APPFOLIO INC - APPF

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
VANGUARD GROUP INC History No change 2,560,460 595,691 0.01% 0.01% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 2,547,098 401,982 0.01% 0.01% 2 +178,750 7.55% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,505,882 237,664 0.13% 0.15% 3 +259,933 20.86% Q1 2026 May 04, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,485,373 234,421 0.01% 4 +1,485,373 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,047,945 165,386 0.0% 5 +1,047,945 New Q1 2026 May 15, 2026
Ashe Capital Management, LP History Reduced 1,047,915 165,381 20.74% 24.3% 6 -30,000 -2.78% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 721,657 113,891 0.0% 0.01% 7 +36,001 5.25% Q1 2026 May 15, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 643,231 101,514 0.34% 0.41% 8 +4,990 0.78% Q1 2026 May 08, 2026
Nellore Capital Management LLC History Added to 636,302 100,421 12.83% 13.8% 9 +106,606 20.13% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 513,441 81,032 0.01% 0.02% 10 -155,876 -23.29% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 506,289 79,921 0.0% 0.01% 11 +33,798 7.15% Q1 2026 May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 454,463 71,723 0.21% 0.33% 12 -66,046 -12.69% Q1 2026 May 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 384,529 60,686 0.03% 0.05% 13 +23,428 6.49% Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 367,128 57,940 0.24% 0.17% 14 +180,735 96.96% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 345,603 54,543 0.0% 0.0% 15 +61,641 21.71% Q1 2026 May 15, 2026
Keenan Capital, LLC History New 334,557 52,799 11.14% 16 +334,557 New Q1 2026 May 15, 2026
Caledonia (Private) Investments Pty Ltd History Reduced 328,277 51,808 1.51% 1.48% 17 -4,358 -1.31% Q1 2026 May 15, 2026
DF DENT & CO INC History Reduced 320,512 50,583 0.97% 1.34% 18 -80,982 -20.17% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 307,290 48,497 0.0% 0.0% 19 +31,741 11.52% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 296,627 46,812 0.01% 0.01% 20 +9,600 3.34% Q1 2026 May 07, 2026
Greenstone Partners & Co., LLC History Added to 273,497 43,163 10.93% 8.48% 21 +85,888 45.78% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 266,145 42,003 0.01% 0.01% 22 +53,860 25.37% Q1 2026 May 14, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 265,330 41,874 0.5% 1.03% 23 -154,101 -36.74% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 227,280 35,869 0.06% 0.05% 24 +80,760 55.12% Q1 2026 May 14, 2026
Fiera Capital Corp History Added to 220,357 34,776 0.12% 0.16% 25 +7,206 3.38% Q1 2026 May 12, 2026
Lead Edge Capital Management, LLC History New 210,260 33,183 8.14% 26 +210,260 New Q1 2026 May 15, 2026
LONG WALK MANAGEMENT LP History Reduced 204,500 32,274 9.39% 19.76% 27 -177,250 -46.43% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 164,642 25,983 0.0% 0.01% 28 +9,695 6.26% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 159,724 25,207 0.0% 0.01% 29 -19,435 -10.85% Q1 2026 May 05, 2026
VANGUARD FIDUCIARY TRUST CO History New 153,482 24,222 0.01% 30 +153,482 New Q1 2026 May 08, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 152,587 24,081 0.04% 0.06% 31 +12,958 9.28% Q1 2026 May 14, 2026
NORGES BANK History No change 97,976 22,794 0.0% 0.0% 32 0 0.0% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 142,068 22,421 0.01% 0.03% 33 -139,427 -49.53% Q1 2026 May 15, 2026
Sone Capital Management, LLC History Added to 133,705 21,101 1.77% 1.22% 34 +69,163 107.16% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 130,372 20,572 0.0% 0.0% 35 +107,635 473.39% Q1 2026 May 15, 2026
FMR LLC History Reduced 128,428 20,268 0.0% 0.0% 36 -131,228 -50.54% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Reduced 126,691 19,995 0.18% 0.3% 37 -22,396 -15.02% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 124,314 19,619 0.02% 0.03% 38 +24,438 24.47% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 123,026 19,415 0.01% 0.03% 39 -59,565 -32.62% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 119,299 18,828 0.02% 0.02% 40 +33,686 39.35% Q1 2026 May 08, 2026
CITADEL ADVISORS LLC History Reduced 118,879 18,761 0.0% 0.01% 41 -296,436 -71.38% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 110,909 17,503 0.0% 0.0% 42 +65,951 146.69% Q1 2026 May 15, 2026
TenCore Partners, LP History New 109,905 17,345 13.48% 43 +109,905 New Q1 2026 May 06, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 108,134 17,065 2.42% 2.9% 44 -43,989 -28.92% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Added to 108,078 16,840 0.0% 0.0% 45 +27,421 34.0% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 105,721 16,684 0.0% 0.01% 46 -310,539 -74.6% Q1 2026 May 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 105,014 16,390 0.01% 0.01% 47 +7,095 7.25% Q1 2026 May 14, 2026
UBS Group AG History Added to 100,137 15,803 0.0% 0.0% 48 +60,172 150.56% Q1 2026 May 05, 2026
Ranger Investment Management, L.P. History Reduced 98,630 15,565 1.13% 1.82% 49 -15,660 -13.7% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 96,116 15,169 0.0% 0.0% 50 -3,402 -3.42% Q1 2026 May 11, 2026
MARSHALL WACE, LLP History Reduced 93,771 14,798 0.01% 0.04% 51 -76,158 -44.82% Q1 2026 May 14, 2026
RIVERBRIDGE PARTNERS LLC History New 88,112 13,905 0.34% 52 +88,112 New Q1 2026 Apr 17, 2026
Squarepoint Ops LLC History Added to 80,665 12,730 0.01% 0.01% 53 +43,064 114.53% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 77,182 12,180 0.0% 0.0% 54 +14,703 23.53% Q1 2026 Apr 30, 2026
JENNISON ASSOCIATES LLC History Reduced 76,110 12,011 0.01% 0.02% 55 -53,291 -41.18% Q1 2026 May 06, 2026
CROSSLINK CAPITAL INC History Added to 71,490 11,282 1.1% 0.45% 56 +46,465 185.67% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 70,495 11,125 0.01% 0.01% 57 +30,488 76.21% Q1 2026 May 13, 2026
Edgestream Partners, L.P. History Added to 70,110 11,064 0.36% 0.24% 58 +33,331 90.63% Q1 2026 May 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 70,045 11,054 0.0% 0.0% 59 +9,399 15.5% Q1 2026 May 04, 2026
RHUMBLINE ADVISERS History Added to 64,248 10,139 0.01% 0.01% 60 +3,369 5.53% Q1 2026 May 12, 2026
LOOMIS SAYLES & CO L P History Reduced 62,318 9,835 0.01% 0.02% 61 -1,622 -2.54% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 60,468 9,543 0.01% 0.02% 62 +2,849 4.94% Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 57,778 9,118 0.0% 0.0% 63 +11 0.02% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 57,359 9,052 0.02% 0.02% 64 +4,943 9.43% Q1 2026 May 14, 2026
EULAV Asset Management History No change 55,449 8,750 0.28% 0.34% 65 0 0.0% Q1 2026 May 07, 2026
Tensile Capital Management LP History New 53,000 8,364 1.2% 66 +53,000 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 52,466 8,280 0.0% 0.0% 67 +8,582 19.56% Q1 2026 May 15, 2026
TFJ Management, LLC History Added to 51,739 8,165 5.78% 6.06% 68 +15,573 43.06% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Added to 51,263 8,090 0.15% 0.06% 69 +38,995 317.86% Q1 2026 Apr 27, 2026
Tidal Investments LLC History Added to 50,768 8,012 0.02% 0.03% 70 +4,011 8.58% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 50,596 7,984 0.02% 0.03% 71 -3,030 -5.65% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Added to 50,441 7,960 0.01% 0.02% 72 +9,225 22.38% Q1 2026 May 15, 2026
Granite Investment Partners, LLC History New 48,774 7,697 0.47% 73 +48,774 New Q1 2026 Apr 30, 2026
LPL Financial LLC History Added to 47,948 7,567 0.0% 0.0% 74 +3,354 7.52% Q1 2026 May 06, 2026
Atika Capital Management LLC History Added to 47,500 7,496 0.94% 1.09% 75 +3,000 6.74% Q1 2026 May 14, 2026
Man Group plc History Added to 44,743 7,061 0.01% 0.01% 76 +12,705 39.66% Q1 2026 May 15, 2026
Swiss National Bank History Added to 43,360 6,843 0.0% 0.01% 77 +520 1.21% Q1 2026 May 07, 2026
XTX Topco Ltd History Added to 41,613 6,567 0.11% 0.01% 78 +39,275 1679.85% Q1 2026 May 15, 2026
Creative Planning History Reduced 40,542 6,398 0.0% 0.01% 79 -462 -1.13% Q1 2026 May 12, 2026
TWO SIGMA ADVISERS, LP History No change 26,606 6,189 0.01% 0.01% 80 0 0.0% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 26,332 6,126 0.0% 0.0% 81 +1,662 6.74% Q1 2026 May 15, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC History Added to 38,300 6,044 0.17% 0.12% 82 +14,500 60.92% Q1 2026 Apr 09, 2026
D. E. Shaw & Co., Inc. History Added to 36,583 5,773 0.0% 0.0% 83 +12,210 50.1% Q1 2026 May 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 36,736 5,730 0.01% 0.01% 84 -822 -2.19% Q1 2026 May 13, 2026
Langdon Equity Partners History New 35,250 5,563 4.16% 85 +35,250 New Q1 2026 May 14, 2026
NATIXIS ADVISORS, LLC History Added to 34,185 5,395 0.01% 0.01% 86 +1,860 5.75% Q1 2026 May 13, 2026
Quantum Capital Management, LLC / NJ History Reduced 33,909 5,351 0.68% 0.93% 87 -457 -1.33% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Added to 33,576 5,302 0.01% 0.01% 88 +7,982 31.19% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 33,005 5,138 0.0% 0.0% 89 +32,474 6115.63% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 31,033 4,897 0.0% 0.0% 90 -14,137 -31.3% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 30,449 4,805 0.0% 0.0% 91 -2,983 -8.92% Q1 2026 May 08, 2026
Retirement Systems of Alabama History Added to 29,834 4,708 0.02% 0.02% 92 +2,142 7.74% Q1 2026 Apr 24, 2026
Qube Research & Technologies Ltd History New 28,457 4,491 0.0% 93 +28,457 New Q1 2026 May 15, 2026
Trexquant Investment LP History New 26,145 4,126 0.03% 94 +26,145 New Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 25,766 4,066 0.0% 0.0% 95 +5,115 24.77% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 25,250 3,984 0.0% 0.0% 96 -4,571 -15.33% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 25,185 3,975 0.0% 0.0% 97 +21,898 666.2% Q1 2026 Apr 16, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 22,708 3,583 0.0% 0.0% 98 +260 1.16% Q1 2026 May 15, 2026
Kerrisdale Advisers, LLC History Added to 22,344 3,526 1.34% 1.76% 99 +6,328 39.51% Q1 2026 May 15, 2026
AGF MANAGEMENT LTD History Added to 21,073 3,325 0.01% 0.01% 100 +8,153 63.1% Q1 2026 May 07, 2026
Advisors Capital Management, LLC History Added to 19,824 3,128 0.04% 0.05% 101 +539 2.79% Q1 2026 May 01, 2026
FRANKLIN RESOURCES INC History Reduced 19,497 3,077 0.0% 0.0% 102 -137 -0.7% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 19,495 3,076 0.0% 103 +19,495 New Q1 2026 May 08, 2026
Point72 Asset Management, L.P. History New 19,135 3,019 0.0% 104 +19,135 New Q1 2026 May 15, 2026
Bridgewater Associates, LP History Reduced 18,256 2,881 0.01% 0.04% 105 -24,180 -56.98% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 18,149 2,864 0.01% 0.0% 106 +12,355 213.24% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 18,126 2,860 0.01% 0.01% 107 0 0.0% Q1 2026 May 08, 2026
Davidson Kahn Capital Management, LLC History Added to 17,706 2,799 1.49% 1.11% 108 +8,536 93.09% Q1 2026 Apr 22, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 16,939 2,673 0.0% 0.0% 109 +252 1.51% Q1 2026 May 15, 2026
CHANNEL WEALTH LLC History Reduced 16,486 2,601 0.63% 0.97% 110 -2 -0.01% Q1 2026 May 11, 2026
Alamar Capital Management, LLC History Reduced 16,025 2,529 1.54% 2.19% 111 -1,040 -6.09% Q1 2026 May 13, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 15,807 2,494 0.05% 0.18% 112 -23,300 -59.58% Q1 2026 May 15, 2026
Baker Avenue Asset Management, LP History Added to 15,691 2,476 0.06% 0.08% 113 +361 2.35% Q1 2026 May 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 10,431 2,426 0.01% 0.01% 114 0 0.0% Q4 2025 Feb 04, 2026
EFG International AG History Added to 15,015 2,371 0.05% 0.06% 115 +870 6.15% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 14,354 2,259 0.0% 0.0% 116 -15,946 -52.63% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 14,037 2,215 0.0% 0.0% 117 +5,623 66.83% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History Added to 12,925 2,039 0.01% 0.01% 118 +608 4.94% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Added to 12,750 2,012 0.01% 0.01% 119 +3,293 34.82% Q1 2026 May 05, 2026
Alternative Investment Advisors, LLC. History New 12,583 1,985 0.87% 120 +12,583 New Q1 2026 May 15, 2026
COMMERCE BANK History Added to 12,563 1,982 0.01% 0.01% 121 +1,070 9.31% Q1 2026 May 11, 2026
Illinois Municipal Retirement Fund History Added to 12,531 1,977 0.03% 0.03% 122 +1,365 12.22% Q1 2026 May 05, 2026
Orion Porfolio Solutions, LLC History Reduced 12,298 1,940 0.02% 0.02% 123 -1,851 -13.08% Q1 2026 May 13, 2026
Cerity Partners LLC History Added to 12,154 1,918 0.0% 0.0% 124 +9,090 296.67% Q1 2026 May 15, 2026
AMALGAMATED BANK History Added to 11,478 1,811 0.01% 0.02% 125 +535 4.89% Q1 2026 May 08, 2026
Vident Advisory, LLC History Added to 11,123 1,755 0.01% 0.02% 126 +2,442 28.13% Q1 2026 May 14, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 10,896 1,719 0.01% 0.02% 127 +587 5.69% Q1 2026 May 12, 2026
PARNASSUS INVESTMENTS, LLC History Added to 10,704 1,689 0.0% 0.01% 128 +2,266 26.85% Q1 2026 May 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 9,989 1,576 0.02% 0.01% 129 +5,350 115.33% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 9,964 1,572 0.0% 130 +9,964 New Q1 2026 May 08, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 9,933 1,567 0.01% 0.02% 131 +120 1.22% Q1 2026 May 01, 2026
JANE STREET GROUP, LLC History Added to 9,900 1,562 0.0% 0.0% 132 +1,600 19.28% Q1 2026 May 12, 2026
JANUS HENDERSON GROUP PLC History Reduced 9,838 1,553 0.0% 0.0% 133 -10,034 -50.49% Q1 2026 May 18, 2026
Daiwa Securities Group Inc. History Added to 9,743 1,537 0.0% 0.01% 134 +1,177 13.74% Q1 2026 May 13, 2026
Quantbot Technologies LP History Added to 9,582 1,512 0.06% 0.04% 135 +4,022 72.34% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 9,563 1,509 0.0% 0.0% 136 +2,882 43.14% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,459 1,492 0.01% 0.02% 137 0 0.0% Q1 2026 Apr 29, 2026
Treasurer of the State of North Carolina History Added to 9,411 1,485 0.0% 0.01% 138 +203 2.2% Q1 2026 May 14, 2026
Twin Tree Management, LP History Reduced 9,400 1,483 0.03% 0.19% 139 -84,944 -90.04% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 9,326 1,471 0.02% 0.02% 140 -276 -2.87% Q1 2026 May 07, 2026
PRUDENTIAL FINANCIAL INC History Reduced 9,236 1,457 0.0% 0.0% 141 -203 -2.15% Q1 2026 May 13, 2026
COMERICA BANK History No change 6,159 1,433 0.01% 0.01% 142 0 0.0% Q4 2025 Jan 29, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 8,785 1,386 0.0% 0.0% 143 +7,849 838.57% Q1 2026 May 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 8,691 1,372 0.0% 0.0% 144 -649 -6.95% Q1 2026 Apr 27, 2026
State of Tennessee, Department of Treasury History No change 8,636 1,362 0.0% 0.01% 145 0 0.0% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 8,600 1,357 0.0% 0.0% 146 +8,407 4355.96% Q1 2026 May 01, 2026
BOKF, NA History Added to 8,539 1,347 0.02% 0.0% 147 +7,503 724.23% Q1 2026 May 08, 2026
Schonfeld Strategic Advisors LLC History New 8,528 1,345 0.01% 148 +8,528 New Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 8,516 1,343 0.0% 0.0% 149 +6,967 449.77% Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History Added to 8,164 1,288 0.0% 0.0% 150 +5,158 171.59% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History New 8,094 1,277 0.07% 151 +8,094 New Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 8,080 1,275 0.01% 0.01% 152 +1,680 26.25% Q1 2026 Apr 29, 2026
CITIGROUP INC History Reduced 7,625 1,203 0.0% 0.0% 153 -5,587 -42.29% Q1 2026 May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 7,600 1,199 0.0% 0.01% 154 -24,046 -75.98% Q1 2026 May 01, 2026
LECAP ASSET MANAGEMENT LTD History Added to 7,453 1,176 0.44% 0.21% 155 +5,220 233.77% Q1 2026 Apr 30, 2026
Quent Capital, LLC History Added to 7,103 1,120 0.08% 0.08% 157 +2,073 41.21% Q1 2026 Apr 28, 2026
Louisiana State Employees Retirement System History Added to 7,100 1,120 0.02% 0.03% 156 +700 10.94% Q1 2026 Apr 20, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 7,091 1,119 0.01% 0.02% 158 -12 -0.17% Q1 2026 Apr 24, 2026
Quantum Portfolio Management LLC History Added to 7,018 1,107 0.48% 0.68% 159 +378 5.69% Q1 2026 May 01, 2026
Vestcor Inc History Added to 6,937 1,095 0.03% 0.01% 160 +5,086 274.77% Q1 2026 May 12, 2026
Handelsbanken Fonder AB History No change 6,680 1,054 0.0% 0.0% 161 0 0.0% Q1 2026 Apr 28, 2026
South Dakota Investment Council History Added to 6,660 1,051 0.02% 0.02% 162 +1,800 37.04% Q1 2026 May 18, 2026
TWINBEECH CAPITAL LP History New 6,600 1,041 0.11% 163 +6,600 New Q1 2026 May 15, 2026
AXQ CAPITAL, LP History Added to 6,433 1,015 0.13% 0.2% 164 +2,593 67.53% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 6,399 1,009 0.0% 0.01% 165 -722 -10.14% Q1 2026 May 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,200 979 0.01% 0.01% 166 0 0.0% Q1 2026 May 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 6,097 962 0.0% 0.01% 167 +323 5.59% Q1 2026 May 01, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 6,084 960 0.0% 0.0% 168 +661 12.19% Q1 2026 May 11, 2026
ASSETMARK, INC History Reduced 6,041 953 0.0% 0.0% 169 -180 -2.89% Q1 2026 May 06, 2026
Arizona State Retirement System History Reduced 6,020 950 0.01% 0.01% 170 -19 -0.31% Q1 2026 May 01, 2026
Evanson Asset Management, LLC History No change 6,000 946 0.05% 0.08% 171 0 0.0% Q1 2026 Apr 08, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 5,900 931 0.0% 0.01% 172 +400 7.27% Q1 2026 May 04, 2026
Verdence Capital Advisors LLC History Added to 5,649 891 0.05% 0.06% 173 +1,218 27.49% Q1 2026 Apr 30, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 5,452 860 0.01% 0.01% 174 +290 5.62% Q1 2026 May 08, 2026
State of Alaska, Department of Revenue History Added to 5,444 858 0.01% 0.01% 175 +65 1.21% Q1 2026 Apr 20, 2026
Vanguard Investments Australia, Ltd. History New 5,250 828 0.0% 177 +5,250 New Q1 2026 May 08, 2026
XPONANCE LLC History Added to 5,247 828 0.01% 0.01% 176 +670 14.64% Q1 2026 May 13, 2026
GUGGENHEIM CAPITAL LLC History Added to 5,237 826 0.01% 0.0% 178 +3,719 244.99% Q1 2026 May 15, 2026
New Age Alpha Advisors, LLC History Reduced 5,150 812 0.04% 0.05% 179 -149 -2.81% Q1 2026 May 11, 2026
Jump Financial, LLC History Reduced 5,124 808 0.01% 0.02% 180 -3,002 -36.94% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Added to 5,098 804 0.0% 0.0% 181 +1,599 45.7% Q1 2026 Apr 27, 2026
Alphadyne Asset Management LP History New 5,000 789 0.01% 182 +5,000 New Q1 2026 May 15, 2026
Aristides Capital LLC History New 5,000 789 0.17% 183 +5,000 New Q1 2026 May 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 4,926 777 0.01% 0.01% 184 +330 7.18% Q1 2026 Apr 29, 2026
Weiss Asset Management LP History New 4,920 776 0.01% 185 +4,920 New Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 4,838 763 0.0% 0.0% 186 +1,809 59.72% Q1 2026 May 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 4,817 760 0.02% 0.02% 187 -278 -5.46% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 4,804 758 0.0% 0.0% 188 -811 -14.44% Q1 2026 Apr 29, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 4,672 737 0.01% 0.01% 189 +398 9.31% Q1 2026 Apr 23, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 4,369 730 0.04% 190 +4,369 New Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History Added to 4,483 707 0.02% 0.03% 191 +254 6.01% Q1 2026 May 13, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 4,471 705 0.07% 0.08% 192 +760 20.48% Q1 2026 Apr 30, 2026
Lighthouse Investment Partners, LLC History New 4,423 698 0.02% 193 +4,423 New Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 4,405 695 0.01% 0.01% 194 +585 15.31% Q1 2026 May 05, 2026
Summit Trail Advisors, LLC History Added to 4,391 692 0.01% 0.01% 195 +2,347 114.82% Q1 2026 May 12, 2026
AMI ASSET MANAGEMENT CORP History Added to 4,339 684 0.04% 0.04% 196 +1,627 59.99% Q1 2026 Apr 23, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 4,297 678 0.0% 0.01% 197 -8,398 -66.15% Q1 2026 Apr 30, 2026
Index Technologies Group LLC History Added to 4,228 667 0.73% 0.98% 198 +198 4.91% Q1 2026 Apr 29, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 4,200 663 0.02% 0.03% 199 0 0.0% Q1 2026 May 04, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 4,200 662 0.14% 200 +4,200 New Q1 2026 May 11, 2026
INCEPTIONR LLC History New 4,040 637 0.15% 201 +4,040 New Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History New 3,963 625 0.01% 202 +3,963 New Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Reduced 3,948 620 0.02% 0.03% 203 -1,347 -25.44% Q1 2026 Apr 08, 2026
Amundi History Added to 3,859 609 0.0% 0.0% 204 +2,251 139.99% Q1 2026 May 15, 2026
Resona Asset Management Co.,Ltd. History No change 3,739 590 0.0% 0.0% 205 0 0.0% Q1 2026 Apr 29, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 3,716 586 0.02% 0.15% 206 -15,970 -81.12% Q1 2026 May 15, 2026
Blueshift Asset Management, LLC History Added to 3,674 579 0.18% 0.15% 207 +1,486 67.92% Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History Added to 3,613 570 0.0% 0.0% 208 +218 6.42% Q1 2026 Apr 22, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 3,603 568 0.06% 0.07% 209 +435 13.73% Q1 2026 May 15, 2026
LVZ, Inc. History Added to 3,523 556 0.06% 0.09% 210 +210 6.34% Q1 2026 Apr 28, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 3,457 545 0.01% 211 +3,457 New Q1 2026 May 12, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 3,404 537 0.0% 0.0% 212 +1,009 42.13% Q1 2026 May 15, 2026
Engineers Gate Manager LP History New 3,400 536 0.01% 213 +3,400 New Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History New 3,343 527 0.0% 214 +3,343 New Q1 2026 May 14, 2026
OP Asset Management Ltd History New 3,327 525 0.01% 215 +3,327 New Q1 2026 Apr 10, 2026
M&T BANK CORP History Reduced 3,208 506 0.0% 0.0% 216 -725 -18.43% Q1 2026 May 12, 2026
Baird Financial Group, Inc. History Added to 3,144 496 0.0% 0.0% 217 +662 26.67% Q1 2026 May 14, 2026
Three Seasons Wealth, LLC History No change 3,138 495 0.19% 0.07% 218 0 0.0% Q1 2026 May 05, 2026
Headlands Technologies LLC History New 3,090 487 0.06% 219 +3,090 New Q1 2026 May 13, 2026
Callan Family Office, LLC History Added to 3,046 480 0.01% 0.01% 220 +366 13.66% Q1 2026 May 13, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 3,010 475 0.01% 0.02% 221 -563 -15.76% Q1 2026 May 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 2,981 470 0.03% 0.06% 222 -2,543 -46.04% Q1 2026 May 08, 2026
Fieldview Capital Management, LLC History Added to 2,943 464 0.14% 0.05% 223 +1,662 129.74% Q1 2026 May 14, 2026
FORA Capital, LLC History New 2,930 462 0.03% 225 +2,930 New Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 2,930 462 0.01% 0.01% 224 +783 36.47% Q1 2026 May 11, 2026
&PARTNERS History Reduced 2,915 460 0.0% 0.0% 226 -554 -15.97% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 2,900 457 0.0% 0.0% 228 +2,640 1015.38% Q1 2026 May 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 2,900 457 0.0% 0.0% 227 +857 41.95% Q1 2026 May 07, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 2,892 456 0.0% 0.0% 229 -8,445 -74.49% Q1 2026 May 12, 2026
DGS Capital Management, LLC History Added to 2,883 454 0.07% 0.11% 230 +158 5.8% Q1 2026 Apr 28, 2026
ALPS ADVISORS INC History Added to 2,873 453 0.0% 0.0% 231 +1,210 72.76% Q1 2026 May 08, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 2,861 451 0.0% 0.01% 232 -22,595 -88.76% Q1 2026 May 15, 2026
Global Endowment Management, LP History Added to 2,859 451 0.05% 0.05% 233 +1,256 78.35% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History New 2,749 433 0.0% 234 +2,749 New Q1 2026 May 11, 2026
BESSEMER GROUP INC History Added to 2,717 429 0.0% 0.0% 237 +223 8.94% Q1 2026 May 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,723 429 0.0% 0.0% 235 +199 7.88% Q1 2026 May 08, 2026
DEUTSCHE BANK AG\ History Added to 2,720 429 0.0% 0.0% 236 +10 0.37% Q1 2026 May 06, 2026
Magnetar Financial LLC History New 2,651 418 0.0% 238 +2,651 New Q1 2026 May 13, 2026
Cetera Investment Advisers History Added to 2,634 415 0.0% 0.0% 239 +60 2.33% Q1 2026 May 13, 2026
BANK OF NOVA SCOTIA History Added to 2,606 411 0.0% 0.0% 240 +811 45.18% Q1 2026 May 14, 2026
L2 Asset Management, LLC History Added to 2,582 407 0.04% 0.04% 241 +1,201 86.97% Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Added to 2,561 404 0.0% 0.0% 242 +1,105 75.89% Q1 2026 May 04, 2026
AVIVA PLC History Added to 2,538 400 0.0% 0.0% 243 +425 20.11% Q1 2026 May 14, 2026
Virtu Financial LLC History New 2,508 396 0.02% 244 +2,508 New Q1 2026 May 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 2,426 382 0.04% 0.04% 245 +560 30.01% Q1 2026 May 12, 2026
TWO SIGMA SECURITIES, LLC History Added to 2,386 376 0.04% 0.05% 246 +910 61.65% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 2,372 374 0.0% 0.0% 247 -83 -3.38% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,354 372 0.0% 0.0% 248 0 0.0% Q1 2026 May 14, 2026
US BANCORP \DE\ History Reduced 2,356 371 0.0% 0.0% 249 -7 -0.3% Q1 2026 May 14, 2026
nVerses Capital, LLC History New 2,338 368 0.33% 251 +2,338 New Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History New 2,332 368 0.02% 250 +2,332 New Q1 2026 May 08, 2026
FEDERATED HERMES, INC. History Added to 2,262 356 0.0% 0.0% 252 +323 16.66% Q1 2026 May 11, 2026
Dynamic Technology Lab Private Ltd History New 2,243 353 0.06% 253 +2,243 New Q1 2026 May 15, 2026
Kestra Investment Management, LLC History Added to 2,236 352 0.01% 0.01% 254 +820 57.91% Q1 2026 May 11, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 2,067 341 0.01% 0.01% 255 +654 46.28% Q1 2026 May 01, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 2,146 338 0.0% 0.0% 256 -7 -0.33% Q1 2026 May 12, 2026
Inspire Investing, LLC History Added to 2,111 333 0.03% 0.03% 257 +711 50.79% Q1 2026 Apr 23, 2026
Resonant Capital Advisors, LLC History New 2,107 332 0.02% 258 +2,107 New Q1 2026 Apr 29, 2026
Freestone Grove Partners LP History New 2,074 327 0.0% 259 +2,074 New Q1 2026 May 15, 2026
Third View Private Wealth, LLC History Added to 2,039 321 0.04% 0.06% 260 +240 13.34% Q1 2026 Apr 15, 2026
Beacon Pointe Advisors, LLC History Added to 2,007 316 0.0% 0.0% 261 +104 5.47% Q1 2026 May 15, 2026
Yorktown Management & Research Co Inc History New 1,950 307 0.26% 263 +1,950 New Q1 2026 Apr 20, 2026
AlphaQuest LLC History No change 1,323 307 0.02% 0.02% 262 0 0.0% Q4 2025 Feb 09, 2026
Caitlin John, LLC History Reduced 1,925 303 0.18% 0.33% 264 -220 -10.26% Q1 2026 May 13, 2026
DRW Securities, LLC History New 1,904 300 0.0% 265 +1,904 New Q1 2026 May 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 1,794 283 0.01% 0.01% 266 +105 6.22% Q1 2026 May 01, 2026
First Bank & Trust History Added to 1,776 280 0.05% 0.05% 267 +362 25.6% Q1 2026 Apr 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 1,748 275 0.0% 0.0% 268 -357 -16.96% Q1 2026 May 15, 2026
Walleye Trading LLC History Added to 1,741 274 0.0% 0.0% 269 +841 93.44% Q1 2026 May 08, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,656 261 0.0% 0.0% 270 -78 -4.5% Q1 2026 May 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 1,651 260 0.0% 0.0% 271 +57 3.58% Q1 2026 May 08, 2026
Linden Thomas Advisory Services, LLC History Added to 1,629 257 0.02% 0.04% 272 +120 7.95% Q1 2026 Apr 10, 2026
Chemistry Wealth Management LLC History New 1,604 253 0.04% 273 +1,604 New Q1 2026 Apr 09, 2026
HMS Capital Management, LLC History Added to 1,597 252 0.1% 0.14% 274 +104 6.97% Q1 2026 Apr 22, 2026
Crossmark Global Holdings, Inc. History Added to 1,551 244 0.0% 0.0% 276 +366 30.89% Q1 2026 May 11, 2026
DekaBank Deutsche Girozentrale History No change 1,523 244 0.0% 0.0% 275 0 0.0% Q1 2026 May 07, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,529 241 0.0% 0.0% 277 -742 -32.67% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Reduced 1,506 237 0.0% 0.0% 278 -921 -37.95% Q1 2026 May 14, 2026
Corient Private Wealth LLC History New 1,494 235 0.0% 279 +1,494 New Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Added to 1,479 233 0.0% 0.0% 280 +46 3.21% Q1 2026 Apr 22, 2026
Brooklyn Investment Group History New 1,459 230 0.01% 282 +1,459 New Q1 2026 Apr 29, 2026
Swiss Life Asset Management Ltd History Added to 1,463 230 0.0% 0.0% 281 +462 46.15% Q1 2026 May 14, 2026
Snowden Capital Advisors LLC History Added to 1,425 224 0.01% 0.01% 283 +41 2.96% Q1 2026 May 14, 2026
Aquatic Capital Management LLC History New 1,417 223 0.01% 284 +1,417 New Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,392 219 0.0% 0.0% 285 -2,919 -67.71% Q1 2026 Apr 27, 2026
Mach-1 Financial Group, LLC History Reduced 1,383 218 0.08% 0.1% 286 -765 -35.61% Q1 2026 May 13, 2026
MQS Management LLC History New 1,375 217 0.15% 287 +1,375 New Q1 2026 Apr 23, 2026
EP Wealth Advisors, LLC History Added to 1,364 215 0.0% 0.0% 288 +17 1.26% Q1 2026 May 14, 2026
FIDUCIARY TRUST CO History Reduced 1,360 214 0.0% 0.0% 289 -107 -7.29% Q1 2026 May 15, 2026
DnB Asset Management AS History New 1,308 206 0.0% 290 +1,308 New Q1 2026 May 14, 2026
State of Wyoming History Reduced 1,277 201 0.02% 0.08% 291 -1,805 -58.57% Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,270 200 0.01% 0.01% 292 +454 55.64% Q1 2026 May 13, 2026
Caitong International Asset Management Co., Ltd History Added to 1,243 196 0.04% 0.0% 293 +1,223 6115.0% Q1 2026 May 11, 2026
Penserra Capital Management LLC History Added to 1,033 163 0.0% 0.0% 294 +19 1.87% Q1 2026 May 11, 2026
Eurizon Capital SGR S.p.A. History Added to 1,020 160 0.0% 0.0% 295 +133 14.99% Q1 2026 May 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 985 155 0.0% 0.0% 296 +515 109.57% Q1 2026 May 01, 2026
HARBOUR INVESTMENTS, INC. History New 967 152 0.0% 297 +967 New Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 950 149 0.01% 0.0% 298 +933 5488.24% Q1 2026 May 07, 2026
Cache Advisors, LLC History No change 883 139 0.02% 0.03% 299 0 0.0% Q1 2026 Apr 17, 2026
Grandeur Peak Global Advisors, LLC History Reduced 832 131 0.03% 0.06% 300 -1,195 -58.95% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 4,752 126 0.0% 0.03% 301 -104,337 -95.64% Q1 2026 Apr 08, 2026
VIRTUS ADVISERS, LLC History No change 740 116 0.05% 0.08% 302 0 0.0% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Reduced 730 115 0.0% 0.01% 303 -164 -18.34% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 703 110 0.0% 0.0% 304 +141 25.09% Q1 2026 May 07, 2026
IFP Advisors, Inc History Reduced 625 98 0.0% 0.0% 305 -17 -2.65% Q1 2026 Apr 13, 2026
Advisors Asset Management, Inc. History Added to 596 94 0.0% 0.0% 306 +83 16.18% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 581 91 0.0% 0.0% 307 +177 43.81% Q1 2026 May 15, 2026
KBC Group NV History No change 579 91 0.0% 0.0% 308 0 0.0% Q1 2026 May 07, 2026
Covestor Ltd History Reduced 539 85 0.06% 0.12% 309 -422 -43.91% Q1 2026 May 05, 2026
STRS OHIO History Reduced 526 83 0.0% 0.0% 310 -1 -0.19% Q1 2026 Apr 24, 2026
Advisory Services Network, LLC History New 516 81 0.0% 311 +516 New Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 488 77 0.0% 0.0% 312 -861 -63.83% Q1 2026 Apr 14, 2026
GAMMA Investing LLC History Reduced 478 75 0.0% 0.01% 313 -95 -16.58% Q1 2026 Apr 06, 2026
Aster Capital Management (DIFC) Ltd History New 331 72 0.02% 314 +331 New Q1 2026 May 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 444 70 0.0% 0.01% 315 -7,687 -94.54% Q1 2026 Apr 30, 2026
BNP Paribas Asset Management Holding S.A. History Added to 425 67 0.0% 0.0% 316 +118 38.44% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Reduced 376 57 0.0% 0.0% 317 -141 -27.27% Q1 2026 Apr 07, 2026
Steward Partners Investment Advisory, LLC History No change 349 55 0.0% 0.0% 318 0 0.0% Q1 2026 May 08, 2026
OSAIC HOLDINGS, INC. History Reduced 339 53 0.0% 0.0% 319 -94 -21.71% Q1 2026 May 15, 2026
Blue Trust, Inc. History Added to 288 45 0.0% 0.0% 320 +11 3.97% Q1 2026 Apr 20, 2026
CWM, LLC History Reduced 255 40 0.0% 0.0% 321 -2,103 -89.19% Q1 2026 May 14, 2026
Bayforest Capital Ltd History Reduced 248 39 0.04% 0.1% 323 -348 -58.39% Q1 2026 Apr 15, 2026
Reyes Financial Architecture, Inc. History Reduced 251 39 0.03% 0.04% 322 -34 -11.93% Q1 2026 May 11, 2026
Allworth Financial LP History Added to 213 33 0.0% 0.0% 326 +48 29.09% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 212 33 0.0% 0.0% 325 +20 10.42% Q1 2026 Apr 07, 2026
Employees Retirement System of Texas History No change 212 33 0.0% 0.0% 324 0 0.0% Q1 2026 May 13, 2026
UMB Bank, n.a. History Reduced 196 30 0.0% 0.0% 327 -106 -35.1% Q1 2026 May 11, 2026
Optiver Holding B.V. History Added to 167 26 0.0% 0.0% 329 +149 827.78% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Reduced 168 26 0.0% 0.01% 328 -52 -23.64% Q1 2026 Apr 06, 2026
Sterling Capital Management LLC History No change 157 24 0.0% 0.0% 330 0 0.0% Q1 2026 Apr 22, 2026
Clearstead Advisors, LLC History Added to 148 23 0.0% 0.0% 331 +34 29.82% Q1 2026 May 06, 2026
Strategic Advocates LLC History Reduced 115 18 0.08% 0.04% 332 -554 -82.81% Q1 2026 May 15, 2026
Bell Investment Advisors, Inc History Added to 108 17 0.0% 0.0% 333 +45 71.43% Q1 2026 Apr 17, 2026
MassMutual Private Wealth & Trust, FSB History Added to 105 16 0.0% 0.0% 334 +76 262.07% Q1 2026 Apr 13, 2026
Silver Grove Financial Group, Inc. History New 98 15 0.01% 336 +98 New Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Reduced 101 15 0.0% 0.0% 335 -10 -9.01% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 93 14 0.0% 0.0% 337 -3,430 -97.36% Q1 2026 May 08, 2026
Global Retirement Partners, LLC History No change 62 14 0.0% 0.0% 338 0 0.0% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 87 13 0.0% 0.0% 339 -146 -62.66% Q1 2026 May 07, 2026
Addison Advisors LLC History New 88 13 0.0% 340 +88 New Q1 2026 May 08, 2026
FIRST HORIZON CORP History Reduced 80 12 0.0% 0.0% 341 -68 -45.95% Q1 2026 Apr 30, 2026
Tidemark, LLC History No change 76 11 0.0% 0.0% 342 0 0.0% Q1 2026 May 07, 2026
MAI Capital Management History Reduced 67 10 0.0% 0.0% 343 -74 -52.48% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 66 10 0.0% 0.0% 344 +9 15.79% Q1 2026 May 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 59 9 0.0% 0.0% 345 +3 5.36% Q1 2026 May 11, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 55 8 0.0% 0.0% 346 +29 111.54% Q1 2026 Apr 23, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 56 8 0.0% 0.0% 347 0 0.0% Q1 2026 May 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 45 7 0.0% 0.0% 349 -143 -76.06% Q1 2026 Apr 27, 2026
CIBC Private Wealth Group LLC History No change 33 7 0.0% 0.0% 348 0 0.0% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Added to 42 6 0.0% 350 +40 2000.0% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Reduced 38 6 0.0% 0.0% 352 -17 -30.91% Q1 2026 May 15, 2026
WOLFF WIESE MAGANA LLC History No change 43 6 0.0% 0.01% 351 0 0.0% Q1 2026 Apr 13, 2026
Asset Dedication, LLC History No change 23 5 0.0% 0.0% 353 0 0.0% Q4 2025 Jan 26, 2026
Root Financial Partners, LLC History Reduced 31 4 0.0% 0.0% 355 -86 -73.5% Q1 2026 Apr 24, 2026
WealthCollab, LLC History New 28 4 0.0% 356 +28 New Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 20 4 0.0% 0.0% 354 0 0.0% Q4 2025 Feb 17, 2026
DANSKE BANK A/S History Reduced 20 3 0.0% 0.0% 357 -80 -80.0% Q1 2026 May 12, 2026
JPL Wealth Management, LLC History New 22 3 0.0% 363 +22 New Q1 2026 May 08, 2026
SJS Investment Consulting Inc. History Added to 21 3 0.0% 361 +20 2000.0% Q1 2026 Apr 23, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 25 3 0.0% 0.0% 359 +13 108.33% Q1 2026 Apr 28, 2026
Marquette Asset Management, LLC History Added to 21 3 0.0% 0.0% 360 +4 23.53% Q1 2026 Apr 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 20 3 0.0% 0.0% 358 0 0.0% Q1 2026 Apr 23, 2026
Motiv8 Investments LLC History No change 13 3 0.0% 0.0% 362 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History New 16 2 0.0% 368 +16 New Q1 2026 May 12, 2026
First Command Advisory Services, Inc. History New 16 2 0.0% 369 +16 New Q1 2026 May 07, 2026
Kilter Group LLC History New 16 2 0.0% 372 +16 New Q1 2026 May 14, 2026
HIGHLINE WEALTH PARTNERS LLC History New 14 2 0.0% 371 +14 New Q1 2026 Apr 06, 2026
Bank of New Hampshire History New 13 2 0.0% 370 +13 New Q1 2026 Apr 13, 2026
Capital Advisors, Ltd. LLC History Added to 11 2 0.0% 0.0% 365 +3 37.5% Q1 2026 Apr 16, 2026
Bogart Wealth, LLC History Added to 18 2 0.0% 0.0% 366 +3 20.0% Q1 2026 Apr 28, 2026
SBI Securities Co., Ltd. History Reduced 19 2 0.0% 0.0% 367 -1 -5.0% Q1 2026 Apr 27, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 15 2 0.0% 0.0% 364 0 0.0% Q1 2026 May 07, 2026
Acumen Wealth Advisors, LLC History Reduced 9 1 0.0% 0.0% 376 -16 -64.0% Q1 2026 May 13, 2026
Rachor Investment Advisory Services, LLC History Reduced 9 1 0.0% 0.0% 378 -16 -64.0% Q1 2026 May 07, 2026
North Star Investment Management Corp. History New 12 1 0.0% 381 +12 New Q1 2026 Apr 23, 2026
Lloyd Advisory Services, LLC. History New 12 1 0.0% 384 +12 New Q1 2026 May 13, 2026
Richardson Capital Management LLC History New 11 1 0.0% 382 +11 New Q1 2026 May 12, 2026
SHP Wealth Management History Added to 11 1 0.0% 375 +10 1000.0% Q1 2026 May 08, 2026
CVA Family Office, LLC History New 9 1 0.0% 383 +9 New Q1 2026 Apr 29, 2026
Physician Wealth Advisors, Inc. History Added to 9 1 0.0% 374 +7 350.0% Q1 2026 Apr 24, 2026
Keating Financial Advisory Services, Inc. History Reduced 7 1 0.0% 0.0% 379 -4 -36.36% Q1 2026 May 15, 2026
Signature Equity Partners, LLC History Added to 11 1 0.0% 0.0% 380 +4 57.14% Q1 2026 May 13, 2026
Anfield Capital Management, LLC History No change 9 1 0.0% 0.0% 373 0 0.0% Q1 2026 May 12, 2026
Kingdom Financial Group LLC. History No change 12 1 0.0% 0.0% 377 0 0.0% Q1 2026 May 13, 2026
Hudson Way Capital Management LLC History Closed out 0 0 3.75% -202,853 -100.0% Q1 2026 May 15, 2026
Capital Impact Advisors, LLC History Closed out 0 0 2.34% -128,314 -100.0% Q1 2026 May 14, 2026
Insight Holdings Group, LLC History Closed out 0 0 0.78% -44,550 -100.0% Q1 2026 May 15, 2026
Nicholas Investment Partners, LP History Closed out 0 0 0.67% -39,591 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.03% -37,651 -100.0% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.02% -27,288 -100.0% Q1 2026 May 14, 2026
Caption Management, LLC History Closed out 0 0 0.02% -15,300 -100.0% Q1 2026 May 15, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Closed out 0 0 0.01% -9,184 -100.0% Q1 2026 May 08, 2026
Legato Capital Management LLC History Closed out 0 0 0.13% -6,738 -100.0% Q1 2026 May 14, 2026
Alpha Wealth Funds, LLC History Closed out 0 0 0.57% -4,000 -100.0% Q1 2026 May 14, 2026
PEAK6 LLC History Closed out 0 0 0.0% -3,700 -100.0% Q1 2026 May 13, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -3,566 -100.0% Q1 2026 May 06, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.02% -3,555 -100.0% Q1 2026 May 15, 2026
Entropy Technologies, LP History Closed out 0 0 0.04% -3,110 -100.0% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -2,632 -100.0% Q1 2026 May 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.02% -2,163 -100.0% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -1,874 -100.0% Q1 2026 May 07, 2026
HighTower Advisors, LLC History Closed out 0 0 0.0% -1,802 -100.0% Q1 2026 May 05, 2026
Portside Wealth Group, LLC History Closed out 0 0 0.05% -1,606 -100.0% Q1 2026 May 12, 2026
BANQUE PICTET & CIE SA History Closed out 0 0 0.0% -1,596 -100.0% Q1 2026 Apr 14, 2026
NORDEN GROUP LLC History Closed out 0 0 0.03% -1,480 -100.0% Q1 2026 Apr 15, 2026
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -1,358 -100.0% Q1 2026 Apr 30, 2026
Mutual Advisors, LLC History Closed out 0 0 0.01% -1,288 -100.0% Q1 2026 May 01, 2026
Empowered Funds, LLC History Closed out 0 0 0.01% -1,273 -100.0% Q1 2026 May 14, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.0% -1,231 -100.0% Q1 2026 Apr 07, 2026
CULLINAN ASSOCIATES INC History Closed out 0 0 0.02% -1,200 -100.0% Q1 2026 May 01, 2026
Somerset Trust Co History Closed out 0 0 0.08% -1,176 -100.0% Q1 2026 Apr 02, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -1,163 -100.0% Q1 2026 Apr 30, 2026
Utah Retirement Systems History Closed out 0 0 0.0% -1,162 -100.0% Q1 2026 May 15, 2026
BURNEY CO/ History Closed out 0 0 0.01% -1,146 -100.0% Q1 2026 Apr 29, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.02% -1,121 -100.0% Q1 2026 May 14, 2026
Lewis Asset Management, LLC History Closed out 0 0 0.11% -1,115 -100.0% Q1 2026 Apr 21, 2026
FIRST FOUNDATION ADVISORS History Closed out 0 0 0.01% -1,098 -100.0% Q1 2026 May 04, 2026
MOODY ALDRICH PARTNERS LLC History Closed out 0 0 0.05% -1,085 -100.0% Q1 2026 Apr 20, 2026
Motley Fool Asset Management LLC History Closed out 0 0 0.01% -1,069 -100.0% Q1 2026 May 12, 2026
Maryland State Retirement & Pension System History Closed out 0 0 0.01% -1,059 -100.0% Q1 2026 May 04, 2026
Independent Advisor Alliance History Closed out 0 0 0.01% -1,045 -100.0% Q1 2026 May 12, 2026
denkapparat Operations GmbH History Closed out 0 0 0.13% -1,036 -100.0% Q1 2026 May 11, 2026
NAVELLIER & ASSOCIATES INC History Closed out 0 0 0.03% -1,000 -100.0% Q1 2026 May 07, 2026
DAVIS R M INC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 13, 2026
CSS LLC/IL History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 May 15, 2026
SteelPeak Wealth, LLC History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 May 05, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -958 -100.0% Q1 2026 Apr 24, 2026
Arlington Financial Advisors, LLC History Closed out 0 0 0.03% -952 -100.0% Q1 2026 Apr 15, 2026
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -944 -100.0% Q1 2026 May 05, 2026
Gilbert & Cook, Inc. History Closed out 0 0 0.03% -901 -100.0% Q1 2026 May 05, 2026
Kensington Investment Counsel, LLC History Closed out 0 0 0.08% -900 -100.0% Q1 2026 May 18, 2026
Virtue Capital Management, LLC History Closed out 0 0 0.08% -788 -100.0% Q1 2026 May 07, 2026
Horizon Investments, LLC History Reduced 2 0 0.0% -720 -99.72% Q1 2026 May 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Closed out 0 0 0.01% -467 -100.0% Q1 2026 Apr 23, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -311 -100.0% Q1 2026 Apr 30, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -236 -100.0% Q1 2026 May 13, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 0.0% -72 -100.0% Q1 2026 Apr 08, 2026
Transamerica Financial Advisors, LLC History Reduced 3 0 0.0% -48 -94.12% Q1 2026 May 15, 2026
Park Place Capital Corp History Reduced 6 0 0.0% -41 -87.23% Q1 2026 Apr 09, 2026
HM PAYSON & CO History Closed out 0 0 0.0% -39 -100.0% Q1 2026 Apr 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -28 -100.0% Q1 2026 May 12, 2026
Private Wealth Management Group, LLC History Reduced 4 0 0.0% -22 -84.62% Q1 2026 Apr 23, 2026
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -19 -100.0% Q1 2026 May 07, 2026
Essential Partners LLC History Closed out 0 0 0.0% -19 -100.0% Q1 2026 May 21, 2026
Fortitude Family Office, LLC History Reduced 1 0 0.0% -18 -94.74% Q1 2026 Apr 15, 2026
Altshuler Shaham Ltd History Closed out 0 0 0.0% -17 -100.0% Q1 2026 May 18, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -12 -100.0% Q1 2026 Apr 28, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -10 -100.0% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1 0 0.0% -8 -88.89% Q1 2026 Apr 20, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -5 -100.0% Q1 2026 May 15, 2026
Advocate Investing Services LLC History Closed out 0 0 0.0% -5 -100.0% Q1 2026 Apr 22, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -4 -100.0% Q1 2026 May 15, 2026
Spire Wealth Management History Closed out 0 0 0.0% -4 -100.0% Q1 2026 Apr 22, 2026
Cromwell Holdings LLC History Added to 4 0 +3 300.0% Q1 2026 Apr 30, 2026
Bare Financial Services, Inc History New 3 0 +3 New Q1 2026 May 14, 2026
Hughes Financial Services, LLC History New 3 0 +3 New Q1 2026 Apr 29, 2026
SouthState Bank Corp History Closed out 0 0 -3 -100.0% Q1 2026 May 05, 2026
True Wealth Design, LLC History Added to 6 0 +2 50.0% Q1 2026 Apr 13, 2026
Rakuten Securities, Inc. History Added to 4 0 +2 100.0% Q1 2026 May 01, 2026
Cornerstone Planning Group LLC History New 2 0 +2 New Q1 2026 May 06, 2026
Cassaday & Co Wealth Management LLC History New 2 0 +2 New Q1 2026 May 07, 2026
Activest Wealth Management History Closed out 0 0 -2 -100.0% Q1 2026 Apr 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 04, 2026
Rossby Financial, LCC History Reduced 1 0 -1 -50.0% Q1 2026 May 11, 2026
MV CAPITAL MANAGEMENT, INC. History New 1 0 +1 New Q1 2026 Apr 30, 2026
Operose Advisors LLC History New 1 0 +1 New Q1 2026 May 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1 0 +1 New Q1 2026 May 08, 2026
AdvisorNet Financial, Inc History Closed out 0 0 -1 -100.0% Q1 2026 Apr 17, 2026
Bay Harbor Wealth Management, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 14, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -1 -100.0% Q1 2026 May 12, 2026
Rialto Wealth Management, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 14, 2026
HFM Investment Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 01, 2026
PRIVATE TRUST CO NA History No change 6 0 0.0% 0 0.0% Q1 2026 Apr 30, 2026
Manchester Capital Management LLC History No change 1 0 0 0.0% Q1 2026 May 11, 2026
CoreCap Advisors, LLC History No change 6 0 0.0% 0 0.0% Q1 2026 Apr 07, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
Abound Wealth Management History No change 4 0 0 0.0% Q1 2026 Apr 10, 2026
WPG Advisers, LLC History No change 2 0 0 0.0% Q1 2026 Apr 29, 2026
Cornerstone Financial Management LLC History No change 3 0 0 0.0% Q1 2026 May 08, 2026