Bandwidth Inc. - BAND
Detailed investor-level table based on 13F positions.
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 | 2,957,708 | 52,706 | 0.0% | 0.0% | 1 | +85,442 | 2.97% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,009,829 | 31,051 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | Added to | 1,583,199 | 28,212 | 6.65% | 5.02% | 3 | +75,063 | 4.98% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,551,508 | 27,646 | 0.01% | 0.0% | 4 | +91,812 | 6.29% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,194,878 | 21,292 | 0.0% | — | 5 | +1,194,878 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 832,688 | 14,835 | 0.02% | 0.02% | 6 | +23,683 | 2.93% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 723,295 | 12,889 | 0.0% | 0.0% | 7 | +73,869 | 11.37% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 693,460 | 12,361 | 0.0% | 0.0% | 8 | +29,908 | 4.51% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 688,430 | 12,267 | 0.01% | 0.0% | 9 | +516,117 | 299.52% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 644,981 | 11,493 | 0.02% | 0.01% | 10 | +26,081 | 4.21% | Q1 2026 | May 14, 2026 |
| Archon Capital Management LLC | History | Added to | 583,122 | 10,391 | 5.86% | 3.93% | 11 | +136,225 | 30.48% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 579,624 | 10,328 | 0.0% | 0.0% | 12 | -12,929 | -2.18% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 543,909 | 9,692 | 0.0% | — | 13 | +543,909 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 524,088 | 9,339 | 0.0% | 0.0% | 14 | -21,497 | -3.94% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 493,932 | 8,801 | 0.01% | 0.01% | 15 | +253,042 | 105.04% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 491,873 | 8,765 | 0.01% | 0.01% | 16 | +166,423 | 51.14% | Q1 2026 | Apr 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 467,486 | 8,330 | 0.02% | 0.02% | 17 | -61,498 | -11.63% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 448,239 | 7,987 | 0.24% | 0.2% | 18 | -1,017 | -0.23% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 443,592 | 7,904 | 0.0% | 0.0% | 19 | +16,118 | 3.77% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Added to | 433,988 | 7,734 | 0.19% | 0.15% | 20 | +88,175 | 25.5% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 381,711 | 6,802 | 0.0% | 0.0% | 21 | -55,414 | -12.68% | Q1 2026 | May 15, 2026 |
| Bastion Asset Management Inc. | History | New | 393,263 | 6,592 | 2.01% | — | 22 | +393,263 | New | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 364,939 | 6,503 | 0.0% | 0.0% | 23 | -244,823 | -40.15% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 349,860 | 6,234 | 0.0% | 0.0% | 24 | -37,048 | -9.58% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 349,175 | 6,222 | 0.0% | 0.0% | 25 | -10,536 | -2.93% | Q1 2026 | Apr 30, 2026 |
| Keel Point, LLC | History | No change | 300,372 | 4,640 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 251,700 | 4,485 | 0.0% | 0.0% | 27 | +6,450 | 2.63% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 246,649 | 4,395 | 0.0% | 0.0% | 28 | +185,861 | 305.75% | Q1 2026 | May 15, 2026 |
| Parcion Private Wealth LLC | History | Added to | 244,488 | 4,356 | 0.27% | 0.22% | 29 | +7,661 | 3.23% | Q1 2026 | Apr 22, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 233,684 | 4,164 | 0.0% | 0.0% | 30 | -68,838 | -22.75% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 229,432 | 4,088 | 0.08% | 0.07% | 31 | +13,961 | 6.48% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 227,160 | 4,047 | 0.0% | 0.0% | 32 | +11,556 | 5.36% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 223,516 | 3,983 | 0.0% | 0.0% | 33 | -28,768 | -11.4% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 213,425 | 3,803 | 0.0% | 0.0% | 34 | +8,125 | 3.96% | Q1 2026 | May 05, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 196,277 | 3,498 | 0.05% | 0.04% | 35 | +29,190 | 17.47% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 214,692 | 3,316 | 0.0% | 0.0% | 36 | +100,082 | 87.32% | Q1 2026 | May 15, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 185,002 | 3,296 | 1.39% | 1.26% | 37 | -10,236 | -5.24% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 183,627 | 3,272 | 0.0% | — | 38 | +183,627 | New | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 180,619 | 3,218 | 0.01% | 0.02% | 39 | -189,171 | -51.16% | Q1 2026 | May 15, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Reduced | 175,000 | 3,118 | 0.43% | 0.42% | 40 | -35,000 | -16.67% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Added to | 154,432 | 2,751 | 0.02% | 0.04% | 41 | +13,961 | 9.94% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 154,282 | 2,749 | 0.01% | 0.01% | 42 | +1,739 | 1.14% | Q1 2026 | May 14, 2026 |
| ANTIPODES PARTNERS Ltd | History | New | 148,905 | 2,653 | 0.05% | — | 43 | +148,905 | New | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 145,517 | 2,593 | 0.0% | 0.0% | 44 | -106 | -0.07% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 140,942 | 2,511 | 0.0% | 0.0% | 45 | +1,111 | 0.79% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 132,500 | 2,361 | 2.21% | 1.38% | 46 | +27,500 | 26.19% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 130,599 | 2,327 | 0.0% | 0.0% | 47 | +59,597 | 83.94% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 118,845 | 2,117 | 0.02% | 0.01% | 48 | +57,018 | 92.22% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 113,800 | 2,027 | 0.03% | — | 49 | +113,800 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 113,147 | 2,016 | 0.0% | 0.0% | 50 | +78,025 | 222.15% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 103,573 | 1,845 | 0.0% | 0.0% | 51 | +224 | 0.22% | Q1 2026 | May 05, 2026 |
| Man Group plc | History | New | 102,228 | 1,821 | 0.0% | — | 52 | +102,228 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 101,981 | 1,817 | 0.0% | — | 53 | +101,981 | New | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | New | 97,742 | 1,741 | 0.02% | — | 54 | +97,742 | New | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 92,804 | 1,706 | 0.0% | 0.0% | 55 | +31,565 | 51.54% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 76,836 | 1,369 | 0.0% | 0.0% | 56 | +54,771 | 248.23% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 68,078 | 1,213 | 0.0% | 0.0% | 57 | +1,090 | 1.63% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 76,000 | 1,174 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Reduced | 65,721 | 1,171 | 0.07% | 0.18% | 59 | -115,000 | -63.63% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 64,638 | 1,151 | 0.0% | 0.0% | 60 | +6,497 | 11.17% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 62,838 | 1,119 | 0.0% | 0.0% | 61 | -39,202 | -38.42% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 61,083 | 1,088 | 0.16% | 0.14% | 62 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | New | 59,997 | 1,069 | 0.0% | — | 63 | +59,997 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 56,958 | 1,014 | 0.0% | 0.0% | 64 | +18,158 | 46.8% | Q1 2026 | May 08, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 46,535 | 829 | 0.01% | 0.01% | 65 | +18,394 | 65.36% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 45,266 | 806 | 0.0% | 0.0% | 66 | +34,004 | 301.94% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 44,695 | 796 | 0.0% | 0.0% | 67 | +26,352 | 143.66% | Q1 2026 | May 06, 2026 |
| WINTON GROUP Ltd | History | New | 41,944 | 747 | 0.03% | — | 68 | +41,944 | New | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 41,626 | 741 | 0.0% | 0.0% | 69 | +13,959 | 50.45% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 37,847 | 674 | 0.0% | 0.0% | 70 | +1,591 | 4.39% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,051 | 661 | 0.0% | 0.0% | 71 | +7,155 | 23.93% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 36,185 | 644 | 0.0% | 0.0% | 72 | -193 | -0.53% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 35,646 | 635 | 0.0% | 0.0% | 73 | -2,031 | -5.39% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 34,906 | 622 | 0.0% | 0.0% | 74 | +1,456 | 4.35% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 34,512 | 614 | 0.0% | 0.0% | 75 | -488 | -1.39% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 33,814 | 602 | 0.0% | 0.0% | 76 | -142,719 | -80.85% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 32,785 | 584 | 0.03% | 0.03% | 77 | -9,726 | -22.88% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 30,535 | 544 | 0.0% | 0.0% | 78 | +11,300 | 58.75% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Added to | 29,113 | 518 | 0.04% | 0.04% | 79 | +1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 27,822 | 495 | 0.0% | — | 80 | +27,822 | New | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 26,388 | 470 | 0.05% | — | 81 | +26,388 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 20,958 | 373 | 0.0% | 0.0% | 82 | +3,569 | 20.52% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Added to | 20,600 | 367 | 0.01% | 0.01% | 83 | +3,400 | 19.77% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 19,800 | 352 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 6,240 | 303 | 0.18% | — | 85 | +6,240 | New | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 16,494 | 293 | 0.0% | — | 86 | +16,494 | New | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 15,515 | 276 | 0.02% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 15,426 | 274 | 0.0% | 0.0% | 88 | -370 | -2.34% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 14,955 | 266 | 0.0% | 0.0% | 89 | +1,660 | 12.49% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,518 | 262 | 0.0% | 0.0% | 90 | +2,255 | 18.39% | Q1 2026 | Apr 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 13,600 | 242 | 0.01% | 0.02% | 91 | -35,859 | -72.5% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,161 | 234 | 0.0% | 0.0% | 92 | +306 | 2.38% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 12,961 | 230 | 0.0% | 0.0% | 93 | +1,096 | 9.24% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,471 | 222 | 0.0% | 0.0% | 94 | -20,434 | -62.1% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | New | 12,256 | 218 | 0.0% | — | 95 | +12,256 | New | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 12,135 | 209 | 0.0% | 0.0% | 96 | -11,274 | -48.16% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 11,171 | 199 | 0.0% | — | 97 | +11,171 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | New | 10,822 | 192 | 0.0% | — | 98 | +10,822 | New | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | New | 10,327 | 184 | 0.0% | — | 99 | +10,327 | New | Q1 2026 | Apr 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 10,027 | 178 | 0.0% | — | 100 | +10,027 | New | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 8,564 | 153 | 0.0% | 0.0% | 101 | +327 | 3.97% | Q1 2026 | Apr 06, 2026 |
| AlphaQuest LLC | History | No change | 9,005 | 139 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 7,474 | 133 | 0.0% | 0.0% | 103 | +567 | 8.21% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,309 | 130 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 6,115 | 108 | 0.01% | 0.01% | 105 | -1,466 | -19.34% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 5,908 | 105 | 0.01% | 0.01% | 106 | -4,235 | -41.75% | Q1 2026 | Apr 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,698 | 101 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| State of Wyoming | History | Reduced | 4,952 | 88 | 0.01% | 0.01% | 108 | -3,804 | -43.44% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 4,993 | 88 | 0.03% | 0.02% | 109 | +130 | 2.67% | Q1 2026 | May 21, 2026 |
| CITIGROUP INC | History | Reduced | 4,233 | 75 | 0.0% | 0.0% | 110 | -89 | -2.06% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 2,440 | 43 | 0.0% | 0.0% | 112 | -131 | -5.1% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,390 | 43 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 2,348 | 41 | 0.0% | 0.0% | 114 | +1,992 | 559.55% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,355 | 41 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,214 | 39 | 0.0% | 0.0% | 115 | -2,069 | -48.31% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 1,920 | 34 | 0.02% | 0.02% | 116 | -563 | -22.67% | Q1 2026 | May 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,496 | 26 | 0.0% | 0.0% | 117 | -205 | -12.05% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,334 | 23 | 0.0% | 0.0% | 118 | -493 | -26.98% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,336 | 23 | 0.0% | 0.0% | 119 | -179 | -11.82% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,334 | 22 | 0.0% | 0.0% | 120 | -344 | -20.5% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,231 | 21 | 0.0% | 0.0% | 121 | +39 | 3.27% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 946 | 16 | 0.0% | 0.0% | 122 | +567 | 149.6% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 882 | 15 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 741 | 13 | 0.0% | 0.0% | 124 | -519 | -41.19% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 696 | 12 | 0.0% | 0.0% | 125 | -512 | -42.38% | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Added to | 629 | 11 | 0.0% | 0.0% | 126 | +402 | 177.09% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 528 | 9 | 0.0% | 0.0% | 127 | -31 | -5.55% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 538 | 9 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 466 | 8 | 0.0% | 0.0% | 129 | -142 | -23.36% | Q1 2026 | Apr 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 244 | 4 | 0.0% | 0.0% | 131 | -381 | -60.96% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 278 | 4 | 0.0% | — | 132 | +278 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 232 | 4 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 194 | 3 | 0.0% | 0.0% | 133 | +68 | 53.97% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 117 | 2 | 0.0% | 0.0% | 135 | -14,660 | -99.21% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 122 | 2 | 0.0% | 0.0% | 136 | +39 | 46.99% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 119 | 2 | 0.0% | 0.0% | 138 | +39 | 48.75% | Q1 2026 | Apr 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 130 | 2 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 162 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 66 | 1 | 0.0% | 0.0% | 140 | -927 | -93.35% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 108 | 1 | 0.0% | 0.0% | 141 | -90 | -45.45% | Q1 2026 | Apr 13, 2026 |
| JPL Wealth Management, LLC | History | New | 86 | 1 | 0.0% | — | 144 | +86 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 67 | 1 | 0.0% | — | 143 | +67 | New | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 65 | 1 | 0.0% | — | 142 | +65 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 106 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -336,874 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -48,808 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,980 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -23,178 | -100.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,821 | -100.0% | Q1 2026 | May 06, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -19,200 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,941 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,714 | -100.0% | Q1 2026 | May 15, 2026 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,711 | -100.0% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -11,898 | -100.0% | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,297 | -100.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -10,295 | -100.0% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,800 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,978 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -869 | -100.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 23 | 0 | — | 0.0% | — | -288 | -92.6% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 26 | 0 | — | — | — | +23 | 766.67% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 51 | 0 | — | — | — | +16 | 45.71% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 17 | 0 | — | — | — | -11 | -39.29% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 19, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 20 | 0 | — | — | — | -3 | -13.04% | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |