BKV Corp - BKV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Mountain Capital Management, LLC History No change 5,233,957 142,101 100.0% 100.0% 1 0 0.0% Q4 2025 Feb 17, 2026
DME Capital Management, LP History Added to 2,695,543 76,876 2.41% 1.23% 2 +1,407,600 109.29% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 2,223,096 63,402 0.01% 0.01% 3 +268,313 13.73% Q1 2026 May 15, 2026
Boston Partners History Added to 2,207,185 62,941 0.07% 0.06% 4 +140,580 6.8% Q1 2026 May 11, 2026
COOPER CREEK PARTNERS MANAGEMENT LLC History Added to 2,103,230 59,984 2.05% 2.07% 5 +416,281 24.68% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 2,080,768 59,343 0.0% 0.0% 6 +352,631 20.41% Q1 2026 May 13, 2026
Yaupon Capital Management LP History Added to 2,040,355 58,190 1.82% 0.74% 7 +1,290,355 172.05% Q1 2026 May 15, 2026
Zimmer Partners, LP History Added to 1,946,314 55,508 1.34% 0.36% 8 +1,447,314 290.04% Q1 2026 May 15, 2026
Merewether Investment Management, LP History Reduced 1,646,773 46,965 0.91% 1.05% 9 -29,444 -1.76% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 1,569,793 42,619 0.0% 0.0% 10 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,468,567 41,883 0.0% 11 +1,468,567 New Q1 2026 May 15, 2026
UBS Group AG History Added to 1,423,526 40,598 0.01% 0.0% 12 +627,265 78.78% Q1 2026 May 05, 2026
STATE STREET CORP History Added to 1,374,634 39,204 0.0% 0.0% 13 +555,796 67.88% Q1 2026 May 15, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 1,153,767 32,905 0.11% 0.08% 14 +52,381 4.76% Q1 2026 May 08, 2026
HITE Hedge Asset Management LLC History Reduced 855,481 24,398 1.38% 1.73% 15 -145,358 -14.52% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 837,281 23,879 0.0% 0.0% 16 +293,760 54.05% Q1 2026 May 15, 2026
Aventail Capital Group, LP History Added to 745,584 21,264 1.02% 0.46% 17 +453,611 155.36% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 743,447 21,209 0.0% 0.0% 18 +186,908 33.58% Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 659,074 18,796 0.08% 0.04% 19 +225,765 52.1% Q1 2026 May 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 654,129 18,659 0.0% 0.0% 20 +470,470 256.16% Q1 2026 May 07, 2026
Ghisallo Capital Management LLC History Added to 650,000 18,538 0.51% 0.36% 21 +350,000 116.67% Q1 2026 May 15, 2026
Covalis Capital LLP History Added to 604,211 17,232 1.06% 0.14% 22 +529,211 705.61% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 544,932 15,541 0.0% 0.0% 23 +62,485 12.95% Q1 2026 May 05, 2026
GeoSphere Capital Management, LLC History Reduced 541,689 15,448 6.75% 4.96% 24 -13,168 -2.37% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 537,174 15,320 0.01% 25 +537,174 New Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 517,408 14,756 0.02% 0.01% 26 +81,208 18.62% Q1 2026 May 08, 2026
CITADEL ADVISORS LLC History Added to 508,163 14,492 0.0% 0.0% 27 +457,836 909.72% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 433,251 12,356 0.01% 0.0% 28 +211,712 95.56% Q1 2026 May 13, 2026
Corigliano Investment Advisers, LLC History Added to 413,083 11,781 4.6% 2.1% 29 +195,400 89.76% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 382,896 10,920 0.0% 30 +382,896 New Q1 2026 May 08, 2026
Qube Research & Technologies Ltd History New 370,071 10,554 0.01% 31 +370,071 New Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Added to 367,818 10,490 0.33% 0.26% 32 +48,779 15.29% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 366,091 10,440 0.01% 0.01% 33 +169,698 86.41% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 354,005 10,096 0.0% 0.0% 34 -102,374 -22.43% Q1 2026 Apr 30, 2026
Value Aligned Research Advisors, LLC History Added to 323,051 9,213 0.04% 0.05% 35 +130,756 68.0% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 314,892 8,980 0.0% 0.0% 36 +233,348 286.16% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 278,572 7,944 0.0% 0.0% 37 +78,773 39.43% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 245,647 7,005 0.0% 0.0% 38 +50,888 26.13% Q1 2026 May 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 238,368 6,798 0.03% 0.02% 39 -19,152 -7.44% Q1 2026 May 15, 2026
Vennlight Capital Management, LP History New 235,363 6,712 6.78% 40 +235,363 New Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 232,659 6,635 0.0% 0.0% 41 +221,683 2019.71% Q1 2026 May 06, 2026
SAPIENT CAPITAL LLC History Added to 230,210 6,567 0.1% 0.0% 42 +221,495 2541.54% Q1 2026 Apr 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 229,433 6,543 0.0% 43 +229,433 New Q1 2026 May 08, 2026
MORGAN STANLEY History Reduced 223,285 6,368 0.0% 0.0% 44 -66,225 -22.87% Q1 2026 May 15, 2026
Philadelphia Financial Management of San Francisco, LLC History New 214,880 6,128 1.77% 45 +214,880 New Q1 2026 May 14, 2026
CenterBook Partners LP History New 202,292 5,769 0.31% 46 +202,292 New Q1 2026 May 05, 2026
SEVEN GRAND MANAGERS, LLC History Added to 200,000 5,704 0.38% 0.1% 48 +150,000 300.0% Q1 2026 May 06, 2026
Burkehill Global Management, LP History Reduced 200,000 5,704 0.28% 0.54% 47 -100,000 -33.33% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 160,626 4,581 0.01% 0.0% 49 +41,209 34.51% Q1 2026 May 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 152,493 4,349 0.33% 0.11% 50 +97,037 174.98% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 135,215 3,856 0.0% 0.0% 51 +29,828 28.3% Q1 2026 May 13, 2026
Oxbow Advisors, LLC History New 130,142 3,711 0.32% 52 +130,142 New Q1 2026 Apr 27, 2026
MARSHALL WACE, LLP History New 123,557 3,523 0.0% 53 +123,557 New Q1 2026 May 14, 2026
CITIGROUP INC History Added to 90,226 2,573 0.0% 0.0% 54 +76,153 541.13% Q1 2026 May 11, 2026
Cinctive Capital Management LP History New 84,488 2,409 0.16% 55 +84,488 New Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History New 81,053 2,311 0.01% 56 +81,053 New Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 79,554 2,268 0.0% 0.0% 57 -15,184 -16.03% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 79,337 2,262 0.0% 0.0% 58 +68,654 642.65% Q1 2026 May 14, 2026
TWO SIGMA ADVISERS, LP History No change 81,300 2,207 0.0% 0.0% 59 0 0.0% Q4 2025 Feb 17, 2026
Centiva Capital, LP History New 72,020 2,054 0.02% 60 +72,020 New Q1 2026 May 14, 2026
Willis Johnson & Associates, Inc. History New 72,015 2,053 0.12% 61 +72,015 New Q1 2026 Apr 23, 2026
Rafferty Asset Management, LLC History Added to 70,822 2,019 0.01% 0.0% 62 +35,042 97.94% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 69,511 1,982 0.0% 0.0% 63 +2,590 3.87% Q1 2026 May 12, 2026
Capula Management Ltd History New 68,589 1,956 0.01% 64 +68,589 New Q1 2026 May 14, 2026
Riggs Asset Managment Co. Inc. History Added to 68,356 1,949 0.4% 0.37% 65 +1,090 1.62% Q1 2026 May 11, 2026
Tidal Investments LLC History Added to 65,533 1,869 0.0% 0.0% 66 +51,302 360.49% Q1 2026 May 15, 2026
Quadrature Capital Ltd History New 65,432 1,866 0.02% 67 +65,432 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 63,581 1,861 0.0% 0.0% 68 -327,778 -83.75% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History New 63,712 1,817 0.0% 69 +63,712 New Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 59,502 1,696 0.01% 0.0% 70 +51,869 679.54% Q1 2026 May 14, 2026
ELEMENT CAPITAL MANAGEMENT LLC History New 50,461 1,439 0.14% 71 +50,461 New Q1 2026 May 12, 2026
Engineers Gate Manager LP History Added to 47,408 1,352 0.02% 0.01% 72 +5,641 13.51% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 40,388 1,151 0.1% 73 +40,388 New Q1 2026 May 15, 2026
SIR Capital Management, L.P. History Added to 39,200 1,117 0.1% 0.11% 74 +2,000 5.38% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 38,616 1,101 0.02% 75 +38,616 New Q1 2026 Apr 27, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 36,637 1,044 0.02% 0.02% 76 -19,813 -35.1% Q1 2026 May 15, 2026
Numerai GP LLC History Added to 35,028 998 0.1% 0.03% 77 +26,510 311.22% Q1 2026 May 15, 2026
Radnor Capital Management, LLC History Reduced 34,655 988 0.15% 0.14% 78 -400 -1.14% Q1 2026 Apr 15, 2026
Jump Financial, LLC History Reduced 33,906 966 0.01% 0.02% 79 -22,063 -39.42% Q1 2026 May 14, 2026
Swiss National Bank History No change 32,800 935 0.0% 0.0% 80 0 0.0% Q1 2026 May 07, 2026
RHUMBLINE ADVISERS History Added to 31,743 905 0.0% 0.0% 81 +4,936 18.41% Q1 2026 May 12, 2026
Dynamic Technology Lab Private Ltd History Added to 27,642 788 0.13% 0.07% 82 +15,825 133.92% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 26,456 754 0.0% 0.0% 83 +5,277 24.92% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History New 23,754 677 0.04% 84 +23,754 New Q1 2026 May 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 21,940 625 0.0% 0.0% 85 +14,176 182.59% Q1 2026 May 13, 2026
Virtu Financial LLC History New 21,559 615 0.03% 86 +21,559 New Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History Added to 20,782 592 0.0% 0.0% 87 +612 3.03% Q1 2026 May 07, 2026
CASTLEARK MANAGEMENT LLC History Added to 19,480 555 0.02% 0.01% 88 +8,970 85.35% Q1 2026 May 15, 2026
Ripple Effect Asset Management LP History New 19,000 541 0.08% 89 +19,000 New Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 18,075 516 0.0% 0.0% 90 +6,178 51.93% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 17,903 510 0.01% 0.01% 91 +10,066 128.44% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 17,620 502 0.0% 0.0% 92 -11,101 -38.65% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History New 16,536 471 0.0% 93 +16,536 New Q1 2026 May 04, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 16,022 456 0.0% 0.0% 94 +9 0.06% Q1 2026 May 15, 2026
Blackstone Inc. History Added to 15,981 455 0.0% 0.0% 95 +4,000 33.39% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 16,600 450 0.0% 0.0% 96 -152,910 -90.21% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 14,673 418 0.0% 97 +14,673 New Q1 2026 May 08, 2026
BARCLAYS PLC History Reduced 13,747 392 0.0% 0.0% 98 -39,683 -74.27% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 13,512 385 0.0% 0.0% 99 +1,622 13.64% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 13,353 380 0.0% 0.0% 100 +700 5.53% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 12,518 357 0.0% 0.0% 101 -6,587 -34.48% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 11,874 338 0.0% 0.0% 102 +1,493 14.38% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 11,714 334 0.0% 0.0% 103 -89,188 -88.39% Q1 2026 May 11, 2026
Legal & General Group Plc History Reduced 10,523 300 0.0% 0.0% 104 -4,969 -32.07% Q1 2026 May 08, 2026
Brevan Howard Capital Management LP History Added to 10,522 300 0.0% 0.0% 105 +2,444 30.26% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 10,484 299 0.0% 106 +10,484 New Q1 2026 May 08, 2026
Patten Group, Inc. History New 9,783 279 0.05% 107 +9,783 New Q1 2026 Apr 24, 2026
LPL Financial LLC History Reduced 9,383 267 0.0% 0.0% 108 -23,565 -71.52% Q1 2026 May 06, 2026
Lighthouse Investment Partners, LLC History Reduced 8,987 256 0.01% 0.01% 109 -7,493 -45.47% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 8,800 250 0.0% 0.0% 110 +3,400 62.96% Q1 2026 May 06, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 8,370 238 0.0% 0.0% 111 +1,018 13.85% Q1 2026 Apr 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History New 8,112 231 0.0% 112 +8,112 New Q1 2026 May 08, 2026
Magnetar Financial LLC History New 7,846 223 0.0% 113 +7,846 New Q1 2026 May 13, 2026
STRS OHIO History Reduced 7,800 222 0.0% 0.0% 114 -2,400 -23.53% Q1 2026 Apr 24, 2026
OMERS ADMINISTRATION Corp History New 7,700 219 0.0% 115 +7,700 New Q1 2026 May 15, 2026
DRW Securities, LLC History New 7,275 207 0.0% 116 +7,275 New Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History New 7,100 202 0.0% 117 +7,100 New Q1 2026 May 18, 2026
Police & Firemen's Retirement System of New Jersey History Added to 7,032 200 0.0% 0.0% 118 +1,331 23.35% Q1 2026 Apr 29, 2026
Quantbot Technologies LP History Reduced 6,906 196 0.01% 0.08% 119 -85,245 -92.51% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 6,619 188 0.0% 0.0% 120 0 0.0% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 5,940 169 0.0% 0.0% 121 -49,651 -89.31% Q1 2026 Apr 16, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,415 154 0.0% 0.0% 122 +3,759 226.99% Q1 2026 May 12, 2026
Vanguard Investments Australia, Ltd. History New 4,778 136 0.0% 123 +4,778 New Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Added to 4,327 123 0.0% 0.0% 124 +3,656 544.86% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 4,079 116 0.02% 0.04% 125 -2,161 -34.63% Q1 2026 May 11, 2026
State of Alaska, Department of Revenue History No change 3,378 96 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 20, 2026
KLP KAPITALFORVALTNING AS History No change 3,300 94 0.0% 0.0% 127 0 0.0% Q1 2026 Apr 29, 2026
Advisory Services Network, LLC History New 2,700 77 0.0% 128 +2,700 New Q1 2026 May 15, 2026
State of Wyoming History New 2,642 75 0.01% 129 +2,642 New Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History New 2,256 64 0.0% 130 +2,256 New Q1 2026 May 11, 2026
Ameritas Investment Partners, Inc. History Added to 2,075 59 0.0% 0.0% 131 +570 37.87% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Reduced 1,984 56 0.0% 0.0% 132 -75 -3.64% Q1 2026 May 15, 2026
SBI Okasan Asset Management Co.Ltd. History No change 1,900 55 0.0% 0.0% 133 0 0.0% Q1 2026 Apr 27, 2026
FMR LLC History Reduced 1,840 52 0.0% 0.0% 134 -740 -28.68% Q1 2026 May 15, 2026
CWM, LLC History Reduced 1,264 36 0.0% 0.0% 135 -18 -1.4% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 990 28 0.0% 0.0% 136 -817 -45.21% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 840 23 0.0% 0.0% 137 -445 -34.63% Q1 2026 Apr 22, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 600 17 0.0% 0.0% 138 0 0.0% Q1 2026 May 04, 2026
FIFTH THIRD BANCORP History New 470 13 0.0% 139 +470 New Q1 2026 May 01, 2026
GAMMA Investing LLC History Added to 429 12 0.0% 0.0% 140 +236 122.28% Q1 2026 Apr 06, 2026
Ascentis Independent Advisors History New 345 9 0.0% 142 +345 New Q1 2026 Apr 28, 2026
Parallel Advisors, LLC History No change 317 9 0.0% 0.0% 141 0 0.0% Q1 2026 May 07, 2026
SBI Securities Co., Ltd. History New 252 7 0.0% 143 +252 New Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Added to 234 6 0.0% 0.0% 144 +101 75.94% Q1 2026 May 15, 2026
Costello Asset Management, INC History New 200 5 0.0% 147 +200 New Q1 2026 Apr 30, 2026
US BANCORP \DE\ History Added to 204 5 0.0% 0.0% 145 +60 41.67% Q1 2026 May 14, 2026
ORG Partners LLC History No change 210 5 0.0% 0.0% 146 0 0.0% Q4 2025 Jan 14, 2026
Rockefeller Capital Management L.P. History Reduced 157 4 0.0% 0.0% 148 -264 -62.71% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 67 2 0.0% 0.0% 149 -100 -59.88% Q1 2026 May 15, 2026
Allworth Financial LP History Reduced 88 2 0.0% 0.0% 150 -3 -3.3% Q1 2026 May 14, 2026
Global Wealth Strategies & Associates History New 64 1 0.0% 155 +64 New Q1 2026 Apr 03, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 51 1 0.0% 154 +51 New Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Reduced 43 1 0.0% 0.0% 153 -32 -42.67% Q1 2026 Apr 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 43 1 0.0% 0.0% 151 0 0.0% Q1 2026 May 08, 2026
COMERICA BANK History No change 47 1 0.0% 0.0% 152 0 0.0% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -160,007 -100.0% Q1 2026 May 12, 2026
LMR Partners LLP History Closed out 0 0 0.01% -101,962 -100.0% Q1 2026 May 15, 2026
Interval Partners, LP History Closed out 0 0 0.05% -100,754 -100.0% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.04% -100,000 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.02% -88,387 -100.0% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -42,345 -100.0% Q1 2026 May 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -34,590 -100.0% Q1 2026 May 08, 2026
Diametric Capital, LP History Closed out 0 0 0.22% -29,896 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.02% -26,033 -100.0% Q1 2026 May 15, 2026
Longaeva Partners L.P. History Closed out 0 0 0.05% -21,364 -100.0% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History Reduced 17 0 0.23% -18,997 -99.91% Q1 2026 May 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.03% -15,918 -100.0% Q1 2026 May 15, 2026
Massar Capital Management, LP History Closed out 0 0 0.05% -15,750 -100.0% Q1 2026 May 15, 2026
Alamea Verwaltungs GmbH History Closed out 0 0 0.29% -14,610 -100.0% Q1 2026 May 11, 2026
IMC-Chicago, LLC History Closed out 0 0 0.0% -13,458 -100.0% Q1 2026 May 05, 2026
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 0.0% -10,850 -100.0% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -10,846 -100.0% Q1 2026 May 14, 2026
Versor Investments LP History Closed out 0 0 0.04% -10,283 -100.0% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -10,234 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -7,780 -100.0% Q1 2026 Apr 30, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Closed out 0 0 0.0% -2,129 -100.0% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -1,646 -100.0% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -700 -100.0% Q1 2026 May 08, 2026
MB, LEVIS & ASSOCIATES, LLC History Closed out 0 0 0.0% -250 -100.0% Q1 2026 Apr 07, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -165 -100.0% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 08, 2026
MAI Capital Management History New 34 0 +34 New Q1 2026 May 15, 2026
Quarry LP History Closed out 0 0 -15 -100.0% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History New 5 0 +5 New Q1 2026 May 15, 2026
Anfield Capital Management, LLC History New 4 0 +4 New Q1 2026 May 12, 2026
Arax Advisory Partners History Closed out 0 0 -4 -100.0% Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 35 0 +1 2.94% Q1 2026 May 07, 2026
Stone House Investment Management, LLC History New 1 0 +1 New Q1 2026 Apr 22, 2026
TFC Financial Management, Inc. History New 1 0 +1 New Q1 2026 Apr 23, 2026
NISA INVESTMENT ADVISORS, LLC History No change 25 0 0 0.0% Q1 2026 Apr 30, 2026
Marquette Asset Management, LLC History No change 22 0 0 0.0% Q1 2026 Apr 23, 2026
SIGNATUREFD, LLC History No change 29 0 0 0.0% Q1 2026 Apr 07, 2026
IFP Advisors, Inc History No change 25 0 0 0.0% Q1 2026 Apr 13, 2026
Global Retirement Partners, LLC History No change 2 0 0 0.0% Q4 2025 Feb 06, 2026
DV EQUITIES, LLC History No change 33 0 0 0.0% Q4 2025 Feb 17, 2026
Covestor Ltd History No change 5 0 0 0.0% Q1 2026 May 05, 2026
True Wealth Design, LLC History No change 2 0 0 0.0% Q1 2026 Apr 13, 2026
Hughes Financial Services, LLC History No change 1 0 0 0.0% Q1 2026 Apr 29, 2026