q1 2026 May 01, 2026
Henry James International Management Inc. History Reduced 142,565 3,632 1.31% 0.93% 67 -7 -0.0% Q1 2026 Apr 10, 2026
Cetera Investment Advisers History Added to 140,574 3,581 0.0% 0.0% 68 +68,661 95.48% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 134,737 3,433 0.05% 0.04% 69 +15,821 13.3% Q1 2026 May 01, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 133,905 3,411 0.02% 0.01% 70 +47,118 54.29% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 126,809 3,231 0.0% 0.0% 71 +10,985 9.48% Q1 2026 May 14, 2026
AIA Group Ltd History Reduced 121,772 3,102 0.05% 0.1% 72 -198,449 -61.97% Q1 2026 May 06, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 116,503 2,968 0.0% 0.0% 73 -75,716 -39.39% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 141,722 2,929 0.0% 0.0% 74 0 0.0% Q4 2025 Jan 29, 2026
WEXFORD CAPITAL LP History New 114,412 2,915 0.42% 75 +114,412 New Q1 2026 May 15, 2026
Raiffeisen Bank International AG History Added to 117,620 2,896 0.04% 0.03% 76 +17,500 17.48% Q1 2026 Apr 24, 2026
Crossmark Global Holdings, Inc. History Reduced 111,036 2,829 0.04% 0.04% 77 -14,506 -11.55% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Added to 107,015 2,726 0.0% 0.0% 78 +6,136 6.08% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 104,902 2,672 0.0% 0.0% 79 +12,210 13.17% Q1 2026 Apr 27, 2026
American Trust Investment Advisors, LLC History Reduced 104,540 2,663 1.47% 1.17% 80 -1,685 -1.59% Q1 2026 May 15, 2026
XTX Topco Ltd History Reduced 101,265 2,580 0.04% 0.06% 81 -4,835 -4.56% Q1 2026 May 15, 2026
Brooklyn Investment Group History Added to 94,682 2,412 0.08% 0.05% 82 +46,523 96.6% Q1 2026 Apr 29, 2026
Element Squared LLC History New 93,198 2,374 1.34% 83 +93,198 New Q1 2026 Apr 23, 2026
Asset Management One Co., Ltd. History Reduced 87,252 2,223 0.01% 0.01% 84 -72,870 -45.51% Q1 2026 May 08, 2026
GAM Holding AG History No change 106,249 2,196 0.14% 0.14% 85 0 0.0% Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Added to 86,181 2,195 0.04% 0.02% 86 +21,412 33.06% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 81,632 2,079 0.0% 0.0% 87 +56,181 220.74% Q1 2026 May 05, 2026
Capital Group Investment Management Pte. Ltd. History Reduced 77,927 1,985 0.34% 0.39% 88 -39,000 -33.35% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 77,080 1,963 0.0% 0.0% 89 -307 -0.4% Q1 2026 May 07, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 75,280 1,918 0.28% 0.22% 90 -235 -0.31% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 73,973 1,884 0.0% 0.0% 91 +8,803 13.51% Q1 2026 May 15, 2026
Greenwich Wealth Management LLC History Reduced 73,440 1,871 0.08% 0.14% 92 -80,000 -52.14% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Added to 72,515 1,848 0.0% 0.0% 93 +18,225 33.57% Q1 2026 May 13, 2026
Corient Private Wealth LLC History Added to 72,383 1,835 0.0% 0.0% 94 +5,512 8.24% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 69,416 1,768 0.05% 0.04% 95 +1,142 1.67% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 66,104 1,684 0.0% 96 +66,104 New Q1 2026 May 15, 2026
Point Nemo Capital, LLC History Added to 62,895 1,602 1.06% 0.96% 97 +15,974 34.04% Q1 2026 May 15, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 59,618 1,519 0.84% 0.65% 98 +5,958 11.1% Q1 2026 Apr 23, 2026
PROFUND ADVISORS LLC History Added to 59,474 1,515 0.06% 0.03% 99 +14,443 32.07% Q1 2026 Apr 24, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 58,256 1,484 0.05% 0.04% 100 0 0.0% Q1 2026 Apr 24, 2026
Callan Family Office, LLC History Reduced 54,951 1,400 0.03% 0.02% 101 -849 -1.52% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Reduced 54,864 1,397 0.01% 0.01% 102 -3,494 -5.99% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Added to 54,795 1,396 0.0% 0.0% 103 +18,223 49.83% Q1 2026 May 15, 2026
Dalton Investments, Inc. History Reduced 54,100 1,378 1.33% 1.02% 104 -12,700 -19.01% Q1 2026 May 12, 2026
Essex Financial Services, Inc. History No change 53,340 1,359 0.08% 0.06% 105 0 0.0% Q1 2026 Apr 24, 2026
BAILARD, INC. History Added to 50,285 1,281 0.03% 0.02% 106 +85 0.17% Q1 2026 May 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 46,475 1,184 0.0% 0.0% 107 +3,222 7.45% Q1 2026 May 15, 2026
Banque Cantonale Vaudoise History No change 45,300 1,154 0.04% 0.03% 108 0 0.0% Q1 2026 Apr 20, 2026
Vest Financial, LLC History New 43,187 1,100 0.01% 109 +43,187 New Q1 2026 Apr 23, 2026
North of South Capital LLP History New 41,563 1,059 0.1% 110 +41,563 New Q1 2026 Apr 20, 2026
Mariner, LLC History Added to 40,431 1,029 0.0% 0.0% 111 +2,432 6.4% Q1 2026 May 13, 2026
MAI Capital Management History No change 40,373 1,028 0.01% 0.0% 112 0 0.0% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 38,411 978 0.0% 0.0% 113 -5,320 -12.17% Q1 2026 May 04, 2026
ABS Direct Equity Fund LLC History Reduced 37,800 963 0.74% 6.73% 114 -236,000 -86.19% Q1 2026 May 15, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 37,043 943 0.68% 0.64% 115 0 0.0% Q1 2026 May 07, 2026
Cerity Partners LLC History Added to 36,895 940 0.0% 0.0% 116 +11,039 42.69% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 35,498 904 0.0% 0.0% 117 +19,200 117.81% Q1 2026 May 14, 2026
STATE STREET CORP History Reduced 34,893 889 0.0% 0.0% 118 -5,817 -14.29% Q1 2026 May 15, 2026
Northwest & Ethical Investments L.P. History New 34,439 877 0.02% 119 +34,439 New Q1 2026 May 13, 2026
Allworth Financial LP History Added to 34,262 872 0.0% 0.0% 120 +1,483 4.52% Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Reduced 34,184 871 0.0% 0.0% 121 -2,048 -5.65% Q1 2026 Apr 30, 2026
Bank of New York Mellon Corp History Reduced 34,049 867 0.0% 0.0% 122 -4,837 -12.44% Q1 2026 May 05, 2026
Lester Murray Antman dba SimplyRich History Added to 31,933 813 0.21% 0.06% 123 +20,267 173.73% Q1 2026 May 01, 2026
Eurizon Capital SGR S.p.A. History Reduced 30,970 789 0.0% 0.0% 124 -41,970 -57.54% Q1 2026 May 08, 2026
TRUIST FINANCIAL CORP History New 30,534 778 0.0% 125 +30,534 New Q1 2026 Apr 27, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 30,312 772 0.04% 0.04% 126 0 0.0% Q1 2026 Apr 15, 2026
Aquatic Capital Management LLC History New 29,825 759 0.02% 127 +29,825 New Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History New 27,018 688 0.0% 128 +27,018 New Q1 2026 May 11, 2026
Engineers Gate Manager LP History Reduced 26,940 686 0.01% 0.02% 129 -49,588 -64.8% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 26,900 685 0.0% 0.0% 130 -343,314 -92.73% Q1 2026 May 15, 2026
Compound Planning, Inc. History Added to 26,368 671 0.02% 0.01% 131 +5,387 25.68% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History New 26,229 668 0.0% 132 +26,229 New Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 26,009 662 0.0% 0.0% 133 +759 3.01% Q1 2026 May 08, 2026
Ethic Inc. History Reduced 25,879 659 0.01% 0.01% 134 -3,496 -11.9% Q1 2026 Apr 27, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 25,307 644 0.0% 0.0% 135 +16,267 179.94% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 25,129 640 0.01% 0.01% 136 +3,080 13.97% Q1 2026 Apr 23, 2026
&PARTNERS History Added to 24,959 637 0.0% 0.0% 137 +3,050 13.92% Q1 2026 May 15, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 25,000 637 0.03% 0.02% 138 0 0.0% Q1 2026 May 11, 2026
DEUTSCHE BANK AG\ History New 24,700 629 0.0% 139 +24,700 New Q1 2026 May 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 24,352 620 0.01% 0.01% 140 0 0.0% Q1 2026 May 14, 2026
NATIXIS History New 23,873 608 0.0% 141 +23,873 New Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 22,792 580 0.0% 0.0% 142 +1,338 6.24% Q1 2026 May 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 21,709 567 0.01% 143 +21,709 New Q1 2026 May 01, 2026
LEUTHOLD GROUP, LLC History Reduced 21,891 557 0.06% 0.05% 144 -654 -2.9% Q1 2026 May 06, 2026
Limestone Investment Advisors LP History No change 21,248 541 0.04% 0.04% 145 0 0.0% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History No change 20,082 511 0.04% 0.03% 146 0 0.0% Q1 2026 Apr 14, 2026
Sava Infond d.o.o. History No change 20,000 509 0.07% 0.06% 147 0 0.0% Q1 2026 May 11, 2026
BBR PARTNERS, LLC History New 19,876 506 0.03% 148 +19,876 New Q1 2026 May 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 20,316 504 0.0% 0.0% 149 +15,721 342.13% Q1 2026 May 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 19,707 502 0.01% 0.0% 150 +9,517 93.4% Q1 2026 Apr 20, 2026
IEQ CAPITAL, LLC History Added to 19,544 497 0.0% 0.0% 151 +270 1.4% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 19,192 489 0.0% 0.0% 152 +109 0.57% Q1 2026 Apr 07, 2026
Capstone Wealth Management Group LLC History No change 19,101 486 0.3% 0.24% 153 0 0.0% Q1 2026 Apr 16, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 18,673 475 0.0% 0.0% 154 0 0.0% Q1 2026 May 12, 2026
North Star Investment Management Corp. History No change 18,125 461 0.03% 0.02% 155 0 0.0% Q1 2026 Apr 23, 2026
Vident Advisory, LLC History Reduced 17,894 455 0.0% 0.0% 156 -140 -0.78% Q1 2026 May 14, 2026
QRG CAPITAL MANAGEMENT, INC. History New 17,514 446 0.0% 157 +17,514 New Q1 2026 Apr 27, 2026
Qtron Investments LLC History No change 17,491 445 0.06% 0.05% 158 0 0.0% Q1 2026 May 15, 2026
CHOREO, LLC History Reduced 17,414 443 0.01% 0.01% 159 -1,561 -8.23% Q1 2026 May 12, 2026
CWM, LLC History Added to 17,189 437 0.0% 0.0% 160 +2,643 18.17% Q1 2026 May 14, 2026
Sageworth Trust Co History New 16,850 429 0.02% 161 +16,850 New Q1 2026 Apr 29, 2026
First Affirmative Financial Network History New 16,492 420 0.16% 162 +16,492 New Q1 2026 May 11, 2026
Bleakley Financial Group, LLC History Added to 16,241 413 0.01% 0.0% 163 +2,640 19.41% Q1 2026 May 04, 2026
Vanguard Personalized Indexing Management, LLC History Added to 16,150 411 0.0% 0.0% 164 +930 6.11% Q1 2026 May 14, 2026
Silverberg Bernstein Capital Management LLC History No change 15,492 394 0.22% 0.18% 165 0 0.0% Q1 2026 Apr 16, 2026
FRANKLIN RESOURCES INC History No change 15,088 384 0.0% 0.0% 166 0 0.0% Q1 2026 May 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 14,854 378 0.0% 0.0% 167 -96 -0.64% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 14,563 372 0.0% 0.0% 168 -13,644 -48.37% Q1 2026 Apr 08, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 14,510 369 0.01% 0.01% 169 +2,030 16.27% Q1 2026 May 15, 2026
PDS Planning, Inc History Reduced 14,478 368 0.02% 0.02% 170 -1,122 -7.19% Q1 2026 Apr 21, 2026
NewEdge Wealth, LLC History Added to 14,366 366 0.0% 0.0% 171 +1,430 11.05% Q1 2026 May 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 14,246 362 0.01% 0.01% 172 +940 7.06% Q1 2026 May 11, 2026
Genus Capital Management Inc. History Reduced 14,079 358 0.04% 0.04% 174 -1,000 -6.63% Q1 2026 May 01, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 14,045 358 0.0% 0.0% 173 -907 -6.07% Q1 2026 Apr 30, 2026
FreeGulliver LLC History No change 14,027 357 0.15% 0.11% 175 0 0.0% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 13,438 342 0.0% 0.0% 176 +84 0.63% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History New 13,289 338 0.0% 177 +13,289 New Q1 2026 May 11, 2026
Savant Capital, LLC History Added to 13,256 337 0.0% 0.0% 178 +1,209 10.04% Q1 2026 May 04, 2026
Larry Mathis Financial Planning, LLC History Reduced 13,195 336 0.3% 0.24% 179 -55 -0.42% Q1 2026 Apr 21, 2026
FIRST FOUNDATION ADVISORS History No change 13,095 333 0.01% 0.01% 180 0 0.0% Q1 2026 May 04, 2026
Wealthspire Advisors, LLC History Reduced 13,064 332 0.0% 0.0% 182 -1,606 -10.95% Q1 2026 May 01, 2026
BROWN ADVISORY INC History Reduced 13,033 332 0.0% 0.0% 181 -151 -1.15% Q1 2026 May 15, 2026
BESSEMER GROUP INC History No change 12,992 331 0.0% 0.0% 183 0 0.0% Q1 2026 May 06, 2026
Field & Main Bank History No change 13,000 331 0.1% 0.08% 184 0 0.0% Q1 2026 Apr 10, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 12,966 330 0.06% 0.06% 185 0 0.0% Q1 2026 May 15, 2026
Valmark Advisers, Inc. History No change 12,840 327 0.0% 0.0% 186 0 0.0% Q1 2026 May 01, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 12,818 326 0.0% 0.0% 187 0 0.0% Q1 2026 Apr 24, 2026
Orion Porfolio Solutions, LLC History Reduced 12,606 321 0.0% 0.0% 188 -348 -2.69% Q1 2026 May 13, 2026
Ballentine Partners, LLC History New 12,330 314 0.0% 189 +12,330 New Q1 2026 May 14, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 12,260 312 0.0% 0.0% 190 +148 1.22% Q1 2026 Apr 13, 2026
Investment Partners Asset Management, Inc. History No change 12,247 312 0.19% 0.16% 191 0 0.0% Q1 2026 Apr 07, 2026
IBEX WEALTH ADVISORS History No change 12,188 310 0.03% 0.02% 192 0 0.0% Q1 2026 Apr 30, 2026
Arkadios Wealth Advisors History Reduced 12,072 307 0.01% 0.01% 193 -763 -5.94% Q1 2026 May 18, 2026
Performance Wealth Partners, LLC History No change 11,800 300 0.01% 0.01% 194 0 0.0% Q1 2026 Apr 10, 2026
May Hill Capital, LLC History Added to 11,758 299 0.08% 0.05% 195 +2,013 20.66% Q1 2026 May 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 11,652 296 0.0% 196 +11,652 New Q1 2026 Apr 24, 2026
J.W. COLE ADVISORS, INC. History Reduced 11,594 295 0.01% 0.0% 197 -14 -0.12% Q1 2026 Apr 23, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 11,310 290 0.0% 0.0% 198 +1,610 16.6% Q1 2026 May 15, 2026
R Squared Ltd History New 11,228 286 0.16% 199 +11,228 New Q1 2026 Apr 29, 2026
B. Metzler seel. Sohn & Co. AG History New 11,208 285 0.0% 200 +11,208 New Q1 2026 May 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 11,114 283 0.0% 0.0% 201 +19 0.17% Q1 2026 May 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 10,850 276 0.2% 0.16% 202 0 0.0% Q1 2026 May 15, 2026
REXFORD CAPITAL INC History Added to 10,800 275 0.2% 0.17% 203 +42 0.39% Q1 2026 Apr 23, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 10,750 274 0.01% 0.0% 204 0 0.0% Q1 2026 May 07, 2026
Merit Financial Group, LLC History New 10,547 268 0.0% 208 +10,547 New Q1 2026 Apr 15, 2026
Atria Investments, Inc History New 10,533 268 0.0% 207 +10,533 New Q1 2026 May 05, 2026
Waverly Advisors, LLC History Reduced 10,546 268 0.0% 0.0% 205 -1,110 -9.52% Q1 2026 May 15, 2026
MGO ONE SEVEN LLC History Reduced 10,532 268 0.01% 0.0% 206 -195 -1.82% Q1 2026 May 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 10,333 263 0.0% 209 +10,333 New Q1 2026 May 04, 2026
Checchi Capital Advisers, LLC History Added to 10,290 262 0.01% 0.01% 210 +503 5.14% Q1 2026 May 04, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 10,184 259 0.0% 0.0% 211 +384 3.92% Q1 2026 May 12, 2026
SG Americas Securities, LLC History New 10,013 255 0.0% 212 +10,013 New Q1 2026 Apr 16, 2026
FCA CORP /TX History No change 10,000 254 0.07% 0.06% 213 0 0.0% Q1 2026 May 14, 2026
Bedell Frazier Investment Counselling, LLC History No change 10,000 254 0.05% 0.04% 214 0 0.0% Q1 2026 May 15, 2026
Walleye Capital LLC History New 9,940 253 0.0% 215 +9,940 New Q1 2026 May 13, 2026
Modera Wealth Management, LLC History New 9,920 252 0.0% 217 +9,920 New Q1 2026 May 06, 2026
SIGNATUREFD, LLC History Reduced 9,902 252 0.0% 0.0% 216 -23 -0.23% Q1 2026 Apr 07, 2026
BSW Wealth Partners History New 9,784 249 0.03% 218 +9,784 New Q1 2026 Apr 14, 2026
Carrera Capital Advisors History New 9,745 248 0.04% 219 +9,745 New Q1 2026 May 04, 2026
FourThought Financial Partners, LLC History Reduced 9,720 247 0.02% 0.02% 220 -49 -0.5% Q1 2026 May 07, 2026
Caprock Group, LLC History Reduced 9,640 245 0.01% 0.01% 221 -2,768 -22.31% Q1 2026 May 11, 2026
3Chopt Investment Partners, LLC History New 9,600 244 0.06% 222 +9,600 New Q1 2026 Apr 23, 2026
VestGen Advisors, LLC History New 8,725 236 0.01% 223 +8,725 New Q1 2026 May 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 9,246 235 0.0% 224 +9,246 New Q1 2026 May 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 9,215 234 0.0% 0.0% 225 -2,451 -21.01% Q1 2026 May 15, 2026
WEALTH ALLIANCE, LLC History New 9,115 232 0.02% 226 +9,115 New Q1 2026 May 14, 2026
Walleye Trading LLC History Reduced 9,057 230 0.0% 0.0% 227 -4,087 -31.09% Q1 2026 May 08, 2026
Kestra Advisory Services, LLC History Reduced 9,053 230 0.0% 0.0% 228 -724 -7.41% Q1 2026 Apr 30, 2026
Focus Partners Wealth History New 9,011 229 0.0% 230 +9,011 New Q1 2026 May 14, 2026
HRT FINANCIAL LP History New 8,996 229 0.0% 229 +8,996 New Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 8,850 225 0.0% 0.0% 231 0 0.0% Q1 2026 May 14, 2026
Sowell Financial Services LLC History New 8,807 224 0.01% 232 +8,807 New Q1 2026 Apr 20, 2026
FIRST INTERSTATE BANK History New 8,783 223 0.01% 233 +8,783 New Q1 2026 Apr 29, 2026
PFG Investments, LLC History Reduced 8,741 222 0.01% 0.01% 234 -1,250 -12.51% Q1 2026 Apr 27, 2026
Adelphi Trust Co History New 8,600 219 0.18% 235 +8,600 New Q1 2026 Apr 01, 2026
Global Retirement Partners, LLC History No change 10,447 215 0.0% 0.0% 236 0 0.0% Q4 2025 Feb 06, 2026
JOHNSON INVESTMENT COUNSEL INC History New 8,349 212 0.0% 237 +8,349 New Q1 2026 May 01, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 8,247 210 0.0% 238 +8,247 New Q1 2026 May 15, 2026
COMMERCE BANK History New 8,189 208 0.0% 239 +8,189 New Q1 2026 May 11, 2026
Advisor OS, LLC History New 8,011 204 0.01% 240 +8,011 New Q1 2026 May 07, 2026
UMB Bank, n.a. History No change 7,085 180 0.0% 0.0% 241 0 0.0% Q1 2026 May 11, 2026
RHUMBLINE ADVISERS History Added to 6,988 178 0.0% 0.0% 242 +9 0.13% Q1 2026 May 12, 2026
Parallel Advisors, LLC History Reduced 6,708 170 0.0% 0.0% 244 -23 -0.34% Q1 2026 May 07, 2026
CIBC Private Wealth Group LLC History No change 8,251 170 0.0% 0.0% 243 0 0.0% Q4 2025 Feb 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 5,800 147 0.01% 0.01% 245 0 0.0% Q1 2026 May 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 5,400 143 0.0% 0.0% 246 0 0.0% Q1 2026 May 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 5,599 142 0.0% 0.0% 247 +1,474 35.73% Q1 2026 May 14, 2026
Zeit Capital LLC History New 5,244 133 0.09% 248 +5,244 New Q1 2026 May 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 4,782 121 0.01% 0.01% 249 0 0.0% Q1 2026 Apr 10, 2026
Clearstead Advisors, LLC History No change 4,485 114 0.0% 0.0% 250 0 0.0% Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 4,398 112 0.0% 0.0% 251 +3,528 405.52% Q1 2026 May 13, 2026
IFP Advisors, Inc History Reduced 4,414 112 0.0% 0.0% 252 -35 -0.79% Q1 2026 Apr 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,094 104 0.0% 0.0% 253 +2,042 99.51% Q1 2026 May 15, 2026
PRIVATE TRUST CO NA History No change 4,042 102 0.01% 0.01% 254 0 0.0% Q1 2026 Apr 30, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 3,940 100 0.0% 255 +3,940 New Q1 2026 Apr 14, 2026
EverSource Wealth Advisors, LLC History Added to 3,896 99 0.0% 0.0% 256 +739 23.41% Q1 2026 May 15, 2026
Hanson & Doremus Investment Management History No change 3,600 92 0.01% 0.01% 257 0 0.0% Q1 2026 Apr 17, 2026
NVWM, LLC History No change 3,600 91 0.02% 0.02% 258 0 0.0% Q1 2026 Apr 27, 2026
TD Waterhouse Canada Inc. History New 3,496 89 0.0% 259 +3,496 New Q1 2026 May 12, 2026
Geneos Wealth Management Inc. History No change 3,005 76 0.0% 0.0% 260 0 0.0% Q1 2026 May 04, 2026
MASECO LLP History No change 3,000 76 0.0% 0.0% 261 0 0.0% Q1 2026 Apr 21, 2026
Parvin Asset Management, LLC History No change 2,750 70 0.05% 0.04% 262 0 0.0% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Reduced 2,592 66 0.0% 0.0% 263 -2 -0.08% Q1 2026 May 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,546 64 0.0% 0.0% 264 0 0.0% Q1 2026 May 07, 2026
Vanguard Global Advisers, LLC History New 2,495 63 0.0% 265 +2,495 New Q1 2026 May 08, 2026
FIRST UNITED BANK & TRUST History No change 2,350 59 0.02% 0.02% 266 0 0.0% Q1 2026 Apr 21, 2026
Spire Wealth Management History No change 2,198 56 0.0% 0.0% 267 0 0.0% Q1 2026 Apr 22, 2026
Beacon Financial Strategies CORP History No change 2,100 53 0.03% 0.02% 268 0 0.0% Q1 2026 Apr 08, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 1,974 50 0.01% 0.0% 269 +188 10.53% Q1 2026 May 11, 2026
MONTAG A & ASSOCIATES INC History No change 1,962 49 0.0% 0.0% 270 0 0.0% Q1 2026 Apr 29, 2026
Arax Advisory Partners History Reduced 1,914 48 0.0% 0.0% 271 -498 -20.65% Q1 2026 May 13, 2026
GAMMA Investing LLC History Added to 1,922 48 0.0% 0.0% 272 +381 24.72% Q1 2026 Apr 06, 2026
RAELIPSKIE PARTNERSHIP History No change 1,800 45 0.02% 0.02% 273 0 0.0% Q1 2026 Apr 29, 2026
ACADIAN ASSET MANAGEMENT LLC History New 1,711 43 0.0% 275 +1,711 New Q1 2026 May 13, 2026
Financial Freedom, LLC History No change 1,699 43 0.02% 0.02% 274 0 0.0% Q1 2026 Apr 30, 2026
Glass Jacobson Investment Advisors llc History No change 1,493 38 0.01% 0.01% 276 0 0.0% Q1 2026 Apr 23, 2026
Hilltop National Bank History No change 1,498 38 0.01% 0.01% 277 0 0.0% Q1 2026 Apr 02, 2026
EASTERN BANK History No change 1,342 34 0.0% 0.0% 278 0 0.0% Q1 2026 Apr 07, 2026
Blue Trust, Inc. History Reduced 1,323 33 0.0% 0.0% 279 -204 -13.36% Q1 2026 Apr 20, 2026
TRUST CO OF VERMONT History No change 1,498 30 0.0% 0.0% 280 0 0.0% Q4 2025 Jan 16, 2026
MOTCO History No change 1,200 30 0.0% 0.0% 281 0 0.0% Q1 2026 Apr 22, 2026
Washington Trust Advisors, Inc. History No change 1,200 30 0.0% 0.0% 282 0 0.0% Q1 2026 Apr 06, 2026
BIRCHBROOK, INC. History No change 1,200 30 0.01% 0.01% 283 0 0.0% Q1 2026 Apr 08, 2026
Advisory Services Network, LLC History New 1,175 29 0.0% 284 +1,175 New Q1 2026 May 15, 2026
CoreCap Advisors, LLC History No change 1,032 26 0.0% 0.0% 285 0 0.0% Q1 2026 Apr 07, 2026
FIFTH THIRD BANCORP History No change 1,012 25 0.0% 0.0% 286 0 0.0% Q1 2026 May 01, 2026
Burk Holdings LLC History New 968 24 0.01% 288 +968 New Q1 2026 May 07, 2026
BARCLAYS PLC History Reduced 965 24 0.0% 0.0% 287 -861 -47.15% Q1 2026 May 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 932 23 0.0% 0.0% 289 0 0.0% Q1 2026 May 14, 2026
FIRST HORIZON CORP History No change 840 21 0.0% 0.0% 290 0 0.0% Q1 2026 Apr 30, 2026
Versant Capital Management, Inc History Added to 766 19 0.0% 0.0% 291 +18 2.41% Q1 2026 Apr 06, 2026
SOA Wealth Advisors, LLC. History No change 784 19 0.0% 0.0% 292 0 0.0% Q1 2026 May 20, 2026
DiNuzzo Private Wealth, Inc. History No change 748 19 0.0% 0.0% 293 0 0.0% Q1 2026 Apr 08, 2026
Smithfield Trust Co History No change 606 18 0.0% 0.0% 294 0 0.0% Q1 2026 May 08, 2026
UNION SAVINGS BANK History No change 700 17 0.01% 0.01% 295 0 0.0% Q1 2026 Apr 17, 2026
Bank of New Hampshire History Reduced 650 16 0.0% 0.01% 296 -500 -43.48% Q1 2026 Apr 13, 2026
SageView Advisory Group, LLC History No change 789 16 0.0% 0.0% 297 0 0.0% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History No change 600 15 0.0% 0.0% 298 0 0.0% Q1 2026 May 12, 2026
Pinnacle Bancorp, Inc. History No change 522 13 0.0% 0.0% 299 0 0.0% Q1 2026 Apr 22, 2026
Rosenberg Matthew Hamilton History No change 515 13 0.0% 0.0% 300 0 0.0% Q1 2026 Apr 06, 2026