Bilibili Inc. - BILI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Mizuho Securities Co. Ltd. | History | No change | 74,206 | 1,674,087 | 21.8% | 24.38% | 1 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 5,451,836 | 122,993 | 0.02% | 0.03% | 2 | -1,013,983 | -15.68% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,335,739 | 97,814 | 0.01% | 0.02% | 3 | -2,586,263 | -37.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,171,179 | 71,541 | 0.0% | 0.01% | 4 | -675,670 | -17.56% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Added to | 2,059,410 | 46,460 | 0.61% | 0.48% | 5 | +1,037,610 | 101.55% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,872,970 | 42,254 | 0.01% | 0.01% | 6 | -1,810,122 | -49.15% | Q1 2026 | May 12, 2026 |
| LMR Partners LLP | History | Added to | 1,750,522 | 39,491 | 0.09% | 0.08% | 7 | +78,652 | 4.7% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,721,244 | 38,831 | 0.07% | 0.05% | 8 | +653,145 | 61.15% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,548,516 | 34,934 | 0.01% | 0.01% | 9 | -508,099 | -24.71% | Q1 2026 | May 15, 2026 |
| KEYWISE CAPITAL MANAGEMENT (HK) Ltd | History | Added to | 1,213,780 | 27,382 | 4.35% | 2.23% | 10 | +33,700 | 2.86% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 1,145,869 | 25,850 | 0.1% | 0.08% | 11 | +276,481 | 31.8% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,106,829 | 24,970 | 0.01% | 0.01% | 12 | +271,522 | 32.51% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,050,126 | 23,690 | 0.0% | 0.0% | 13 | -85,529 | -7.53% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 1,032,791 | 23,299 | 0.04% | 0.06% | 14 | -646,909 | -38.51% | Q1 2026 | May 08, 2026 |
| Step Capital Management Pte. Ltd. | History | No change | 1,000,000 | 22,560 | 9.06% | 11.26% | 15 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sculptor Capital LP | History | No change | 962,800 | 21,720 | 0.23% | 0.24% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 894,565 | 20,181 | 0.02% | 0.02% | 17 | +241,514 | 36.98% | Q1 2026 | May 15, 2026 |
| Yiheng Capital Management, L.P. | History | Reduced | 739,915 | 16,692 | 7.24% | 5.72% | 18 | -408,983 | -35.6% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 724,092 | 16,335 | 0.0% | 0.0% | 19 | -753,294 | -50.99% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 525,945 | 11,865 | 0.01% | 0.02% | 20 | -762,882 | -59.19% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 507,335 | 11,445 | 0.02% | 0.01% | 21 | +277,900 | 121.12% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 486,141 | 10,544 | 0.01% | 0.01% | 22 | +36,754 | 8.18% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 448,516 | 10,118 | 0.03% | 0.01% | 23 | +282,534 | 170.22% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 434,197 | 9,795 | 0.0% | 0.01% | 24 | -444,603 | -50.59% | Q1 2026 | May 15, 2026 |
| MY.Alpha Management HK Advisors Ltd | History | Reduced | 422,312 | 9,527 | 3.88% | 8.92% | 25 | -253,584 | -37.52% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 394,263 | 8,894 | 0.0% | 0.01% | 26 | -522,966 | -57.02% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 327,228 | 7,382 | 0.01% | — | 27 | +327,228 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 281,683 | 6,354 | 0.0% | 0.0% | 28 | +55,384 | 24.47% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 280,914 | 6,337 | 0.0% | 0.0% | 29 | -223,395 | -44.3% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 272,103 | 6,138 | 0.01% | 0.01% | 30 | +23,209 | 9.32% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 269,252 | 6,074 | 0.0% | 0.0% | 31 | +169,444 | 169.77% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 260,155 | 5,869 | 0.01% | 0.01% | 32 | -93,667 | -26.47% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (HK) LTD | History | Reduced | 208,223 | 4,697 | 0.41% | 1.24% | 33 | -145,647 | -41.16% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Added to | 206,572 | 4,660 | 0.01% | 0.01% | 34 | +4,272 | 2.11% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 199,039 | 4,458 | 0.0% | 0.0% | 35 | +138,810 | 230.47% | Q1 2026 | Apr 30, 2026 |
| STATE STREET CORP | History | Added to | 189,239 | 4,269 | 0.0% | 0.0% | 36 | +113 | 0.06% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 170,834 | 3,854 | 0.0% | 0.0% | 37 | +11,413 | 7.16% | Q1 2026 | May 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 162,000 | 3,654 | 0.05% | 0.08% | 38 | -80,000 | -33.06% | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 150,000 | 3,384 | 0.34% | 0.34% | 39 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 146,511 | 3,177 | 0.0% | 0.0% | 40 | +123,308 | 531.43% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 132,696 | 2,993 | 0.0% | 0.0% | 41 | -42,076 | -24.07% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 129,497 | 2,921 | 0.0% | 0.01% | 42 | -9,669 | -6.95% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 123,963 | 2,796 | 0.02% | — | 43 | +123,963 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 122,323 | 2,759 | 0.0% | 0.0% | 44 | -107 | -0.09% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 113,818 | 2,567 | 0.0% | 0.01% | 45 | -262,283 | -69.74% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 111,885 | 2,524 | 0.0% | 0.01% | 46 | -84,415 | -43.0% | Q1 2026 | May 15, 2026 |
| CMT Capital Markets Trading GmbH | History | Reduced | 109,600 | 2,473 | 0.03% | 0.06% | 47 | -164,003 | -59.94% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 103,760 | 2,340 | 0.0% | 0.0% | 48 | -303 | -0.29% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 102,887 | 2,321 | 0.0% | 0.0% | 49 | -6,254 | -5.73% | Q1 2026 | May 12, 2026 |
| XY Capital Ltd | History | Reduced | 102,317 | 2,308 | 2.29% | 1.91% | 50 | -21,224 | -17.18% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Reduced | 102,060 | 2,302 | 0.01% | 0.01% | 51 | -87,944 | -46.29% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 90,508 | 1,963 | 0.0% | 0.0% | 53 | -187,612 | -67.46% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | No change | 87,038 | 1,963 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | New | 84,200 | 1,899 | 0.01% | — | 54 | +84,200 | New | Q1 2026 | May 07, 2026 |
| DV EQUITIES, LLC | History | No change | 76,504 | 1,881 | 0.34% | 0.34% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 69,900 | 1,718 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 65,208 | 1,471 | 0.01% | 0.01% | 57 | -84,482 | -56.44% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 56,235 | 1,268 | 0.02% | 0.02% | 58 | +25,065 | 80.41% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 51,970 | 1,172 | 0.0% | 0.0% | 59 | +33,907 | 187.72% | Q1 2026 | Apr 16, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 51,127 | 1,153 | 0.0% | 0.01% | 60 | -97,317 | -65.56% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 49,758 | 1,122 | 0.0% | 0.0% | 61 | +27,231 | 120.88% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 44,913 | 1,104 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DRW Securities, LLC | History | Added to | 46,271 | 1,043 | 0.01% | 0.01% | 63 | +23,497 | 103.17% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Reduced | 45,489 | 1,026 | 0.02% | 0.02% | 64 | -3,670 | -7.47% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 44,732 | 1,009 | 0.0% | 0.0% | 65 | -333 | -0.74% | Q1 2026 | May 08, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 44,281 | 998 | 0.04% | 0.03% | 66 | +448 | 1.02% | Q1 2026 | Apr 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 42,682 | 962 | 0.01% | 0.01% | 67 | +3,970 | 10.26% | Q1 2026 | May 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 37,713 | 851 | 0.01% | 0.01% | 68 | -995 | -2.57% | Q1 2026 | Apr 16, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | New | 37,000 | 834 | 0.24% | — | 69 | +37,000 | New | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 35,017 | 789 | 0.02% | 0.02% | 70 | +3,431 | 10.86% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 34,498 | 778 | 0.01% | 0.01% | 71 | +11,232 | 48.28% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 29,903 | 674 | 0.0% | 0.0% | 72 | -36,095 | -54.69% | Q1 2026 | May 14, 2026 |
| Havemeyer Place LP | History | New | 29,374 | 662 | 0.08% | — | 73 | +29,374 | New | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 28,623 | 645 | 0.01% | 0.0% | 75 | +7,762 | 37.21% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 28,633 | 645 | 0.0% | 0.0% | 74 | +5,563 | 24.11% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 27,812 | 627 | 0.0% | 0.0% | 76 | +8,387 | 43.18% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | Added to | 27,228 | 614 | 0.0% | 0.0% | 77 | +1,102 | 4.22% | Q1 2026 | May 08, 2026 |
| Leonteq Securities AG | History | Added to | 26,260 | 592 | 0.02% | 0.01% | 78 | +10,111 | 62.61% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 26,131 | 589 | 0.0% | 0.0% | 79 | +469 | 1.83% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 25,183 | 568 | 0.0% | 0.0% | 80 | -15,758 | -38.49% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 23,603 | 532 | 0.0% | 0.0% | 81 | -1,167 | -4.71% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 22,584 | 509 | 0.0% | 0.0% | 82 | -58,889 | -72.28% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 21,696 | 489 | 0.0% | 0.0% | 83 | +909 | 4.37% | Q1 2026 | May 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 19,881 | 448 | 0.0% | — | 84 | +19,881 | New | Q1 2026 | May 15, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 19,120 | 431 | 0.01% | 0.01% | 85 | -20,000 | -51.12% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Added to | 19,067 | 430 | 0.01% | 0.01% | 86 | +10,552 | 123.92% | Q1 2026 | Apr 29, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 18,698 | 421 | 0.0% | 0.0% | 87 | -14,019 | -42.85% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 18,400 | 415 | 0.0% | 0.0% | 88 | -78,700 | -81.05% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 17,694 | 399 | 0.02% | 0.02% | 89 | +7,750 | 77.94% | Q1 2026 | May 08, 2026 |
| Capula Management Ltd | History | New | 16,600 | 374 | 0.0% | — | 90 | +16,600 | New | Q1 2026 | May 14, 2026 |
| ABC ARBITRAGE SA | History | New | 16,484 | 371 | 0.05% | — | 91 | +16,484 | New | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 16,443 | 370 | 0.0% | 0.0% | 92 | +2,614 | 18.9% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 15,891 | 358 | 0.01% | 0.01% | 93 | -386 | -2.37% | Q1 2026 | Apr 27, 2026 |
| KBC Group NV | History | No change | 14,146 | 319 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 14,075 | 317 | 0.0% | 0.0% | 95 | +3,067 | 27.86% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 13,801 | 311 | 0.0% | 0.0% | 96 | +1,068 | 8.39% | Q1 2026 | Apr 30, 2026 |
| Bridgefront Capital, LLC | History | New | 12,598 | 284 | 0.07% | — | 97 | +12,598 | New | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 11,397 | 280 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,078 | 272 | 0.0% | 0.0% | 99 | +2,010 | 19.96% | Q1 2026 | May 08, 2026 |
| CenterBook Partners LP | History | New | 11,872 | 267 | 0.01% | — | 100 | +11,872 | New | Q1 2026 | May 05, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 11,800 | 266 | 0.0% | 0.0% | 101 | -1,200 | -9.23% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,902 | 262 | 0.0% | 0.0% | 102 | +1,029 | 9.46% | Q1 2026 | May 15, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 11,018 | 248 | 0.05% | 0.06% | 103 | -3,000 | -21.4% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 11,029 | 248 | 0.0% | 0.0% | 104 | +146 | 1.34% | Q1 2026 | May 04, 2026 |
| GREENLEAF TRUST | History | No change | 10,253 | 231 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Reduced | 9,917 | 223 | 0.0% | 0.0% | 106 | -1,176 | -10.6% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 9,791 | 220 | 0.02% | — | 107 | +9,791 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 9,652 | 218 | 0.0% | 0.0% | 108 | +3,766 | 63.98% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 9,375 | 211 | 0.0% | 0.0% | 109 | -432 | -4.41% | Q1 2026 | Apr 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,175 | 206 | 0.01% | 0.01% | 110 | -433 | -4.51% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 8,972 | 202 | 0.0% | — | 111 | +8,972 | New | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 8,912 | 201 | 0.0% | 0.0% | 112 | +820 | 10.13% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,086 | 182 | 0.01% | 0.01% | 113 | -1,089 | -11.87% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,919 | 178 | 0.0% | — | 114 | +7,884 | 22525.71% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,257 | 141 | 0.0% | 0.0% | 115 | +1,211 | 24.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 4,520 | 101 | 0.0% | 0.0% | 116 | -16,065 | -78.04% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,165 | 93 | 0.0% | 0.0% | 117 | +1,014 | 32.18% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,284 | 73 | 0.0% | 0.0% | 118 | +2,418 | 279.21% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,274 | 51 | 0.0% | 0.0% | 119 | +95 | 4.36% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,091 | 47 | 0.0% | 0.0% | 120 | -16 | -0.76% | Q1 2026 | May 12, 2026 |
| Bayforest Capital Ltd | History | Reduced | 2,058 | 46 | 0.05% | 0.17% | 121 | -7,243 | -77.87% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,628 | 36 | 0.0% | 0.0% | 122 | +706 | 76.57% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1,236 | 27 | 0.01% | 0.01% | 123 | -190 | -13.32% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,112 | 25 | 0.0% | 0.0% | 124 | +330 | 42.2% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 935 | 21 | 0.0% | 0.0% | 125 | +546 | 140.36% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 882 | 19 | 0.0% | 0.0% | 126 | -357 | -28.81% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 794 | 17 | 0.0% | 0.0% | 127 | -7 | -0.87% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 783 | 17 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 500 | 11 | 0.0% | — | 130 | +500 | New | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 526 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 469 | 10 | 0.0% | — | 132 | +469 | New | Q1 2026 | May 15, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 458 | 10 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 301 | 6 | 0.0% | — | 135 | +301 | New | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Added to | 303 | 6 | 0.0% | 0.0% | 134 | +73 | 31.74% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Reduced | 284 | 6 | 0.0% | 0.0% | 133 | -34 | -10.69% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 231 | 5 | 0.0% | — | 136 | +198 | 600.0% | Q1 2026 | Apr 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 191 | 4 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Added to | 137 | 3 | 0.0% | 0.0% | 141 | +6 | 4.58% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 126 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | No change | 139 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 99 | 2 | 0.0% | 0.0% | 146 | -228 | -69.72% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | New | 116 | 2 | 0.0% | — | 147 | +116 | New | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 122 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 115 | 2 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 48 | 1 | 0.0% | 0.01% | 152 | -862 | -94.73% | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 85 | 1 | 0.0% | — | 154 | +85 | New | Q1 2026 | May 08, 2026 |
| MASECO LLP | History | New | 79 | 1 | 0.0% | — | 155 | +79 | New | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | New | 45 | 1 | 0.0% | — | 153 | +45 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 50 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | No change | 63 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 61 | 1 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 79 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,008,816 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -229,186 | -100.0% | Q1 2026 | May 14, 2026 |
| LGT Fund Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.39% | — | -202,100 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Rovida Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.5% | — | -150,000 | -100.0% | Q1 2026 | May 19, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -97,068 | -100.0% | Q1 2026 | May 15, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | Closed out | 0 | 0 | — | 0.03% | — | -56,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Marathon Trading Investment Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -46,396 | -100.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,792 | -100.0% | Q1 2026 | May 15, 2026 |
| BOCHK Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -35,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.33% | — | -30,000 | -100.0% | Q1 2026 | May 12, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.05% | — | -19,055 | -100.0% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,358 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -15,200 | -100.0% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,300 | -100.0% | Q1 2026 | May 15, 2026 |
| LINDEN ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,122 | -100.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,105 | -100.0% | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,099 | -100.0% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Reduced | 5 | 0 | — | 0.0% | — | -6,347 | -99.92% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,572 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,736 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q1 2026 | Apr 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Investors Portfolio Services LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |