AVALONBAY COMMUNITIES INC - AVB

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
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 22,760,872 4,126,773 0.06% 0.06% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 17,535,716 2,864,459 0.05% 0.06% 2 -1,022,619 -5.51% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 12,166,872 1,987,458 0.11% 3 +12,166,872 New Q1 2026 May 08, 2026
STATE STREET CORP History Reduced 9,270,950 1,530,626 0.05% 0.06% 4 -192,077 -2.03% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 9,211,475 1,504,694 0.04% 5 +9,211,475 New Q1 2026 May 15, 2026
NORGES BANK History No change 7,691,993 1,394,635 0.15% 0.15% 6 0 0.0% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 4,441,599 725,538 0.39% 0.42% 7 -55,448 -1.23% Q1 2026 May 04, 2026
JPMORGAN CHASE & CO History Reduced 4,466,121 721,546 0.05% 0.06% 8 -693,829 -13.45% Q1 2026 May 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,282,888 697,262 0.04% 0.05% 9 +131,671 3.17% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 3,934,935 642,774 0.07% 0.08% 10 +782 0.02% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 3,430,876 561,425 0.09% 0.09% 11 +108,192 3.26% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 2,663,815 435,134 0.06% 0.07% 12 -194,096 -6.79% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 2,238,186 365,607 0.04% 0.03% 13 +727,269 48.13% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,204,314 360,074 0.03% 0.03% 14 +215,559 10.84% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,137,158 349,098 0.07% 0.08% 15 +28,741 1.36% Q1 2026 May 07, 2026
Legal & General Group Plc History Reduced 2,019,267 329,847 0.08% 0.09% 16 -113,640 -5.33% Q1 2026 May 08, 2026
Invesco Ltd. History Reduced 1,917,627 313,244 0.05% 0.07% 17 -698,013 -26.69% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,740,152 284,253 0.06% 0.07% 18 -60,919 -3.38% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 1,665,936 272,131 0.02% 0.02% 19 -312,212 -15.78% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,639,292 265,835 0.06% 0.07% 20 -45,629 -2.71% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 1,570,152 256,484 0.04% 0.01% 21 +1,320,975 530.14% Q1 2026 May 15, 2026
FMR LLC History Added to 1,179,289 192,636 0.01% 0.01% 22 +299,160 33.99% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 846,142 138,217 0.04% 0.05% 23 -276,096 -24.6% Q1 2026 Apr 30, 2026
Bank of New York Mellon Corp History Reduced 831,941 135,897 0.02% 0.03% 24 -106,772 -11.37% Q1 2026 May 05, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 806,750 131,782 1.37% 1.93% 25 -133,315 -14.18% Q1 2026 Apr 28, 2026
VANGUARD FIDUCIARY TRUST CO History New 796,954 130,182 0.03% 26 +796,954 New Q1 2026 May 08, 2026
PGGM Investments History Reduced 743,501 121,451 2.13% 2.24% 27 -38,455 -4.92% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 724,280 118,311 0.08% 0.08% 28 -4,722 -0.65% Q1 2026 Apr 30, 2026
Holocene Advisors, LP History Reduced 711,729 116,260 0.28% 0.34% 29 -179,747 -20.16% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 691,452 112,878 0.06% 0.06% 30 +65,138 10.4% Q1 2026 Apr 30, 2026
Amundi History Added to 633,842 103,538 0.03% 0.03% 31 +123,330 24.16% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 603,725 98,618 0.02% 0.05% 32 -972,733 -61.7% Q1 2026 May 15, 2026
UBS Group AG History Reduced 598,886 97,828 0.01% 0.02% 33 -161,373 -21.23% Q1 2026 May 05, 2026
DEUTSCHE BANK AG\ History Reduced 592,265 96,746 0.03% 0.04% 34 -8,502 -1.42% Q1 2026 May 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 541,135 88,394 0.37% 0.22% 35 +193,067 55.47% Q1 2026 Apr 30, 2026
AEW CAPITAL MANAGEMENT L P History Reduced 525,343 85,814 6.23% 7.31% 36 -31,979 -5.74% Q1 2026 Apr 28, 2026
BAHL & GAYNOR INC History Added to 511,370 83,532 0.42% 0.47% 37 +4,008 0.79% Q1 2026 May 07, 2026
BARCLAYS PLC History Added to 499,003 81,512 0.02% 0.01% 38 +171,717 52.47% Q1 2026 May 14, 2026
Blackstone Inc. History New 465,000 75,957 0.3% 39 +465,000 New Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 461,672 75,414 0.25% 0.23% 40 +63,499 15.95% Q1 2026 May 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 454,573 72,949 0.07% 0.07% 41 +10,351 2.33% Q1 2026 May 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 430,748 70,362 0.05% 0.05% 42 +21,792 5.33% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History Added to 419,288 68,490 0.03% 0.0% 43 +416,288 13876.27% Q1 2026 May 15, 2026
Swiss National Bank History Added to 415,521 67,875 0.04% 0.04% 44 +25,400 6.51% Q1 2026 May 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 378,937 61,899 0.08% 0.03% 45 +253,188 201.34% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 374,769 61,218 0.01% 0.0% 46 +239,532 177.12% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 369,850 60,414 0.07% 0.06% 47 +73,285 24.71% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Added to 361,556 59,155 0.11% 0.11% 48 +2,770 0.77% Q1 2026 May 14, 2026
APG Asset Management US Inc. History Added to 356,542 58,793 0.45% 0.11% 49 +280,969 371.78% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 354,956 57,982 0.02% 0.02% 50 +47,857 15.58% Q1 2026 May 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 352,952 57,654 0.03% 0.03% 51 +50,077 16.53% Q1 2026 May 12, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History Added to 344,766 56,317 2.23% 2.42% 52 +11,888 3.57% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 342,988 56,026 0.01% 0.01% 53 -59,429 -14.77% Q1 2026 May 11, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 329,908 53,908 0.09% 0.1% 54 +8,353 2.6% Q1 2026 May 11, 2026
Adelante Capital Management LLC History Added to 325,177 53,117 3.63% 3.88% 55 +7,271 2.29% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 309,995 50,637 0.03% 56 +309,995 New Q1 2026 May 08, 2026
FIRST TRUST ADVISORS LP History Added to 298,424 48,747 0.03% 0.04% 57 +17,888 6.38% Q1 2026 May 13, 2026
Point72 Asset Management, L.P. History New 296,549 48,441 0.06% 58 +296,549 New Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 291,774 47,661 0.03% 0.03% 59 -17,068 -5.53% Q1 2026 May 06, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 287,628 46,983 0.01% 0.02% 60 -21,618 -6.99% Q1 2026 May 04, 2026
RHUMBLINE ADVISERS History Reduced 283,918 46,377 0.04% 0.04% 61 -1,839 -0.64% Q1 2026 May 12, 2026
Neuberger Berman Group LLC History Reduced 276,396 45,149 0.03% 0.04% 62 -25,555 -8.46% Q1 2026 May 14, 2026
Asset Management One Co., Ltd. History Reduced 273,612 44,694 0.13% 0.15% 63 -11,536 -4.05% Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Added to 271,640 44,372 0.04% 0.05% 64 +15,783 6.17% Q1 2026 May 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 268,969 43,936 0.11% 0.12% 65 +10,080 3.89% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 253,497 41,409 0.07% 0.11% 66 -159,756 -38.66% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 252,030 40,955 0.04% 0.05% 67 +14,304 6.02% Q1 2026 May 08, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 250,554 40,927 0.56% 0.74% 68 -3,802 -1.49% Q1 2026 May 01, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 248,557 40,601 0.04% 69 +248,557 New Q1 2026 May 08, 2026
National Pension Service History Reduced 242,015 39,533 0.03% 0.04% 70 -32,823 -11.94% Q1 2026 May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 240,035 39,209 0.07% 0.07% 71 +26,508 12.41% Q1 2026 May 01, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 229,250 37,447 0.04% 0.04% 72 -8,518 -3.58% Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 221,344 36,156 0.26% 73 +221,344 New Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Added to 216,088 35,297 0.04% 0.04% 74 +993 0.46% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 211,756 34,590 0.11% 0.14% 75 -31,227 -12.85% Q1 2026 May 14, 2026
Aberdeen Group plc History Reduced 194,448 31,763 0.05% 0.09% 76 -130,868 -40.23% Q1 2026 Apr 29, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 189,835 31,009 0.03% 0.05% 77 -10,726 -5.35% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 166,320 30,155 0.01% 0.01% 78 -9,468 -5.39% Q1 2026 May 15, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 180,783 29,530 0.16% 0.14% 79 +36,073 24.93% Q1 2026 Apr 22, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 150,160 27,225 0.16% 0.16% 80 0 0.0% Q4 2025 Feb 04, 2026
FIL Ltd History Added to 165,101 26,969 0.02% 0.02% 81 +4,310 2.68% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 165,005 26,953 0.08% 82 +165,005 New Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Added to 164,407 26,854 0.0% 0.0% 83 +2,615 1.62% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 159,728 26,092 0.03% 0.02% 84 +78,509 96.66% Q1 2026 Apr 16, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 158,087 25,823 0.02% 0.14% 85 -982,879 -86.14% Q1 2026 May 15, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 150,000 24,502 0.82% 1.02% 86 0 0.0% Q1 2026 May 08, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 146,362 23,908 0.1% 0.05% 87 +60,939 71.34% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 145,704 23,800 0.01% 0.01% 88 -10,827 -6.92% Q1 2026 May 13, 2026
Gotham Asset Management, LLC History Reduced 144,139 23,545 0.07% 0.11% 89 -23,548 -14.04% Q1 2026 May 15, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Reduced 143,874 23,501 0.35% 0.44% 90 -22,079 -13.3% Q1 2026 May 14, 2026
Investure, LLC History Added to 141,930 23,184 1.14% 0.98% 91 +45,030 46.47% Q1 2026 May 08, 2026
PRUDENTIAL FINANCIAL INC History Added to 135,270 22,096 0.03% 0.02% 92 +30,345 28.92% Q1 2026 May 13, 2026
MACQUARIE GROUP LTD History Reduced 133,373 21,786 0.13% 0.12% 93 -15,906 -10.66% Q1 2026 May 15, 2026
STRS OHIO History Reduced 132,851 21,701 0.09% 0.1% 94 -9,006 -6.35% Q1 2026 Apr 24, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 131,938 21,552 0.01% 0.01% 95 +35,137 36.3% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 130,143 21,259 0.02% 0.01% 96 +82,996 176.04% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History New 127,814 20,878 0.03% 97 +127,814 New Q1 2026 May 14, 2026
DANSKE BANK A/S History Reduced 127,568 20,838 0.05% 0.05% 98 -1,677 -1.3% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 123,273 20,136 0.04% 0.04% 99 +317 0.26% Q1 2026 May 08, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 123,108 20,109 0.06% 0.06% 100 -4,460 -3.5% Q1 2026 May 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 122,877 20,071 0.04% 0.05% 101 +5,153 4.38% Q1 2026 May 15, 2026
AVIVA PLC History Added to 122,816 20,061 0.03% 0.04% 102 +3,842 3.23% Q1 2026 May 14, 2026
UniSuper Management Pty Ltd History Reduced 121,892 19,911 0.13% 0.13% 103 -173 -0.14% Q1 2026 May 11, 2026
Sophron Capital Management L.P. History Added to 119,163 19,465 5.74% 3.4% 104 +60,811 104.21% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 117,231 19,149 0.03% 0.03% 105 -700 -0.59% Q1 2026 May 06, 2026
MARSHALL WACE, LLP History Reduced 113,383 18,521 0.02% 0.07% 106 -306,697 -73.01% Q1 2026 May 14, 2026
Retirement Systems of Alabama History Reduced 109,034 17,810 0.06% 0.06% 107 -86 -0.08% Q1 2026 Apr 24, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 108,597 17,739 0.01% 0.01% 108 -113,603 -51.13% Q1 2026 May 14, 2026
TD ASSET MANAGEMENT INC History Added to 105,620 17,253 0.01% 0.02% 109 +1,994 1.92% Q1 2026 May 11, 2026
NATIXIS ADVISORS, LLC History Reduced 105,437 17,223 0.02% 0.04% 110 -35,090 -24.97% Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History Added to 105,329 17,205 0.12% 0.06% 111 +33,197 46.02% Q1 2026 May 15, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Reduced 104,590 17,084 0.18% 0.21% 112 -13,700 -11.58% Q1 2026 May 08, 2026
TUDOR INVESTMENT CORP ET AL History Added to 101,622 16,599 0.03% 0.0% 113 +97,222 2209.59% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 100,264 16,378 0.0% 0.0% 114 -6,292 -5.9% Q1 2026 May 13, 2026
FORSTA AP-FONDEN History No change 90,300 16,372 0.1% 0.1% 115 0 0.0% Q4 2025 Feb 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 99,812 16,304 0.03% 0.04% 116 0 0.0% Q1 2026 Apr 27, 2026
DekaBank Deutsche Girozentrale History No change 98,544 16,147 0.03% 0.04% 117 0 0.0% Q1 2026 May 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 97,648 15,950 0.08% 0.07% 118 +18,240 22.97% Q1 2026 May 01, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 95,678 15,404 0.01% 0.0% 119 +62,454 187.98% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 92,241 15,067 0.01% 0.01% 120 -1,197 -1.28% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 92,037 15,034 0.01% 0.01% 121 +10,971 13.53% Q1 2026 May 15, 2026
1832 Asset Management L.P. History Added to 90,950 14,856 0.01% 0.01% 122 +3,310 3.78% Q1 2026 May 14, 2026
Quinn Opportunity Partners LLC History No change 90,000 14,701 0.77% 0.69% 123 0 0.0% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 87,368 14,271 0.02% 0.03% 124 -18,118 -17.18% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 87,215 14,246 0.03% 0.03% 125 -135 -0.15% Q1 2026 May 01, 2026
COHEN & STEERS, INC. History Reduced 86,297 14,097 0.02% 0.03% 126 -3,413 -3.8% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Added to 85,133 13,905 0.15% 0.16% 127 +795 0.94% Q1 2026 Apr 20, 2026
APG Asset Management N.V. History Reduced 98,028 13,897 0.04% 0.06% 128 -31,885 -24.54% Q1 2026 May 13, 2026
Resona Asset Management Co.,Ltd. History Added to 84,885 13,747 0.07% 0.07% 129 +3,154 3.86% Q1 2026 Apr 29, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 82,525 13,480 0.03% 0.03% 130 +2,359 2.94% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Added to 81,497 13,312 0.04% 0.05% 131 +3,566 4.58% Q1 2026 May 13, 2026
HEITMAN REAL ESTATE SECURITIES LLC History Added to 79,983 13,065 0.94% 0.85% 132 +13,714 20.69% Q1 2026 May 15, 2026
DAVIS SELECTED ADVISERS History Added to 79,970 13,063 0.06% 0.06% 133 +1,130 1.43% Q1 2026 May 07, 2026
State of New Jersey Common Pension Fund D History No change 79,756 13,028 0.05% 0.05% 134 0 0.0% Q1 2026 May 05, 2026
Tidal Investments LLC History Added to 79,053 12,911 0.03% 0.03% 135 +15,429 24.25% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Reduced 78,213 12,776 0.04% 0.04% 136 -898 -1.14% Q1 2026 Apr 28, 2026
Varma Mutual Pension Insurance Co History No change 77,161 12,604 0.07% 0.08% 137 0 0.0% Q1 2026 May 05, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 66,369 12,597 0.0% 0.0% 138 +835 1.27% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Added to 76,763 12,539 0.03% 0.0% 139 +71,333 1313.68% Q1 2026 May 15, 2026
Waterfall Asset Management, LLC History Added to 75,150 12,275 6.86% 6.27% 140 +11,350 17.79% Q1 2026 May 08, 2026
&PARTNERS History Added to 75,326 12,273 0.06% 0.06% 141 +11,946 18.85% Q1 2026 May 15, 2026
Robeco Institutional Asset Management B.V. History Reduced 74,443 12,160 0.02% 0.02% 142 -8,020 -9.73% Q1 2026 Apr 21, 2026
CIBC Asset Management Inc History Added to 74,146 12,111 0.03% 0.03% 143 +2,073 2.88% Q1 2026 May 12, 2026
Chevy Chase Trust Holdings, LLC History Reduced 70,357 11,492 0.03% 0.04% 144 -1,946 -2.69% Q1 2026 May 15, 2026
Korea Investment CORP History Reduced 70,262 11,477 0.02% 0.03% 145 -24,877 -26.15% Q1 2026 May 12, 2026
Vert Asset Management LLC History Added to 69,769 11,396 3.62% 4.2% 146 +186 0.27% Q1 2026 Apr 16, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 68,147 11,241 0.39% 0.42% 147 +619 0.92% Q1 2026 May 11, 2026
B&I Capital AG History New 68,530 11,194 3.81% 148 +68,530 New Q1 2026 May 06, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 67,752 11,067 0.03% 0.03% 149 -2,997 -4.24% Q1 2026 May 12, 2026
Edgestream Partners, L.P. History Reduced 65,594 10,714 0.35% 0.4% 150 -12,491 -16.0% Q1 2026 May 18, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 66,345 10,669 0.01% 0.0% 151 +65,348 6554.46% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 65,146 10,641 0.01% 152 +65,146 New Q1 2026 May 12, 2026
Auto-Owners Insurance Co History No change 65,000 10,617 0.22% 0.25% 153 0 0.0% Q1 2026 Apr 10, 2026
TORONTO DOMINION BANK History Reduced 64,740 10,575 0.02% 0.02% 154 -20,866 -24.37% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Reduced 64,183 10,484 0.01% 0.01% 155 -7,986 -11.07% Q1 2026 Apr 22, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 64,166 10,481 0.01% 0.02% 156 -169,199 -72.5% Q1 2026 May 15, 2026
Creative Planning History Added to 62,364 10,187 0.01% 0.01% 157 +18,153 41.06% Q1 2026 May 12, 2026
Squarepoint Ops LLC History Added to 61,802 10,095 0.01% 0.01% 158 +11,965 24.01% Q1 2026 May 15, 2026
Metis Global Partners, LLC History Added to 61,632 10,067 0.25% 0.25% 159 +2,363 3.99% Q1 2026 May 07, 2026
CIBC WORLD MARKETS CORP History No change 55,519 10,066 0.05% 0.05% 160 0 0.0% Q4 2025 Feb 12, 2026
PEAK6 LLC History Added to 61,523 10,049 0.02% 0.01% 161 +39,820 183.48% Q1 2026 May 13, 2026
Treasurer of the State of North Carolina History Added to 60,882 9,945 0.03% 0.03% 162 +1,294 2.17% Q1 2026 May 14, 2026
Swedbank AB History No change 59,084 9,651 0.01% 0.01% 163 0 0.0% Q1 2026 Apr 29, 2026
Uniplan Investment Counsel, Inc. History Reduced 58,481 9,552 0.98% 1.16% 164 -5,195 -8.16% Q1 2026 May 15, 2026
Empyrean Capital Partners, LP History New 58,000 9,474 0.31% 165 +58,000 New Q1 2026 May 15, 2026
SEB Asset Management AB History New 57,477 9,388 0.04% 166 +57,477 New Q1 2026 May 07, 2026
XTX Topco Ltd History New 57,461 9,386 0.16% 167 +57,461 New Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History Added to 54,376 8,882 0.02% 0.02% 168 +647 1.2% Q1 2026 May 13, 2026
IFM Investors Pty Ltd History Added to 53,245 8,697 0.07% 0.08% 169 +1,043 2.0% Q1 2026 Apr 23, 2026
Taproot Management LP History Added to 53,155 8,682 1.64% 0.07% 170 +50,699 2064.29% Q1 2026 May 13, 2026
Narwhal Capital Management History Added to 51,994 8,493 0.63% 0.68% 171 +270 0.52% Q1 2026 Apr 23, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 51,368 8,390 0.07% 0.07% 172 +1,055 2.1% Q1 2026 Apr 24, 2026
CIBC WORLD MARKET INC. History Reduced 51,289 8,378 0.01% 0.02% 173 -7,915 -13.37% Q1 2026 May 14, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Reduced 50,872 8,309 0.07% 0.14% 174 -39,619 -43.78% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 50,710 8,283 0.12% 0.29% 175 -53,288 -51.24% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History No change 49,179 8,107 0.03% 0.03% 176 0 0.0% Q1 2026 Apr 29, 2026
Tredje AP-fonden History Added to 49,360 8,062 0.04% 0.02% 177 +36,537 284.93% Q1 2026 May 12, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 48,896 7,987 0.04% 0.04% 178 -137 -0.28% Q1 2026 Apr 23, 2026
STIFEL FINANCIAL CORP History Reduced 48,091 7,855 0.01% 0.02% 179 -48,975 -50.46% Q1 2026 May 12, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 47,421 7,746 0.04% 0.05% 180 +17,450 58.22% Q1 2026 Apr 27, 2026
M&T BANK CORP History Reduced 46,888 7,659 0.03% 0.04% 181 -13,909 -22.88% Q1 2026 May 12, 2026
Eurizon Capital SGR S.p.A. History Added to 46,905 7,651 0.02% 0.03% 182 +1,345 2.95% Q1 2026 May 08, 2026
NEOS Investment Management LLC History Added to 46,647 7,619 0.04% 0.04% 183 +11,489 32.68% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 46,052 7,522 0.01% 0.01% 184 +477 1.05% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 46,308 7,514 0.01% 0.01% 185 -628,762 -93.14% Q1 2026 May 15, 2026
Boston Trust Walden Corp History Reduced 45,781 7,478 0.06% 0.06% 186 -1,608 -3.39% Q1 2026 Apr 24, 2026
LPL Financial LLC History Reduced 45,515 7,434 0.0% 0.0% 187 -36,817 -44.72% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Added to 44,793 7,316 0.0% 0.0% 188 +27,793 163.49% Q1 2026 May 12, 2026
Sienna Gestion History Reduced 44,756 7,284 0.48% 0.5% 189 -890 -1.95% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 43,792 7,153 0.02% 0.03% 190 -14,547 -24.94% Q1 2026 May 11, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Reduced 41,180 6,727 0.09% 0.13% 191 -11,148 -21.3% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Reduced 41,117 6,712 0.0% 0.03% 192 -315,845 -88.48% Q1 2026 May 18, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 40,735 6,654 0.04% 0.04% 193 +1,006 2.53% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 40,695 6,647 0.05% 0.03% 194 +20,674 103.26% Q1 2026 Apr 14, 2026
Cetera Investment Advisers History Added to 40,354 6,591 0.01% 0.01% 195 +9,068 28.98% Q1 2026 May 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 40,270 6,578 0.02% 0.02% 196 +4,301 11.96% Q1 2026 May 13, 2026
KBC Group NV History Reduced 39,535 6,457 0.02% 0.02% 197 -14,201 -26.43% Q1 2026 May 07, 2026
Janney Montgomery Scott LLC History Reduced 39,271 6,415 0.02% 0.03% 198 -29,614 -42.99% Q1 2026 Apr 22, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 38,911 6,356 0.03% 0.03% 199 -100 -0.26% Q1 2026 May 04, 2026
Czech National Bank History Added to 38,563 6,299 0.04% 0.04% 200 +1,271 3.41% Q1 2026 Apr 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 38,544 6,296 0.01% 0.01% 201 +15,800 69.47% Q1 2026 May 14, 2026
Arizona State Retirement System History Reduced 38,484 6,286 0.04% 0.04% 202 -588 -1.5% Q1 2026 May 01, 2026
USS Investment Management Ltd History Added to 37,502 6,123 0.02% 0.03% 203 +3,267 9.54% Q1 2026 Apr 24, 2026
CREDIT AGRICOLE S A History Added to 37,313 6,095 0.02% 0.0% 204 +30,765 469.84% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 37,099 6,060 0.03% 0.03% 205 -750 -1.98% Q1 2026 May 14, 2026
MACKENZIE FINANCIAL CORP History Added to 36,954 6,036 0.01% 0.01% 206 +4,875 15.2% Q1 2026 May 13, 2026
Baird Financial Group, Inc. History New 36,279 5,926 0.01% 207 +36,279 New Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 35,740 5,912 0.02% 0.03% 208 -8,166 -18.6% Q1 2026 Apr 30, 2026
PFA Pension, Forsikringsaktieselskab History Added to 35,775 5,843 0.02% 0.02% 209 +125 0.35% Q1 2026 Apr 28, 2026
ADVOCATE GROUP LLC History Added to 35,654 5,824 0.91% 0.78% 210 +9,029 33.91% Q1 2026 Apr 13, 2026
COMMERCE BANK History Added to 35,112 5,735 0.03% 0.01% 211 +28,042 396.63% Q1 2026 May 11, 2026
Quantinno Capital Management LP History Reduced 34,396 5,618 0.01% 0.02% 212 -23,317 -40.4% Q1 2026 May 15, 2026
XPONANCE LLC History Added to 33,819 5,524 0.04% 0.04% 213 +3,144 10.25% Q1 2026 May 13, 2026
MAI Capital Management History Added to 33,395 5,455 0.03% 0.03% 214 +2,631 8.55% Q1 2026 May 15, 2026
Verition Fund Management LLC History Added to 32,958 5,383 0.03% 0.0% 215 +31,742 2610.36% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Reduced 32,472 5,304 0.03% 0.04% 216 -2,061 -5.97% Q1 2026 May 15, 2026
WESTPAC BANKING CORP History Reduced 32,338 5,282 0.37% 0.38% 217 -431 -1.32% Q1 2026 May 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 32,151 5,251 0.0% 0.01% 218 +2,948 10.09% Q1 2026 May 04, 2026
ProShare Advisors LLC History Reduced 32,121 5,246 0.01% 0.01% 219 -6,449 -16.72% Q1 2026 Apr 24, 2026
Groupe la Francaise History Added to 32,072 5,238 0.07% 0.07% 220 +5,826 22.2% Q1 2026 May 21, 2026
DnB Asset Management AS History Added to 32,004 5,227 0.02% 0.02% 221 +502 1.59% Q1 2026 May 14, 2026
GSI Capital Advisors LLC History Reduced 31,972 5,222 2.84% 3.26% 222 -110 -0.34% Q1 2026 May 14, 2026
Hilton Capital Management, LLC History Added to 31,777 5,190 0.39% 0.42% 223 +993 3.23% Q1 2026 May 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 30,997 5,063 0.02% 224 +30,997 New Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History Reduced 30,580 4,995 0.01% 0.01% 225 -3,890 -11.29% Q1 2026 May 14, 2026
FineMark National Bank & Trust History No change 27,550 4,995 0.16% 0.16% 226 0 0.0% Q4 2025 Feb 12, 2026
Vestcor Inc History Added to 30,452 4,974 0.14% 0.09% 227 +12,601 70.59% Q1 2026 May 12, 2026
Invenomic Capital Management LP History New 29,152 4,761 0.22% 228 +29,152 New Q1 2026 May 15, 2026
ASR Vermogensbeheer N.V. History Added to 28,878 4,716 0.06% 0.06% 229 +549 1.94% Q1 2026 Apr 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 28,522 4,659 0.0% 0.01% 230 -85 -0.3% Q1 2026 May 12, 2026
ALLSTATE CORP History Reduced 28,516 4,658 0.05% 0.1% 231 -10,264 -26.47% Q1 2026 May 11, 2026
Woodline Partners LP History Added to 27,734 4,530 0.02% 0.0% 232 +25,913 1423.01% Q1 2026 May 15, 2026
AMALGAMATED BANK History Reduced 25,796 4,214 0.03% 0.03% 233 -390 -1.49% Q1 2026 May 08, 2026
HighTower Advisors, LLC History Reduced 24,445 3,993 0.0% 0.01% 234 -2,429 -9.04% Q1 2026 May 05, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 24,183 3,950 0.05% 0.05% 235 -159 -0.65% Q1 2026 Apr 24, 2026
Cresset Asset Management, LLC History Reduced 23,530 3,885 0.02% 0.02% 236 -4,060 -14.72% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 23,616 3,857 0.01% 0.01% 237 -431 -1.79% Q1 2026 May 15, 2026
Utah Retirement Systems History Reduced 23,085 3,770 0.04% 0.5% 238 -269,536 -92.11% Q1 2026 May 15, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 23,000 3,757 0.02% 239 +23,000 New Q1 2026 May 15, 2026
ABC ARBITRAGE SA History Added to 22,924 3,744 0.5% 0.03% 240 +21,299 1310.71% Q1 2026 May 04, 2026
Federation des caisses Desjardins du Quebec History Added to 22,904 3,741 0.01% 0.01% 241 +6,592 40.41% Q1 2026 May 13, 2026
Pensionfund PDN History Added to 22,120 3,613 2.09% 2.4% 242 +2,000 9.94% Q1 2026 Apr 01, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Added to 21,952 3,585 0.5% 0.55% 243 +586 2.74% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 21,867 3,571 0.03% 0.03% 244 +104 0.48% Q1 2026 Apr 29, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 21,031 3,435 0.03% 0.03% 245 +518 2.53% Q1 2026 May 07, 2026
Swiss Life Asset Management Ltd History Added to 20,908 3,415 0.02% 0.02% 246 +992 4.98% Q1 2026 May 14, 2026
GAM Holding AG History No change 18,726 3,395 0.22% 0.22% 247 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS History New 20,761 3,391 0.01% 248 +20,761 New Q1 2026 May 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 19,514 3,187 0.02% 0.02% 249 -5,708 -22.63% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 19,314 3,154 0.0% 0.0% 250 -832 -4.13% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Reduced 18,989 3,101 0.01% 0.01% 251 -3,871 -16.93% Q1 2026 May 14, 2026
Candriam S.C.A. History Added to 18,788 3,069 0.02% 0.01% 252 +2,715 16.89% Q1 2026 Apr 30, 2026
Ilmarinen Mutual Pension Insurance Co History No change 18,500 3,022 0.02% 0.03% 253 0 0.0% Q1 2026 May 12, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 18,496 3,021 0.04% 0.05% 254 +108 0.59% Q1 2026 May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 18,418 3,008 0.0% 0.01% 255 -1,183 -6.04% Q1 2026 May 15, 2026
Vanderbilt University History Added to 18,328 2,993 0.57% 0.4% 256 +5,363 41.37% Q1 2026 Apr 20, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 18,300 2,989 0.0% 0.0% 257 +3,310 22.08% Q1 2026 May 14, 2026
CI INVESTMENTS INC. History Reduced 17,917 2,926 0.01% 0.02% 258 -1,635 -8.36% Q1 2026 May 13, 2026
Vontobel Holding Ltd. History Reduced 17,331 2,831 0.01% 0.01% 259 -1,842 -9.61% Q1 2026 May 08, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 17,300 2,825 0.08% 0.09% 260 0 0.0% Q1 2026 May 08, 2026
Morningstar Investment Management LLC History Added to 17,136 2,799 0.17% 0.17% 261 +1,338 8.47% Q1 2026 May 14, 2026
Aurora Investment Managers, LLC. History Reduced 17,107 2,795 2.06% 1.79% 262 -298 -1.71% Q1 2026 Apr 20, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Reduced 16,389 2,677 0.27% 0.33% 263 -2,312 -12.36% Q1 2026 Apr 30, 2026
Pacer Advisors, Inc. History Added to 16,278 2,659 0.01% 0.01% 264 +111 0.69% Q1 2026 May 06, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 16,211 2,648 0.03% 0.04% 265 +51 0.32% Q1 2026 Apr 29, 2026
LANDMARK INVESTMENT PARTNERS, L.P. History Added to 16,200 2,646 1.9% 0.69% 266 +8,100 100.0% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 15,676 2,560 0.0% 0.0% 267 -159 -1.0% Q1 2026 Apr 27, 2026
Norinchukin Bank, The History Reduced 15,629 2,552 0.03% 0.03% 268 -182 -1.15% Q1 2026 May 15, 2026
Malaga Cove Capital, LLC History Reduced 15,592 2,546 0.91% 1.0% 269 -279 -1.76% Q1 2026 May 07, 2026
Presima Securities ULC History No change 15,341 2,505 1.41% 1.6% 270 0 0.0% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 15,060 2,460 0.03% 0.03% 271 -126 -0.83% Q1 2026 May 07, 2026
Blue Sparrow, LLC /DE History New 15,020 2,453 0.04% 272 +15,020 New Q1 2026 May 15, 2026
S-Bank Fund Management Ltd History Reduced 14,944 2,441 0.36% 0.38% 273 -1,221 -7.55% Q1 2026 May 11, 2026
ExodusPoint Capital Management, LP History New 14,790 2,415 0.02% 274 +14,790 New Q1 2026 May 14, 2026
Knights of Columbus Asset Advisors LLC History No change 14,747 2,408 0.14% 0.15% 275 0 0.0% Q1 2026 May 11, 2026
Polymer Capital Management (US) LLC History Added to 14,587 2,382 0.24% 0.26% 276 +1,061 7.84% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 14,278 2,332 0.02% 0.03% 277 -1,085 -7.06% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 14,007 2,325 0.0% 0.0% 278 +5,428 63.27% Q1 2026 Apr 08, 2026
Kensington Investment Counsel, LLC History Reduced 14,197 2,319 1.12% 1.06% 279 -133 -0.93% Q1 2026 May 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 14,196 2,318 0.0% 0.0% 280 -4,212 -22.88% Q1 2026 May 08, 2026
SCS Capital Management LLC History Reduced 13,951 2,278 0.02% 0.03% 281 -299 -2.1% Q1 2026 May 11, 2026
Rafferty Asset Management, LLC History Reduced 13,931 2,275 0.01% 0.01% 282 -4,355 -23.82% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 13,920 2,273 0.01% 0.02% 283 -3,518 -20.17% Q1 2026 May 13, 2026
Ethic Inc. History Added to 13,409 2,190 0.03% 0.03% 284 +1,646 13.99% Q1 2026 Apr 27, 2026
INCEPTIONR LLC History New 13,375 2,184 0.53% 285 +13,375 New Q1 2026 May 14, 2026
LMR Partners LLP History New 13,251 2,164 0.0% 286 +13,251 New Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 13,216 2,159 0.01% 0.01% 287 0 0.0% Q1 2026 May 14, 2026
Engineers Gate Manager LP History New 12,737 2,080 0.03% 289 +12,737 New Q1 2026 May 15, 2026
Beverly Hills Private Wealth, LLC History Added to 12,734 2,080 0.35% 0.1% 288 +9,388 280.57% Q1 2026 May 01, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 12,639 2,064 0.03% 0.03% 290 +865 7.35% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Added to 12,484 2,039 0.05% 0.02% 291 +7,948 175.22% Q1 2026 May 15, 2026
ASSETMARK, INC History Reduced 12,457 2,034 0.0% 0.01% 292 -21,023 -62.79% Q1 2026 May 06, 2026
Vident Advisory, LLC History Added to 12,343 2,016 0.02% 0.02% 293 +327 2.72% Q1 2026 May 14, 2026
Texas Yale Capital Corp. History Reduced 12,214 1,995 0.06% 0.09% 294 -4,389 -26.43% Q1 2026 May 04, 2026
Atria Investments, Inc History Added to 12,019 1,963 0.02% 0.02% 295 +1,100 10.07% Q1 2026 May 05, 2026
BROWN ADVISORY INC History Added to 11,855 1,936 0.0% 0.0% 296 +52 0.44% Q1 2026 May 15, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 11,699 1,911 0.2% 0.22% 297 -2,866 -19.68% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Reduced 11,423 1,865 0.0% 0.02% 298 -174,997 -93.87% Q1 2026 May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 11,339 1,838 0.01% 0.01% 299 +1,218 12.03% Q1 2026 May 14, 2026
Naviter Wealth, LLC History Added to 11,037 1,822 0.23% 0.23% 300 +1,234 12.59% Q1 2026 Apr 10, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 11,125 1,817 0.08% 0.08% 301 +943 9.26% Q1 2026 May 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 11,120 1,816 0.01% 0.02% 302 0 0.0% Q1 2026 May 04, 2026
Dean Capital Management History Reduced 11,082 1,810 0.75% 0.86% 303 -1 -0.01% Q1 2026 May 15, 2026
Gulf International Bank (UK) Ltd History Added to 10,928 1,785 0.04% 0.04% 304 +3,954 56.7% Q1 2026 May 11, 2026
Avanza Fonder AB History No change 10,734 1,753 0.05% 0.05% 305 0 0.0% Q1 2026 Apr 15, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 10,700 1,747 0.97% 0.91% 306 +2,196 25.82% Q1 2026 Apr 23, 2026
Pensionfund Sabic History Added to 10,502 1,716 2.07% 0.49% 307 +500 5.0% Q1 2026 Apr 01, 2026
Investment Management Corp of Ontario History Added to 10,138 1,656 0.02% 0.02% 308 +500 5.19% Q1 2026 May 15, 2026
Perpetual Ltd History Reduced 10,090 1,648 0.03% 0.03% 309 -1,999 -16.54% Q1 2026 Apr 14, 2026
GSA CAPITAL PARTNERS LLP History New 9,715 1,587 0.1% 310 +9,715 New Q1 2026 May 08, 2026
Northwest & Ethical Investments L.P. History New 9,610 1,569 0.04% 311 +9,610 New Q1 2026 May 13, 2026
BLAIR WILLIAM & CO/IL History Added to 9,567 1,562 0.0% 0.0% 312 +850 9.75% Q1 2026 May 08, 2026
Pathstone Holdings, LLC History Reduced 9,359 1,533 0.01% 0.01% 313 -3,852 -29.16% Q1 2026 May 11, 2026
Vestmark Advisory Solutions, Inc. History Added to 9,361 1,529 0.02% 0.02% 314 +439 4.92% Q1 2026 May 15, 2026
Riverview Capital Advisers, LLC History Reduced 9,234 1,508 0.5% 0.92% 315 -7,485 -44.77% Q1 2026 May 13, 2026
Moors & Cabot, Inc. History Added to 9,206 1,503 0.06% 0.07% 316 +593 6.88% Q1 2026 May 08, 2026
Entropy Technologies, LP History New 9,138 1,492 0.07% 317 +9,138 New Q1 2026 May 14, 2026
Richard Bernstein Advisors LLC History New 9,122 1,490 0.04% 318 +9,122 New Q1 2026 Apr 22, 2026
CAXTON ASSOCIATES LLP History New 9,090 1,484 0.03% 319 +9,090 New Q1 2026 May 14, 2026
Summit Trail Advisors, LLC History Added to 9,050 1,478 0.02% 0.02% 320 +2,437 36.85% Q1 2026 May 12, 2026
Icon Wealth Advisors, LLC History Reduced 7,902 1,456 0.09% 0.1% 321 -101 -1.26% Q1 2026 May 12, 2026
TWO SIGMA ADVISERS, LP History No change 8,000 1,450 0.0% 0.0% 322 0 0.0% Q4 2025 Feb 17, 2026
Taylor Frigon Capital Management LLC History Reduced 8,818 1,440 0.82% 0.84% 323 -299 -3.28% Q1 2026 Apr 29, 2026
Fideuram Asset Management (Ireland) dac History Added to 7,933 1,435 0.18% 0.0% 324 +7,925 99062.5% Q1 2026 May 11, 2026
Mariner, LLC History Added to 8,753 1,429 0.0% 0.0% 325 +1,823 26.31% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Added to 8,704 1,421 0.02% 0.02% 326 +1,348 18.33% Q1 2026 May 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 8,590 1,403 0.28% 0.42% 327 -2,300 -21.12% Q1 2026 Apr 15, 2026
MIZUHO SECURITIES USA LLC History Reduced 8,560 1,398 0.03% 0.03% 328 -1,738 -16.88% Q1 2026 May 11, 2026
Savvy Advisors, Inc. History Added to 8,541 1,395 0.04% 0.05% 329 +683 8.69% Q1 2026 May 11, 2026
Aster Capital Management (DIFC) Ltd History New 6,471 1,388 0.45% 330 +6,471 New Q1 2026 May 13, 2026
Mechanics Bank Trust Department History Reduced 8,320 1,359 0.19% 0.24% 331 -1,907 -18.65% Q1 2026 Apr 09, 2026
Quantbot Technologies LP History New 8,289 1,354 0.06% 332 +8,289 New Q1 2026 May 13, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 7,991 1,305 0.04% 0.04% 333 -178 -2.18% Q1 2026 Apr 15, 2026
Dynamic Technology Lab Private Ltd History New 7,970 1,301 0.21% 334 +7,970 New Q1 2026 May 15, 2026
Red Spruce Capital, LLC History Added to 7,925 1,294 0.53% 0.57% 335 +20 0.25% Q1 2026 Apr 09, 2026
B. Metzler seel. Sohn & Co. AG History Added to 7,735 1,263 0.01% 0.0% 336 +4,695 154.44% Q1 2026 May 08, 2026
DRW Securities, LLC History Added to 7,502 1,225 0.02% 0.01% 337 +6,002 400.13% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 7,474 1,220 0.01% 0.01% 338 -748 -9.1% Q1 2026 May 08, 2026
Wealthfront Advisers LLC History Reduced 7,422 1,212 0.0% 0.0% 339 -1,755 -19.12% Q1 2026 May 05, 2026
FIFTH THIRD BANCORP History Reduced 7,338 1,198 0.0% 0.0% 340 -330 -4.3% Q1 2026 May 01, 2026
DoubleLine ETF Adviser LP History Reduced 7,331 1,197 0.46% 0.5% 341 -1,870 -20.32% Q1 2026 May 15, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History New 7,321 1,195 0.03% 342 +7,321 New Q1 2026 May 11, 2026
Kentucky Retirement Systems History Added to 10,043 1,187 0.09% 0.04% 343 +1,115 12.49% Q1 2026 May 19, 2026
GeoWealth Management, LLC History Reduced 7,207 1,177 0.04% 0.06% 344 -1,538 -17.59% Q1 2026 May 13, 2026
Louisiana State Employees Retirement System History No change 7,200 1,176 0.02% 0.02% 345 0 0.0% Q1 2026 Apr 20, 2026
Maryland State Retirement & Pension System History No change 6,912 1,129 0.02% 0.03% 346 0 0.0% Q1 2026 May 04, 2026
Allworth Financial LP History Reduced 6,852 1,119 0.0% 0.01% 347 -26 -0.38% Q1 2026 May 14, 2026
RB Capital Management, LLC History Reduced 6,803 1,111 0.24% 0.26% 348 -524 -7.15% Q1 2026 May 14, 2026
OMERS ADMINISTRATION Corp History Added to 6,675 1,090 0.01% 0.01% 349 +1,587 31.19% Q1 2026 May 15, 2026
ARBOR CAPITAL MANAGEMENT INC /ADV History Added to 6,540 1,089 0.89% 0.98% 350 +90 1.4% Q1 2026 Apr 30, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 6,667 1,088 0.0% 0.0% 351 +694 11.62% Q1 2026 May 14, 2026
Farringdon Capital, Ltd. History New 6,646 1,085 0.24% 352 +6,646 New Q1 2026 May 15, 2026
BARINGS LLC History No change 6,454 1,071 0.02% 0.02% 353 0 0.0% Q1 2026 May 06, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 6,527 1,066 0.03% 0.04% 354 0 0.0% Q1 2026 May 04, 2026
OSSIAM History Added to 6,484 1,059 0.02% 0.02% 355 +743 12.94% Q1 2026 May 14, 2026
FORA Capital, LLC History Reduced 6,357 1,038 0.08% 0.2% 356 -2,172 -25.47% Q1 2026 May 14, 2026
NewEdge Advisors, LLC History Added to 6,248 1,020 0.0% 0.0% 357 +1,179 23.26% Q1 2026 Jun 02, 2026
Allspring Global Investments Holdings, LLC History Reduced 5,908 974 0.0% 0.0% 358 -242 -3.93% Q1 2026 May 05, 2026
Walleye Trading LLC History Added to 5,800 947 0.0% 0.0% 359 +4,385 309.89% Q1 2026 May 08, 2026
MUFG Securities EMEA plc History No change 5,798 947 0.01% 0.01% 360 0 0.0% Q1 2026 May 11, 2026
Moran Wealth Management, LLC History Reduced 5,797 946 0.03% 0.04% 361 -1,832 -24.01% Q1 2026 Apr 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 5,790 945 0.0% 0.0% 362 -639 -9.94% Q1 2026 Apr 27, 2026
Procyon Advisors, LLC History Reduced 5,724 935 0.05% 0.05% 363 -46 -0.8% Q1 2026 May 04, 2026
JONES ROAD CAPITAL MANAGEMENT, L.P. History Reduced 5,700 931 1.68% 1.14% 364 -4,000 -41.24% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 5,652 923 0.01% 365 +5,652 New Q1 2026 Apr 23, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 5,557 907 0.01% 0.0% 366 +1,350 32.09% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 5,540 904 0.02% 0.04% 367 -3,428 -38.22% Q1 2026 Apr 27, 2026
TMB Capital Partners, LLC History New 5,460 891 0.3% 368 +5,460 New Q1 2026 May 08, 2026
Bull Street Advisors, LLC History Reduced 5,411 884 0.44% 0.46% 369 -29 -0.53% Q1 2026 Apr 24, 2026
Hazelview Securities Inc. History Added to 5,370 877 0.16% 0.07% 370 +3,290 158.17% Q1 2026 May 14, 2026
Saudi Central Bank History New 5,226 853 0.02% 371 +5,226 New Q1 2026 May 15, 2026
SummitTX Capital, L.P. History New 5,207 850 0.03% 372 +5,207 New Q1 2026 May 15, 2026
Empowered Funds, LLC History New 5,139 839 0.01% 373 +5,139 New Q1 2026 May 14, 2026
LECAP ASSET MANAGEMENT LTD History New 5,129 837 0.31% 374 +5,129 New Q1 2026 Apr 30, 2026
Horizon Investments, LLC History Reduced 5,101 833 0.01% 0.03% 375 -9,828 -65.83% Q1 2026 May 14, 2026
First American Bank History Reduced 5,099 832 0.05% 0.06% 376 -646 -11.24% Q1 2026 Apr 20, 2026
OSTRUM ASSET MANAGEMENT History Reduced 5,080 829 0.05% 0.09% 377 -5,397 -51.51% Q1 2026 May 14, 2026
TOBAM History Added to 5,045 824 0.21% 0.13% 378 +2,033 67.5% Q1 2026 May 12, 2026
AR ASSET MANAGEMENT INC History No change 5,000 817 0.16% 0.19% 379 0 0.0% Q1 2026 May 13, 2026
DigitalBridge Group, Inc. History New 5,000 816 0.05% 381 +5,000 New Q1 2026 May 14, 2026
Ally Financial Inc. History No change 5,000 816 0.1% 0.11% 380 0 0.0% Q1 2026 May 12, 2026
Crossmark Global Holdings, Inc. History Reduced 4,979 813 0.01% 0.01% 382 -11 -0.22% Q1 2026 May 11, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 4,913 802 0.03% 0.03% 383 +54 1.11% Q1 2026 May 13, 2026
Havemeyer Place LP History New 4,909 801 0.09% 384 +4,909 New Q1 2026 May 13, 2026
Eurizon SLJ Capital Ltd History Added to 4,846 791 0.38% 0.03% 385 +4,416 1026.98% Q1 2026 May 06, 2026
CWM, LLC History Reduced 4,836 789 0.0% 0.0% 386 -1,133 -18.98% Q1 2026 May 14, 2026
GUIDANCE CAPITAL, INC History Added to 4,249 787 0.18% 0.18% 388 +132 3.21% Q1 2026 May 08, 2026
STERLING INVESTMENT MANAGEMENT, LLC History No change 4,823 787 0.47% 0.5% 387 0 0.0% Q1 2026 May 01, 2026
Sterling Capital Management LLC History Reduced 4,792 782 0.01% 0.02% 389 -3,639 -43.16% Q1 2026 Apr 22, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 4,712 769 0.0% 0.0% 390 -4,778 -50.35% Q1 2026 May 14, 2026
IMC-Chicago, LLC History New 4,647 759 0.0% 391 +4,647 New Q1 2026 May 05, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 4,531 740 0.01% 0.01% 392 +12 0.27% Q1 2026 May 08, 2026
Palogic Value Management, L.P. History Added to 4,488 733 0.31% 0.33% 393 +102 2.33% Q1 2026 May 15, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 4,466 730 0.01% 0.01% 394 -1,171 -20.77% Q1 2026 Apr 16, 2026
Avalon Trust Co History Reduced 4,470 730 0.05% 0.06% 395 -850 -15.98% Q1 2026 May 06, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 4,433 724 0.05% 0.05% 396 +42 0.96% Q1 2026 Apr 10, 2026
EP Wealth Advisors, LLC History New 4,428 723 0.0% 397 +4,428 New Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,317 705 0.0% 0.0% 398 +292 7.25% Q1 2026 May 07, 2026
E. Ohman J:or Asset Management AB History No change 4,320 705 0.02% 0.02% 399 0 0.0% Q1 2026 Apr 16, 2026
OSAIC HOLDINGS, INC. History Reduced 4,256 697 0.0% 0.0% 400 -42 -0.98% Q1 2026 May 15, 2026
Virtu Financial LLC History Added to 4,225 690 0.03% 0.02% 401 +737 21.13% Q1 2026 May 14, 2026
Snowden Capital Advisors LLC History Added to 4,149 685 0.02% 0.01% 402 +1,353 48.39% Q1 2026 May 14, 2026
North Dakota State Investment Board History Reduced 4,111 671 0.03% 0.03% 403 -766 -15.71% Q1 2026 May 08, 2026
Westerkirk Capital Inc. History No change 4,100 669 0.07% 0.07% 404 0 0.0% Q1 2026 May 14, 2026
Man Group plc History Reduced 4,078 666 0.0% 0.0% 405 -11,695 -74.15% Q1 2026 May 15, 2026
Callan Family Office, LLC History Added to 4,077 666 0.02% 0.01% 406 +551 15.63% Q1 2026 May 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 4,056 662 0.01% 0.01% 407 +211 5.49% Q1 2026 Apr 27, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History Reduced 3,989 651 0.64% 0.66% 408 -97 -2.37% Q1 2026 Apr 22, 2026
44 WEALTH MANAGEMENT LLC History Added to 3,952 645 0.23% 0.2% 409 +689 21.12% Q1 2026 May 15, 2026
PINEBRIDGE INVESTMENTS LLC History New 3,919 640 0.01% 411 +3,919 New Q1 2026 May 14, 2026
MUFG SECURITIES AMERICAS INC. History Added to 3,918 640 0.04% 0.04% 410 +108 2.83% Q1 2026 May 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 3,891 635 0.01% 0.0% 412 +2,263 139.0% Q1 2026 May 15, 2026
Frec Markets, Inc. History New 3,859 630 0.11% 413 +3,859 New Q1 2026 May 13, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 3,834 626 0.02% 0.03% 414 0 0.0% Q1 2026 May 01, 2026
GROUPAMA ASSET MANAGMENT History No change 3,812 622 0.01% 0.01% 415 0 0.0% Q1 2026 May 22, 2026
GTS SECURITIES LLC History Added to 3,765 615 0.02% 0.01% 416 +2,299 156.82% Q1 2026 May 14, 2026
Penserra Capital Management LLC History Added to 3,750 611 0.01% 0.01% 418 +82 2.24% Q1 2026 May 11, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 3,742 611 0.04% 0.04% 417 0 0.0% Q1 2026 May 19, 2026
J. Safra Sarasin Holding AG History New 3,749 610 0.01% 419 +3,749 New Q1 2026 May 04, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 3,723 608 0.02% 0.02% 420 -220 -5.58% Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 3,668 605 0.01% 0.03% 421 +651 21.58% Q1 2026 Apr 27, 2026
Assenagon Asset Management S.A. History Reduced 3,697 603 0.0% 0.0% 422 -277 -6.97% Q1 2026 Apr 20, 2026
WEALTH ALLIANCE, LLC History Added to 3,685 601 0.06% 0.05% 423 +639 20.98% Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History Reduced 3,587 585 0.0% 0.0% 424 -155 -4.14% Q1 2026 May 26, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Added to 3,491 575 0.02% 0.02% 425 +1,200 52.38% Q1 2026 May 05, 2026
Ashton Thomas Private Wealth, LLC History New 3,520 574 0.01% 426 +3,520 New Q1 2026 May 11, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 3,450 563 0.01% 0.01% 427 -127 -3.55% Q1 2026 Apr 27, 2026
Orion Porfolio Solutions, LLC History Reduced 3,341 545 0.0% 0.01% 428 -1,671 -33.34% Q1 2026 May 13, 2026
Bridgewater Associates, LP History New 3,315 541 0.0% 429 +3,315 New Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History New 3,307 540 0.0% 430 +3,307 New Q1 2026 May 14, 2026
Fairtree Asset Management (Pty) Ltd History New 3,280 535 0.25% 431 +3,280 New Q1 2026 May 13, 2026
WOLVERINE ASSET MANAGEMENT LLC History Added to 3,274 534 0.01% 0.0% 434 +1,686 106.17% Q1 2026 May 04, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 3,270 534 0.19% 0.23% 433 -235 -6.7% Q1 2026 May 05, 2026
PACIFIC SUN FINANCIAL CORP History Added to 3,239 534 0.26% 0.27% 432 +158 5.13% Q1 2026 May 07, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,253 531 0.0% 0.0% 435 -139 -4.1% Q1 2026 May 04, 2026
Pallas Capital Advisors LLC History Added to 3,217 525 0.02% 0.02% 436 +116 3.74% Q1 2026 Apr 21, 2026
Jump Financial, LLC History New 3,207 523 0.01% 437 +3,207 New Q1 2026 May 14, 2026
Arkadios Wealth Advisors History Reduced 3,175 518 0.01% 0.01% 438 -81 -2.49% Q1 2026 May 18, 2026
TECTONIC ADVISORS LLC History Added to 3,155 515 0.03% 0.03% 439 +84 2.74% Q1 2026 Apr 17, 2026
Consolidated Investment Group LLC History New 3,100 506 0.05% 440 +3,100 New Q1 2026 May 04, 2026
Merit Financial Group, LLC History Added to 3,096 505 0.0% 0.0% 441 +490 18.8% Q1 2026 Apr 15, 2026
Jain Global LLC History New 3,087 504 0.0% 442 +3,087 New Q1 2026 May 15, 2026
Plato Investment Management Ltd History Reduced 3,004 490 0.03% 0.04% 443 -41 -1.35% Q1 2026 May 04, 2026
BENJAMIN EDWARDS INC History Reduced 2,954 482 0.0% 0.01% 444 -2,529 -46.12% Q1 2026 May 12, 2026
Roundview Capital LLC History Reduced 2,956 482 0.03% 0.04% 445 -223 -7.01% Q1 2026 May 08, 2026
Canandaigua National Trust Co of Florida History New 2,900 473 0.38% 446 +2,900 New Q1 2026 Apr 08, 2026
HB Wealth Management, LLC History Added to 2,872 469 0.0% 0.0% 447 +728 33.96% Q1 2026 Apr 27, 2026
Kintegral Advisory, LLC History Reduced 2,783 459 0.04% 0.04% 448 -123 -4.23% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History Reduced 2,813 454 0.02% 0.02% 449 -129 -4.38% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Reduced 2,715 443 0.0% 0.01% 450 -4,176 -60.6% Q1 2026 Apr 30, 2026
BESSEMER GROUP INC History Reduced 2,694 440 0.0% 0.0% 451 -334 -11.03% Q1 2026 May 06, 2026
Kestra Advisory Services, LLC History Reduced 2,676 437 0.0% 0.0% 452 -375 -12.29% Q1 2026 Apr 30, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,669 435 0.01% 0.01% 453 -56 -2.06% Q1 2026 May 13, 2026
Intrua Financial, LLC History Reduced 2,626 428 0.04% 0.05% 454 -29 -1.09% Q1 2026 Apr 23, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 2,597 424 0.0% 0.0% 455 0 0.0% Q1 2026 May 08, 2026
Sivia Capital Partners, LLC History New 2,593 423 0.08% 456 +2,593 New Q1 2026 May 12, 2026
Advisory Alpha, LLC History New 2,550 416 0.01% 457 +2,550 New Q1 2026 May 14, 2026
EPG Wealth Management LLC History Added to 2,502 408 0.11% 0.12% 458 +86 3.56% Q1 2026 May 07, 2026
Bank OZK History Reduced 2,482 405 0.14% 0.34% 459 -2,818 -53.17% Q1 2026 May 13, 2026
GUGGENHEIM CAPITAL LLC History Reduced 2,430 396 0.0% 0.0% 460 -1,413 -36.77% Q1 2026 May 15, 2026
Brooklyn Investment Group History Reduced 2,427 396 0.01% 0.03% 461 -1,375 -36.17% Q1 2026 Apr 29, 2026
Probity Advisors, Inc. History No change 2,376 388 0.06% 0.07% 462 0 0.0% Q1 2026 Apr 28, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Reduced 2,364 386 0.31% 0.36% 463 -19 -0.8% Q1 2026 May 12, 2026
CANANDAIGUA NATIONAL CORP History New 2,356 384 0.03% 464 +2,356 New Q1 2026 Apr 08, 2026
EVENTIDE ASSET MANAGEMENT, LLC History New 2,346 379 0.01% 465 +2,346 New Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 2,083 377 0.01% 0.01% 466 0 0.0% Q4 2025 Feb 06, 2026
Mystic Asset Management, Inc. History No change 2,310 377 0.09% 0.09% 467 0 0.0% Q1 2026 May 08, 2026
Optas, LLC History New 2,305 376 0.06% 468 +2,305 New Q1 2026 Apr 24, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 2,300 375 0.01% 0.01% 469 +563 32.41% Q1 2026 May 04, 2026
PRUDENTIAL PLC History No change 2,278 372 0.0% 0.0% 470 0 0.0% Q1 2026 May 13, 2026
TCW GROUP INC History Added to 2,261 369 0.0% 0.0% 471 +109 5.07% Q1 2026 May 14, 2026
FIRST MANHATTAN CO. LLC. History New 2,234 368 0.0% 472 +2,234 New Q1 2026 May 15, 2026
UMB Bank, n.a. History Reduced 2,248 367 0.01% 0.01% 473 -191 -7.83% Q1 2026 May 11, 2026
PARK AVENUE SECURITIES LLC History Reduced 2,246 367 0.0% 0.0% 474 -1 -0.04% Q1 2026 Apr 07, 2026
Lido Advisors, LLC History Reduced 2,196 361 0.0% 0.0% 475 -326 -12.93% Q1 2026 May 13, 2026
AlphaCore Capital LLC History Reduced 2,182 360 0.01% 0.01% 477 -626 -22.29% Q1 2026 May 15, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 2,208 360 0.01% 0.01% 476 -396 -15.21% Q1 2026 May 05, 2026
Focus Partners Wealth History Reduced 2,188 357 0.0% 0.0% 478 -1,312 -37.49% Q1 2026 May 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,163 353 0.0% 0.0% 479 -295 -12.0% Q1 2026 Apr 24, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 2,153 351 0.01% 0.01% 480 -206 -8.73% Q1 2026 Apr 15, 2026
OFI INVEST ASSET MANAGEMENT History Reduced 2,441 346 0.0% 0.01% 481 -451 -15.59% Q1 2026 May 05, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 2,100 346 0.33% 0.35% 482 0 0.0% Q1 2026 May 15, 2026
Visionary Wealth Advisors History Reduced 2,075 338 0.01% 0.02% 483 -20 -0.95% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History Reduced 2,063 336 0.02% 0.02% 484 -655 -24.1% Q1 2026 May 15, 2026
GAMMA Investing LLC History Reduced 2,060 336 0.02% 0.02% 485 -427 -17.17% Q1 2026 Apr 06, 2026
Pasadena Private Wealth, LLC History Reduced 2,033 332 0.05% 0.06% 486 -515 -20.21% Q1 2026 Apr 22, 2026
Ellevest, Inc. History Added to 2,022 330 0.05% 0.04% 487 +422 26.38% Q1 2026 May 11, 2026
WEST PACES ADVISORS INC. History Reduced 2,023 330 0.06% 0.07% 488 -55 -2.65% Q1 2026 May 05, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 2,019 329 0.02% 0.02% 489 +8 0.4% Q1 2026 May 11, 2026
PUREfi Wealth, LLC History Reduced 1,998 326 0.21% 0.28% 490 -18 -0.89% Q1 2026 Apr 28, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 2,000 326 0.21% 0.24% 491 0 0.0% Q1 2026 Apr 10, 2026
Private Wealth Asset Management, LLC History Reduced 1,990 325 0.03% 0.04% 492 -250 -11.16% Q1 2026 May 06, 2026
Siemens Fonds Invest GmbH History No change 1,982 323 0.02% 0.02% 493 0 0.0% Q1 2026 May 15, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 1,961 320 0.11% 0.13% 494 -124 -5.95% Q1 2026 Apr 14, 2026
Lewis Asset Management, LLC History No change 1,955 319 0.13% 0.14% 495 0 0.0% Q1 2026 Apr 21, 2026
FEDERATED HERMES, INC. History Added to 1,945 317 0.0% 0.0% 496 +374 23.81% Q1 2026 May 11, 2026
TEMA ETFS LLC History Added to 1,920 313 0.02% 0.03% 497 +7 0.37% Q1 2026 Apr 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 1,906 312 0.01% 0.1% 498 -23,469 -92.49% Q1 2026 May 14, 2026
Sompo Asset Management Co., Ltd. History Added to 1,900 310 0.06% 0.06% 499 +30 1.6% Q1 2026 Apr 30, 2026
Avantra Family Wealth, Inc. History New 1,886 308 0.23% 501 +1,886 New Q1 2026 Apr 22, 2026
Phoenix Financial Ltd. History Added to 1,884 308 0.0% 0.0% 500 +171 9.98% Q1 2026 May 11, 2026
Marble Harbor Investment Counsel, LLC History Added to 1,885 307 0.03% 0.03% 502 +265 16.36% Q1 2026 May 08, 2026
GREENLEAF TRUST History Reduced 1,871 305 0.0% 0.0% 504 -873 -31.81% Q1 2026 Apr 27, 2026
PROFUND ADVISORS LLC History Reduced 1,871 305 0.01% 0.01% 503 -563 -23.13% Q1 2026 Apr 24, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,834 299 0.0% 0.0% 505 +859 88.1% Q1 2026 May 14, 2026
OSLO PENSJONSFORSIKRING AS History New 1,819 297 0.05% 506 +1,819 New Q1 2026 May 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 1,806 295 0.0% 0.07% 507 -25,924 -93.49% Q1 2026 May 01, 2026
CHAPMAN FINANCIAL GROUP, LLC History New 1,795 293 0.21% 509 +1,795 New Q1 2026 May 12, 2026
Prestige Wealth Management Group LLC History Added to 1,780 293 0.06% 0.0% 508 +1,698 2070.73% Q1 2026 May 13, 2026
Abel Hall, LLC History Added to 1,791 292 0.06% 0.05% 510 +601 50.5% Q1 2026 Apr 28, 2026
Gross & Hartman Investments LLC History Added to 1,735 283 0.15% 0.16% 511 +187 12.08% Q1 2026 May 15, 2026
Safe Harbor Family Capital, LLC History Added to 1,735 283 0.22% 0.25% 512 +187 12.08% Q1 2026 May 12, 2026
OpenArc Corporate Advisory, LLC History Reduced 1,735 283 0.0% 0.01% 513 -132 -7.07% Q1 2026 May 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 1,709 279 0.0% 0.0% 514 +545 46.82% Q1 2026 Apr 20, 2026
Capital Square, LLC History Reduced 1,620 279 0.13% 0.19% 515 -430 -20.98% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 1,703 278 0.0% 0.0% 516 +229 15.54% Q1 2026 Apr 07, 2026
Prime Capital Investment Advisors, LLC History Reduced 1,702 277 0.0% 0.0% 517 -101 -5.6% Q1 2026 May 08, 2026
Interchange Capital Partners, LLC History Reduced 1,644 269 0.08% 0.06% 518 -88 -5.08% Q1 2026 Apr 23, 2026
D.A. DAVIDSON & CO. History New 1,635 267 0.0% 519 +1,635 New Q1 2026 May 05, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 1,606 262 0.01% 0.01% 520 0 0.0% Q1 2026 May 14, 2026
FIDUCIARY TRUST CO History Reduced 1,589 259 0.0% 0.0% 521 -10 -0.63% Q1 2026 May 15, 2026
Ramirez Asset Management, Inc. History No change 1,586 259 0.03% 0.04% 522 0 0.0% Q1 2026 May 12, 2026
Mach-1 Financial Group, LLC History New 1,575 257 0.09% 523 +1,575 New Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History Added to 1,566 255 0.03% 0.03% 524 +244 18.46% Q1 2026 May 15, 2026
Compound Planning, Inc. History Added to 1,546 252 0.01% 0.01% 525 +232 17.66% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History New 1,532 250 0.0% 526 +1,532 New Q1 2026 May 15, 2026
Caldwell Trust Co History Reduced 1,519 248 0.02% 0.03% 527 -577 -27.53% Q1 2026 Apr 22, 2026
Larson Financial Group LLC History Reduced 1,505 245 0.01% 0.01% 529 -50 -3.22% Q1 2026 May 15, 2026
BAILARD, INC. History Added to 1,501 245 0.01% 0.01% 528 +1 0.07% Q1 2026 May 11, 2026
CHOREO, LLC History Reduced 1,463 242 0.0% 0.0% 530 -178 -10.85% Q1 2026 May 12, 2026
American Investment Services, Inc. History No change 1,481 241 0.05% 0.06% 531 0 0.0% Q1 2026 May 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,476 241 0.03% 0.03% 532 0 0.0% Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,449 237 0.0% 0.0% 533 -318 -18.0% Q1 2026 Apr 30, 2026
Prospera Financial Services Inc History Added to 1,454 237 0.0% 0.0% 534 +302 26.22% Q1 2026 Apr 14, 2026
Colter Lewis Investment Partners LLC History No change 1,438 237 0.22% 0.3% 535 0 0.0% Q1 2026 May 15, 2026
EVOLVE PRIVATE WEALTH, LLC History New 1,448 236 0.01% 536 +1,448 New Q1 2026 Apr 16, 2026
Checchi Capital Advisers, LLC History Added to 1,432 233 0.01% 0.01% 537 +158 12.4% Q1 2026 May 04, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 1,400 228 0.02% 538 +1,400 New Q1 2026 May 15, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Reduced 1,391 227 0.15% 0.16% 539 -24 -1.7% Q1 2026 May 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 1,372 224 0.02% 540 +1,372 New Q1 2026 May 13, 2026
Financial Advisors Network, Inc. History New 1,364 222 0.03% 541 +1,364 New Q1 2026 May 14, 2026
Lafayette Investments, Inc. History No change 1,350 220 0.04% 0.05% 542 0 0.0% Q1 2026 Apr 27, 2026
SYON CAPITAL LLC History Reduced 1,341 219 0.01% 0.02% 543 -364 -21.35% Q1 2026 May 13, 2026
PATTON FUND MANAGEMENT, INC. History Added to 1,335 218 0.04% 0.03% 545 +116 9.52% Q1 2026 Apr 22, 2026
Apollon Wealth Management, LLC History Reduced 1,340 218 0.0% 0.0% 546 -64 -4.56% Q1 2026 Apr 22, 2026
CIGNA INVESTMENTS INC /NEW History No change 1,336 218 0.03% 0.03% 544 0 0.0% Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Reduced 1,319 217 0.0% 0.0% 547 -236 -15.18% Q1 2026 Apr 07, 2026
PCM Encore, LLC History Added to 1,323 216 0.04% 0.05% 548 +12 0.92% Q1 2026 May 12, 2026
Belleair Asset Management, LLC History No change 1,316 214 0.2% 0.23% 549 0 0.0% Q1 2026 Apr 15, 2026
SUN LIFE FINANCIAL INC History Reduced 1,307 213 0.01% 0.05% 550 -4,346 -76.88% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Added to 1,296 211 0.0% 0.0% 552 +25 1.97% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 1,296 211 0.01% 0.01% 551 0 0.0% Q1 2026 May 13, 2026
Crestwood Advisors Group, LLC History New 1,284 209 0.0% 553 +1,284 New Q1 2026 May 05, 2026
Ballentine Partners, LLC History Reduced 1,253 204 0.0% 0.0% 554 -17 -1.34% Q1 2026 May 14, 2026
First Affirmative Financial Network History New 1,243 203 0.08% 555 +1,243 New Q1 2026 May 11, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 1,241 202 0.0% 0.0% 556 -2,061 -62.42% Q1 2026 Apr 29, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Reduced 1,227 200 0.01% 0.01% 558 -9 -0.73% Q1 2026 Apr 27, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 1,225 200 0.01% 0.01% 557 0 0.0% Q1 2026 Apr 28, 2026
Cetera Trust Company, N.A History Reduced 1,210 197 0.11% 0.13% 559 -125 -9.36% Q1 2026 May 08, 2026
CIBC Private Wealth Group LLC History No change 1,078 195 0.0% 0.0% 560 0 0.0% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 1,167 190 0.0% 0.0% 561 +138 13.41% Q1 2026 Jun 02, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,089 177 0.0% 0.0% 562 -7,847 -87.81% Q1 2026 May 14, 2026
Dynamic Wealth Strategies, LLC History Reduced 993 162 0.09% 0.13% 563 -212 -17.59% Q1 2026 May 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 935 152 0.05% 0.04% 564 +150 19.11% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History No change 904 147 0.0% 0.0% 565 0 0.0% Q1 2026 May 04, 2026
MOTCO History Reduced 897 146 0.01% 0.02% 566 -57 -5.97% Q1 2026 Apr 22, 2026
SIMPLEX TRADING, LLC History New 863 140 0.0% 567 +863 New Q1 2026 May 14, 2026
WHITTIER TRUST CO History Reduced 832 138 0.0% 0.01% 568 -1,934 -69.92% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Added to 819 133 0.0% 0.0% 569 +168 25.81% Q1 2026 May 15, 2026
Canada Post Corp Registered Pension Plan History No change 750 122 0.0% 0.01% 570 0 0.0% Q1 2026 May 12, 2026
TD Waterhouse Canada Inc. History Reduced 716 118 0.0% 0.0% 571 -60 -7.73% Q1 2026 May 12, 2026
Arax Advisory Partners History Reduced 694 114 0.0% 0.01% 572 -1,840 -72.61% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 656 107 0.0% 573 +656 New Q1 2026 May 08, 2026
Blue Trust, Inc. History Reduced 627 102 0.0% 0.0% 574 -263 -29.55% Q1 2026 Apr 20, 2026
Spire Wealth Management History Reduced 562 91 0.0% 0.0% 575 -7 -1.23% Q1 2026 Apr 22, 2026
CX Institutional History Reduced 546 89 0.0% 0.01% 576 -713 -56.63% Q1 2026 Apr 06, 2026
Sherman Asset Management, Inc. History No change 528 86 0.08% 0.08% 577 0 0.0% Q1 2026 May 05, 2026
Advisory Services Network, LLC History New 509 83 0.0% 578 +509 New Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Added to 493 80 0.0% 0.0% 579 +1 0.2% Q1 2026 May 12, 2026
MassMutual Private Wealth & Trust, FSB History Added to 488 79 0.0% 0.0% 580 +150 44.38% Q1 2026 Apr 13, 2026
Cromwell Holdings LLC History Added to 453 74 0.04% 0.04% 581 +35 8.37% Q1 2026 Apr 30, 2026
TOMPKINS FINANCIAL CORP History No change 450 73 0.01% 0.01% 582 0 0.0% Q1 2026 Apr 09, 2026
Bear Mountain Capital, Inc. History No change 369 65 0.02% 0.02% 583 0 0.0% Q1 2026 May 12, 2026
CYBER HORNET ETFs LLC History Reduced 389 64 0.04% 0.04% 584 -20 -4.89% Q1 2026 May 08, 2026
Global X Japan Co., Ltd. History Added to 389 63 0.0% 0.0% 585 +82 26.71% Q1 2026 Apr 13, 2026
Banque Cantonale Vaudoise History Reduced 377 62 0.0% 0.02% 586 -2,587 -87.28% Q1 2026 Apr 20, 2026
Hilltop National Bank History Added to 383 62 0.01% 0.01% 587 +131 51.98% Q1 2026 Apr 02, 2026
Silvant Capital Management LLC History No change 375 61 0.0% 0.0% 588 0 0.0% Q1 2026 May 14, 2026
Sunbelt Securities, Inc. History Added to 360 58 0.0% 0.0% 589 +14 4.05% Q1 2026 May 15, 2026
Leonteq Securities AG History New 337 55 0.0% 591 +337 New Q1 2026 Apr 27, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 340 55 0.0% 0.0% 590 0 0.0% Q1 2026 May 05, 2026
Western Wealth Management, LLC History New 335 54 0.0% 593 +335 New Q1 2026 May 19, 2026
PROSPERITY BANCSHARES INC History Added to 333 54 0.04% 0.04% 592 +59 21.53% Q1 2026 May 12, 2026
Muzinich & Co., Inc. History Added to 326 53 0.02% 0.01% 594 +223 216.5% Q1 2026 Apr 23, 2026
Deseret Mutual Benefit Administrators History Added to 323 52 0.02% 0.01% 595 +149 85.63% Q1 2026 May 08, 2026
SageView Advisory Group, LLC History No change 290 52 0.0% 0.0% 596 0 0.0% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Reduced 295 48 0.0% 0.0% 597 -25 -7.81% Q1 2026 May 15, 2026
Generali Asset Management SPA SGR History No change 298 48 0.0% 0.0% 598 0 0.0% Q1 2026 May 05, 2026
Wiser Advisor Group LLC History Added to 293 47 0.06% 0.06% 599 +3 1.03% Q1 2026 Apr 22, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 277 46 0.0% 0.0% 600 +46 19.91% Q1 2026 Apr 28, 2026
Glen Eagle Advisors, LLC History Reduced 264 43 0.01% 0.14% 601 -5,359 -95.3% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 255 41 0.0% 0.0% 603 +20 8.51% Q1 2026 Apr 13, 2026
TRUST CO OF VERMONT History No change 231 41 0.0% 0.0% 602 0 0.0% Q4 2025 Jan 16, 2026
FIRST FINANCIAL CORP /IN/ History No change 250 40 0.02% 0.02% 604 0 0.0% Q1 2026 Apr 07, 2026
Tradewinds Capital Management, LLC History No change 250 40 0.01% 0.01% 605 0 0.0% Q1 2026 Apr 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 221 36 0.0% 0.0% 606 +61 38.13% Q1 2026 May 08, 2026
Covestor Ltd History Added to 222 36 0.02% 0.02% 607 +55 32.93% Q1 2026 May 05, 2026
DV EQUITIES, LLC History No change 197 35 0.01% 0.01% 608 0 0.0% Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 211 34 0.0% 0.0% 610 -2 -0.94% Q1 2026 May 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 209 34 0.0% 0.0% 609 0 0.0% Q1 2026 Apr 15, 2026
Parkside Financial Bank & Trust History Added to 203 33 0.0% 0.0% 611 +52 34.44% Q1 2026 May 13, 2026
Fulcrum Asset Management LLP History No change 189 30 0.0% 0.01% 612 0 0.0% Q1 2026 May 14, 2026
Capital Analysts, LLC History Reduced 161 26 0.0% 0.0% 613 -86 -34.82% Q1 2026 May 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 157 25 0.01% 614 +152 3040.0% Q1 2026 Apr 14, 2026
Clearstead Trust, LLC History Added to 156 25 0.0% 0.0% 615 +56 56.0% Q1 2026 May 06, 2026
Gold Investment Management Ltd. History No change 157 25 0.01% 0.01% 616 0 0.0% Q1 2026 Apr 22, 2026
Blume Capital Management, Inc. History No change 150 24 0.0% 0.0% 617 0 0.0% Q1 2026 May 01, 2026
Legacy Bridge, LLC History No change 150 24 0.01% 0.01% 618 0 0.0% Q1 2026 May 14, 2026
Reflection Asset Management History No change 137 24 0.02% 0.02% 619 0 0.0% Q4 2025 Mar 02, 2026
Bayforest Capital Ltd History Reduced 142 23 0.03% 0.1% 621 -584 -80.44% Q1 2026 Apr 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 146 23 0.0% 0.0% 620 +2 1.39% Q1 2026 Apr 23, 2026
Owl Creek Wealth Partners LLC History New 135 22 0.01% 623 +135 New Q1 2026 May 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 135 22 0.01% 0.01% 622 0 0.0% Q1 2026 Apr 27, 2026
SHP Wealth Management History Added to 134 21 0.0% 624 +132 6600.0% Q1 2026 May 08, 2026
CVA Family Office, LLC History Added to 125 20 0.0% 0.0% 626 +19 17.92% Q1 2026 Apr 29, 2026
MONETARY MANAGEMENT GROUP INC History No change 125 20 0.0% 0.01% 625 0 0.0% Q1 2026 May 13, 2026
MATHER GROUP, LLC. History New 117 19 0.0% 630 +117 New Q1 2026 Apr 13, 2026
Quent Capital, LLC History Reduced 119 19 0.0% 0.0% 629 -14 -10.53% Q1 2026 Apr 28, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 119 19 0.0% 0.0% 627 -11 -8.46% Q1 2026 May 07, 2026
Ancora Advisors LLC History No change 118 19 0.0% 0.0% 628 0 0.0% Q1 2026 May 15, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 112 18 0.01% 0.0% 631 +63 128.57% Q1 2026 Apr 15, 2026
Nalls Sherbakoff Group, LLC History No change 100 18 0.01% 0.01% 632 0 0.0% Q4 2025 Mar 12, 2026
VISION FINANCIAL MARKETS LLC History No change 100 16 0.02% 0.02% 633 0 0.0% Q1 2026 Apr 24, 2026
Hughes Financial Services, LLC History Added to 98 15 0.0% 0.0% 636 +4 4.26% Q1 2026 Apr 29, 2026
Bruce G. Allen Investments, LLC History Reduced 95 15 0.01% 0.01% 635 -3 -3.06% Q1 2026 May 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 97 15 0.0% 0.0% 634 0 0.0% Q1 2026 Apr 23, 2026
HM PAYSON & CO History No change 85 13 0.0% 0.0% 637 0 0.0% Q1 2026 Apr 13, 2026
Byrne Asset Management LLC History No change 85 13 0.01% 0.01% 638 0 0.0% Q1 2026 Apr 02, 2026
Golden State Wealth Management, LLC History Reduced 73 12 0.0% 0.01% 639 -245 -77.04% Q1 2026 Apr 28, 2026
Greykasell Wealth Strategies, Inc. History Added to 78 12 0.0% 0.0% 640 +29 59.18% Q1 2026 May 07, 2026
Raiffeisen Bank International AG History No change 76 12 0.0% 0.0% 641 0 0.0% Q1 2026 Apr 24, 2026
Rosenberg Matthew Hamilton History Reduced 69 11 0.0% 0.01% 645 -109 -61.24% Q1 2026 Apr 06, 2026
GW&K Investment Management, LLC History Reduced 68 11 0.0% 0.0% 642 -94 -58.02% Q1 2026 May 13, 2026
RHL GROUP, LLC History New 69 11 0.01% 647 +69 New Q1 2026 May 13, 2026
Bogart Wealth, LLC History Added to 71 11 0.0% 0.0% 644 +13 22.41% Q1 2026 Apr 28, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 73 11 0.0% 0.0% 643 -3 -3.95% Q1 2026 Apr 30, 2026
SOA Wealth Advisors, LLC. History No change 68 11 0.0% 0.0% 646 0 0.0% Q1 2026 May 20, 2026
PRIVATE TRUST CO NA History Reduced 63 10 0.0% 0.0% 648 -98 -60.87% Q1 2026 Apr 30, 2026
Colonial Trust Co / SC History Reduced 66 10 0.0% 0.0% 649 -34 -34.0% Q1 2026 May 12, 2026
Essential Partners LLC History Added to 66 10 0.0% 0.0% 650 +21 46.67% Q1 2026 May 21, 2026
HHM Wealth Advisors, LLC History New 61 9 0.0% 653 +61 New Q1 2026 Apr 17, 2026
Kemnay Advisory Services Inc. History New 56 9 0.0% 652 +56 New Q1 2026 May 15, 2026
GPS Wealth Strategies Group, LLC History No change 50 9 0.01% 0.01% 651 0 0.0% Q4 2025 Feb 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 53 8 0.0% 663 +53 New Q1 2026 May 08, 2026
Operose Advisors LLC History New 52 8 0.0% 662 +52 New Q1 2026 May 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 53 8 0.0% 0.0% 654 -21 -28.38% Q1 2026 May 11, 2026
MONTAG A & ASSOCIATES INC History Reduced 53 8 0.0% 0.0% 655 -19 -26.39% Q1 2026 Apr 29, 2026
CoreCap Advisors, LLC History Reduced 53 8 0.0% 0.0% 660 -19 -26.39% Q1 2026 Apr 07, 2026
Sound Income Strategies, LLC History Reduced 50 8 0.0% 0.0% 657 -18 -26.47% Q1 2026 Apr 27, 2026
Physician Wealth Advisors, Inc. History Reduced 55 8 0.0% 0.0% 658 -18 -24.66% Q1 2026 Apr 24, 2026
Cornerstone Planning Group LLC History Added to 46 8 0.0% 0.0% 659 +13 39.39% Q1 2026 May 06, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 54 8 0.01% 0.01% 661 -9 -14.29% Q1 2026 Apr 02, 2026
Smithfield Trust Co History No change 52 8 0.0% 0.0% 656 0 0.0% Q1 2026 May 08, 2026
Salomon & Ludwin, LLC History Reduced 47 7 0.0% 0.0% 664 -81 -63.28% Q1 2026 May 11, 2026
Bare Financial Services, Inc History New 43 7 0.0% 667 +43 New Q1 2026 May 14, 2026
EFG International AG History New 43 7 0.0% 668 +43 New Q1 2026 May 15, 2026
Activest Wealth Management History Added to 43 7 0.0% 0.0% 666 +15 53.57% Q1 2026 Apr 15, 2026
WOLFF WIESE MAGANA LLC History No change 46 7 0.0% 0.0% 665 0 0.0% Q1 2026 Apr 13, 2026
Versant Capital Management, Inc History Added to 40 6 0.0% 0.0% 670 +26 185.71% Q1 2026 Apr 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 33 6 0.0% 0.0% 673 -19 -36.54% Q1 2026 May 06, 2026
Avion Wealth History Reduced 38 6 0.0% 0.0% 671 -9 -19.15% Q1 2026 May 01, 2026
AdvisorNet Financial, Inc History Reduced 42 6 0.0% 0.0% 669 -6 -12.5% Q1 2026 Apr 17, 2026
Archer Investment Corp History No change 41 6 0.0% 0.0% 672 0 0.0% Q1 2026 May 04, 2026
Clearstead Advisors, LLC History Reduced 35 5 0.0% 0.0% 675 -359 -91.12% Q1 2026 May 06, 2026
CULLEN/FROST BANKERS, INC. History Reduced 33 5 0.0% 0.0% 674 -83 -71.55% Q1 2026 May 05, 2026
High Note Wealth, LLC History Added to 36 5 0.0% 0.0% 678 +8 28.57% Q1 2026 May 11, 2026
Grove Bank & Trust History Added to 33 5 0.0% 0.0% 677 +7 26.92% Q1 2026 Apr 08, 2026
Manchester Capital Management LLC History Added to 33 5 0.0% 0.0% 676 +3 10.0% Q1 2026 May 11, 2026
Cornerstone Financial Management LLC History Reduced 31 5 0.0% 0.0% 681 -2 -6.06% Q1 2026 May 08, 2026
Noble Wealth Management PBC History No change 32 5 0.0% 0.0% 679 0 0.0% Q1 2026 Apr 02, 2026
Aventura Private Wealth, LLC History No change 35 5 0.0% 0.0% 680 0 0.0% Q1 2026 May 05, 2026
Clayton Financial Group LLC History New 26 4 0.0% 684 +26 New Q1 2026 Apr 13, 2026
Bell Investment Advisors, Inc History Reduced 25 4 0.0% 0.0% 682 -6 -19.35% Q1 2026 Apr 17, 2026
Fortitude Family Office, LLC History No change 26 4 0.0% 0.0% 683 0 0.0% Q1 2026 Apr 15, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 23 3 0.0% 0.0% 686 -188 -89.1% Q1 2026 Apr 30, 2026
Silicon Valley Capital Partners History New 20 3 0.0% 691 +20 New Q1 2026 May 19, 2026
Ascentis Independent Advisors History New 20 3 0.0% 692 +20 New Q1 2026 Apr 28, 2026
JPL Wealth Management, LLC History New 20 3 0.0% 693 +20 New Q1 2026 May 08, 2026
HIGHLINE WEALTH PARTNERS LLC History New 19 3 0.0% 694 +19 New Q1 2026 Apr 06, 2026
First Command Advisory Services, Inc. History Added to 20 3 0.0% 0.0% 687 +11 122.22% Q1 2026 May 07, 2026
Dogwood Wealth Management LLC History Reduced 19 3 0.0% 0.0% 689 -7 -26.92% Q1 2026 May 12, 2026
NBT BANK N A /NY History No change 19 3 0.0% 0.0% 685 0 0.0% Q1 2026 Apr 28, 2026
Fairman Group, LLC History No change 24 3 0.0% 0.0% 688 0 0.0% Q1 2026 Apr 23, 2026
Holos Integrated Wealth LLC History No change 19 3 0.0% 0.0% 690 0 0.0% Q1 2026 Apr 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 16 2 0.0% 0.0% 700 -34 -68.0% Q1 2026 May 06, 2026
Wall Street Financial Group, Inc. History New 17 2 0.0% 709 +17 New Q1 2026 May 05, 2026
Addison Advisors LLC History New 16 2 0.0% 708 +16 New Q1 2026 May 08, 2026
Community Financial Services Group, LLC History New 14 2 0.0% 706 +14 New Q1 2026 Apr 08, 2026
FNY Investment Advisers, LLC History New 14 2 0.0% 707 +14 New Q1 2026 Apr 15, 2026
Red Tortoise LLC History Reduced 16 2 0.0% 0.0% 697 -3 -15.79% Q1 2026 Apr 21, 2026
Private Wealth Management Group, LLC History Reduced 17 2 0.0% 0.0% 703 -2 -10.53% Q1 2026 Apr 23, 2026
Rossby Financial, LCC History Added to 18 2 0.0% 0.0% 704 +1 5.88% Q1 2026 May 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 10 2 0.0% 0.0% 695 0 0.0% Q1 2026 May 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 14 2 0.0% 0.0% 696 0 0.0% Q1 2026 Apr 28, 2026
Coston, McIsaac & Partners History No change 14 2 0.0% 0.0% 698 0 0.0% Q1 2026 Apr 22, 2026
Abound Wealth Management History No change 17 2 0.0% 0.0% 699 0 0.0% Q1 2026 Apr 10, 2026
PFS Partners, LLC History No change 15 2 0.0% 0.0% 701 0 0.0% Q1 2026 Apr 09, 2026
Sachetta, LLC History No change 14 2 0.0% 0.0% 702 0 0.0% Q1 2026 May 01, 2026
Sunrise Financial Services, LLC History No change 14 2 0.0% 0.0% 705 0 0.0% Q1 2026 Apr 29, 2026
Washington Trust Advisors, Inc. History Reduced 11 1 0.0% 0.0% 715 -43 -79.63% Q1 2026 Apr 06, 2026
Root Financial Partners, LLC History Reduced 7 1 0.0% 0.0% 718 -26 -78.79% Q1 2026 Apr 24, 2026
Transamerica Financial Advisors, LLC History Reduced 10 1 0.0% 0.0% 713 -19 -65.52% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History New 12 1 0.0% 728 +12 New Q1 2026 Apr 23, 2026
POM Investment Strategies, LLC History New 11 1 0.0% 729 +11 New Q1 2026 May 11, 2026
Cassaday & Co Wealth Management LLC History New 10 1 0.0% 730 +10 New Q1 2026 May 07, 2026
Dunhill Financial, LLC History Reduced 6 1 0.0% 0.0% 716 -9 -60.0% Q1 2026 May 06, 2026
ALBION FINANCIAL GROUP /UT History Added to 10 1 0.0% 0.0% 712 +4 66.67% Q1 2026 Apr 27, 2026
Aspect Partners, LLC History Reduced 10 1 0.0% 0.0% 720 -3 -23.08% Q1 2026 Apr 02, 2026
Rialto Wealth Management, LLC History Reduced 11 1 0.0% 0.0% 722 -3 -21.43% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 7 1 0.0% 0.0% 711 -2 -22.22% Q1 2026 Apr 13, 2026
WPG Advisers, LLC History Reduced 12 1 0.0% 0.0% 725 -2 -14.29% Q1 2026 Apr 29, 2026
CENTRAL TRUST Co History No change 7 1 0.0% 0.0% 710 0 0.0% Q1 2026 Apr 17, 2026
Cedar Mountain Advisors, LLC History No change 7 1 0.0% 0.0% 714 0 0.0% Q1 2026 Apr 30, 2026
Lodestone Wealth Management LLC History No change 7 1 0.0% 0.0% 717 0 0.0% Q1 2026 May 01, 2026
ORG Partners LLC History No change 11 1 0.0% 0.0% 719 0 0.0% Q4 2025 Jan 14, 2026
Principia Wealth Advisory, LLC History No change 9 1 0.0% 0.0% 721 0 0.0% Q4 2025 Feb 10, 2026
Navigoe, LLC History No change 9 1 0.0% 0.0% 723 0 0.0% Q1 2026 May 01, 2026
Copia Wealth Management History No change 12 1 0.0% 0.0% 724 0 0.0% Q1 2026 May 04, 2026
Signature Equity Partners, LLC History No change 6 1 0.0% 0.0% 726 0 0.0% Q1 2026 May 13, 2026
Hilton Head Capital Partners, LLC History No change 8 1 0.0% 0.0% 727 0 0.0% Q1 2026 Apr 20, 2026
Clearbridge Investments, LLC History Closed out 0 0 0.23% -1,605,273 -100.0% Q1 2026 May 13, 2026
Resolution Capital Ltd History Closed out 0 0 1.16% -289,587 -100.0% Q1 2026 May 15, 2026
Long Pond Capital, LP History Closed out 0 0 2.98% -140,000 -100.0% Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.02% -100,983 -100.0% Q1 2026 May 15, 2026
Anson Funds Management LP History Closed out 0 0 1.71% -100,000 -100.0% Q1 2026 May 14, 2026
Nearwater Capital Markets, Ltd History Closed out 0 0 0.25% -80,000 -100.0% Q1 2026 May 15, 2026
FIRST FINANCIAL BANKSHARES INC History Closed out 0 0 0.29% -78,535 -100.0% Q1 2026 May 11, 2026
BROOKFIELD Corp /ON/ History Closed out 0 0 0.02% -68,721 -100.0% Q1 2026 May 15, 2026
ADAMS DIVERSIFIED EQUITY FUND, INC. History Closed out 0 0 0.35% -57,600 -100.0% Q1 2026 Apr 22, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.04% -56,822 -100.0% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Closed out 0 0 0.09% -40,691 -100.0% Q1 2026 May 05, 2026
Nan Shan Life Insurance Co., Ltd. History Closed out 0 0 0.21% -37,186 -100.0% Q1 2026 May 14, 2026
Conversant Capital LLC History Closed out 0 0 1.06% -30,780 -100.0% Q1 2026 May 15, 2026
New Age Alpha Advisors, LLC History Closed out 0 0 0.19% -24,854 -100.0% Q1 2026 May 11, 2026
Parallax Volatility Advisers, L.P. History Closed out 0 0 0.01% -20,000 -100.0% Q1 2026 May 15, 2026
Rakuten Investment Management, Inc. History Closed out 0 0 0.01% -18,645 -100.0% Q1 2026 May 12, 2026
Third View Private Wealth, LLC History Closed out 0 0 0.42% -17,171 -100.0% Q1 2026 Apr 15, 2026
Osmosis Investment Management UK Ltd History Closed out 0 0 0.08% -17,000 -100.0% Q1 2026 May 14, 2026
OP Asset Management Ltd History Closed out 0 0 0.03% -15,695 -100.0% Q1 2026 Apr 10, 2026
Sarasin & Partners LLP History Closed out 0 0 0.02% -11,931 -100.0% Q1 2026 Apr 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Closed out 0 0 0.11% -9,968 -100.0% Q1 2026 Apr 17, 2026
Zimmer Partners, LP History Closed out 0 0 0.05% -9,769 -100.0% Q1 2026 May 15, 2026
Erste Asset Management GmbH History Closed out 0 0 0.01% -5,900 -100.0% Q1 2026 May 11, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 0.08% -5,702 -100.0% Q1 2026 May 15, 2026
MQS Management LLC History Closed out 0 0 0.54% -5,037 -100.0% Q1 2026 Apr 23, 2026
Scientech Research LLC History Closed out 0 0 0.47% -4,082 -100.0% Q1 2026 May 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Closed out 0 0 0.17% -3,833 -100.0% Q1 2026 Apr 10, 2026
Twin Tree Management, LP History Closed out 0 0 0.01% -3,600 -100.0% Q1 2026 May 14, 2026
High Probability Advisors, LLC History Closed out 0 0 0.08% -3,318 -100.0% Q1 2026 Apr 10, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.03% -2,894 -100.0% Q1 2026 May 14, 2026
MGO ONE SEVEN LLC History Closed out 0 0 0.01% -2,776 -100.0% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.02% -2,274 -100.0% Q1 2026 May 14, 2026
State of Wyoming History Closed out 0 0 0.05% -2,267 -100.0% Q1 2026 May 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -2,214 -100.0% Q1 2026 Apr 29, 2026
Invst, LLC History Closed out 0 0 0.04% -2,187 -100.0% Q1 2026 May 13, 2026
STEPHENS INC /AR/ History Closed out 0 0 0.0% -2,154 -100.0% Q1 2026 Apr 28, 2026
Warwick Investment Management, Inc. History Closed out 0 0 0.06% -2,125 -100.0% Q1 2026 May 11, 2026
Supplemental Annuity Collective Trust of NJ History Closed out 0 0 0.09% -2,000 -100.0% Q1 2026 May 01, 2026
Impact Partnership Wealth, LLC History Closed out 0 0 0.05% -1,971 -100.0% Q1 2026 Apr 23, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Closed out 0 0 0.01% -1,709 -100.0% Q1 2026 Apr 13, 2026
Sagewood Asset Management LP History Closed out 0 0 0.11% -1,704 -100.0% Q1 2026 May 13, 2026
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.0% -1,638 -100.0% Q1 2026 May 15, 2026
Segment Wealth Management, LLC History Closed out 0 0 0.02% -1,628 -100.0% Q1 2026 Apr 20, 2026
Legacy Capital Wealth Partners, LLC History Closed out 0 0 0.06% -1,626 -100.0% Q1 2026 May 15, 2026
Cascade Financial Partners, LLC History Closed out 0 0 0.03% -1,593 -100.0% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -1,551 -100.0% Q1 2026 May 14, 2026
Walter Public Investments Inc. History Closed out 0 0 0.05% -1,500 -100.0% Q1 2026 Apr 28, 2026
Everhart Financial Group, Inc. History Closed out 0 0 0.03% -1,497 -100.0% Q1 2026 Apr 09, 2026
SVB WEALTH LLC History Closed out 0 0 0.02% -1,490 -100.0% Q1 2026 Apr 17, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 0.01% -1,423 -100.0% Q1 2026 May 08, 2026
True North Advisors, LLC History Closed out 0 0 0.03% -1,384 -100.0% Q1 2026 May 07, 2026
Hartford Funds Management Co LLC History Closed out 0 0 0.02% -1,288 -100.0% Q1 2026 May 04, 2026
Beacon Pointe Advisors, LLC History Closed out 0 0 0.0% -1,285 -100.0% Q1 2026 May 15, 2026
DGS Capital Management, LLC History Closed out 0 0 0.04% -1,200 -100.0% Q1 2026 Apr 28, 2026
PFG Investments, LLC History Closed out 0 0 0.01% -1,184 -100.0% Q1 2026 Apr 27, 2026
RENAISSANCE GROUP LLC History Closed out 0 0 0.01% -1,164 -100.0% Q1 2026 May 13, 2026
Cornerstone Advisory, LLC History Closed out 0 0 0.02% -1,162 -100.0% Q1 2026 May 04, 2026
DAVENPORT & Co LLC History Closed out 0 0 0.0% -1,159 -100.0% Q1 2026 Apr 15, 2026
LDR Capital Management LLC History Closed out 0 0 0.29% -1,155 -100.0% Q1 2026 May 11, 2026
PFG Private Wealth Management, LLC History Closed out 0 0 0.09% -1,151 -100.0% Q1 2026 May 14, 2026
JOURNEY STRATEGIC WEALTH LLC History Closed out 0 0 0.01% -1,140 -100.0% Q1 2026 Apr 15, 2026
Harbour Capital Advisors, LLC History Closed out 0 0 0.04% -1,120 -100.0% Q1 2026 Apr 29, 2026
Meeder Advisory Services, Inc. History Closed out 0 0 0.01% -1,116 -100.0% Q1 2026 May 07, 2026
Rare Wolf Capital LLC History Closed out 0 0 0.13% -1,115 -100.0% Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Closed out 0 0 0.0% -1,114 -100.0% Q1 2026 May 08, 2026
Composition Wealth, LLC History Closed out 0 0 0.0% -1,110 -100.0% Q1 2026 Apr 08, 2026
Savant Capital, LLC History Closed out 0 0 0.0% -1,107 -100.0% Q1 2026 May 04, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.06% -715 -100.0% Q1 2026 May 04, 2026
DV Trading LLC History Closed out 0 0 0.0% -400 -100.0% Q1 2026 May 15, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.04% -362 -100.0% Q1 2026 May 07, 2026
Inlight Wealth Management, LLC History Closed out 0 0 0.02% -289 -100.0% Q1 2026 May 04, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.01% -179 -100.0% Q1 2026 May 06, 2026
Whipplewood Advisors, LLC History Reduced 4 0 0.02% -150 -97.4% Q1 2026 Apr 30, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 0.0% -136 -100.0% Q1 2026 May 13, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -87 -100.0% Q1 2026 May 05, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -79 -100.0% Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -54 -100.0% Q1 2026 Apr 28, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -54 -100.0% Q1 2026 May 15, 2026
Asset Dedication, LLC History Closed out 0 0 0.0% -52 -100.0% Q1 2026 May 29, 2026
MCGUIRE CAPITAL ADVISORS INC History Closed out 0 0 0.0% -36 -100.0% Q1 2026 May 14, 2026
JNBA Financial Advisors History Closed out 0 0 0.0% -31 -100.0% Q1 2026 Apr 22, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 15, 2026
J.Safra Asset Management Corp History Closed out 0 0 0.0% -30 -100.0% Q1 2026 May 04, 2026
United Financial Planning Group LLC History Closed out 0 0 0.0% -26 -100.0% Q1 2026 May 08, 2026
Minot DeBlois Advisors LLC History Closed out 0 0 0.0% -25 -100.0% Q1 2026 May 08, 2026
Financial Management Professionals, Inc. History Reduced 4 0 0.0% -19 -82.61% Q1 2026 Apr 15, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 0.0% -19 -100.0% Q1 2026 May 12, 2026
Marquette Asset Management, LLC History Closed out 0 0 0.0% -16 -100.0% Q1 2026 Apr 23, 2026
Ares Financial Consulting, LLC History Closed out 0 0 0.0% -15 -100.0% Q1 2026 Apr 02, 2026
Acumen Wealth Advisors, LLC History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 13, 2026
NBC SECURITIES, INC. History Reduced 2 0 0.0% -12 -85.71% Q1 2026 Apr 14, 2026
FINANCIAL CONSULATE, INC History Closed out 0 0 0.0% -11 -100.0% Q1 2026 Apr 21, 2026
North Star Investment Management Corp. History Reduced 5 0 0.0% -10 -66.67% Q1 2026 Apr 23, 2026
IMG Wealth Management, Inc. History Reduced 1 0 0.0% -9 -90.0% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 6 0 0.0% -8 -57.14% Q1 2026 Apr 30, 2026
Key Capital Management, INC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 May 07, 2026
Clark Wealth Partners History Closed out 0 0 0.0% -7 -100.0% Q1 2026 May 11, 2026
TFC Financial Management, Inc. History Reduced 4 0 0.0% -6 -60.0% Q1 2026 Apr 23, 2026
S&T BANK/PA History Closed out 0 0 0.0% -6 -100.0% Q1 2026 May 13, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.0% -6 -100.0% Q1 2026 May 12, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 0.0% -6 -100.0% Q1 2026 May 14, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.0% -6 -100.0% Q1 2026 May 14, 2026
Kilter Group LLC History Reduced 1 0 0.0% -5 -83.33% Q1 2026 May 14, 2026
Destiny Wealth Partners, LLC History New 5 0 +5 New Q1 2026 May 11, 2026
True Wealth Design, LLC History New 5 0 +5 New Q1 2026 Apr 13, 2026
Investors Research Corp History New 4 0 +4 New Q1 2026 Apr 03, 2026
TopTier Wealth Management, LLC History New 4 0 +4 New Q1 2026 May 05, 2026
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 -4 -100.0% Q1 2026 May 01, 2026
NVWM, LLC History Reduced 3 0 0.0% -3 -50.0% Q1 2026 Apr 27, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 -3 -100.0% Q1 2026 May 15, 2026
Bravera Wealth History New 3 0 +3 New Q1 2026 Apr 22, 2026
JFS WEALTH ADVISORS, LLC History Closed out 0 0 -3 -100.0% Q1 2026 Apr 20, 2026
SouthState Bank Corp History Reduced 4 0 0.0% -2 -33.33% Q1 2026 May 05, 2026
Davis Capital Management History New 2 0 +2 New Q1 2026 Apr 16, 2026
Strategic Investment Solutions, Inc. /IL History New 2 0 +2 New Q1 2026 May 01, 2026
Synergy Investment Management, LLC History New 2 0 +2 New Q1 2026 May 14, 2026
Wealth Watch Advisors, INC History Closed out 0 0 -2 -100.0% Q1 2026 May 15, 2026
American Capital Advisory, LLC History Added to 4 0 +1 33.33% Q1 2026 Apr 29, 2026
EASTERN BANK History Closed out 0 0 -1 -100.0% Q1 2026 Apr 07, 2026
NorthAvenue LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 15, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 3 0 0 0.0% Q1 2026 Apr 17, 2026
Johnson Financial Group, Inc. History No change 6 0 0.0% 0 0.0% Q1 2026 May 07, 2026
Capital Advisors, Ltd. LLC History No change 1 0 0 0.0% Q1 2026 Apr 16, 2026
Quaker Wealth Management, LLC History No change 2 0 0 0.0% Q1 2026 Apr 10, 2026
AlphaQuest LLC History No change 4 0 0 0.0% Q4 2025 Feb 09, 2026
DecisionPoint Financial, LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
Signature Resources Capital Management, LLC History No change 4 0 0 0.0% Q1 2026 May 01, 2026
Valued Wealth Advisors LLC History No change 5 0 0 0.0% Q1 2026 Apr 30, 2026
Breakwater Investment Management History No change 3 0 0 0.0% Q1 2026 May 14, 2026
Retirement Wealth Solutions LLC History No change 1 0 0 0.0% Q1 2026 Apr 07, 2026
AMERIFLEX GROUP, INC. History No change 2 0 0 0.0% Q1 2026 May 15, 2026