ALPHA & OMEGA SEMICONDUCTOR Ltd - AOSL

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 3,904,776 86,529 0.0% 0.0% 1 -4,115 -0.11% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 2,424,320 48,025 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 1,574,462 34,890 0.03% 0.03% 3 -54,172 -3.33% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,563,871 34,652 0.01% 0.01% 4 -20,157 -1.27% Q1 2026 May 07, 2026
STATE STREET CORP History Reduced 1,401,550 31,058 0.0% 0.0% 5 -72,625 -4.93% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,168,929 25,903 0.0% 6 +1,168,929 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,051,231 23,295 0.0% 7 +1,051,231 New Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 694,808 15,396 0.0% 0.0% 8 -331,145 -32.28% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 628,668 13,934 0.0% 0.0% 9 +17,579 2.88% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 553,011 12,254 0.01% 0.01% 10 +274,894 98.84% Q1 2026 May 15, 2026
FMR LLC History Added to 544,709 12,070 0.0% 0.0% 11 +29,614 5.75% Q1 2026 May 15, 2026
WEBER CAPITAL MANAGEMENT LLC /ADV History Reduced 542,308 12,017 12.0% 10.24% 12 -5,000 -0.91% Q1 2026 Apr 22, 2026
ROYCE & ASSOCIATES LP History Added to 518,115 11,481 0.11% 0.1% 13 +44,100 9.3% Q1 2026 May 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 420,427 9,316 0.0% 0.0% 14 +26,654 6.77% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 375,773 8,327 0.0% 0.0% 15 -5,994 -1.57% Q1 2026 May 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 353,914 7,842 0.03% 0.01% 16 +229,163 183.7% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 336,716 7,461 0.02% 0.01% 17 +132,205 64.64% Q1 2026 May 11, 2026
JPMORGAN CHASE & CO History Added to 344,032 7,166 0.0% 0.0% 18 +106,469 44.82% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Added to 279,588 6,195 0.0% 0.0% 19 +119,000 74.1% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 267,682 5,931 0.0% 0.0% 20 -179,338 -40.12% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 246,790 5,468 0.0% 0.0% 21 +10,924 4.63% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 210,640 4,662 0.01% 0.0% 22 +77,137 57.78% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 197,782 4,382 0.0% 0.0% 23 +137,799 229.73% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 196,895 4,363 0.0% 0.0% 24 -31,338 -13.73% Q1 2026 May 15, 2026
UBS Group AG History Reduced 188,740 4,182 0.0% 0.0% 25 -28,381 -13.07% Q1 2026 May 05, 2026
Trexquant Investment LP History Added to 174,100 3,858 0.03% 0.03% 26 +22,470 14.82% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 189,000 3,744 0.01% 0.01% 27 0 0.0% Q4 2025 Feb 17, 2026
GAGNON SECURITIES LLC History Reduced 167,874 3,720 0.86% 0.87% 28 -47,768 -22.15% Q1 2026 Apr 21, 2026
VANGUARD FIDUCIARY TRUST CO History New 162,943 3,610 0.0% 29 +162,943 New Q1 2026 May 08, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 161,821 3,585 0.13% 0.11% 30 -15,601 -8.79% Q1 2026 Apr 23, 2026
Uniplan Investment Counsel, Inc. History Reduced 150,154 3,327 0.34% 0.32% 31 -9,793 -6.12% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 141,657 3,139 0.0% 0.0% 32 +59,625 72.69% Q1 2026 May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 140,331 3,109 0.06% 0.05% 33 +10,790 8.33% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 139,534 3,092 0.0% 0.0% 34 -5,774 -3.97% Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 129,435 2,868 0.0% 0.0% 35 -29,003 -18.31% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 129,287 2,865 0.0% 36 +129,287 New Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 127,692 2,829 0.0% 0.0% 37 -93,607 -42.3% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Added to 120,340 2,667 0.04% 0.02% 38 +56,360 88.09% Q1 2026 May 14, 2026
Empowered Funds, LLC History Added to 120,331 2,666 0.02% 0.04% 39 +10,790 9.85% Q1 2026 May 14, 2026
Gagnon Advisors, LLC History No change 120,196 2,663 1.96% 1.51% 40 0 0.0% Q1 2026 Apr 21, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 120,075 2,660 0.0% 0.0% 41 +1,178 0.99% Q1 2026 May 04, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History New 112,554 2,494 0.05% 42 +112,554 New Q1 2026 Apr 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 105,266 2,332 0.0% 0.0% 43 +99,073 1599.76% Q1 2026 May 12, 2026
Numerai GP LLC History Reduced 97,974 2,171 0.22% 0.29% 44 -22,181 -18.46% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 91,434 2,026 0.0% 0.0% 45 -40,484 -30.69% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 88,387 1,958 0.01% 0.01% 46 +2,004 2.32% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Added to 83,834 1,857 0.0% 0.0% 47 +216 0.26% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 78,503 1,739 0.0% 0.0% 48 +38,735 97.4% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 72,458 1,606 0.0% 0.0% 49 -6,090 -7.75% Q1 2026 Apr 16, 2026
RHUMBLINE ADVISERS History Added to 72,045 1,596 0.0% 0.0% 50 +1,033 1.45% Q1 2026 May 12, 2026
TUDOR INVESTMENT CORP ET AL History Added to 69,550 1,541 0.0% 0.0% 51 +54,149 351.59% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 66,647 1,476 0.02% 0.02% 52 0 0.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 63,034 1,396 0.02% 0.01% 53 +17,380 38.07% Q1 2026 May 15, 2026
WINTON GROUP Ltd History Reduced 60,932 1,350 0.05% 0.09% 54 -76,333 -55.61% Q1 2026 May 12, 2026
PANAGORA ASSET MANAGEMENT INC History New 58,785 1,302 0.0% 55 +58,785 New Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 58,325 1,292 0.0% 0.0% 56 -586 -0.99% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 56,806 1,258 0.0% 0.0% 57 -8,753 -13.35% Q1 2026 May 08, 2026
FRANKLIN RESOURCES INC History Added to 56,334 1,248 0.0% 0.0% 58 +36,053 177.77% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 55,270 1,225 0.08% 0.03% 59 +37,595 212.7% Q1 2026 May 08, 2026
AMERIPRISE FINANCIAL INC History Added to 53,932 1,195 0.0% 0.0% 60 +8,131 17.75% Q1 2026 May 15, 2026
Swiss National Bank History No change 50,400 1,116 0.0% 0.0% 61 0 0.0% Q1 2026 May 07, 2026
DEUTSCHE BANK AG\ History Added to 49,542 1,097 0.0% 0.0% 62 +2,483 5.28% Q1 2026 May 06, 2026
Nuveen, LLC History Added to 48,417 1,072 0.0% 0.0% 63 +268 0.56% Q1 2026 Apr 30, 2026
Mork Capital Management, LLC History No change 45,000 997 0.71% 0.54% 64 0 0.0% Q1 2026 May 15, 2026
Jump Financial, LLC History New 41,500 919 0.01% 65 +41,500 New Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 40,033 887 0.0% 0.0% 66 +1,494 3.88% Q1 2026 May 13, 2026
First Eagle Investment Management, LLC History New 40,000 886 0.0% 67 +40,000 New Q1 2026 May 14, 2026
Counterpoint Mutual Funds LLC History New 39,579 877 0.13% 68 +39,579 New Q1 2026 Apr 27, 2026
Quantinno Capital Management LP History Added to 37,248 825 0.0% 0.0% 69 +4,915 15.2% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 35,370 783 0.01% 70 +35,370 New Q1 2026 Apr 27, 2026
Russell Investments Group, Ltd. History Reduced 34,080 755 0.0% 0.0% 71 -171,695 -83.44% Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 32,823 728 0.0% 0.0% 72 +4,965 17.82% Q1 2026 May 15, 2026
Arosa Capital Management LP History No change 30,000 664 0.1% 0.07% 73 0 0.0% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 27,700 613 0.0% 0.0% 74 -739 -2.6% Q1 2026 May 14, 2026
PDT Partners, LLC History Added to 25,375 562 0.03% 0.03% 75 +4,088 19.2% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 23,784 527 0.0% 0.0% 77 -1,979 -7.68% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 23,815 527 0.0% 0.0% 76 +1,637 7.38% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 23,300 516 0.0% 0.0% 78 -96,702 -80.58% Q1 2026 May 12, 2026
XTX Topco Ltd History Reduced 22,934 508 0.01% 0.02% 79 -14,329 -38.45% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 21,023 465 0.0% 80 +21,023 New Q1 2026 May 08, 2026
MARSHALL WACE, LLP History New 20,400 452 0.0% 81 +20,400 New Q1 2026 May 14, 2026
DRW Securities, LLC History New 20,176 447 0.01% 82 +20,176 New Q1 2026 May 13, 2026
NATIXIS History No change 20,000 443 0.0% 0.0% 83 0 0.0% Q1 2026 May 14, 2026
HighTower Advisors, LLC History New 19,506 432 0.0% 84 +19,506 New Q1 2026 May 05, 2026
Brevan Howard Capital Management LP History New 19,171 424 0.0% 85 +19,171 New Q1 2026 May 15, 2026
Neuberger Berman Group LLC History New 18,984 420 0.0% 86 +18,984 New Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 20,500 406 0.0% 0.0% 87 -2,800 -12.02% Q1 2026 May 15, 2026
JOURNEY STRATEGIC WEALTH LLC History New 17,790 394 0.01% 88 +17,790 New Q1 2026 Apr 15, 2026
Quantbot Technologies LP History Reduced 17,212 381 0.02% 0.02% 89 -18,732 -52.11% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 16,488 365 0.0% 0.0% 90 -656 -3.83% Q1 2026 May 01, 2026
Creative Planning History New 15,924 352 0.0% 91 +15,924 New Q1 2026 May 12, 2026
FIRST CITIZENS BANK & TRUST CO History New 15,830 350 0.01% 92 +15,830 New Q1 2026 May 13, 2026
Verition Fund Management LLC History Reduced 15,789 349 0.0% 0.01% 93 -60,048 -79.18% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 15,523 343 0.0% 94 +15,523 New Q1 2026 May 08, 2026
Envestnet Portfolio Solutions, Inc. History New 15,205 336 0.0% 95 +15,205 New Q1 2026 Apr 29, 2026
MetLife Investment Management, LLC History No change 14,317 317 0.0% 0.0% 96 0 0.0% Q1 2026 May 14, 2026
JANUS HENDERSON GROUP PLC History No change 13,485 298 0.0% 0.0% 97 0 0.0% Q1 2026 May 18, 2026
State of Alaska, Department of Revenue History Reduced 13,440 297 0.0% 0.0% 98 -533 -3.81% Q1 2026 Apr 20, 2026
Illinois Municipal Retirement Fund History Added to 12,383 274 0.0% 0.0% 99 +123 1.0% Q1 2026 May 05, 2026
Caprock Group, LLC History Added to 12,335 273 0.01% 0.0% 100 +1,962 18.91% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 11,924 264 0.0% 0.0% 101 +272 2.33% Q1 2026 May 15, 2026
Redwood Wealth Management Group, LLC History Reduced 11,337 251 0.11% 0.12% 102 -2,739 -19.46% Q1 2026 Apr 24, 2026
Summit Global Investments History No change 11,238 249 0.01% 0.01% 103 0 0.0% Q1 2026 May 07, 2026
Louisiana State Employees Retirement System History Reduced 11,000 243 0.0% 0.0% 104 -400 -3.51% Q1 2026 Apr 20, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 10,200 226 0.0% 0.0% 105 +7,100 229.03% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 10,072 223 0.0% 0.0% 106 -19,499 -65.94% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 9,628 213 0.0% 0.0% 107 +8,969 1361.0% Q1 2026 May 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 9,030 200 0.02% 0.02% 108 -7,450 -45.21% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 8,594 190 0.0% 0.0% 109 -33,982 -79.81% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 8,445 187 0.0% 0.0% 110 +519 6.55% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 7,937 175 0.0% 0.0% 111 -1,001 -11.2% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,796 172 0.0% 0.0% 112 0 0.0% Q1 2026 May 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,486 165 0.0% 0.0% 113 +7,280 3533.98% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,827 151 0.0% 0.0% 114 0 0.0% Q1 2026 Apr 29, 2026
CITIGROUP INC History Reduced 6,769 150 0.0% 0.0% 115 -1,948 -22.35% Q1 2026 May 11, 2026
Vanguard Investments Australia, Ltd. History New 6,351 140 0.0% 116 +6,351 New Q1 2026 May 08, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,048 134 0.0% 0.0% 117 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 5,645 125 0.0% 0.0% 118 -111 -1.93% Q1 2026 Apr 29, 2026
KLP KAPITALFORVALTNING AS History No change 5,500 121 0.0% 0.0% 119 0 0.0% Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History No change 5,076 112 0.0% 0.0% 120 0 0.0% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 5,020 111 0.0% 0.0% 121 -4,036 -44.57% Q1 2026 May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 4,694 104 0.0% 0.0% 122 -834 -15.09% Q1 2026 Apr 27, 2026
EASTERN BANK History No change 4,676 103 0.0% 0.0% 123 0 0.0% Q1 2026 Apr 07, 2026
GAMMA Investing LLC History Added to 3,467 76 0.0% 0.0% 124 +966 38.62% Q1 2026 Apr 06, 2026
Tower Research Capital LLC (TRC) History Added to 2,315 51 0.0% 0.0% 126 +1,570 210.74% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 2,305 51 0.0% 0.0% 125 0 0.0% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,205 48 0.0% 0.0% 127 0 0.0% Q1 2026 May 07, 2026
CWM, LLC History Added to 1,726 38 0.0% 0.0% 128 +638 58.64% Q1 2026 May 14, 2026
FEDERATED HERMES, INC. History Added to 1,636 36 0.0% 0.0% 129 +661 67.79% Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 1,415 31 0.0% 0.0% 130 +453 47.09% Q1 2026 Apr 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,376 30 0.0% 0.0% 131 -131 -8.69% Q1 2026 May 08, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,078 23 0.0% 0.0% 132 +172 18.98% Q1 2026 Apr 30, 2026
Aster Capital Management (DIFC) Ltd History New 815 20 0.01% 133 +815 New Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 857 18 0.0% 0.0% 134 -580 -40.36% Q1 2026 Apr 22, 2026
US BANCORP \DE\ History Reduced 788 17 0.0% 0.0% 135 -4 -0.51% Q1 2026 May 14, 2026
Optiver Holding B.V. History Added to 546 12 0.0% 0.0% 137 +476 680.0% Q1 2026 Jun 02, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 523 12 0.0% 0.0% 136 -349 -40.02% Q1 2026 May 01, 2026
Wilmington Savings Fund Society, FSB History No change 500 11 0.0% 0.0% 138 0 0.0% Q1 2026 Apr 30, 2026
BNP Paribas Asset Management Holding S.A. History Added to 495 10 0.0% 0.0% 139 +81 19.57% Q1 2026 May 14, 2026
Allworth Financial LP History Added to 413 9 0.0% 0.0% 140 +181 78.02% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 432 9 0.0% 0.0% 141 -111 -20.44% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 346 6 0.0% 0.0% 142 0 0.0% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History No change 301 6 0.0% 0.0% 143 0 0.0% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 205 4 0.0% 147 +205 New Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 190 4 0.0% 0.0% 144 +8 4.4% Q1 2026 May 01, 2026
SBI Securities Co., Ltd. History Added to 225 4 0.0% 0.0% 145 +2 0.9% Q1 2026 Apr 27, 2026
City State Bank History No change 200 4 0.0% 0.0% 146 0 0.0% Q1 2026 Apr 20, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 148 3 0.0% 0.0% 150 -11,778 -98.76% Q1 2026 May 08, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 175 3 0.0% 148 +147 525.0% Q1 2026 May 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 140 3 0.0% 0.0% 152 +33 30.84% Q1 2026 May 11, 2026
Arax Advisory Partners History Reduced 152 3 0.0% 0.0% 151 -14 -8.43% Q1 2026 May 13, 2026
BESSEMER GROUP INC History No change 150 3 0.0% 0.0% 149 0 0.0% Q1 2026 May 06, 2026
MAI Capital Management History New 124 2 0.0% 157 +124 New Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 118 2 0.0% 156 +110 1375.0% Q1 2026 May 15, 2026
Salomon & Ludwin, LLC History New 106 2 0.0% 158 +106 New Q1 2026 May 11, 2026
UMB Bank, n.a. History Reduced 108 2 0.0% 0.0% 153 -23 -17.56% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Reduced 95 2 0.0% 0.0% 155 -1 -1.04% Q1 2026 Apr 07, 2026
Parkside Financial Bank & Trust History No change 101 2 0.0% 0.0% 154 0 0.0% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Added to 81 1 0.0% 161 +79 3950.0% Q1 2026 Jun 02, 2026
Physician Wealth Advisors, Inc. History Reduced 51 1 0.0% 0.0% 162 -73 -58.87% Q1 2026 Apr 24, 2026
ROTHSCHILD INVESTMENT LLC History Added to 72 1 0.0% 159 +63 700.0% Q1 2026 May 07, 2026
Root Financial Partners, LLC History New 48 1 0.0% 164 +48 New Q1 2026 Apr 24, 2026
QUADRANT CAPITAL GROUP LLC History No change 54 1 0.0% 0.0% 160 0 0.0% Q1 2026 May 13, 2026
Blue Trust, Inc. History No change 57 1 0.0% 0.0% 163 0 0.0% Q1 2026 Apr 20, 2026
Boston Partners History Closed out 0 0 0.01% -689,143 -100.0% Q1 2026 May 11, 2026
Walleye Capital LLC History Closed out 0 0 0.0% -50,691 -100.0% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -24,386 -100.0% Q1 2026 May 12, 2026
AXQ CAPITAL, LP History Closed out 0 0 0.09% -20,511 -100.0% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -20,300 -100.0% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -14,476 -100.0% Q1 2026 May 08, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.06% -12,515 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -10,500 -100.0% Q1 2026 May 14, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -7,210 -100.0% Q1 2026 May 08, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 0.02% -2,500 -100.0% Q1 2026 May 11, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -694 -100.0% Q1 2026 May 13, 2026
Quarry LP History Closed out 0 0 0.0% -66 -100.0% Q1 2026 May 15, 2026
Fortitude Family Office, LLC History Closed out 0 0 0.0% -65 -100.0% Q1 2026 Apr 15, 2026
Avion Wealth History Closed out 0 0 0.0% -51 -100.0% Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Added to 43 0 +39 975.0% Q1 2026 Apr 07, 2026
EverSource Wealth Advisors, LLC History Added to 38 0 +25 192.31% Q1 2026 May 15, 2026
Bare Financial Services, Inc History Closed out 0 0 -23 -100.0% Q1 2026 May 14, 2026
Rachor Investment Advisory Services, LLC History Reduced 25 0 -22 -46.81% Q1 2026 May 07, 2026
Keating Financial Advisory Services, Inc. History New 19 0 +19 New Q1 2026 May 15, 2026
IFP Advisors, Inc History New 16 0 +16 New Q1 2026 Apr 13, 2026
Essential Partners LLC History New 4 0 +4 New Q1 2026 May 21, 2026
SJS Investment Consulting Inc. History New 1 0 +1 New Q1 2026 Apr 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1 0 +1 New Q1 2026 Apr 21, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History No change 14 0 0 0.0% Q1 2026 Apr 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 16 0 0 0.0% Q1 2026 Apr 23, 2026
Advisors Asset Management, Inc. History No change 39 0 0 0.0% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 7 0 0 0.0% Q4 2025 Feb 12, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 32 0 0 0.0% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History No change 10 0 0 0.0% Q1 2026 May 14, 2026
HHM Wealth Advisors, LLC History No change 6 0 0 0.0% Q1 2026 Apr 17, 2026
Covestor Ltd History No change 2 0 0 0.0% Q1 2026 May 05, 2026
True Wealth Design, LLC History No change 28 0 0 0.0% Q1 2026 Apr 13, 2026
YANKCOM Partnership History No change 10 0 0 0.0% Q1 2026 Apr 20, 2026
Kilter Group LLC History No change 18 0 0 0.0% Q1 2026 May 14, 2026