ALPHA & OMEGA SEMICONDUCTOR Ltd - AOSL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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 No change 4,256,528 201,461 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 2,347,448 111,104 0.0% 0.0% 2 0 0.0% Q2 2026 Sep 22, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,375,083 65,082 0.05% 0.05% 3 0 0.0% Q2 2026 Sep 09, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 1,111,480 52,606 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,070,895 50,685 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 980,235 46,394 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 951,576 45,038 0.03% 0.03% 7 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 791,715 37,471 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,239,764 34,094 0.01% 0.01% 9 -95,325 -7.14% Q3 2026 Nov 04, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 658,902 31,192 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 12, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 636,893 30,144 0.06% 0.06% 11 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 476,368 22,546 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 412,910 19,543 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 403,197 19,083 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 323,866 15,311 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 317,648 15,034 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
WEBER CAPITAL MANAGEMENT LLC /ADV History Reduced 536,737 14,760 13.46% 21.69% 17 -1,700 -0.32% Q3 2026 Oct 19, 2026
ROYCE & ASSOCIATES LP History No change 309,015 14,625 0.12% 0.12% 18 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 284,225 13,452 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 279,113 13,210 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 261,018 12,353 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 253,522 11,999 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 217,176 10,278 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 207,842 9,837 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
APIS CAPITAL ADVISORS, LLC History No change 206,280 9,763 0.95% 0.95% 25 0 0.0% Q2 2026 Aug 14, 2026
PANAGORA ASSET MANAGEMENT INC History No change 194,356 9,198 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD FIDUCIARY TRUST CO History No change 163,428 7,735 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 160,918 7,616 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 153,998 7,289 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 149,537 7,077 0.12% 0.12% 30 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 145,243 6,874 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 144,312 6,830 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 246,735 6,785 0.04% 0.06% 33 +43,275 21.27% Q3 2026 Oct 06, 2026
UBS Group AG History No change 135,116 6,395 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 129,537 6,130 0.03% 0.03% 35 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 117,474 5,560 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 109,566 4,953 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 85,371 4,040 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 83,433 3,948 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 139,688 3,841 0.0% 0.0% 40 -1,757 -1.24% Q3 2026 Nov 05, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 139,461 3,835 0.07% 0.07% 41 +48,021 52.52% Q3 2026 Oct 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 76,044 3,599 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 118,522 3,259 0.0% 0.0% 43 -1,534 -1.28% Q3 2026 Nov 02, 2026
RHUMBLINE ADVISERS History No change 61,676 2,919 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 61,255 2,899 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 55,668 2,634 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Russell Investments Group, Ltd. History No change 55,849 2,598 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 06, 2026
ALGERT GLOBAL LLC History No change 54,200 2,565 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 54,126 2,561 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 52,853 2,501 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 49,300 2,333 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 47,029 2,225 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 40,523 1,917 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 39,104 1,851 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 37,562 1,777 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 36,440 1,724 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 34,889 1,651 0.05% 0.05% 57 0 0.0% Q2 2026 Aug 07, 2026
IMC-Chicago, LLC History Reduced 58,657 1,613 0.0% 0.0% 58 -41,134 -41.22% Q3 2026 Nov 05, 2026
Numerai GP LLC History No change 32,941 1,559 0.13% 0.13% 59 0 0.0% Q2 2026 Aug 14, 2026
Mork Capital Management, LLC History No change 30,000 1,419 0.91% 0.91% 60 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 29,005 1,372 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 27,820 1,316 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 24, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 26,638 1,260 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 03, 2026
New Age Alpha Advisors, LLC History No change 24,986 1,182 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 23,317 1,103 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 38,161 1,049 0.0% 0.0% 66 +17,054 80.8% Q3 2026 Nov 02, 2026
Marex Group Ltd History No change 21,500 1,017 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History No change 21,440 1,015 0.23% 0.23% 68 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 21,414 1,013 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 20,000 946 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
Jump Financial, LLC History No change 19,800 937 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 19,179 907 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 19,063 902 0.0% 0.0% 73 0 0.0% Q2 2026 Oct 27, 2026
GSA CAPITAL PARTNERS LLP History No change 16,925 801 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 06, 2026
Brevan Howard Capital Management LP History No change 16,483 780 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 33,698 746 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 15,523 734 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Arosa Capital Management LP History No change 15,000 709 0.13% 0.13% 78 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 14,460 684 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History New 23,260 639 0.03% — 80 +23,260 New Q3 2026 Oct 22, 2026
Jupiter Topco LLC History No change 13,485 637 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 13,232 626 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 11, 2026
Diversified Trust Co History No change 12,912 611 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 17, 2026
Engineers Gate Manager LP History No change 12,250 579 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 20,240 556 0.0% 0.0% 85 -113,359 -84.85% Q3 2026 Nov 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 11,391 539 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 11,209 530 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Counterpoint Mutual Funds LLC History Reduced 17,880 491 0.04% 0.12% 88 -6,832 -27.65% Q3 2026 Oct 16, 2026
NATIXIS ADVISORS, LLC History No change 10,275 486 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 10,096 477 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 15,778 434 0.0% 0.0% 91 -535 -3.28% Q3 2026 Nov 05, 2026
SEI INVESTMENTS CO History No change 8,964 424 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 8,658 409 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,750 384 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 13,266 376 0.0% — 95 +13,266 New Q3 2026 Oct 13, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 13,587 373 0.01% 0.02% 96 -8,631 -38.85% Q3 2026 Oct 16, 2026
State of Tennessee, Department of Treasury History No change 7,821 370 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 7,805 369 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 07, 2026
AXQ CAPITAL, LP History No change 7,546 357 0.04% 0.04% 99 0 0.0% Q2 2026 Aug 06, 2026
Caprock Group, LLC History No change 7,277 344 0.01% 0.01% 100 0 0.0% Q2 2026 Jul 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 7,266 343 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 10, 2026
Illinois Municipal Retirement Fund History Reduced 12,398 340 0.0% 0.01% 102 -2,960 -19.27% Q3 2026 Nov 05, 2026
HSBC HOLDINGS PLC History No change 6,881 323 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,827 323 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 23, 2026
ROYAL BANK OF CANADA History No change 6,554 310 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Investments Australia, Ltd. History No change 6,351 300 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Reduced 10,600 291 0.0% 0.01% 107 -300 -2.75% Q3 2026 Oct 20, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,048 286 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 6,000 283 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Entropy Technologies, LP History No change 5,832 276 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 5,809 274 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 10, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 5,600 265 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 5,618 265 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Added to 9,510 261 0.03% 0.04% 114 +2,833 42.43% Q3 2026 Oct 29, 2026
KLP KAPITALFORVALTNING AS History No change 5,500 260 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Investment Partners, LLC History No change 5,107 241 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 07, 2026
Overbrook Management Corp History No change 8,304 228 0.04% 0.06% 117 0 0.0% Q3 2026 Oct 08, 2026
Walleye Capital LLC History No change 4,783 226 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 03, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 4,744 224 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 7,939 218 0.0% 0.0% 120 0 0.0% Q3 2026 Nov 05, 2026
Massar Capital Management, LP History No change 4,621 218 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL FINANCIAL INC History No change 4,455 210 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
SG Americas Securities, LLC History No change 4,378 207 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 07, 2026
Almanack Investment Partners, LLC. History Reduced 7,440 204 0.02% 0.05% 124 -406 -5.17% Q3 2026 Nov 03, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 4,157 196 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 17, 2026
BARCLAYS PLC History No change 3,888 184 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
GLOBEFLEX CAPITAL L P History No change 3,845 181 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 12, 2026
State of Alaska, Department of Revenue History Reduced 6,364 174 0.0% 0.0% 128 -3,086 -32.66% Q3 2026 Oct 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 5,628 155 0.0% 0.0% 129 0 0.0% Q3 2026 Oct 22, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 5,545 152 0.0% 0.0% 130 -100 -1.77% Q3 2026 Oct 29, 2026
EASTERN BANK History No change 4,676 128 0.0% 0.0% 131 0 0.0% Q3 2026 Oct 05, 2026
GAMMA Investing LLC History Added to 4,095 112 0.0% 0.01% 132 +541 15.22% Q3 2026 Oct 08, 2026
Quantbot Technologies LP History No change 2,250 106 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,205 104 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Investment Partners, Inc. History No change 2,090 98 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,905 90 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,338 63 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 1,269 60 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 915 43 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 913 43 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 10, 2026
Versant Capital Management, Inc History Reduced 1,306 35 0.0% 0.01% 141 -33 -2.46% Q3 2026 Oct 01, 2026
Farther Finance Advisors, LLC History Added to 1,223 33 0.0% 0.0% 142 +1,165 2008.62% Q3 2026 Oct 08, 2026
Silver Grove Financial Group, Inc. History Added to 1,213 33 0.02% 0.02% 143 +367 43.38% Q3 2026 Nov 05, 2026
FEDERATED HERMES, INC. History No change 657 31 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Added to 1,104 30 0.0% 0.0% 145 +991 876.99% Q3 2026 Oct 23, 2026
OSAIC HOLDINGS, INC. History No change 564 26 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 542 25 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
US BANCORP \DE\ History Added to 907 24 0.0% 0.0% 148 +119 15.1% Q3 2026 Nov 05, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 746 20 0.0% 0.0% 149 +3 0.4% Q3 2026 Oct 20, 2026
IFP Advisors, Inc History Added to 697 19 0.0% — 150 +681 4256.25% Q3 2026 Oct 16, 2026
Golden State Wealth Management, LLC History Added to 659 18 0.0% 0.0% 151 +559 559.0% Q3 2026 Nov 02, 2026
BNP Paribas Asset Management Holding S.A. History No change 320 15 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 328 15 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History Reduced 532 14 0.0% 0.01% 154 -4,926 -90.25% Q3 2026 Nov 05, 2026
Geneos Wealth Management Inc. History No change 300 14 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 06, 2026
Sterling Capital Management LLC History Reduced 480 13 0.0% 0.0% 157 -19 -3.81% Q3 2026 Oct 22, 2026
Wilmington Savings Fund Society, FSB History No change 500 13 0.0% 0.0% 156 0 0.0% Q3 2026 Oct 23, 2026
Rockefeller Capital Management L.P. History No change 290 13 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 301 13 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History Reduced 416 11 0.0% 0.0% 160 -129 -23.67% Q3 2026 Oct 21, 2026
Fortitude Family Office, LLC History Added to 392 10 0.0% — 161 +384 4800.0% Q3 2026 Oct 14, 2026
Root Financial Partners, LLC History New 345 9 0.0% — 163 +345 New Q3 2026 Oct 21, 2026
EverSource Wealth Advisors, LLC History Added to 343 9 0.0% 0.0% 162 +286 501.75% Q3 2026 Nov 04, 2026
Parallel Advisors, LLC History Added to 261 7 0.0% 0.0% 167 +180 222.22% Q3 2026 Nov 03, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 152 7 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 12, 2026
BESSEMER GROUP INC History No change 150 7 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 148 7 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History Added to 232 6 0.0% — 168 +230 11500.0% Q3 2026 Oct 26, 2026
FIFTH THIRD BANCORP History Added to 198 5 0.0% 0.0% 169 +42 26.92% Q3 2026 Nov 05, 2026
City State Bank History No change 200 5 0.0% 0.0% 170 0 0.0% Q3 2026 Oct 20, 2026
Provenance Wealth Advisors, LLC History New 179 4 0.0% — 174 +179 New Q3 2026 Oct 30, 2026
Hurley Capital, LLC History New 146 4 0.0% — 173 +146 New Q3 2026 Nov 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 151 4 0.0% 0.0% 172 -2 -1.31% Q3 2026 Oct 27, 2026
ROTHSCHILD INVESTMENT LLC History No change 86 4 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Added to 116 3 0.0% 0.0% 176 +88 314.29% Q3 2026 Oct 13, 2026
Quarry LP History No change 65 3 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 90 2 0.0% — 181 +84 1400.0% Q3 2026 Oct 14, 2026
Physician Wealth Advisors, Inc. History Added to 91 2 0.0% 0.0% 179 +15 19.74% Q3 2026 Oct 20, 2026
Parkside Financial Bank & Trust History Reduced 101 2 0.0% 0.0% 177 -4 -3.81% Q3 2026 Oct 27, 2026
Salomon & Ludwin, LLC History No change 106 2 0.0% 0.0% 178 0 0.0% Q3 2026 Oct 29, 2026
Rialto Wealth Management, LLC History No change 51 2 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 11, 2026
Owl Creek Wealth Partners LLC History New 70 1 0.0% — 188 +70 New Q3 2026 Oct 20, 2026
Avion Wealth History Added to 60 1 0.0% 0.0% 183 +28 87.5% Q3 2026 Nov 03, 2026
HAZLETT, BURT & WATSON, INC. History New 25 1 0.0% — 187 +25 New Q3 2026 Nov 04, 2026
UMB Bank, n.a. History No change 32 1 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 57 1 0.0% 0.0% 184 0 0.0% Q3 2026 Oct 15, 2026
Ameritas Advisory Services, LLC History No change 22 1 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History No change 33 1 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
Capelight Capital Asset Management LP History Closed out 0 0 — 0.34% — -15,000 -100.0% Q3 2026 Oct 23, 2026
Arizona State Retirement System History Closed out 0 0 — 0.0% — -6,775 -100.0% Q3 2026 Nov 03, 2026
AMALGAMATED BANK History Closed out 0 0 — 0.0% — -6,683 -100.0% Q3 2026 Oct 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -6,526 -100.0% Q3 2026 Oct 22, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Closed out 0 0 — 0.0% — -5,891 -100.0% Q3 2026 Nov 03, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -5,452 -100.0% Q3 2026 Nov 04, 2026
Apollon Wealth Management, LLC History Closed out 0 0 — 0.0% — -5,405 -100.0% Q3 2026 Oct 23, 2026
Sepio Capital, LP History Closed out 0 0 — 0.01% — -5,000 -100.0% Q3 2026 Oct 22, 2026
Pekin Hardy Strauss, Inc. History Closed out 0 0 — 0.02% — -4,950 -100.0% Q3 2026 Nov 02, 2026
Summit Global Investments History Closed out 0 0 — 0.01% — -4,462 -100.0% Q3 2026 Oct 28, 2026
Pictet Asset Management Holding SA History Closed out 0 0 — 0.0% — -4,441 -100.0% Q3 2026 Nov 03, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.11% — -2,625 -100.0% Q3 2026 Nov 03, 2026
State of Wyoming History Closed out 0 0 — 0.01% — -1,493 -100.0% Q3 2026 Oct 28, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -994 -100.0% Q3 2026 Nov 05, 2026
FIRST HORIZON CORP History Closed out 0 0 — 0.0% — -302 -100.0% Q3 2026 Oct 26, 2026
Mascoma Wealth Management LLC History Closed out 0 0 — 0.0% — -67 -100.0% Q3 2026 Oct 23, 2026
Bare Financial Services, Inc History Closed out 0 0 — 0.0% — -43 -100.0% Q3 2026 Nov 04, 2026
CoreCap Advisors, LLC History New 23 0 — — — +23 New Q3 2026 Oct 08, 2026
Burk Holdings LLC History New 18 0 — — — +18 New Q3 2026 Nov 04, 2026
Ascentis Wealth Management, LLC History New 14 0 — — — +14 New Q3 2026 Nov 03, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -14 -100.0% Q3 2026 Nov 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 26 0 — — — +10 62.5% Q3 2026 Oct 22, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -8 -100.0% Q3 2026 Oct 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 7 0 — — — +6 600.0% Q3 2026 Oct 09, 2026
ASSETMARK, INC History New 6 0 — — — +6 New Q3 2026 Oct 21, 2026
FINANCIAL CONSULATE, INC History New 5 0 — — — +5 New Q3 2026 Oct 23, 2026
Covestor Ltd History Reduced 5 0 — — — -4 -44.44% Q3 2026 Oct 30, 2026
JFS WEALTH ADVISORS, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2026 Nov 03, 2026
LANARK FINANCIAL, INC. History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 26, 2026
Davis Capital Management History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 08, 2026
Hughes Financial Services, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 30, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MassMutual Private Wealth & Trust, FSB History No change 14 0 — — — 0 0.0% Q3 2026 Oct 05, 2026
Advisors Asset Management, Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 16 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
HHM Wealth Advisors, LLC History No change 6 0 — — — 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 2 0 — — — 0 0.0% Q3 2026 Oct 26, 2026
JPL Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 19 0 — — — 0 0.0% Q2 2026 Aug 11, 2026