Astrana Health, Inc. - ASTH

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 6,163,727 151,134 0.0% 0.0% 1 +5,973 0.1% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 4,238,192 105,149 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,276,806 55,827 0.0% 3 +2,276,806 New Q1 2026 May 08, 2026
325 CAPITAL LLC History No change 1,839,076 45,094 16.43% 15.99% 4 0 0.0% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,710,262 41,935 0.0% 5 +1,710,262 New Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 1,650,490 40,470 0.0% 0.0% 6 -25,026 -1.49% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,368,079 33,544 0.01% 0.01% 7 +152,267 12.52% Q1 2026 May 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,341,824 32,901 0.01% 0.0% 8 +602,971 81.61% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,038,085 25,458 0.0% 0.0% 9 +9,917 0.96% Q1 2026 May 15, 2026
683 Capital Management, LLC History New 700,000 17,164 0.9% 10 +700,000 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 644,171 15,795 0.0% 0.0% 11 +95,019 17.3% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 574,729 14,092 0.0% 0.0% 12 +67,628 13.34% Q1 2026 May 15, 2026
SteelPeak Wealth, LLC History Reduced 559,937 13,729 0.42% 0.47% 13 -20,000 -3.45% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Added to 551,599 13,525 0.0% 0.0% 14 +113,603 25.94% Q1 2026 May 15, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Added to 544,034 13,339 0.08% 0.06% 15 +111,308 25.72% Q1 2026 May 07, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Added to 481,520 11,806 0.04% 0.03% 16 +64,590 15.49% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 438,163 10,743 0.0% 0.0% 17 +35,700 8.87% Q1 2026 May 14, 2026
FMR LLC History Reduced 416,125 10,203 0.0% 0.0% 18 -653,684 -61.1% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Added to 396,961 9,733 0.1% 0.09% 19 +48,630 13.96% Q1 2026 May 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 386,424 9,475 0.04% 0.05% 20 -87,290 -18.43% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 351,630 8,621 0.01% 0.01% 21 +46,569 15.27% Q1 2026 May 14, 2026
Invesco Ltd. History Reduced 351,112 8,609 0.0% 0.0% 22 -4,104 -1.16% Q1 2026 May 12, 2026
MORGAN STANLEY History Reduced 338,803 8,307 0.0% 0.0% 23 -95,022 -21.9% Q1 2026 May 15, 2026
LPL Financial LLC History No change 309,125 7,579 0.0% 0.0% 24 0 0.0% Q1 2026 May 06, 2026
UBS Group AG History Added to 301,926 7,403 0.0% 0.0% 25 +125,826 71.45% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Reduced 295,329 7,241 0.0% 0.0% 26 -19,362 -6.15% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 293,003 7,184 0.0% 27 +293,003 New Q1 2026 May 08, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 265,948 6,521 0.0% 0.0% 28 +36,150 15.73% Q1 2026 May 04, 2026
Bank of New York Mellon Corp History Reduced 221,842 5,439 0.0% 0.0% 29 -7,822 -3.41% Q1 2026 May 05, 2026
EARNEST PARTNERS LLC History Added to 219,995 5,394 0.02% 0.02% 30 +24,502 12.53% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 154,298 3,783 0.01% 0.01% 31 +4,959 3.32% Q1 2026 May 13, 2026
1492 Capital Management LLC History Reduced 153,700 3,768 1.43% 1.59% 32 -14,058 -8.38% Q1 2026 Apr 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 153,567 3,765 0.0% 0.0% 33 +89,355 139.16% Q1 2026 May 15, 2026
Man Group plc History New 153,378 3,760 0.01% 34 +153,378 New Q1 2026 May 15, 2026
Insight Wealth Strategies, LLC History Added to 143,291 3,513 0.39% 0.4% 35 +1,650 1.16% Q1 2026 Apr 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 138,387 3,393 0.0% 0.0% 36 +12,108 9.59% Q1 2026 May 04, 2026
SEI INVESTMENTS CO History Added to 134,899 3,307 0.0% 0.0% 37 +65,509 94.41% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Added to 124,219 3,045 0.0% 0.0% 38 +74,415 149.42% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 112,468 2,757 0.0% 0.0% 39 +28,022 33.18% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 104,546 2,563 0.0% 0.0% 40 +11,400 12.24% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 102,999 2,525 0.0% 0.0% 41 -13,312 -11.45% Q1 2026 May 11, 2026
RHUMBLINE ADVISERS History Added to 100,614 2,467 0.0% 0.0% 42 +4,720 4.92% Q1 2026 May 12, 2026
Legal & General Group Plc History Reduced 99,086 2,429 0.0% 0.0% 43 -9,937 -9.11% Q1 2026 May 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 94,727 2,322 0.0% 0.0% 44 +10,015 11.82% Q1 2026 May 13, 2026
Swiss National Bank History No change 88,444 2,168 0.0% 0.0% 45 0 0.0% Q1 2026 May 07, 2026
Nuveen, LLC History Added to 86,137 2,112 0.0% 0.0% 46 +538 0.63% Q1 2026 Apr 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 82,978 2,034 0.0% 0.0% 47 +16,199 24.26% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 78,500 1,924 0.0% 0.0% 48 +76,191 3299.74% Q1 2026 May 13, 2026
Westmount Partners, LLC History Reduced 77,755 1,906 0.47% 0.49% 49 -1,668 -2.1% Q1 2026 Apr 16, 2026
Squarepoint Ops LLC History Added to 70,168 1,720 0.0% 0.0% 50 +42,354 152.28% Q1 2026 May 15, 2026
Emerald Investment Advisers, LLC History New 69,751 1,710 0.15% 51 +69,751 New Q1 2026 May 11, 2026
Quantinno Capital Management LP History Added to 64,509 1,581 0.0% 0.0% 52 +26,418 69.35% Q1 2026 May 15, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 63,000 1,544 0.33% 0.38% 53 0 0.0% Q1 2026 May 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 60,310 1,496 0.0% 0.0% 54 +9,810 19.43% Q1 2026 May 15, 2026
Linden Thomas Advisory Services, LLC History Added to 58,675 1,438 0.14% 0.07% 55 +30,570 108.77% Q1 2026 Apr 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 58,448 1,433 0.0% 0.0% 56 -55,561 -48.73% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 56,191 1,367 0.0% 0.0% 57 +588 1.06% Q1 2026 May 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 51,371 1,259 0.0% 0.0% 58 +10,102 24.48% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History New 50,261 1,232 0.0% 59 +50,261 New Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 49,418 1,212 0.0% 0.0% 60 +7,160 16.94% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 45,603 1,118 0.0% 0.0% 61 +9,228 25.37% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 45,610 1,118 0.0% 0.0% 62 +4,345 10.53% Q1 2026 May 06, 2026
PRUDENTIAL FINANCIAL INC History Added to 43,930 1,077 0.0% 0.0% 63 +3,890 9.72% Q1 2026 May 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 42,259 1,036 0.0% 0.0% 64 -1,442 -3.3% Q1 2026 Apr 27, 2026
Integrated Quantitative Investments LLC History New 42,208 1,034 0.19% 65 +42,208 New Q1 2026 May 13, 2026
Shay Capital LLC History Reduced 40,000 980 0.08% 0.31% 66 -81,000 -66.94% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 37,493 919 0.0% 0.0% 67 -854 -2.23% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History No change 35,479 871 0.0% 0.0% 68 0 0.0% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 34,379 842 0.0% 0.0% 69 +7,152 26.27% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 32,912 807 0.0% 0.0% 70 -5,274 -13.81% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 32,796 804 0.0% 0.0% 71 -4,060 -11.02% Q1 2026 May 08, 2026
Janney Montgomery Scott LLC History Reduced 32,451 796 0.0% 0.0% 72 -193 -0.59% Q1 2026 Apr 22, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 32,441 795 0.0% 73 +32,441 New Q1 2026 May 08, 2026
FIRST TRUST ADVISORS LP History Added to 32,161 788 0.0% 0.0% 74 +6,372 24.71% Q1 2026 May 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 31,870 781 0.0% 0.0% 75 -11,031 -25.71% Q1 2026 May 08, 2026
Savant Capital, LLC History Added to 31,676 776 0.0% 0.0% 76 +1,616 5.38% Q1 2026 May 04, 2026
CITIGROUP INC History Reduced 31,375 769 0.0% 0.0% 77 -10,645 -25.33% Q1 2026 May 11, 2026
CREDIT AGRICOLE S A History No change 30,900 757 0.0% 0.0% 78 0 0.0% Q1 2026 May 15, 2026
QSV Equity Investors LLC History No change 29,786 738 1.09% 1.09% 79 0 0.0% Q4 2025 Feb 12, 2026
State of Alaska, Department of Revenue History Reduced 29,868 731 0.01% 0.01% 80 -678 -2.22% Q1 2026 Apr 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 28,798 706 0.0% 0.0% 81 -848 -2.86% Q1 2026 May 01, 2026
Aquatic Capital Management LLC History New 28,770 705 0.02% 82 +28,770 New Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Added to 27,616 677 0.02% 0.01% 83 +11,209 68.32% Q1 2026 May 18, 2026
State of Tennessee, Department of Treasury History Added to 24,784 607 0.0% 0.0% 84 +8,300 50.35% Q1 2026 May 15, 2026
Corient Private Wealth LLC History New 24,506 600 0.0% 85 +24,506 New Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 24,073 590 0.0% 0.0% 86 -11,168 -31.69% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Added to 23,394 573 0.0% 0.0% 87 +2,512 12.03% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History Reduced 23,312 571 0.0% 0.0% 88 -347 -1.47% Q1 2026 May 14, 2026
Vident Advisory, LLC History New 22,935 562 0.0% 89 +22,935 New Q1 2026 May 14, 2026
Cetera Investment Advisers History Added to 21,430 525 0.0% 0.0% 90 +2,863 15.42% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 20,157 494 0.0% 0.0% 91 +5,013 33.1% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 20,106 493 0.0% 0.0% 92 0 0.0% Q1 2026 May 18, 2026
ExodusPoint Capital Management, LP History Reduced 19,151 469 0.0% 0.02% 93 -80,813 -80.84% Q1 2026 May 14, 2026
Louisiana State Employees Retirement System History Reduced 19,100 468 0.01% 0.01% 94 -700 -3.54% Q1 2026 Apr 20, 2026
Illinois Municipal Retirement Fund History New 18,492 453 0.01% 95 +18,492 New Q1 2026 May 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 18,280 448 0.0% 0.0% 96 -388 -2.08% Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History No change 17,932 439 0.0% 0.0% 97 0 0.0% Q1 2026 May 11, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 16,614 407 0.01% 0.01% 98 +5,408 48.26% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 16,524 405 0.0% 99 +16,524 New Q1 2026 May 08, 2026
Envestnet Portfolio Solutions, Inc. History Added to 15,973 391 0.0% 0.0% 100 +5,121 47.19% Q1 2026 Apr 29, 2026
MILLENNIUM MANAGEMENT LLC History Added to 15,588 382 0.0% 0.0% 101 +2,109 15.65% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 14,963 366 0.02% 102 +14,963 New Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,415 328 0.0% 0.0% 103 0 0.0% Q1 2026 May 06, 2026
Bridgefront Capital, LLC History New 13,206 323 0.08% 104 +13,206 New Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 12,598 308 0.0% 105 +12,598 New Q1 2026 May 08, 2026
FIFTH THIRD BANCORP History Added to 12,438 304 0.0% 0.0% 106 +12,187 4855.38% Q1 2026 May 01, 2026
Arizona State Retirement System History Reduced 12,369 303 0.0% 0.0% 108 -311 -2.45% Q1 2026 May 01, 2026
AMALGAMATED BANK History Reduced 12,344 303 0.0% 0.0% 107 -64 -0.52% Q1 2026 May 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 12,230 299 0.0% 0.0% 109 0 0.0% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 11,854 290 0.0% 0.0% 110 0 0.0% Q1 2026 Apr 29, 2026
&PARTNERS History Added to 11,696 280 0.0% 0.0% 111 +32 0.27% Q1 2026 May 15, 2026
COMERICA BANK History No change 10,658 264 0.0% 0.0% 112 0 0.0% Q4 2025 Jan 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 10,669 261 0.0% 0.0% 114 -12 -0.11% Q1 2026 May 01, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 10,644 261 0.0% 0.0% 113 0 0.0% Q1 2026 May 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,493 257 0.0% 0.0% 115 -313 -2.9% Q1 2026 Apr 24, 2026
KLP KAPITALFORVALTNING AS History No change 10,300 252 0.0% 0.0% 116 0 0.0% Q1 2026 Apr 29, 2026
TRUIST FINANCIAL CORP History No change 10,000 245 0.0% 0.0% 117 0 0.0% Q1 2026 Apr 27, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 9,855 241 0.0% 0.0% 118 0 0.0% Q1 2026 Apr 29, 2026
IMC-Chicago, LLC History New 9,700 237 0.0% 119 +9,700 New Q1 2026 May 05, 2026
TWO SIGMA ADVISERS, LP History No change 9,500 235 0.0% 0.0% 120 0 0.0% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 9,403 230 0.0% 0.0% 121 -6,164 -39.6% Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 9,366 229 0.0% 0.0% 122 -17,461 -65.09% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History New 9,290 227 0.0% 123 +9,290 New Q1 2026 May 15, 2026
State of Wyoming History Reduced 9,218 226 0.03% 0.03% 124 -1,255 -11.98% Q1 2026 May 13, 2026
BARCLAYS PLC History Reduced 9,115 223 0.0% 0.0% 125 -54,524 -85.68% Q1 2026 May 14, 2026
Handelsbanken Fonder AB History No change 8,200 201 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 28, 2026
Creative Planning History Reduced 8,185 200 0.0% 0.0% 127 -123 -1.48% Q1 2026 May 12, 2026
AlphaQuest LLC History No change 7,513 186 0.01% 0.01% 128 0 0.0% Q4 2025 Feb 09, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,704 140 0.0% 0.0% 129 0 0.0% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 3,674 90 0.0% 0.0% 130 +866 30.84% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History No change 3,409 83 0.0% 0.0% 131 0 0.0% Q1 2026 May 13, 2026
Clearstead Advisors, LLC History New 2,679 65 0.0% 132 +2,679 New Q1 2026 May 06, 2026
Tower Research Capital LLC (TRC) History Added to 2,004 49 0.0% 0.0% 133 +801 66.58% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,545 37 0.0% 0.0% 134 -30 -1.9% Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Reduced 1,438 35 0.0% 0.0% 135 -66,556 -97.89% Q1 2026 May 15, 2026
KBC Group NV History No change 1,402 34 0.0% 0.0% 136 0 0.0% Q1 2026 May 07, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,322 32 0.0% 0.0% 137 +833 170.35% Q1 2026 Apr 30, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,229 30 0.0% 0.0% 138 +1,124 1070.48% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,086 26 0.0% 0.0% 139 +217 24.97% Q1 2026 May 14, 2026
GAMMA Investing LLC History Reduced 1,044 25 0.0% 0.0% 140 -429 -29.12% Q1 2026 Apr 06, 2026
SIMPLEX TRADING, LLC History Added to 917 22 0.0% 0.0% 141 +136 17.41% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 848 20 0.0% 0.0% 142 -114 -11.85% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 821 20 0.0% 0.0% 143 +111 15.63% Q1 2026 Apr 06, 2026
STRS OHIO History Reduced 500 12 0.0% 0.0% 144 -1,100 -68.75% Q1 2026 Apr 24, 2026
Salomon & Ludwin, LLC History Added to 451 11 0.0% 0.0% 145 +130 40.5% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Reduced 432 10 0.0% 0.0% 146 -626 -59.17% Q1 2026 Apr 07, 2026
SUMMIT SECURITIES GROUP LLC History New 406 9 0.0% 147 +406 New Q1 2026 Apr 30, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 317 8 0.0% 0.0% 149 -96 -23.24% Q1 2026 May 01, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 317 8 0.0% 0.0% 148 +80 33.76% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History New 303 7 0.0% 152 +303 New Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 304 7 0.0% 0.0% 150 +242 390.32% Q1 2026 May 14, 2026
UMB Bank, n.a. History Added to 318 7 0.0% 0.0% 151 +142 80.68% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 265 6 0.0% 0.0% 153 -6 -2.21% Q1 2026 Apr 22, 2026
Acumen Wealth Advisors, LLC History No change 280 6 0.0% 0.0% 154 0 0.0% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 202 4 0.0% 0.0% 155 -9,006 -97.81% Q1 2026 May 08, 2026
Larson Financial Group LLC History Reduced 166 4 0.0% 0.0% 156 -747 -81.82% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Reduced 195 4 0.0% 0.0% 157 -333 -63.07% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History New 186 4 0.0% 159 +186 New Q1 2026 May 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 184 4 0.0% 158 +184 New Q1 2026 Apr 23, 2026
CWM, LLC History Added to 129 3 0.0% 0.0% 160 +31 31.63% Q1 2026 May 14, 2026
Parallel Advisors, LLC History New 107 2 0.0% 163 +107 New Q1 2026 May 07, 2026
OSAIC HOLDINGS, INC. History Added to 110 2 0.0% 161 +98 816.67% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History No change 100 2 0.0% 0.0% 162 0 0.0% Q1 2026 May 08, 2026
Allworth Financial LP History New 70 1 0.0% 167 +70 New Q1 2026 May 14, 2026
Quarry LP History New 52 1 0.0% 168 +52 New Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History Added to 42 1 0.0% 164 +17 68.0% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Added to 41 1 0.0% 165 +15 57.69% Q1 2026 Apr 07, 2026
LRI Investments, LLC History No change 81 1 0.0% 0.0% 166 0 0.0% Q1 2026 Apr 30, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.28% -450,465 -100.0% Q1 2026 Apr 08, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -74,285 -100.0% Q1 2026 May 15, 2026
F/m Investments LLC History Closed out 0 0 0.07% -70,745 -100.0% Q1 2026 May 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -35,263 -100.0% Q1 2026 Apr 30, 2026
SG Capital Management LLC History Closed out 0 0 0.08% -32,020 -100.0% Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -30,713 -100.0% Q1 2026 May 15, 2026
VARCOV Co. History Closed out 0 0 0.29% -30,002 -100.0% Q1 2026 May 15, 2026
Legato Capital Management LLC History Closed out 0 0 0.06% -27,739 -100.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -25,555 -100.0% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -19,781 -100.0% Q1 2026 May 15, 2026
Yarbrough Capital, LLC History Closed out 0 0 0.01% -15,894 -100.0% Q1 2026 Apr 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.01% -14,481 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -12,486 -100.0% Q1 2026 May 14, 2026
Capstone Capital Management Ltd History Closed out 0 0 0.28% -11,671 -100.0% Q1 2026 Apr 30, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.03% -10,040 -100.0% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -7,635 -100.0% Q1 2026 Apr 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Closed out 0 0 0.0% -695 -100.0% Q1 2026 Apr 08, 2026
MASECO LLP History Closed out 0 0 0.0% -406 -100.0% Q1 2026 Apr 21, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -259 -100.0% Q1 2026 May 13, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -206 -100.0% Q1 2026 May 13, 2026
Federation des caisses Desjardins du Quebec History Closed out 0 0 -40 -100.0% Q1 2026 May 13, 2026
Keating Financial Advisory Services, Inc. History New 34 0 +34 New Q1 2026 May 15, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 -31 -100.0% Q1 2026 Apr 09, 2026
Avion Wealth History Closed out 0 0 -13 -100.0% Q1 2026 May 01, 2026
Covestor Ltd History Added to 5 0 +3 150.0% Q1 2026 May 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 19 0 -3 -13.64% Q1 2026 May 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -3 -100.0% Q1 2026 Apr 28, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 1 0 -2 -66.67% Q1 2026 Apr 21, 2026
IFP Advisors, Inc History Closed out 0 0 -2 -100.0% Q1 2026 Apr 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 39 0 -1 -2.5% Q1 2026 May 07, 2026
Ankerstar Wealth, LLC History Added to 8 0 +1 14.29% Q1 2026 May 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 27 0 0 0.0% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 10 0 0 0.0% Q4 2025 Feb 12, 2026
Trust Co History No change 10 0 0 0.0% Q1 2026 Apr 13, 2026
SBI Securities Co., Ltd. History No change 18 0 0 0.0% Q1 2026 Apr 27, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026