BROOKFIELD Corp /ON/ - BN

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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Partners Value Investments L.P. History No change 181,405,955 7,341,498 78.56% 77.78% 1 0 0.0% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 113,774,934 4,604,472 0.81% 0.85% 2 +122,628 0.11% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 92,103,120 4,228,914 0.06% 0.06% 3 0 0.0% Q4 2025 Jan 29, 2026
Capital World Investors History Reduced 82,340,675 3,332,256 0.45% 0.62% 4 -16,728,341 -16.89% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 63,823,308 2,582,913 1.38% 1.52% 5 -1,227,316 -1.89% Q1 2026 May 04, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 61,444,919 2,489,871 0.06% 6 +61,444,919 New Q1 2026 May 15, 2026
Pershing Square Capital Management, L.P. History Reduced 59,697,208 2,415,946 17.62% 18.15% 7 -1,705,881 -2.78% Q1 2026 May 15, 2026
DODGE & COX History Added to 59,186,855 2,395,292 1.32% 1.02% 8 +17,906,535 43.38% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Reduced 54,786,930 2,220,492 0.83% 0.94% 9 -4,532,737 -7.64% Q1 2026 May 13, 2026
BROOKFIELD Corp /ON/ History No change 46,581,943 1,885,171 2.54% 2.65% 10 0 0.0% Q1 2026 May 15, 2026
1832 Asset Management L.P. History Reduced 42,945,630 1,738,009 1.6% 1.59% 11 -2,601,094 -5.71% Q1 2026 May 14, 2026
TD ASSET MANAGEMENT INC History Added to 36,208,452 1,462,556 1.19% 1.32% 12 +445,405 1.25% Q1 2026 May 11, 2026
NORGES BANK History No change 26,740,100 1,227,554 0.13% 0.13% 13 0 0.0% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 24,212,041 979,356 0.88% 0.96% 14 +1,180,821 5.13% Q1 2026 May 14, 2026
FIRST MANHATTAN CO. LLC. History Reduced 23,265,685 939,996 2.61% 2.87% 15 -529,456 -2.23% Q1 2026 May 15, 2026
FIL Ltd History Reduced 22,471,358 910,581 0.71% 0.89% 16 -3,474,427 -13.39% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 22,166,737 898,102 1.08% 1.3% 17 -1,674,986 -7.03% Q1 2026 May 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 20,589,695 848,754 0.05% 0.06% 18 +910,272 4.63% Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Added to 19,676,746 796,317 1.3% 1.32% 19 +1,852,534 10.39% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 18,611,003 754,155 0.19% 20 +18,611,003 New Q1 2026 May 08, 2026
AKRE CAPITAL MANAGEMENT LLC History Reduced 17,027,077 689,085 11.23% 13.51% 21 -9,816,556 -36.57% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History Added to 15,340,928 621,443 1.09% 0.94% 22 +1,575,668 11.45% Q1 2026 May 14, 2026
CIBC Asset Management Inc History Reduced 14,102,004 570,999 1.4% 1.92% 23 -3,202,736 -18.51% Q1 2026 May 12, 2026
TD Waterhouse Canada Inc. History Added to 13,654,791 551,604 1.64% 1.73% 24 +7,576,389 124.64% Q1 2026 May 12, 2026
Federation des caisses Desjardins du Quebec History Added to 13,391,262 540,321 1.94% 2.3% 25 +284,357 2.17% Q1 2026 May 13, 2026
Capital International Investors History New 13,179,614 533,345 0.13% 26 +13,179,614 New Q1 2026 May 13, 2026
MARKEL GROUP INC. History No change 13,073,609 529,088 4.43% 4.78% 27 0 0.0% Q1 2026 May 01, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 12,190,707 494,084 0.32% 0.4% 28 -869,490 -6.66% Q1 2026 May 15, 2026
FMR LLC History Reduced 11,546,810 467,673 0.02% 0.04% 29 -3,630,628 -23.92% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 11,428,128 461,671 0.11% 0.12% 30 -66,756 -0.58% Q1 2026 May 08, 2026
LONE PINE CAPITAL LLC History Reduced 11,208,969 453,626 3.62% 5.37% 31 -4,714,391 -29.61% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 11,115,001 449,824 0.03% 0.04% 32 -240,564 -2.12% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History Reduced 11,077,640 448,218 1.84% 2.07% 33 -135,879 -1.21% Q1 2026 May 13, 2026
TORONTO DOMINION BANK History Reduced 11,015,869 446,441 0.64% 0.8% 34 -795,675 -6.74% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 10,834,867 438,487 0.03% 0.03% 35 -30,190 -0.28% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Reduced 10,487,219 424,417 2.31% 3.01% 36 -1,788,727 -14.57% Q1 2026 Apr 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 9,832,789 398,035 0.34% 0.42% 37 -1,258,689 -11.35% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 9,789,050 396,162 0.05% 0.04% 38 +1,838,338 23.12% Q1 2026 May 15, 2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA History Reduced 8,979,204 363,388 12.82% 18.95% 39 -2 0.0% Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Reduced 9,019,415 349,231 0.02% 0.03% 40 -164,178 -1.79% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 8,486,416 343,886 0.19% 41 +8,486,416 New Q1 2026 May 08, 2026
Neuberger Berman Group LLC History Added to 7,149,678 288,934 0.22% 0.24% 42 +208,770 3.01% Q1 2026 May 14, 2026
BAILLIE GIFFORD & CO History Reduced 6,616,033 267,750 0.27% 0.27% 43 -397,624 -5.67% Q1 2026 May 08, 2026
BESSEMER GROUP INC History Reduced 5,661,500 229,120 0.36% 0.5% 44 -1,459,259 -20.49% Q1 2026 May 06, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 5,192,606 210,309 0.34% 0.49% 45 -1,140,079 -18.0% Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 4,938,599 200,149 0.46% 0.66% 46 -548,259 -9.99% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 3,632,320 186,903 0.06% 0.05% 47 +109,028 3.09% Q1 2026 May 14, 2026
Invesco Ltd. History Reduced 4,610,642 186,592 0.03% 0.03% 48 -40,373 -0.87% Q1 2026 May 12, 2026
JANE STREET GROUP, LLC History Added to 4,417,368 178,770 0.02% 0.0% 49 +3,908,650 768.33% Q1 2026 May 12, 2026
CHECK CAPITAL MANAGEMENT INC/CA History Reduced 4,379,938 177,256 5.16% 5.86% 50 -9,030 -0.21% Q1 2026 May 04, 2026
Capital Research Global Investors History Added to 4,289,389 173,753 0.03% 0.02% 51 +2,154,513 100.92% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Added to 4,261,697 172,394 0.03% 0.03% 52 +209,588 5.17% Q1 2026 May 11, 2026
CIBC Private Wealth Group LLC History No change 3,735,465 171,421 0.29% 0.29% 53 0 0.0% Q4 2025 Feb 12, 2026
Beutel, Goodman & Co Ltd. History Reduced 3,977,934 160,679 1.09% 1.21% 54 -323,133 -7.51% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 3,765,073 152,523 0.21% 55 +3,765,073 New Q1 2026 May 12, 2026
BCV Asset Management Inc. History Added to 3,722,896 150,329 5.17% 5.91% 56 +33,104 0.9% Q1 2026 May 08, 2026
Alberta Investment Management Corp History Added to 3,685,309 149,364 0.9% 0.94% 57 +220,707 6.37% Q1 2026 Apr 28, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 3,655,199 148,158 1.09% 1.29% 58 +41,561 1.15% Q1 2026 May 13, 2026
D. E. Shaw & Co., Inc. History Added to 3,600,628 145,756 0.09% 0.0% 59 +3,556,242 8012.08% Q1 2026 May 15, 2026
COOKE & BIELER LP History Reduced 3,520,735 142,484 1.61% 1.69% 60 -7,725 -0.22% Q1 2026 May 04, 2026
Novo Holdings A/S History No change 3,496,245 141,493 11.46% 12.46% 61 0 0.0% Q1 2026 May 15, 2026
FENIMORE ASSET MANAGEMENT INC History Reduced 3,436,218 139,063 3.1% 3.67% 62 -406,438 -10.58% Q1 2026 May 15, 2026
CI INVESTMENTS INC. History Reduced 3,429,556 138,794 0.67% 0.87% 63 -896,484 -20.72% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 3,374,517 136,742 0.12% 64 +3,374,517 New Q1 2026 May 08, 2026
MUFG SECURITIES (CANADA), LTD. History Reduced 3,269,278 132,243 3.8% 4.2% 65 -18,936 -0.58% Q1 2026 May 11, 2026
AGF MANAGEMENT LTD History Added to 3,246,823 132,093 0.59% 0.43% 66 +1,118,348 52.54% Q1 2026 May 07, 2026
DEUTSCHE BANK AG\ History Reduced 3,230,733 130,747 0.04% 0.06% 67 -452,552 -12.29% Q1 2026 May 06, 2026
Cardinal Capital Management, Inc. History Added to 3,166,889 127,925 3.45% 4.35% 68 +89,141 2.9% Q1 2026 Apr 07, 2026
Aristotle Capital Management, LLC History Reduced 3,112,754 125,974 0.26% 0.59% 69 -3,334,317 -51.72% Q1 2026 May 15, 2026
Addenda Capital Inc. History Added to 2,168,691 122,249 3.44% 3.99% 70 +10,530 0.49% Q1 2026 Apr 15, 2026
BAMCO INC /NY/ History Reduced 2,905,510 117,585 0.35% 0.45% 71 -730,407 -20.09% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Reduced 2,761,918 111,774 0.1% 0.1% 72 -90,019 -3.16% Q1 2026 May 13, 2026
SCHARF INVESTMENTS, LLC History Reduced 2,756,660 111,555 3.44% 4.33% 73 -759,145 -21.59% Q1 2026 Apr 13, 2026
GUARDIAN CAPITAL LP History Added to 2,751,807 111,152 2.94% 3.6% 74 +109,732 4.15% Q1 2026 May 15, 2026
Cannell & Spears LLC History Added to 2,702,625 109,375 2.14% 2.28% 75 +42,859 1.61% Q1 2026 May 15, 2026
Amundi History Added to 2,696,723 109,136 0.03% 0.03% 76 +333,843 14.13% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 2,670,419 107,865 0.17% 0.37% 77 -2,089,975 -43.9% Q1 2026 May 14, 2026
MCDONALD CAPITAL INVESTORS INC/CA History Reduced 2,642,836 106,955 7.32% 7.6% 78 -56,294 -2.09% Q1 2026 May 04, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 2,618,947 106,144 0.63% 0.86% 79 -946,954 -26.56% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 2,563,284 104,359 0.02% 0.02% 80 +427,506 20.02% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 2,447,859 99,064 0.09% 0.1% 81 +6,347 0.26% Q1 2026 May 12, 2026
UBS Group AG History Reduced 2,406,079 97,374 0.01% 0.02% 82 -68,972 -2.79% Q1 2026 May 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,376,833 96,190 0.03% 0.03% 83 +81,874 3.57% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 2,329,960 93,980 0.13% 0.29% 84 -2,579,339 -52.54% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,322,041 93,954 0.03% 0.03% 85 +20,535 0.89% Q1 2026 May 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,290,509 92,652 0.02% 0.02% 86 +182,628 8.66% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Reduced 2,270,459 91,885 0.01% 0.01% 87 -126,024 -5.26% Q1 2026 May 14, 2026
Aviso Financial Inc. History Added to 2,161,688 87,507 3.11% 3.72% 88 +28,412 1.33% Q1 2026 May 13, 2026
Sather Financial Group Inc History Added to 2,127,876 86,115 5.29% 5.23% 89 +8,477 0.4% Q1 2026 Apr 29, 2026
BRUNI J V & CO /CO History Reduced 2,102,466 85,086 8.88% 9.53% 90 -11,565 -0.55% Q1 2026 May 07, 2026
M&G Plc History Added to 2,098,614 83,944 0.43% 0.41% 91 +345,301 19.69% Q1 2026 May 13, 2026
James Hambro & Partners LLP History Added to 2,064,936 83,598 3.28% 3.26% 92 +79,582 4.01% Q1 2026 Apr 22, 2026
Dixon Mitchell Investment Counsel Inc. History Reduced 2,026,278 81,846 2.85% 3.58% 93 -337,644 -14.28% Q1 2026 May 14, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History Reduced 1,956,028 79,277 5.7% 6.4% 94 -75,452 -3.71% Q1 2026 May 11, 2026
Marathon Asset Management Ltd History Reduced 1,955,732 78,998 3.03% 3.47% 95 -7,247 -0.37% Q1 2026 Apr 24, 2026
Bank of New York Mellon Corp History Reduced 1,881,916 76,161 0.01% 0.02% 96 -70,729 -3.62% Q1 2026 May 05, 2026
AVIVA PLC History Added to 1,759,798 71,083 0.12% 0.13% 97 +35,087 2.03% Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,680,811 67,983 0.01% 0.03% 98 -2,333,267 -58.13% Q1 2026 May 15, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 1,571,936 63,616 0.69% 0.98% 99 -11,774 -0.74% Q1 2026 May 15, 2026
HughesLittle Investment Management Ltd. History Reduced 1,541,385 62,334 12.2% 12.88% 100 -800 -0.05% Q1 2026 May 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 1,517,524 61,504 0.19% 0.18% 101 +348,180 29.78% Q1 2026 May 13, 2026
Korea Investment CORP History Added to 1,506,795 60,863 0.13% 0.13% 102 +50,244 3.45% Q1 2026 May 12, 2026
Focus Partners Wealth History Reduced 1,434,504 58,053 0.06% 0.08% 103 -115,788 -7.47% Q1 2026 May 14, 2026
OMERS ADMINISTRATION Corp History Reduced 1,427,505 57,771 0.37% 1.14% 104 -2,049,178 -58.94% Q1 2026 May 15, 2026
GREENLEA LANE CAPITAL MANAGEMENT, LLC History Reduced 1,392,742 56,364 16.37% 18.93% 105 -20,720 -1.47% Q1 2026 May 11, 2026
Partners Group Holding AG History Added to 1,388,548 56,194 4.16% 4.09% 106 +68,202 5.17% Q1 2026 May 15, 2026
Madison Asset Management, LLC History Reduced 1,369,676 55,430 0.69% 0.79% 107 -128,895 -8.6% Q1 2026 May 07, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Reduced 1,354,778 54,827 2.63% 2.99% 108 -61,753 -4.36% Q1 2026 May 12, 2026
Baskin Financial Services Inc. History Reduced 1,319,151 53,455 4.38% 4.68% 109 -34,738 -2.57% Q1 2026 Apr 13, 2026
Heritage Wealth Advisors History Reduced 1,250,130 50,592 1.98% 2.83% 110 -365,226 -22.61% Q1 2026 May 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 1,222,787 49,486 0.1% 0.12% 111 +17,071 1.42% Q1 2026 May 01, 2026
Sequoia Financial Advisors, LLC History Added to 1,212,503 49,069 0.27% 0.31% 112 +16,850 1.41% Q1 2026 Apr 30, 2026
Broad Run Investment Management, LLC History Reduced 1,210,847 49,002 8.63% 10.35% 113 -4,116 -0.34% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History No change 1,212,422 48,972 0.16% 0.18% 114 0 0.0% Q1 2026 May 15, 2026
Florida Trust Wealth Management Co History Added to 1,180,188 47,762 1.34% 1.49% 115 +3,771 0.32% Q1 2026 May 14, 2026
Tidal Investments LLC History Reduced 1,148,150 46,465 0.1% 0.13% 116 -15,032 -1.29% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 1,119,044 45,287 0.0% 0.0% 117 +44,151 4.11% Q1 2026 May 13, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 1,103,817 42,739 0.1% 0.02% 118 +904,701 454.36% Q1 2026 May 07, 2026
FRANKLIN RESOURCES INC History Added to 1,045,495 42,364 0.01% 0.01% 119 +54,284 5.48% Q1 2026 May 13, 2026
CAPITAL ADVISORS INC/OK History Reduced 1,020,933 41,317 0.66% 0.96% 120 -273,477 -21.13% Q1 2026 Apr 27, 2026
CITADEL ADVISORS LLC History Added to 973,917 39,414 0.01% 0.0% 121 +570,503 141.42% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 968,531 39,121 0.09% 0.09% 122 +40,209 4.33% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 958,951 38,858 0.11% 123 +958,951 New Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 959,850 38,845 0.0% 0.0% 124 +372,750 63.49% Q1 2026 May 15, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Reduced 941,129 38,087 4.51% 4.86% 125 -689 -0.07% Q1 2026 May 11, 2026
SIG North Trading, ULC History Added to 937,800 37,952 0.76% 0.76% 126 +32,450 3.58% Q1 2026 May 15, 2026
BARR E S & CO History Reduced 901,712 36,492 2.12% 2.19% 127 -14,959 -1.63% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Reduced 853,730 34,484 0.04% 0.04% 128 -19,964 -2.29% Q1 2026 Apr 22, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 847,412 34,345 0.06% 0.09% 129 -264,177 -23.77% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 839,662 33,981 0.14% 0.04% 130 +609,235 264.39% Q1 2026 May 15, 2026
Northwest & Ethical Investments L.P. History Added to 834,753 33,831 0.78% 0.75% 131 +107,080 14.72% Q1 2026 May 13, 2026
BECK MACK & OLIVER LLC History Reduced 803,985 32,537 0.67% 0.7% 132 -38,013 -4.51% Q1 2026 May 12, 2026
Cetera Investment Advisers History Added to 799,536 32,306 0.03% 0.03% 133 +127,268 18.93% Q1 2026 May 13, 2026
Creative Planning History Added to 794,790 32,164 0.02% 0.03% 134 +9,988 1.27% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Added to 765,980 30,999 0.04% 0.05% 135 +17,290 2.31% Q1 2026 May 13, 2026
Select Equity Group, L.P. History Reduced 765,841 30,934 0.16% 0.2% 137 -230,270 -23.12% Q1 2026 May 15, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 764,379 30,934 0.08% 0.1% 136 -140,153 -15.49% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 752,391 30,180 0.03% 0.04% 138 -15,613 -2.03% Q1 2026 May 08, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 742,573 30,051 0.87% 1.0% 139 -5,423 -0.73% Q1 2026 May 08, 2026
Callahan Advisors, LLC History Added to 705,673 28,558 2.38% 2.65% 140 +1,778 0.25% Q1 2026 May 12, 2026
Maestria Partners LLC History Reduced 699,896 28,324 10.34% 10.82% 141 -105,291 -13.08% Q1 2026 Apr 16, 2026
LINCLUDEN MANAGEMENT LTD History Reduced 687,609 28,295 3.01% 4.09% 142 -75,767 -9.93% Q1 2026 May 13, 2026
QV Investors Inc. History Added to 684,089 27,632 2.24% 1.6% 143 +258,252 60.65% Q1 2026 Apr 22, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 661,375 26,765 2.3% 2.61% 144 +8,445 1.29% Q1 2026 May 13, 2026
CITIGROUP INC History Reduced 659,426 26,636 0.01% 0.02% 145 -142,419 -17.76% Q1 2026 May 11, 2026
Smith Salley Wealth Management History Added to 657,502 26,609 1.34% 1.48% 146 +6,573 1.01% Q1 2026 Apr 16, 2026
BARCLAYS PLC History Added to 654,809 26,500 0.01% 0.0% 147 +453,536 225.33% Q1 2026 May 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 650,299 26,267 0.06% 0.07% 148 -72,800 -10.07% Q1 2026 May 15, 2026
Obermeyer Wealth Partners History Reduced 621,562 25,154 1.16% 1.36% 149 -24,607 -3.81% Q1 2026 Apr 20, 2026
America First Investment Advisors, LLC History Reduced 615,995 24,929 4.65% 5.16% 150 -1,488 -0.24% Q1 2026 May 08, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History Added to 603,573 24,380 0.37% 0.31% 151 +137,157 29.41% Q1 2026 Apr 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 621,005 24,222 0.01% 0.0% 152 +594,315 2226.73% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History New 589,921 23,874 0.02% 153 +589,921 New Q1 2026 May 15, 2026
Oak Grove Capital LLC History Added to 563,809 22,817 1.93% 2.42% 154 +119,398 26.87% Q1 2026 May 13, 2026
JACKSON HILL ADVISORS, LLC History Reduced 553,000 22,379 11.57% 13.73% 155 -92,000 -14.26% Q1 2026 May 08, 2026
Zurich Insurance Group Ltd/FI History Reduced 527,011 21,282 0.17% 0.18% 156 -34,209 -6.1% Q1 2026 May 15, 2026
Guardian Partners Inc. History Reduced 508,806 20,700 1.73% 1.94% 157 -22,089 -4.16% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 507,049 20,520 0.02% 0.01% 158 +198,757 64.47% Q1 2026 May 15, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 487,677 19,698 0.1% 0.11% 159 +8,281 1.73% Q1 2026 Apr 23, 2026
THIRD AVENUE MANAGEMENT LLC History Reduced 481,495 19,486 3.16% 4.57% 160 -66,624 -12.16% Q1 2026 May 13, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 480,200 19,433 0.22% 0.25% 161 -67,450 -12.32% Q1 2026 May 05, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Added to 479,703 19,413 0.69% 0.77% 162 +2,043 0.43% Q1 2026 May 04, 2026
Bridgewater Associates, LP History Reduced 477,453 19,286 0.09% 0.09% 163 -87,622 -15.51% Q1 2026 May 15, 2026
FORSTA AP-FONDEN History No change 412,350 18,957 0.11% 0.11% 164 0 0.0% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Reduced 408,338 18,861 0.42% 0.49% 165 -14,106 -3.34% Q1 2026 May 04, 2026
Mraz, Amerine & Associates, Inc. History Added to 453,297 18,344 2.7% 2.74% 166 +51,755 12.89% Q1 2026 May 05, 2026
Saraza Management, LP History Reduced 451,500 18,272 7.66% 8.12% 167 -7,000 -1.53% Q1 2026 May 14, 2026
Varma Mutual Pension Insurance Co History No change 451,819 18,250 0.11% 0.13% 168 0 0.0% Q1 2026 May 05, 2026
MIZUHO MARKETS AMERICAS LLC History No change 450,000 18,211 0.5% 0.4% 169 0 0.0% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 448,392 18,146 0.0% 0.01% 170 +14,260 3.28% Q1 2026 May 06, 2026
DE BURLO GROUP INC History New 444,000 17,968 4.07% 171 +444,000 New Q1 2026 May 14, 2026
Pictet North America Advisors SA History Added to 444,034 17,935 1.78% 1.77% 172 +38,375 9.46% Q1 2026 Apr 14, 2026
Chemistry Wealth Management LLC History Added to 441,767 17,878 3.14% 3.76% 173 +4,147 0.95% Q1 2026 Apr 09, 2026
Life Cycle Investment Partners Ltd History Added to 438,397 17,754 0.11% 0.17% 174 +54,055 14.06% Q1 2026 May 12, 2026
Qube Research & Technologies Ltd History Added to 436,751 17,676 0.02% 0.01% 175 +264,751 153.93% Q1 2026 May 15, 2026
LOEWS CORP History Added to 435,000 17,604 0.15% 0.12% 176 +110,000 33.85% Q1 2026 May 15, 2026
Hillsdale Investment Management Inc. History Reduced 431,808 17,493 0.48% 0.62% 177 -58,556 -11.94% Q1 2026 May 04, 2026
Argosy-Lionbridge Management, LLC History New 426,500 17,260 12.11% 178 +426,500 New Q1 2026 May 15, 2026
Investment Management Corp of Ontario History Added to 421,754 17,068 0.22% 0.23% 179 +48,575 13.02% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 405,210 16,398 0.03% 0.03% 180 +34,902 9.43% Q1 2026 May 14, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 402,605 16,309 0.46% 0.41% 181 +91,300 29.33% Q1 2026 May 08, 2026
Capital International Sarl History Added to 389,706 15,771 0.26% 0.25% 182 +48,876 14.34% Q1 2026 May 13, 2026
Trexquant Investment LP History Added to 383,507 15,520 0.11% 0.04% 183 +285,187 290.06% Q1 2026 May 15, 2026
MAI Capital Management History Added to 378,103 15,301 0.09% 0.1% 184 +530 0.14% Q1 2026 May 15, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Added to 265,956 14,991 0.13% 0.11% 185 +55,390 26.31% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 361,236 14,617 0.03% 0.04% 186 -92,123 -20.32% Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History Added to 360,586 14,606 0.07% 0.07% 187 +42,885 13.5% Q1 2026 May 14, 2026
CNA FINANCIAL CORP History Added to 355,000 14,366 6.11% 7.25% 188 +30,000 9.23% Q1 2026 May 15, 2026
Bellecapital International Ltd. History Added to 347,621 14,061 2.54% 0.05% 189 +341,488 5568.04% Q1 2026 May 12, 2026
GoodHaven Capital Management, LLC History Added to 347,280 14,054 4.9% 5.12% 190 +2,596 0.75% Q1 2026 May 12, 2026
Asset Management Advisors, LLC History Added to 341,575 13,823 8.36% 9.48% 191 +161 0.05% Q1 2026 Apr 08, 2026
JANUS HENDERSON GROUP PLC History Added to 341,520 13,810 0.01% 0.01% 192 +23,460 7.38% Q1 2026 May 18, 2026
USS Investment Management Ltd History Added to 334,745 13,570 0.05% 0.07% 193 +12,691 3.94% Q1 2026 Apr 24, 2026
Mariner, LLC History Added to 334,586 13,534 0.02% 0.01% 194 +64,566 23.91% Q1 2026 May 13, 2026
Fiera Capital Corp History Added to 322,276 13,036 0.04% 0.01% 195 +273,788 564.65% Q1 2026 May 12, 2026
PEAK6 LLC History Reduced 321,804 13,023 0.03% 0.04% 196 -143,346 -30.82% Q1 2026 May 13, 2026
Live Oak Private Wealth LLC History Reduced 320,718 12,979 1.81% 2.02% 197 -2,866 -0.89% Q1 2026 Apr 20, 2026
SEI INVESTMENTS CO History Added to 315,082 12,751 0.01% 0.01% 198 +179,149 131.79% Q1 2026 May 13, 2026
BNP PARIBAS History Reduced 294,354 11,873 0.38% 0.39% 199 -1,285 -0.43% Q1 2026 May 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 253,588 11,637 0.0% 0.0% 200 +2,946 1.18% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Added to 282,848 11,446 0.02% 0.02% 201 +18,000 6.8% Q1 2026 May 15, 2026
EdgePoint Investment Group Inc. History No change 277,038 11,228 0.09% 0.1% 202 0 0.0% Q1 2026 May 15, 2026
KIRR MARBACH & CO LLC /IN/ History Added to 273,753 11,078 2.02% 2.34% 203 +6,633 2.48% Q1 2026 Apr 17, 2026
Quantinno Capital Management LP History Added to 272,513 11,026 0.02% 0.02% 204 +53,778 24.59% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 270,911 10,942 0.09% 0.11% 205 -8,115 -2.91% Q1 2026 Apr 29, 2026
ArrowMark Colorado Holdings LLC History Reduced 269,355 10,900 0.29% 0.28% 206 -3,901 -1.43% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 269,249 10,896 0.02% 0.01% 207 +83,433 44.9% Q1 2026 May 15, 2026
LGT Fund Management Co Ltd. History No change 267,953 10,860 0.47% 0.98% 208 0 0.0% Q1 2026 Apr 28, 2026
Baird Financial Group, Inc. History Added to 267,052 10,807 0.02% 0.02% 209 +3,325 1.26% Q1 2026 May 14, 2026
Adalta Capital Management LLC History Reduced 265,083 10,727 5.13% 5.46% 210 -1,393 -0.52% Q1 2026 May 15, 2026
LOUISBOURG INVESTMENTS INC. History Added to 264,944 10,714 2.03% 1.53% 211 +97,796 58.51% Q1 2026 Apr 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 259,379 10,497 0.05% 0.13% 212 -272,175 -51.2% Q1 2026 May 13, 2026
Blue Zone Wealth Advisors, LLC History Added to 258,186 10,448 2.13% 2.12% 213 +17,067 7.08% Q1 2026 Apr 16, 2026
Squarepoint Ops LLC History New 251,705 10,186 0.01% 214 +251,705 New Q1 2026 May 15, 2026
Maryland State Retirement & Pension System History Added to 249,707 10,120 0.21% 0.23% 215 +11,797 4.96% Q1 2026 May 04, 2026
Tsai Capital Corp History Added to 248,107 10,040 7.47% 7.53% 216 +7,239 3.01% Q1 2026 May 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 247,800 10,028 0.07% 0.08% 217 -1,463 -0.59% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 245,809 9,935 0.03% 0.03% 218 +33,188 15.61% Q1 2026 Apr 30, 2026
Qsemble Capital Management, LP History New 245,325 9,928 0.76% 219 +245,325 New Q1 2026 May 07, 2026
Timber Creek Capital Management LLC History Added to 243,011 9,834 2.38% 2.57% 220 +2,037 0.85% Q1 2026 Apr 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 241,955 9,791 0.01% 0.01% 221 +10,548 4.56% Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 239,237 9,681 0.0% 0.01% 222 -323,353 -57.48% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 244,684 9,634 0.02% 0.02% 223 0 0.0% Q1 2026 May 07, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 236,693 9,578 2.2% 3.13% 224 -60,654 -20.4% Q1 2026 May 15, 2026
SEGALL BRYANT & HAMILL, LLC History New 235,916 9,564 0.16% 225 +235,916 New Q1 2026 May 15, 2026
Templeton & Phillips Capital Management, LLC History No change 235,746 9,540 7.77% 7.2% 226 0 0.0% Q1 2026 May 06, 2026
Ervin Investment Management, LLC History Added to 233,124 9,434 5.52% 5.99% 227 +19 0.01% Q1 2026 Apr 08, 2026
HighTower Advisors, LLC History Reduced 232,882 9,424 0.01% 0.01% 228 -1,007 -0.43% Q1 2026 May 05, 2026
Parkside Investments, LLC History Added to 231,524 9,369 1.14% 1.24% 229 +17,269 8.06% Q1 2026 Apr 08, 2026
Utah Retirement Systems History Reduced 231,680 9,358 0.1% 0.1% 230 -5,710 -2.41% Q1 2026 May 15, 2026
Moerus Capital Management LLC History No change 227,939 9,224 3.41% 4.51% 231 0 0.0% Q1 2026 May 14, 2026
Providence Capital Advisors, LLC History Added to 227,487 9,206 1.5% 1.74% 232 +2,190 0.97% Q1 2026 May 14, 2026
National Philanthropic Trust History No change 218,527 8,843 0.09% 0.1% 233 0 0.0% Q1 2026 May 15, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Added to 206,713 8,365 2.55% 2.68% 234 +9,013 4.56% Q1 2026 May 13, 2026
Purpose Unlimited Inc. History Reduced 206,182 8,346 0.34% 0.7% 235 -126,707 -38.06% Q1 2026 May 15, 2026
Man Group plc History Added to 202,542 8,196 0.01% 0.0% 236 +181,752 874.23% Q1 2026 May 15, 2026
Marex Group plc History Added to 201,344 8,148 0.05% 0.06% 237 +2,302 1.16% Q1 2026 May 13, 2026
Atlantic Union Bankshares Corp History Reduced 200,939 8,132 0.16% 0.18% 238 -12,080 -5.67% Q1 2026 May 12, 2026
Warther Private Wealth, LLC History New 199,600 8,077 1.89% 239 +199,600 New Q1 2026 May 14, 2026
CULBERTSON A N & CO INC History Added to 198,648 8,039 1.04% 1.02% 240 +36,156 22.25% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Added to 198,374 8,028 0.02% 0.02% 241 +576 0.29% Q1 2026 May 08, 2026
Texas Yale Capital Corp. History Reduced 185,947 7,525 0.21% 0.26% 242 -1,050 -0.56% Q1 2026 May 04, 2026
Voleon Capital Management LP History Added to 184,055 7,448 0.16% 0.09% 243 +95,342 107.47% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 183,572 7,414 0.07% 0.03% 244 +116,942 175.51% Q1 2026 May 08, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 182,209 7,373 0.03% 0.02% 245 -1,126 -0.61% Q1 2026 May 14, 2026
Generali Asset Management SPA SGR History Added to 129,341 7,290 0.15% 0.13% 246 +26,015 25.18% Q1 2026 May 05, 2026
Entropy Technologies, LP History New 180,092 7,288 0.34% 247 +180,092 New Q1 2026 May 14, 2026
Tacita Capital Inc History Added to 180,087 7,274 4.31% 4.74% 248 +1,937 1.09% Q1 2026 May 07, 2026
BNP Paribas Asset Management Holding S.A. History Added to 176,819 7,164 0.01% 0.01% 249 +32,338 22.38% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Reduced 176,914 7,159 0.01% 0.01% 250 -112 -0.06% Q1 2026 Apr 27, 2026
Avanza Fonder AB History No change 126,801 7,147 0.2% 0.2% 251 0 0.0% Q1 2026 Apr 15, 2026
Blue Sky Capital Consultants Group, Inc. History Reduced 175,370 7,097 3.38% 3.58% 252 -4,306 -2.4% Q1 2026 Apr 28, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Reduced 153,530 7,087 2.25% 2.55% 253 -4,830 -3.05% Q1 2026 May 12, 2026
Pacifica Partners Inc. History Added to 171,201 6,921 2.3% 3.23% 254 +14,754 9.43% Q1 2026 Apr 09, 2026
Lipe & Dalton History Reduced 168,636 6,825 3.57% 3.83% 255 -350 -0.21% Q1 2026 Apr 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 169,620 6,820 0.0% 0.0% 256 +19,451 12.95% Q1 2026 May 15, 2026
CAPITAL INTERNATIONAL LTD /CA/ History No change 167,059 6,760 0.25% 0.27% 257 0 0.0% Q1 2026 May 13, 2026
Lorne Steinberg Wealth Management Inc. History Added to 160,903 6,518 1.54% 1.68% 258 +1,877 1.18% Q1 2026 May 07, 2026
HRT FINANCIAL LP History Added to 159,298 6,446 0.02% 0.01% 259 +107,551 207.84% Q1 2026 May 14, 2026
Gulf International Bank (UK) Ltd History Added to 159,060 6,443 0.14% 0.15% 260 +57,630 56.82% Q1 2026 May 11, 2026
State of New Jersey Common Pension Fund D History No change 158,751 6,424 0.02% 0.03% 261 0 0.0% Q1 2026 May 05, 2026
FIRST FOUNDATION ADVISORS History Reduced 158,450 6,412 0.26% 0.29% 262 -11,028 -6.51% Q1 2026 May 04, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 158,339 6,407 0.0% 0.0% 263 +13,107 9.02% Q1 2026 May 07, 2026
Banco BTG Pactual S.A. History Added to 157,276 6,364 0.56% 0.29% 264 +120,864 331.93% Q1 2026 May 12, 2026
DAVIS-REA LTD. History Added to 156,430 6,318 1.65% 1.76% 265 +3,199 2.09% Q1 2026 Apr 30, 2026
Sciencast Management LP History New 156,035 6,314 0.8% 266 +156,035 New Q1 2026 May 13, 2026
HB Wealth Management, LLC History Added to 155,862 6,307 0.04% 0.05% 267 +128 0.08% Q1 2026 Apr 27, 2026
Triangle Securities Wealth Management History Added to 154,705 6,260 1.42% 1.44% 268 +5,579 3.74% Q1 2026 Apr 20, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Reduced 152,318 6,164 1.8% 2.09% 269 -675 -0.44% Q1 2026 Apr 22, 2026
Gold Investment Management Ltd. History Added to 152,203 6,161 1.91% 2.2% 270 +1,802 1.2% Q1 2026 Apr 22, 2026
US BANCORP \DE\ History Added to 150,042 6,072 0.01% 0.01% 271 +54,243 56.62% Q1 2026 May 14, 2026
LEE DANNER & BASS INC History No change 148,998 6,029 0.38% 0.49% 272 0 0.0% Q1 2026 Apr 28, 2026
Quadrature Capital Ltd History Added to 146,350 5,911 0.07% 0.01% 273 +114,600 360.94% Q1 2026 May 15, 2026
Capital International, Inc./CA/ History Reduced 144,280 5,839 0.05% 0.06% 274 -16,620 -10.33% Q1 2026 May 13, 2026
BTC Capital Management, Inc. History Added to 142,440 5,763 0.39% 0.44% 275 +6,329 4.65% Q1 2026 Apr 20, 2026
Pathstone Holdings, LLC History Reduced 141,021 5,707 0.02% 0.03% 276 -15,314 -9.8% Q1 2026 May 11, 2026
Walleye Partners, LLC History Added to 139,209 5,633 6.92% 7.09% 277 +213 0.15% Q1 2026 Apr 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 138,744 5,614 0.06% 0.08% 278 -2,078 -1.48% Q1 2026 Apr 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 137,252 5,554 0.08% 0.09% 279 +7,074 5.43% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 137,156 5,540 0.01% 0.0% 280 +132,181 2656.9% Q1 2026 May 01, 2026
ASO GROUP Ltd History No change 135,543 5,485 2.31% 2.43% 281 0 0.0% Q1 2026 Apr 21, 2026
Archon Partners LLC History New 135,000 5,463 0.65% 282 +135,000 New Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Added to 133,404 5,398 0.03% 0.02% 283 +82,726 163.24% Q1 2026 May 15, 2026
AYAL Capital Advisors Ltd History New 132,000 5,342 1.45% 284 +132,000 New Q1 2026 May 15, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 131,853 5,336 0.04% 0.05% 285 -339 -0.26% Q1 2026 May 12, 2026
Burkett Asset Management Ltd History Added to 127,925 5,173 5.1% 5.38% 286 +12,139 10.48% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 127,973 5,167 0.02% 0.03% 287 -102,872 -44.56% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History Added to 124,450 5,036 0.29% 0.07% 288 +93,531 302.5% Q1 2026 May 15, 2026
CLOVERFIELDS CAPITAL GROUP, LP History New 124,362 5,032 1.63% 289 +124,362 New Q1 2026 May 14, 2026
Stamos Capital Partners, L.P. History Added to 123,391 4,993 0.78% 0.59% 290 +43,559 54.56% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History New 122,351 4,951 0.14% 291 +122,351 New Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 121,151 4,903 0.01% 0.03% 292 -327,075 -72.97% Q1 2026 Apr 27, 2026
XTX Topco Ltd History Added to 121,086 4,900 0.09% 0.02% 293 +105,786 691.41% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 120,895 4,889 0.01% 0.01% 294 -40,827 -25.25% Q1 2026 May 15, 2026
Pinnacle Financial Partners, Inc. History Reduced 117,343 4,749 0.04% 0.04% 295 -1,071 -0.9% Q1 2026 May 14, 2026
Blue Fin Capital, Inc. History No change 103,213 4,736 0.73% 0.73% 296 0 0.0% Q4 2025 Jan 23, 2026
AMERICAN CENTURY COMPANIES INC History Added to 116,360 4,715 0.0% 0.0% 297 +10,221 9.63% Q1 2026 May 15, 2026
Midway Capital Research & Management History Added to 116,503 4,714 4.44% 5.17% 298 +797 0.69% Q1 2026 Apr 13, 2026
Osmosis Investment Management UK Ltd History Added to 116,269 4,695 0.13% 0.09% 299 +35,033 43.12% Q1 2026 May 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Added to 115,029 4,655 0.22% 0.22% 300 +8,000 7.47% Q1 2026 May 11, 2026
PORTLAND INVESTMENT COUNSEL INC. History Added to 112,663 4,559 1.46% 1.47% 301 +6,935 6.56% Q1 2026 May 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 112,155 4,538 0.06% 0.07% 302 -4,394 -3.77% Q1 2026 Apr 20, 2026
Waterfront Wealth Inc. History Reduced 110,789 4,483 0.82% 0.99% 303 -392 -0.35% Q1 2026 Apr 30, 2026
Roundview Capital LLC History Added to 107,302 4,342 0.27% 0.3% 304 +482 0.45% Q1 2026 May 08, 2026
Ilmarinen Mutual Pension Insurance Co History No change 106,500 4,308 0.03% 0.04% 305 0 0.0% Q1 2026 May 12, 2026
OPPENHEIMER & CO INC History Reduced 106,050 4,291 0.05% 0.07% 306 -2,319 -2.14% Q1 2026 Apr 23, 2026
Sowell Financial Services LLC History Added to 104,600 4,233 0.16% 0.1% 307 +47,681 83.77% Q1 2026 Apr 20, 2026
OPAL CAPITAL LLC History Added to 103,379 4,183 0.74% 0.05% 308 +98,820 2167.58% Q1 2026 May 15, 2026
Canal Capital Management, LLC History Added to 102,914 4,164 0.56% 0.63% 309 +6,798 7.07% Q1 2026 Apr 27, 2026
PCJ Investment Counsel Ltd. History Reduced 101,020 4,094 1.16% 3.79% 310 -233,070 -69.76% Q1 2026 May 11, 2026
K.J. Harrison & Partners Inc History Reduced 100,811 4,076 0.67% 0.62% 311 -1,371 -1.34% Q1 2026 Apr 28, 2026
Callan Family Office, LLC History Added to 99,868 4,041 0.09% 0.02% 312 +83,453 508.39% Q1 2026 May 13, 2026
WHITEBOX ADVISORS LLC History New 96,265 3,895 0.05% 313 +96,265 New Q1 2026 May 15, 2026
Guardian Wealth Management, Inc. History Added to 92,635 3,748 2.05% 2.47% 314 +1,020 1.11% Q1 2026 May 08, 2026
Williams Jones Wealth Management, LLC. History Added to 91,440 3,700 0.05% 0.05% 315 +3,330 3.78% Q1 2026 May 05, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 90,000 3,642 0.36% 0.38% 316 0 0.0% Q1 2026 May 07, 2026
GABELLI FUNDS LLC History No change 89,700 3,630 0.02% 0.03% 317 0 0.0% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Added to 89,231 3,611 0.01% 0.01% 318 +9,272 11.6% Q1 2026 May 15, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History Added to 88,355 3,568 0.05% 0.05% 319 +4 0.0% Q1 2026 Apr 28, 2026
EPIQ PARTNERS, LLC History Added to 86,556 3,502 1.64% 1.77% 320 +3,701 4.47% Q1 2026 Apr 09, 2026
Davidson Kahn Capital Management, LLC History Added to 86,390 3,496 1.86% 2.06% 321 +161 0.19% Q1 2026 Apr 22, 2026
Cresset Asset Management, LLC History Added to 85,253 3,445 0.01% 0.02% 322 +3,459 4.23% Q1 2026 May 15, 2026
Ruffer LLP History No change 84,750 3,439 0.14% 0.18% 323 0 0.0% Q1 2026 May 13, 2026
Chicago Capital, LLC History No change 84,844 3,433 0.09% 0.1% 324 0 0.0% Q1 2026 Apr 23, 2026
Manitou Investment Management Ltd. History Added to 84,600 3,423 0.68% 0.68% 325 +97 0.11% Q1 2026 Apr 20, 2026
Shelter Mutual Insurance Co History No change 84,196 3,407 0.76% 0.86% 326 0 0.0% Q1 2026 Apr 29, 2026
Janney Montgomery Scott LLC History Reduced 83,544 3,381 0.01% 0.01% 327 -4,408 -5.01% Q1 2026 Apr 22, 2026
SG Americas Securities, LLC History Added to 83,511 3,380 0.0% 0.0% 328 +79,737 2112.8% Q1 2026 Apr 16, 2026
&PARTNERS History Reduced 82,847 3,353 0.02% 0.02% 329 -2,660 -3.11% Q1 2026 May 15, 2026
Nuveen, LLC History New 81,723 3,307 0.0% 330 +81,723 New Q1 2026 Apr 30, 2026
Strategic Wealth Partners, Ltd. History Reduced 80,533 3,259 0.23% 0.29% 331 -10,839 -11.86% Q1 2026 May 12, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 80,054 3,240 0.05% 0.03% 332 +37,948 90.12% Q1 2026 May 01, 2026
Allianz Asset Management GmbH History Added to 80,110 3,235 0.0% 0.0% 333 +8,705 12.19% Q1 2026 May 11, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 76,131 3,141 0.38% 0.44% 334 +102 0.13% Q1 2026 Apr 27, 2026
Jackson Hole Capital Partners, LLC History Added to 77,571 3,139 0.52% 0.61% 335 +421 0.55% Q1 2026 May 08, 2026
St. Louis Trust Co History No change 76,866 3,110 0.36% 0.4% 336 0 0.0% Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History Reduced 76,815 3,102 0.01% 0.01% 337 -12,700 -14.19% Q1 2026 May 13, 2026
Third View Private Wealth, LLC History Added to 76,269 3,086 0.42% 0.45% 338 +4,179 5.8% Q1 2026 Apr 15, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 76,187 3,083 0.05% 0.05% 339 -1,850 -2.37% Q1 2026 May 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 75,877 3,070 0.05% 0.06% 340 +3,797 5.27% Q1 2026 Apr 20, 2026
Steward Partners Investment Advisory, LLC History Reduced 75,876 3,070 0.02% 0.02% 341 -99 -0.13% Q1 2026 May 08, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 75,626 3,060 0.03% 0.07% 342 -84,450 -52.76% Q1 2026 Apr 13, 2026
Carnegie Lake Advisors LLC History No change 75,209 3,043 1.21% 1.31% 343 0 0.0% Q1 2026 Apr 29, 2026
Salvus Wealth Management, LLC History Added to 74,735 3,024 1.76% 1.55% 344 +14,311 23.68% Q1 2026 Apr 10, 2026
Buttonwood Financial Advisors Inc. History Added to 74,170 3,001 1.0% 1.12% 345 +642 0.87% Q1 2026 Apr 21, 2026
Allen Investment Management, LLC History Added to 74,120 2,999 0.04% 0.04% 346 +915 1.25% Q1 2026 May 07, 2026
NATIXIS History Reduced 72,845 2,948 0.01% 0.01% 347 -2,861 -3.78% Q1 2026 May 14, 2026
Carmel Capital Partners, LLC History Added to 72,520 2,934 1.06% 1.11% 348 +3,607 5.23% Q1 2026 Apr 30, 2026
BANQUE PICTET & CIE SA History New 71,222 2,876 0.02% 349 +71,222 New Q1 2026 Apr 14, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 69,440 2,810 0.14% 0.2% 350 0 0.0% Q1 2026 May 14, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 68,070 2,754 0.03% 0.03% 351 -6,854 -9.15% Q1 2026 May 14, 2026
Taylor Hoffman Capital Management LLC History Reduced 67,979 2,751 0.85% 0.97% 352 -1,539 -2.21% Q1 2026 May 12, 2026
Havemeyer Place LP History Added to 67,785 2,743 0.32% 0.24% 353 +41,176 154.74% Q1 2026 May 13, 2026
Capricorn Fund Managers Ltd History Added to 67,500 2,731 0.43% 0.31% 354 +39,388 140.11% Q1 2026 Apr 24, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 66,770 2,730 0.01% 0.01% 355 -60,007 -47.33% Q1 2026 Apr 08, 2026
Ancora Advisors LLC History Added to 67,329 2,724 0.06% 0.06% 356 +957 1.44% Q1 2026 May 15, 2026
Elm Partners Management LLC History No change 69,811 2,703 0.12% 0.15% 357 0 0.0% Q1 2026 May 13, 2026
Hikari Tsushin, Inc. History No change 65,646 2,656 0.18% 0.2% 358 0 0.0% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 65,188 2,639 0.0% 359 +65,188 New Q1 2026 May 15, 2026
CSM Advisors, LLC History New 65,000 2,631 0.06% 360 +65,000 New Q1 2026 May 15, 2026
MGO ONE SEVEN LLC History Reduced 63,100 2,553 0.05% 0.06% 361 -898 -1.4% Q1 2026 May 14, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 63,159 2,551 0.32% 0.74% 362 -21,389 -25.3% Q1 2026 May 18, 2026
TRITONPOINT WEALTH, LLC History Reduced 62,398 2,525 0.27% 0.3% 363 -3,125 -4.77% Q1 2026 Apr 21, 2026
Triasima Portfolio Management inc. History Reduced 62,397 2,520 0.38% 2.74% 364 -335,384 -84.31% Q1 2026 Apr 24, 2026
FIDUCIARY TRUST CO History Reduced 62,173 2,516 0.03% 0.04% 365 -5,743 -8.46% Q1 2026 May 15, 2026
Herold Advisors, Inc. History No change 62,014 2,505 0.55% 0.64% 366 0 0.0% Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Reduced 61,393 2,479 0.0% 0.0% 367 -350 -0.57% Q1 2026 Apr 20, 2026
Crossmark Global Holdings, Inc. History Reduced 59,823 2,421 0.04% 0.04% 368 -2,931 -4.67% Q1 2026 May 11, 2026
Sanctuary Advisors, LLC History Reduced 58,058 2,346 0.01% 0.02% 369 -17,649 -23.31% Q1 2026 May 05, 2026
Geo Capital Gestora de Recursos Ltd History No change 49,708 2,281 4.71% 4.71% 370 0 0.0% Q4 2025 Feb 13, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Reduced 56,300 2,278 1.14% 1.18% 371 -185 -0.33% Q1 2026 Apr 16, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Reduced 55,931 2,263 1.95% 2.13% 372 -1,578 -2.74% Q1 2026 May 14, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 55,771 2,257 0.01% 0.01% 373 -156 -0.28% Q1 2026 May 14, 2026
Sage Investment Counsel LLC History Added to 55,408 2,242 2.49% 2.72% 374 +1,490 2.76% Q1 2026 Apr 24, 2026
UniSuper Management Pty Ltd History No change 39,550 2,229 0.01% 0.01% 375 0 0.0% Q1 2026 May 11, 2026
GatePass Capital, LLC History Added to 54,450 2,203 1.03% 0.19% 376 +46,450 580.63% Q1 2026 May 06, 2026
PARK AVENUE SECURITIES LLC History Reduced 54,427 2,199 0.02% 0.02% 378 -267 -0.49% Q1 2026 Apr 07, 2026
EVERETT HARRIS & CO /CA/ History No change 54,342 2,199 0.03% 0.03% 377 0 0.0% Q1 2026 May 08, 2026
Value Partners Investments Inc. History Added to 54,130 2,189 0.17% 0.18% 379 +3,099 6.07% Q1 2026 Apr 21, 2026
Metis Global Partners, LLC History Reduced 53,540 2,162 0.05% 0.06% 380 -5,831 -9.82% Q1 2026 May 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 52,851 2,138 0.03% 0.03% 381 -308 -0.58% Q1 2026 May 01, 2026
TRUST CO OF VERMONT History No change 46,001 2,110 0.09% 0.09% 382 0 0.0% Q4 2025 Jan 16, 2026
Cardinal Point Capital Management ULC History No change 52,106 2,107 0.13% 0.16% 383 0 0.0% Q1 2026 Apr 20, 2026
Ravenswood Partners LP History Added to 51,365 2,078 0.77% 0.77% 384 +1,067 2.12% Q1 2026 May 12, 2026
Radnor Capital Management, LLC History Reduced 51,136 2,069 0.31% 0.36% 385 -1,000 -1.92% Q1 2026 Apr 15, 2026
AIA Group Ltd History Reduced 50,425 2,040 0.03% 0.05% 386 -21,875 -30.26% Q1 2026 May 06, 2026
Apollon Wealth Management, LLC History Reduced 50,310 2,036 0.03% 0.04% 387 -846 -1.65% Q1 2026 Apr 22, 2026
WULFF, HANSEN & CO. History No change 49,190 1,990 2.03% 1.89% 388 0 0.0% Q1 2026 May 07, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 49,103 1,987 0.08% 0.09% 389 0 0.0% Q1 2026 May 12, 2026
Koa Wealth Management, LLC History Added to 48,810 1,975 1.43% 1.53% 390 +217 0.45% Q1 2026 Apr 29, 2026
Rathbones Group PLC History Added to 48,475 1,957 0.01% 0.01% 391 +2,518 5.48% Q1 2026 May 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 48,279 1,953 0.06% 0.08% 392 -11,554 -19.31% Q1 2026 May 13, 2026
Schneider Downs Wealth Management Advisors, LP History No change 48,234 1,952 0.22% 0.25% 393 0 0.0% Q1 2026 May 14, 2026
Venturi Wealth Management, LLC History Added to 48,368 1,950 0.09% 0.09% 394 +3,557 7.94% Q1 2026 Apr 21, 2026
Northwest Financial Advisors History Reduced 46,916 1,898 3.66% 4.5% 395 -780 -1.64% Q1 2026 Apr 24, 2026
Curi Capital, LLC History Added to 46,460 1,880 0.03% 0.04% 396 +1,801 4.03% Q1 2026 May 15, 2026
Bond & Devick Financial Network, Inc. History New 46,200 1,869 0.52% 398 +46,200 New Q1 2026 Apr 08, 2026
Atria Investments, Inc History Reduced 46,186 1,869 0.02% 0.03% 397 -7,353 -13.73% Q1 2026 May 05, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 45,999 1,861 0.25% 0.28% 399 0 0.0% Q1 2026 May 15, 2026
Summit Financial, LLC History Added to 45,723 1,850 0.02% 0.03% 400 +1,244 2.8% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Reduced 45,683 1,848 0.01% 0.02% 401 -196 -0.43% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Reduced 44,976 1,820 0.01% 0.01% 402 -8,908 -16.53% Q1 2026 May 15, 2026
Rinkey Investments History No change 44,717 1,809 0.46% 0.52% 403 0 0.0% Q1 2026 May 11, 2026
Uniplan Investment Counsel, Inc. History Added to 40,365 1,794 0.18% 0.09% 404 +23,533 139.81% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History New 44,303 1,792 0.01% 405 +44,303 New Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 43,651 1,766 0.0% 0.0% 406 +545 1.26% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 43,124 1,745 0.01% 0.01% 407 +4,200 10.79% Q1 2026 May 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 42,972 1,739 0.14% 0.14% 408 +5,887 15.87% Q1 2026 May 05, 2026
Vise Technologies, Inc. History No change 37,344 1,713 0.03% 0.03% 409 0 0.0% Q1 2026 Apr 21, 2026
Walleye Trading LLC History Added to 42,100 1,703 0.0% 0.0% 410 +9,200 27.96% Q1 2026 May 08, 2026
ASR Vermogensbeheer N.V. History Reduced 41,776 1,687 0.02% 0.02% 411 -900 -2.11% Q1 2026 Apr 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 41,423 1,676 0.08% 0.1% 412 +1,023 2.53% Q1 2026 Apr 15, 2026
GROUP ONE TRADING LLC History Added to 40,585 1,642 0.0% 0.0% 413 +33,803 498.42% Q1 2026 May 13, 2026
Capital Group Investment Management Pte. Ltd. History No change 40,590 1,642 0.28% 0.3% 414 0 0.0% Q1 2026 May 13, 2026
Caprock Group, LLC History Added to 38,858 1,572 0.04% 0.03% 415 +8,589 28.38% Q1 2026 May 11, 2026
COMMERCE BANK History Added to 38,778 1,569 0.01% 0.0% 416 +26,242 209.33% Q1 2026 May 11, 2026
MOSELEY INVESTMENT MANAGEMENT INC History No change 38,687 1,565 0.5% 0.55% 417 0 0.0% Q1 2026 Apr 21, 2026
Lido Advisors, LLC History Added to 37,788 1,529 0.0% 0.0% 418 +13,729 57.06% Q1 2026 May 13, 2026
BINGHAM PRIVATE WEALTH, LLC History Added to 37,483 1,516 1.2% 1.44% 419 +1,166 3.21% Q1 2026 May 07, 2026
Integrated Wealth Concepts LLC History Added to 36,569 1,479 0.01% 0.01% 420 +18,336 100.56% Q1 2026 May 15, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 36,082 1,460 0.02% 0.02% 421 0 0.0% Q1 2026 May 04, 2026
Candriam S.C.A. History Added to 36,097 1,458 0.01% 0.01% 422 +1,670 4.85% Q1 2026 Apr 30, 2026
CREDIT AGRICOLE S A History Added to 35,866 1,451 0.0% 0.0% 423 +3,343 10.28% Q1 2026 May 15, 2026
PenderFund Capital Management Ltd. History Reduced 35,610 1,442 0.23% 0.33% 424 -10,500 -22.77% Q1 2026 May 15, 2026
Lester Murray Antman dba SimplyRich History No change 35,351 1,430 0.37% 0.42% 425 0 0.0% Q1 2026 May 01, 2026
Summit Trail Advisors, LLC History Added to 35,254 1,425 0.02% 0.02% 426 +4,805 15.78% Q1 2026 May 12, 2026
Vestmark Advisory Solutions, Inc. History Reduced 34,677 1,403 0.02% 0.03% 427 -15,449 -30.82% Q1 2026 May 15, 2026
Lombard Odier Asset Management (Switzerland) SA History Reduced 34,480 1,396 0.05% 0.08% 428 -7,883 -18.61% Q1 2026 May 15, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 34,332 1,389 0.05% 0.05% 429 -1,300 -3.65% Q1 2026 May 06, 2026
Orion Porfolio Solutions, LLC History Reduced 33,921 1,372 0.01% 0.03% 430 -42,583 -55.66% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 33,624 1,361 0.08% 0.02% 431 +28,585 567.28% Q1 2026 May 08, 2026
CHOREO, LLC History Added to 32,821 1,353 0.02% 0.02% 432 +2,663 8.83% Q1 2026 May 12, 2026
Tower Research Capital LLC (TRC) History Added to 33,369 1,350 0.04% 0.01% 433 +24,113 260.51% Q1 2026 May 15, 2026
Greenland Capital Management LP History Reduced 33,000 1,335 0.17% 0.16% 434 -500 -1.49% Q1 2026 May 15, 2026
Gilbert & Cook, Inc. History Added to 32,831 1,328 0.17% 0.19% 435 +143 0.44% Q1 2026 May 05, 2026
Headlands Technologies LLC History New 32,619 1,320 0.15% 436 +32,619 New Q1 2026 May 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 32,451 1,313 0.02% 0.02% 437 -3,829 -10.55% Q1 2026 May 11, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 32,391 1,310 0.03% 0.03% 438 -112 -0.34% Q1 2026 May 15, 2026
Hendershot Investments Inc. History No change 32,394 1,310 0.18% 0.19% 439 0 0.0% Q1 2026 Apr 27, 2026
Washington Trust Advisors, Inc. History Reduced 31,647 1,280 0.1% 0.11% 440 -501 -1.56% Q1 2026 Apr 06, 2026
Round Rock Advisors LLC History No change 30,712 1,242 0.19% 0.21% 441 0 0.0% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 30,650 1,240 0.0% 0.0% 442 +4,109 15.48% Q1 2026 May 13, 2026
REGIONS FINANCIAL CORP History Added to 30,547 1,236 0.01% 0.0% 443 +20,271 197.27% Q1 2026 May 05, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 30,433 1,232 0.04% 0.04% 444 0 0.0% Q1 2026 Apr 24, 2026
Phraction Management LLC History Reduced 30,172 1,221 0.25% 0.55% 445 -14,737 -32.82% Q1 2026 Apr 23, 2026
Portside Wealth Group, LLC History Added to 29,621 1,198 0.16% 0.18% 446 +943 3.29% Q1 2026 May 12, 2026
TWO SIGMA ADVISERS, LP History No change 26,050 1,195 0.0% 0.0% 447 0 0.0% Q4 2025 Feb 17, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 29,190 1,181 0.33% 0.36% 448 0 0.0% Q1 2026 May 11, 2026
Jefferies Financial Group Inc. History Reduced 28,474 1,152 0.01% 0.26% 449 -1,090,526 -97.46% Q1 2026 May 07, 2026
Advisory Services Network, LLC History Added to 28,381 1,148 0.02% 0.02% 450 +1,526 5.68% Q1 2026 May 15, 2026
Invst, LLC History New 28,298 1,145 0.13% 451 +28,298 New Q1 2026 May 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 27,806 1,125 0.0% 0.0% 452 -211 -0.75% Q1 2026 Apr 24, 2026
OSSIAM History Reduced 27,471 1,109 0.02% 0.03% 453 -7,338 -21.08% Q1 2026 May 14, 2026
NORDEN GROUP LLC History Reduced 27,377 1,107 0.11% 0.12% 454 -332 -1.2% Q1 2026 Apr 15, 2026
Compound Planning, Inc. History Reduced 27,036 1,094 0.03% 0.04% 455 -3,425 -11.24% Q1 2026 May 14, 2026
Segment Wealth Management, LLC History Reduced 26,977 1,091 0.06% 0.07% 456 -428 -1.56% Q1 2026 Apr 20, 2026
NBC SECURITIES, INC. History Reduced 26,647 1,078 0.08% 0.09% 457 -53 -0.2% Q1 2026 Apr 14, 2026
Point72 Asset Management, L.P. History New 26,500 1,072 0.0% 458 +26,500 New Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Added to 26,030 1,060 0.06% 0.04% 459 +7,088 37.42% Q1 2026 May 12, 2026
Powell Investment Advisors, LLC History Reduced 25,477 1,031 0.36% 0.51% 460 -6,609 -20.6% Q1 2026 Apr 23, 2026
Compass Ion Advisors, LLC History No change 27,546 1,013 0.1% 0.11% 461 0 0.0% Q1 2026 Apr 13, 2026
Evercore Wealth Management, LLC History Reduced 24,747 1,001 0.02% 0.03% 462 -14,750 -37.34% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 21,716 996 0.0% 0.0% 463 0 0.0% Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History Added to 24,598 995 0.03% 0.03% 464 +132 0.54% Q1 2026 Apr 28, 2026
Sava Infond d.o.o. History Reduced 24,490 991 0.14% 0.16% 465 -1,640 -6.28% Q1 2026 May 11, 2026
Clearstead Trust, LLC History Reduced 24,121 976 0.16% 0.19% 466 -2,250 -8.53% Q1 2026 May 06, 2026
Twin Tree Management, LP History Added to 23,900 967 0.02% 0.0% 467 +18,142 315.07% Q1 2026 May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 23,831 964 0.01% 0.01% 468 -72 -0.3% Q1 2026 May 15, 2026
Avior Wealth Management, LLC History Added to 23,308 943 0.03% 0.03% 469 +247 1.07% Q1 2026 Apr 09, 2026
Geneos Wealth Management Inc. History Reduced 23,107 935 0.02% 0.03% 470 -382 -1.63% Q1 2026 May 04, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 23,092 934 0.03% 0.0% 471 +21,000 1003.82% Q1 2026 May 13, 2026
DENALI ADVISORS LLC History No change 22,876 925 0.1% 0.12% 472 0 0.0% Q1 2026 May 08, 2026
Crestwood Advisors Group, LLC History Reduced 22,726 919 0.02% 0.02% 473 -1,856 -7.55% Q1 2026 May 05, 2026
Private Advisor Group, LLC History Reduced 22,727 919 0.0% 0.0% 474 -23 -0.1% Q1 2026 Apr 24, 2026
AVENIR CORP History No change 22,500 910 0.11% 0.11% 475 0 0.0% Q1 2026 May 14, 2026
Stratos Wealth Partners, LTD. History Added to 22,221 899 0.01% 0.01% 476 +6,338 39.9% Q1 2026 Apr 28, 2026
Kestra Advisory Services, LLC History Reduced 21,993 890 0.0% 0.0% 477 -2,953 -11.84% Q1 2026 Apr 30, 2026
Fisher Asset Management, LLC History Reduced 21,940 887 0.0% 0.0% 478 -4,506 -17.04% Q1 2026 May 05, 2026
TWINBEECH CAPITAL LP History New 21,477 869 0.09% 479 +21,477 New Q1 2026 May 15, 2026
Focus Partners Advisor Solutions, LLC History Added to 21,440 867 0.01% 0.01% 480 +5,283 32.7% Q1 2026 May 13, 2026
Cornerstone Advisory, LLC History Added to 21,383 865 0.08% 0.08% 481 +2,170 11.29% Q1 2026 May 04, 2026
Pembroke Management, LTD History No change 21,336 863 0.12% 0.1% 482 0 0.0% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 21,292 861 0.01% 0.01% 483 +1,413 7.11% Q1 2026 Apr 07, 2026
TIAA Wealth Investment Management LLC History New 21,143 855 0.01% 485 +21,143 New Q1 2026 May 12, 2026
Leonteq Securities AG History Added to 21,137 855 0.03% 0.02% 484 +4,427 26.49% Q1 2026 Apr 27, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History New 21,000 849 0.01% 486 +21,000 New Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 20,896 844 0.02% 0.05% 487 -2,482 -10.62% Q1 2026 Apr 27, 2026
Wealthspire Advisors, LLC History Added to 20,615 834 0.01% 0.01% 488 +2,866 16.15% Q1 2026 May 01, 2026
Allworth Financial LP History Reduced 20,450 827 0.0% 0.0% 489 -183 -0.89% Q1 2026 May 14, 2026
SYON CAPITAL LLC History Reduced 19,930 806 0.04% 0.05% 490 -1,285 -6.06% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Reduced 19,853 803 0.01% 0.01% 491 -4,360 -18.01% Q1 2026 May 13, 2026
C WorldWide Group Holding A/S History No change 19,510 790 0.02% 0.02% 492 0 0.0% Q1 2026 May 06, 2026
Marks Group Wealth Management, Inc History No change 19,385 784 0.08% 0.09% 493 0 0.0% Q1 2026 May 05, 2026
Lincoln Capital LLC History Reduced 19,216 777 0.15% 0.17% 494 -729 -3.66% Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Added to 18,806 766 0.01% 0.01% 495 +2,505 15.37% Q1 2026 Apr 07, 2026
OpenArc Corporate Advisory, LLC History Added to 18,792 760 0.01% 0.01% 496 +2,604 16.09% Q1 2026 May 11, 2026
Duncan Williams Asset Management, LLC History Reduced 18,435 746 0.21% 0.23% 497 -1,687 -8.38% Q1 2026 May 05, 2026
Lakewood Asset Management LLC History No change 18,349 742 0.47% 0.49% 498 0 0.0% Q1 2026 Apr 22, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 17,535 738 0.01% 0.01% 499 0 0.0% Q1 2026 Apr 13, 2026
Arkadios Wealth Advisors History Added to 18,206 736 0.01% 0.01% 500 +2,368 14.95% Q1 2026 May 18, 2026
Avalon Trust Co History Reduced 18,000 728 0.05% 0.06% 501 -3,000 -14.29% Q1 2026 May 06, 2026
One Capital Management, LLC History Added to 17,821 721 0.02% 0.02% 502 +1,873 11.74% Q1 2026 May 12, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 17,698 714 0.07% 0.08% 503 0 0.0% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 17,613 712 0.01% 0.01% 504 0 0.0% Q1 2026 Apr 24, 2026
Clearstead Advisors, LLC History Added to 17,548 710 0.01% 0.01% 505 +7,081 67.65% Q1 2026 May 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 17,275 699 0.02% 0.02% 506 +4,099 31.11% Q1 2026 Apr 07, 2026
FORA Capital, LLC History New 17,089 691 0.05% 507 +17,089 New Q1 2026 May 14, 2026
Tuttle Capital Management, LLC History No change 16,830 681 1.12% 1.71% 508 0 0.0% Q1 2026 May 04, 2026
WHALEROCK POINT PARTNERS, LLC History Added to 16,540 669 0.13% 0.11% 509 +4,247 34.55% Q1 2026 May 15, 2026
MEKETA INVESTMENT GROUP INC /ADV History No change 14,577 668 2.26% 2.26% 510 0 0.0% Q4 2025 Feb 11, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Added to 14,115 667 0.17% 0.05% 511 +10,849 332.18% Q1 2026 May 15, 2026
SKBA CAPITAL MANAGEMENT LLC History Reduced 16,458 666 0.09% 0.11% 512 -374 -2.22% Q1 2026 May 13, 2026
Brooklyn Investment Group History Added to 16,456 665 0.02% 0.03% 513 +2,861 21.04% Q1 2026 Apr 29, 2026
First Pacific Financial History Reduced 16,433 665 0.09% 0.1% 514 -517 -3.05% Q1 2026 Apr 23, 2026
TT Capital Management LLC History Reduced 16,200 655 0.54% 0.6% 515 -225 -1.37% Q1 2026 May 12, 2026
SHP Wealth Management History Reduced 16,162 654 0.05% 0.07% 516 -3,808 -19.07% Q1 2026 May 08, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 16,018 648 0.16% 0.2% 517 -1,960 -10.9% Q1 2026 Apr 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 15,975 646 0.01% 0.01% 518 -3,611 -18.44% Q1 2026 May 08, 2026
Rubicon Advisors, GP History Added to 15,875 642 0.56% 0.64% 519 +815 5.41% Q1 2026 May 14, 2026
Vontobel Holding Ltd. History Reduced 15,809 640 0.0% 0.0% 520 -11,456 -42.02% Q1 2026 May 08, 2026
Next Capital Management LLC History No change 15,750 637 0.19% 0.23% 521 0 0.0% Q1 2026 May 07, 2026
HUB Investment Partners, LLC History Added to 15,692 635 0.02% 0.02% 522 +1,012 6.89% Q1 2026 May 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 15,689 634 0.01% 0.01% 523 +3,243 26.06% Q1 2026 May 04, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 13,780 632 0.04% 0.04% 524 0 0.0% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 15,594 631 0.03% 0.03% 525 +176 1.14% Q1 2026 Apr 27, 2026
GARRISON POINT ADVISORS, LLC History No change 15,337 620 0.28% 0.31% 526 0 0.0% Q1 2026 May 12, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 15,001 607 0.09% 0.11% 527 0 0.0% Q1 2026 May 15, 2026
Glenview Trust Co History No change 15,007 607 0.01% 0.01% 528 0 0.0% Q1 2026 May 08, 2026
Quadcap Wealth Management, LLC History Reduced 14,928 604 0.07% 0.08% 529 -62 -0.41% Q1 2026 May 15, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 14,799 598 0.49% 0.5% 530 +1,054 7.67% Q1 2026 May 13, 2026
XXI WEALTH, LLC History Reduced 14,671 593 0.34% 0.41% 531 -68 -0.46% Q1 2026 May 07, 2026
SmartHarvest Portfolios, LLC History Added to 14,582 590 0.25% 0.23% 532 +4 0.03% Q1 2026 Apr 20, 2026
Douglas Lane & Associates, LLC History Reduced 14,462 585 0.01% 0.01% 533 -326 -2.2% Q1 2026 Apr 15, 2026
Wellspring Financial Advisors, LLC History Reduced 14,374 581 0.04% 0.07% 534 -3,720 -20.56% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 14,354 580 0.0% 0.0% 535 +3,670 34.35% Q1 2026 May 15, 2026
Bristol Gate Capital Partners Inc. History Added to 14,290 577 0.04% 0.04% 536 +37 0.26% Q1 2026 May 12, 2026
Mattern Wealth Management LLC History Reduced 14,241 576 0.11% 0.13% 537 -250 -1.73% Q1 2026 Apr 23, 2026
GoalVest Advisory LLC History No change 14,224 575 0.11% 0.12% 538 0 0.0% Q1 2026 Apr 13, 2026
TOWNSQUARE CAPITAL LLC History Added to 14,153 572 0.13% 0.14% 539 +880 6.63% Q1 2026 May 13, 2026
Moors & Cabot, Inc. History Reduced 14,120 571 0.02% 0.03% 540 -397 -2.73% Q1 2026 May 08, 2026
TBH Global Asset Management, LLC History Reduced 14,077 569 0.11% 0.11% 541 -740 -4.99% Q1 2026 Apr 22, 2026
Snowden Capital Advisors LLC History Reduced 14,056 567 0.02% 0.02% 542 -1,002 -6.65% Q1 2026 May 14, 2026
Financial Perspectives, Inc History Added to 14,014 567 0.16% 0.17% 543 +1 0.01% Q1 2026 May 11, 2026
Bridgefront Capital, LLC History New 13,818 559 0.14% 544 +13,818 New Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History Reduced 13,686 553 0.01% 0.02% 545 -1,012 -6.89% Q1 2026 Apr 30, 2026
Cordoba Advisory Partners LLC History No change 13,795 553 0.15% 0.16% 546 0 0.0% Q1 2026 Apr 28, 2026
Sterling Capital Management LLC History Reduced 13,619 551 0.01% 0.01% 547 -204 -1.48% Q1 2026 Apr 22, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 13,564 548 0.02% 0.03% 548 +20 0.15% Q1 2026 Apr 28, 2026
Composition Wealth, LLC History Added to 13,523 547 0.01% 0.01% 549 +2,031 17.67% Q1 2026 Apr 08, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 13,492 546 0.01% 0.0% 550 0 0.0% Q1 2026 May 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 13,150 532 0.0% 0.0% 551 +11,422 661.0% Q1 2026 May 13, 2026
Corus Family Wealth Advisors History Reduced 13,057 528 0.43% 0.49% 552 -315 -2.36% Q1 2026 Apr 28, 2026
SHUFRO ROSE & CO LLC History New 13,000 526 0.04% 553 +13,000 New Q1 2026 May 15, 2026
NWAM LLC History Added to 12,988 525 0.03% 0.03% 554 +2,705 26.31% Q1 2026 May 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 12,666 512 0.0% 555 +12,666 New Q1 2026 May 12, 2026
BAILARD, INC. History No change 12,625 510 0.01% 0.01% 556 0 0.0% Q1 2026 May 11, 2026
Birchwood Financial Partners, Inc. History No change 12,528 507 0.49% 0.57% 557 0 0.0% Q1 2026 May 05, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 12,447 503 0.44% 0.38% 558 -27,485 -68.83% Q1 2026 May 15, 2026
Corient IA LLC History Reduced 12,425 502 0.47% 0.56% 559 -620 -4.75% Q1 2026 May 14, 2026
Intellectus Partners, LLC History Reduced 12,321 498 0.1% 0.12% 560 -1,418 -10.32% Q1 2026 Apr 10, 2026
Global Retirement Partners, LLC History No change 10,817 496 0.01% 0.01% 561 0 0.0% Q4 2025 Feb 06, 2026
Accuvest Global Advisors History Added to 12,223 495 0.46% 0.28% 562 +3,945 47.66% Q1 2026 May 08, 2026
CRA Financial Services, LLC History No change 12,150 491 0.06% 0.07% 563 0 0.0% Q1 2026 Apr 09, 2026
CWM, LLC History Reduced 12,039 487 0.0% 0.0% 564 -2,559 -17.53% Q1 2026 May 14, 2026
4J Wealth Management LLC History No change 12,011 486 0.28% 0.32% 565 0 0.0% Q1 2026 May 05, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 12,000 485 0.0% 0.0% 566 0 0.0% Q1 2026 May 15, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 11,962 484 0.02% 0.02% 567 -243 -1.99% Q1 2026 May 11, 2026
Vident Advisory, LLC History Reduced 11,916 482 0.0% 0.01% 568 -1,035 -7.99% Q1 2026 May 14, 2026
O'Brien Wealth Partners LLC History No change 10,475 480 0.06% 0.06% 569 0 0.0% Q4 2025 Jan 22, 2026
Fortis Advisors, LLC History No change 11,850 479 0.24% 0.29% 570 0 0.0% Q1 2026 May 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 10,921 471 0.01% 0.01% 571 +5,071 86.68% Q1 2026 May 01, 2026
Merit Financial Group, LLC History Added to 11,510 465 0.0% 0.0% 573 +4,451 63.05% Q1 2026 Apr 15, 2026
Central Pacific Bank - Trust Division History Added to 11,500 465 0.06% 0.05% 574 +3,000 35.29% Q1 2026 Apr 07, 2026
Genus Capital Management Inc. History Added to 11,521 465 0.05% 0.05% 572 +2,247 24.23% Q1 2026 May 01, 2026
Carbahal Olsen Financial Services Group, LLC History No change 11,443 463 0.37% 0.4% 575 0 0.0% Q1 2026 May 11, 2026
Rochester Wealth Strategies, LLC History No change 11,400 461 0.28% 0.33% 576 0 0.0% Q1 2026 Apr 27, 2026
EFG International AG History No change 11,317 457 0.01% 0.01% 577 0 0.0% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History Reduced 11,205 456 0.01% 0.01% 579 -623 -5.27% Q1 2026 May 14, 2026
INTRUST BANK NA History Reduced 11,290 456 0.04% 0.04% 578 -26 -0.23% Q1 2026 May 06, 2026
Advisors Capital Management, LLC History Reduced 11,130 450 0.01% 0.01% 580 -30 -0.27% Q1 2026 May 01, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 11,072 448 0.07% 0.08% 581 -340 -2.98% Q1 2026 May 08, 2026
Scientech Research LLC History Added to 11,059 447 0.37% 0.25% 582 +2,497 29.16% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Added to 11,043 446 0.02% 0.01% 584 +4 0.04% Q1 2026 Apr 23, 2026
Legacy Private Trust Co. History No change 11,040 446 0.03% 0.03% 583 0 0.0% Q1 2026 Apr 07, 2026
CenterBook Partners LP History Reduced 10,998 445 0.02% 0.03% 585 -1,759 -13.79% Q1 2026 May 05, 2026
Cross Staff Investments Inc History No change 10,935 442 0.22% 0.28% 586 0 0.0% Q1 2026 Apr 23, 2026
Wellington Shields Capital Management, LLC History No change 10,906 440 0.07% 0.07% 587 0 0.0% Q1 2026 May 04, 2026
Foster Victor Wealth Advisors, LLC History Added to 9,635 438 0.03% 0.02% 588 +1,056 12.31% Q1 2026 Apr 20, 2026
Tenon Financial LLC History No change 10,812 437 0.17% 0.21% 589 0 0.0% Q1 2026 Apr 21, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 10,723 433 0.06% 591 +10,723 New Q1 2026 May 14, 2026
Prospera Financial Services Inc History Reduced 10,713 433 0.01% 0.01% 590 -1,013 -8.64% Q1 2026 Apr 14, 2026
GREENLEAF TRUST History Added to 10,661 431 0.0% 0.0% 592 +1,570 17.27% Q1 2026 Apr 27, 2026
TRUST CO OF OKLAHOMA History No change 10,500 424 0.12% 0.14% 593 0 0.0% Q1 2026 Apr 20, 2026
M&T BANK CORP History Reduced 10,448 422 0.0% 0.0% 594 -333 -3.09% Q1 2026 May 12, 2026
Hanson & Doremus Investment Management History No change 10,426 422 0.05% 0.06% 595 0 0.0% Q1 2026 Apr 17, 2026
MML INVESTORS SERVICES, LLC History Reduced 10,419 421 0.0% 0.01% 596 -41,438 -79.91% Q1 2026 May 04, 2026
Cambria Investment Management, L.P. History Reduced 10,412 421 0.02% 0.03% 597 -933 -8.22% Q1 2026 May 14, 2026
WESTWOOD HOLDINGS GROUP INC History No change 10,381 420 0.0% 0.0% 598 0 0.0% Q1 2026 May 15, 2026
Meadow Creek Wealth Advisors LLC History Added to 10,308 417 0.27% 0.3% 599 +234 2.32% Q1 2026 Apr 30, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 10,239 414 0.03% 0.03% 600 +1,802 21.36% Q1 2026 May 06, 2026
STEPHENS INC /AR/ History Reduced 10,153 410 0.01% 0.01% 601 -440 -4.15% Q1 2026 Apr 28, 2026
Nicholas Hoffman & Company, LLC. History No change 10,090 408 0.01% 0.01% 602 0 0.0% Q1 2026 Apr 29, 2026
JBF Capital, Inc. History No change 10,000 404 0.06% 0.07% 603 0 0.0% Q1 2026 May 08, 2026
Plan A Wealth LLC History No change 10,004 404 0.19% 0.22% 604 0 0.0% Q1 2026 May 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 8,961 403 0.01% 0.01% 605 0 0.0% Q1 2026 May 06, 2026
Anchor Investment Management, LLC History Reduced 9,945 402 0.03% 0.05% 606 -3,079 -23.64% Q1 2026 May 01, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 9,940 402 0.05% 0.05% 607 +1,036 11.64% Q1 2026 May 11, 2026
Ethic Inc. History Added to 9,912 401 0.01% 0.01% 608 +1,217 14.0% Q1 2026 Apr 27, 2026
Brevan Howard Capital Management LP History New 9,901 400 0.0% 610 +9,901 New Q1 2026 May 15, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 9,884 400 0.01% 0.01% 609 +1,608 19.43% Q1 2026 May 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 9,831 397 0.0% 0.0% 611 +2,810 40.02% Q1 2026 May 05, 2026
PDS Planning, Inc History Reduced 9,706 392 0.03% 0.03% 612 -1,098 -10.16% Q1 2026 Apr 21, 2026
Malaga Cove Capital, LLC History Reduced 9,654 390 0.14% 0.2% 613 -2,995 -23.68% Q1 2026 May 07, 2026
River Street Advisors LLC History No change 9,649 390 0.13% 0.17% 614 0 0.0% Q1 2026 Apr 21, 2026
Quent Capital, LLC History Reduced 9,633 389 0.03% 0.04% 616 -3,064 -24.13% Q1 2026 Apr 28, 2026
Gibbs Wealth Management History Added to 9,625 389 0.05% 0.08% 617 +2,659 38.17% Q1 2026 May 13, 2026
Haverford Trust Co History Added to 9,621 389 0.0% 0.0% 615 +1,416 17.26% Q1 2026 May 11, 2026
Frisch Financial Group, Inc. History Reduced 9,610 388 0.08% 0.1% 618 -525 -5.18% Q1 2026 May 05, 2026
Pure Financial Advisors, LLC History Added to 9,508 384 0.01% 0.01% 619 +770 8.81% Q1 2026 Apr 10, 2026
IHT Wealth Management, LLC History Reduced 9,503 384 0.01% 0.01% 620 -179 -1.85% Q1 2026 May 15, 2026
GAM Holding AG History No change 8,350 383 0.02% 0.02% 621 0 0.0% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 9,444 381 0.0% 0.0% 622 +804 9.31% Q1 2026 May 12, 2026
Checchi Capital Advisers, LLC History Added to 9,399 380 0.02% 0.02% 623 +145 1.57% Q1 2026 May 04, 2026
TWO SIGMA SECURITIES, LLC History New 9,389 379 0.04% 625 +9,389 New Q1 2026 May 15, 2026
Cassaday & Co Wealth Management LLC History Added to 9,396 379 0.01% 0.01% 624 +72 0.77% Q1 2026 May 07, 2026
Boston Trust Walden Corp History Added to 9,352 378 0.0% 0.0% 626 +1,531 19.58% Q1 2026 Apr 24, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History New 9,143 376 0.17% 627 +9,143 New Q1 2026 Apr 22, 2026
Aprio Wealth Management, LLC History Reduced 9,282 375 0.02% 0.02% 628 -123 -1.31% Q1 2026 May 11, 2026
Legacy Advisors, LLC History Added to 9,255 374 0.04% 0.04% 629 +271 3.02% Q1 2026 May 05, 2026
Heartwood Wealth Advisors LLC History No change 9,178 370 0.03% 0.04% 630 0 0.0% Q1 2026 Apr 07, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 9,099 368 0.0% 0.0% 631 +1,322 17.0% Q1 2026 Apr 27, 2026
Sagewood Asset Management LP History Added to 9,009 364 0.11% 0.11% 632 +2,259 33.47% Q1 2026 May 13, 2026
Bryn Mawr Trust Advisors, LLC History No change 9,004 364 0.02% 0.02% 633 0 0.0% Q1 2026 May 04, 2026
Empower Advisory Group, LLC History New 8,985 362 0.0% 634 +8,985 New Q1 2026 May 14, 2026
CORTLAND ASSOCIATES INC/MO History No change 8,851 358 0.05% 0.05% 635 0 0.0% Q1 2026 Apr 30, 2026
OSLO PENSJONSFORSIKRING AS History New 8,850 357 0.06% 637 +8,850 New Q1 2026 May 08, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 8,834 357 0.06% 0.07% 636 +310 3.64% Q1 2026 May 05, 2026
Tactive Advisors, LLC History Added to 8,749 354 0.1% 0.1% 638 +1,597 22.33% Q1 2026 Apr 16, 2026
EP Wealth Advisors, LLC History Added to 8,744 353 0.0% 0.0% 639 +1,127 14.8% Q1 2026 May 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 8,701 352 0.01% 0.01% 640 -1,121 -11.41% Q1 2026 May 07, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 8,690 351 0.01% 0.01% 641 -96 -1.09% Q1 2026 Apr 29, 2026
TRED AVON FAMILY WEALTH, LLC History No change 8,685 351 0.12% 0.13% 642 0 0.0% Q1 2026 Apr 22, 2026
BEACON FINANCIAL PLANNING, INC History New 8,662 350 0.14% 645 +8,662 New Q1 2026 Apr 22, 2026
Institute for Wealth Management, LLC. History Added to 8,654 350 0.04% 0.04% 643 +644 8.04% Q1 2026 May 13, 2026
Verdence Capital Advisors LLC History Added to 8,671 350 0.02% 0.02% 644 +197 2.32% Q1 2026 Apr 30, 2026
UMB Bank, n.a. History Reduced 8,637 349 0.0% 0.01% 646 -1,341 -13.44% Q1 2026 May 11, 2026
Engineers Gate Manager LP History Reduced 8,636 349 0.0% 0.01% 647 -989 -10.28% Q1 2026 May 15, 2026
LGT Group Foundation History No change 8,612 349 0.0% 0.0% 648 0 0.0% Q1 2026 Apr 28, 2026
V-Square Quantitative Management LLC History No change 8,641 349 0.04% 0.04% 649 0 0.0% Q1 2026 Apr 27, 2026
Westfuller Advisors, LLC History No change 8,641 349 0.15% 0.16% 650 0 0.0% Q1 2026 Apr 28, 2026
Trust Point Inc. History New 8,578 347 0.03% 652 +8,578 New Q1 2026 Apr 15, 2026
Legacy Financial Advisors, Inc. History Added to 8,597 347 0.05% 0.05% 651 +480 5.91% Q1 2026 Apr 30, 2026
HM PAYSON & CO History Added to 8,517 344 0.0% 0.01% 653 +668 8.51% Q1 2026 Apr 13, 2026
ELEVATUS WELATH MANAGEMENT History Added to 8,498 343 0.18% 0.1% 654 +129 1.54% Q1 2026 Apr 15, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Added to 8,412 340 0.02% 0.02% 655 +750 9.79% Q1 2026 Apr 13, 2026
Mediolanum International Funds Ltd History Reduced 8,766 339 0.0% 0.01% 656 -4,699 -34.9% Q1 2026 May 06, 2026
GUERRA PAN ADVISORS, LLC History No change 8,370 338 0.21% 0.23% 657 0 0.0% Q1 2026 May 12, 2026
Independent Advisor Alliance History Reduced 8,330 337 0.0% 0.02% 658 -6,562 -44.06% Q1 2026 May 12, 2026
AMG National Trust Bank History Reduced 8,286 335 0.01% 0.01% 659 -483 -5.51% Q1 2026 May 04, 2026
Atlanta Consulting Group Advisors, LLC History No change 8,267 335 0.07% 0.09% 660 0 0.0% Q1 2026 May 15, 2026
Essex Bank History No change 8,272 334 0.07% 0.08% 661 0 0.0% Q1 2026 Apr 17, 2026
GAMMA Investing LLC History Added to 8,203 331 0.02% 0.02% 662 +400 5.13% Q1 2026 Apr 06, 2026
Dorsey & Whitney Trust CO LLC History Added to 8,133 329 0.02% 0.02% 663 +345 4.43% Q1 2026 May 14, 2026
Walker Asset Management, LLC History No change 8,152 329 0.18% 0.2% 664 0 0.0% Q1 2026 Apr 24, 2026
Kathmere Capital Management, LLC History Added to 8,108 328 0.02% 0.02% 665 +12 0.15% Q1 2026 Apr 28, 2026
World Investment Advisors History Added to 8,042 325 0.01% 0.0% 666 +3,050 61.1% Q1 2026 Apr 27, 2026
Voya Financial Advisors, Inc. History Reduced 8,254 322 0.03% 0.04% 667 -887 -9.7% Q1 2026 May 12, 2026
Family Manage LLC History No change 7,945 320 0.04% 0.05% 668 0 0.0% Q1 2026 May 15, 2026
Autumn Glory Partners, LLC History Added to 7,835 317 0.12% 0.12% 669 +500 6.82% Q1 2026 May 04, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 7,816 316 0.01% 0.01% 671 -647 -7.65% Q1 2026 Apr 23, 2026
APPLETON PARTNERS INC/MA History No change 7,809 316 0.02% 0.02% 670 0 0.0% Q1 2026 Apr 28, 2026
Summerhill Capital Management lnc. History New 7,802 315 0.27% 672 +7,802 New Q1 2026 Apr 22, 2026
Savant Capital, LLC History Added to 7,745 313 0.0% 0.0% 673 +2,102 37.25% Q1 2026 May 04, 2026
Capital Investment Advisory Services, LLC History Added to 7,744 313 0.02% 0.02% 674 +40 0.52% Q1 2026 May 05, 2026
Concurrent Investment Advisors, LLC History Added to 7,690 311 0.0% 0.0% 677 +1,730 29.03% Q1 2026 Apr 20, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 7,690 311 0.11% 0.14% 676 -294 -3.68% Q1 2026 Apr 09, 2026
Newman Dignan & Sheerar, Inc. History No change 7,697 311 0.07% 0.07% 675 0 0.0% Q1 2026 Apr 13, 2026
West Family Investments, Inc. History Added to 7,586 307 0.11% 0.07% 678 +674 9.75% Q1 2026 May 07, 2026
Financial Security Advisor, Inc. History No change 7,488 303 0.06% 0.07% 679 0 0.0% Q1 2026 May 04, 2026
Joel Isaacson & Co., LLC History No change 7,249 293 0.01% 0.01% 680 0 0.0% Q1 2026 Apr 22, 2026
Mill Creek Capital Advisors, LLC History No change 7,255 293 0.01% 0.01% 681 0 0.0% Q1 2026 May 14, 2026
Ascent Group, LLC History Added to 7,109 287 0.01% 0.01% 682 +584 8.95% Q1 2026 May 15, 2026
Wedmont Private Capital History No change 6,807 286 0.01% 0.01% 683 0 0.0% Q1 2026 Apr 09, 2026
Americana Partners, LLC History Reduced 7,019 284 0.01% 0.01% 684 -173 -2.41% Q1 2026 May 12, 2026
Ellevest, Inc. History No change 6,970 282 0.04% 0.04% 685 0 0.0% Q1 2026 May 11, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 6,964 281 0.06% 0.08% 687 -1,324 -15.97% Q1 2026 May 12, 2026
Net Worth Advisory Group History Added to 6,949 281 0.06% 0.06% 686 +262 3.92% Q1 2026 May 05, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 6,923 280 0.03% 0.04% 688 -1,487 -17.68% Q1 2026 Apr 30, 2026
Verity & Verity, LLC History No change 6,840 276 0.02% 0.02% 689 0 0.0% Q1 2026 Apr 15, 2026
New England Professional Planning Group Inc. History No change 6,750 273 0.11% 0.13% 690 0 0.0% Q1 2026 May 13, 2026
Values Added Financial LLC History No change 6,750 273 0.11% 0.13% 691 0 0.0% Q1 2026 Apr 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 6,706 271 0.01% 0.01% 692 +1,546 29.96% Q1 2026 May 14, 2026
Wealthfront Advisers LLC History Added to 6,697 271 0.0% 0.0% 693 +802 13.6% Q1 2026 May 05, 2026
TAGStone Capital, Inc. History No change 6,688 270 0.1% 0.11% 694 0 0.0% Q1 2026 May 11, 2026
NOMURA HOLDINGS INC History New 6,600 267 0.0% 696 +6,600 New Q1 2026 May 15, 2026
TOTH FINANCIAL ADVISORY CORP History No change 6,600 267 0.03% 0.03% 695 0 0.0% Q1 2026 Apr 16, 2026
Walleye Capital LLC History New 6,540 264 0.0% 699 +6,540 New Q1 2026 May 13, 2026
United Community Bank History New 6,538 264 0.09% 700 +6,538 New Q1 2026 Apr 24, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History No change 6,525 264 0.15% 0.16% 697 0 0.0% Q1 2026 May 01, 2026
Addison Advisors LLC History No change 6,529 264 0.06% 0.07% 698 0 0.0% Q1 2026 May 08, 2026
Arax Advisory Partners History Reduced 6,522 263 0.01% 0.01% 701 -4,664 -41.69% Q1 2026 May 13, 2026
Permanent Capital Management, LP History Reduced 5,823 262 0.04% 0.07% 703 -1,554 -21.07% Q1 2026 May 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 6,479 262 0.0% 0.0% 702 0 0.0% Q1 2026 May 15, 2026
Fifth Third Wealth Advisors LLC History Reduced 6,308 255 0.01% 0.01% 704 -375 -5.61% Q1 2026 Apr 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 6,325 255 0.02% 0.02% 705 +141 2.28% Q1 2026 May 12, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 6,267 253 0.01% 0.03% 706 -2,443 -28.05% Q1 2026 Apr 17, 2026
Modera Wealth Management, LLC History Reduced 6,242 252 0.0% 0.0% 707 -346 -5.25% Q1 2026 May 06, 2026
Legacy Capital Wealth Partners, LLC History Reduced 6,235 252 0.05% 0.06% 708 -90 -1.42% Q1 2026 May 15, 2026
Ascentis Independent Advisors History Reduced 6,240 252 0.02% 0.05% 709 -1 -0.02% Q1 2026 Apr 28, 2026
Aptus Capital Advisors, LLC History Added to 6,221 251 0.0% 0.0% 710 +206 3.42% Q1 2026 May 11, 2026
Pine Valley Investments Ltd Liability Co History No change 5,473 251 0.01% 0.01% 711 0 0.0% Q4 2025 Feb 13, 2026
IFC Advisors LLC History No change 6,178 250 0.04% 0.04% 712 0 0.0% Q1 2026 May 04, 2026
Hikari Power Ltd History No change 6,150 249 0.02% 0.02% 713 0 0.0% Q1 2026 Apr 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 6,121 247 0.0% 0.01% 714 -1,988 -24.52% Q1 2026 May 05, 2026
CreativeOne Wealth, LLC History Reduced 6,084 246 0.01% 0.01% 716 -225 -3.57% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Reduced 6,090 246 0.01% 0.01% 715 -114 -1.84% Q1 2026 May 08, 2026
Keebeck Wealth Management History No change 6,093 246 0.03% 0.03% 717 0 0.0% Q1 2026 May 14, 2026
Income Insurance Ltd History No change 6,088 245 0.17% 0.18% 718 0 0.0% Q1 2026 May 11, 2026
Provenance Wealth Advisors, LLC History No change 6,071 245 0.03% 0.03% 719 0 0.0% Q1 2026 Apr 20, 2026
Curated Wealth Partners LLC History Reduced 5,997 242 0.03% 0.04% 722 -2,105 -25.98% Q1 2026 Apr 09, 2026
Evanson Asset Management, LLC History Added to 6,000 242 0.01% 0.01% 720 +1,259 26.56% Q1 2026 Apr 08, 2026
Belpointe Asset Management LLC History Added to 6,003 242 0.01% 0.01% 721 +489 8.87% Q1 2026 Apr 28, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 5,967 241 0.0% 0.0% 723 +50 0.85% Q1 2026 May 15, 2026
AMERIFLEX GROUP, INC. History Added to 5,948 240 0.12% 0.14% 724 +8 0.13% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 5,908 239 0.0% 0.0% 725 -200 -3.27% Q1 2026 Apr 21, 2026
Harbour Capital Advisors, LLC History No change 5,175 239 0.05% 0.05% 726 0 0.0% Q1 2026 Apr 29, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 5,905 238 0.05% 727 +5,905 New Q1 2026 May 13, 2026
SummitTX Capital, L.P. History New 5,797 234 0.01% 729 +5,797 New Q1 2026 May 15, 2026
Excelsior Advisor Network LLC History New 5,796 234 0.09% 730 +5,796 New Q1 2026 May 15, 2026
Colonial Trust Co / SC History Reduced 5,785 234 0.03% 0.04% 728 -1,293 -18.27% Q1 2026 May 12, 2026
Lummis Asset Management, LP History No change 5,610 230 0.14% 0.16% 731 0 0.0% Q1 2026 May 11, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 5,660 229 0.01% 0.01% 732 -208 -3.54% Q1 2026 May 07, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 5,277 229 0.07% 0.07% 733 0 0.0% Q4 2025 Feb 10, 2026
FULTON BANK, N.A. History Added to 5,656 228 0.01% 0.01% 734 +515 10.02% Q1 2026 Apr 24, 2026
MONTAG A & ASSOCIATES INC History Reduced 5,568 225 0.01% 0.01% 735 -313 -5.32% Q1 2026 Apr 29, 2026
Roehl & Yi Investment Advisors, LLC History Reduced 5,518 223 0.08% 0.14% 736 -2,254 -29.0% Q1 2026 May 14, 2026
FOX RUN MANAGEMENT, L.L.C. History New 5,743 222 0.04% 737 +5,743 New Q1 2026 May 12, 2026
Laurus Global Equity Management Inc. History No change 5,459 220 0.22% 0.2% 738 0 0.0% Q1 2026 Apr 01, 2026
First Western Trust Bank History No change 5,428 219 0.01% 0.01% 739 0 0.0% Q1 2026 May 12, 2026
BRAVE ASSET MANAGEMENT INC History No change 5,400 218 0.05% 0.06% 740 0 0.0% Q1 2026 Apr 17, 2026
Capital Investment Advisors, LLC History No change 5,388 218 0.0% 0.0% 741 0 0.0% Q1 2026 Apr 17, 2026
BFSG, LLC History No change 5,403 218 0.02% 0.02% 742 0 0.0% Q1 2026 Apr 28, 2026
Ashton Thomas Private Wealth, LLC History New 5,386 217 0.01% 746 +5,386 New Q1 2026 May 11, 2026
GHP Investment Advisors, Inc. History New 5,362 217 0.01% 745 +5,362 New Q1 2026 Apr 21, 2026
Sovran Advisors, LLC History New 4,829 217 0.02% 747 +4,829 New Q1 2026 May 01, 2026
RHUMBLINE ADVISERS History Reduced 5,374 217 0.0% 0.0% 743 -11 -0.2% Q1 2026 May 12, 2026
Wealth Management Strategies, Inc. History No change 5,372 217 0.1% 0.11% 744 0 0.0% Q1 2026 May 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 5,323 215 0.15% 0.17% 748 0 0.0% Q1 2026 May 15, 2026
Principle Wealth Partners LLC History No change 5,337 215 0.01% 0.01% 749 0 0.0% Q1 2026 May 07, 2026
Wilson & Boucher Capital Management, LLC History No change 5,314 215 0.14% 0.16% 750 0 0.0% Q1 2026 May 18, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 5,321 214 0.0% 0.0% 751 +731 15.93% Q1 2026 May 15, 2026
Banque Transatlantique SA History New 5,277 212 0.01% 754 +5,277 New Q1 2026 May 13, 2026
EWA, LLC History Added to 5,241 212 0.05% 0.05% 753 +474 9.94% Q1 2026 Apr 23, 2026
Northside Capital Management, LLC History No change 5,250 212 0.02% 0.02% 752 0 0.0% Q1 2026 Apr 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 5,225 211 0.01% 0.01% 755 +30 0.58% Q1 2026 Apr 21, 2026
55 North Private Wealth, LLC History New 5,212 210 0.05% 757 +5,212 New Q1 2026 Apr 17, 2026
Cromwell Holdings LLC History No change 5,209 210 0.12% 0.13% 756 0 0.0% Q1 2026 Apr 30, 2026
State of Wyoming History Added to 5,151 208 0.02% 0.02% 758 +290 5.97% Q1 2026 May 13, 2026
J. Safra Sarasin Holding AG History Added to 5,167 208 0.0% 0.0% 759 +28 0.54% Q1 2026 May 04, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 5,062 205 0.0% 0.0% 760 0 0.0% Q1 2026 May 11, 2026
Omnia Family Wealth, LLC History No change 5,060 204 0.06% 0.07% 761 0 0.0% Q1 2026 May 07, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 5,000 202 0.01% 0.01% 763 -4,000 -44.44% Q1 2026 May 14, 2026
EVOKE WEALTH, LLC History Added to 5,012 202 0.0% 0.0% 764 +558 12.53% Q1 2026 May 14, 2026
RWA WEALTH PARTNERS, LLC History No change 5,000 202 0.0% 0.0% 762 0 0.0% Q1 2026 May 13, 2026
Clark Capital Management Group, Inc. History Added to 4,982 201 0.0% 0.0% 765 +220 4.62% Q1 2026 May 15, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History New 4,405 200 0.15% 769 +4,405 New Q1 2026 May 05, 2026
Occidental Asset Management, LLC History Reduced 4,948 200 0.02% 0.03% 767 -384 -7.2% Q1 2026 Apr 15, 2026
EverSource Wealth Advisors, LLC History Reduced 4,961 200 0.01% 0.01% 766 -18 -0.36% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Added to 4,964 200 0.02% 0.02% 768 +6 0.12% Q1 2026 Apr 28, 2026
PITTENGER & ANDERSON INC History Added to 4,873 197 0.01% 0.01% 770 +140 2.96% Q1 2026 May 01, 2026
Plato Investment Management Ltd History Added to 4,763 192 0.01% 0.01% 771 +502 11.78% Q1 2026 May 04, 2026
Park Place Capital Corp History No change 4,700 190 0.04% 0.04% 772 0 0.0% Q1 2026 Apr 09, 2026
Parallel Advisors, LLC History Added to 4,502 182 0.0% 0.0% 774 +157 3.61% Q1 2026 May 07, 2026
Roble, Belko & Company, Inc History No change 4,500 182 0.02% 0.03% 773 0 0.0% Q1 2026 Apr 16, 2026
SBI Securities Co., Ltd. History Reduced 4,386 177 0.0% 0.01% 775 -589 -11.84% Q1 2026 Apr 27, 2026
Fideuram Asset Management (Ireland) dac History New 2,628 167 0.02% 776 +2,628 New Q1 2026 May 11, 2026
Princeton Global Asset Management LLC History Added to 3,982 161 0.03% 0.03% 777 +3 0.08% Q1 2026 Apr 22, 2026
DHJJ Financial Advisors, Ltd. History No change 3,719 150 0.05% 0.06% 778 0 0.0% Q1 2026 Apr 09, 2026
Mountain Hill Investment Partners Corp. History No change 3,585 145 0.09% 0.12% 779 0 0.0% Q1 2026 May 01, 2026
Opal Wealth Advisors, LLC History New 3,569 144 0.03% 780 +3,569 New Q1 2026 Apr 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 3,414 138 0.0% 0.01% 781 -880 -20.49% Q1 2026 Apr 13, 2026
Investment Research & Advisory Group, Inc. History No change 3,375 136 0.05% 0.05% 782 0 0.0% Q1 2026 Apr 20, 2026
IFG Advisory, LLC History Reduced 3,142 127 0.36% 0.02% 783 -4,739 -60.13% Q1 2026 May 12, 2026
Larson Financial Group LLC History Added to 3,150 127 0.0% 0.0% 784 +772 32.46% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 3,110 125 0.0% 0.0% 785 +1,705 121.35% Q1 2026 May 06, 2026
Morse Asset Management, Inc History No change 2,700 109 0.02% 0.02% 786 0 0.0% Q1 2026 May 14, 2026
Union Bancaire Privee, UBP SA History No change 3,060 103 0.0% 0.0% 787 0 0.0% Q1 2026 Apr 22, 2026
CENTAURUS FINANCIAL, INC. History No change 2,522 102 0.0% 0.01% 788 0 0.0% Q1 2026 May 18, 2026
Rosenberg Matthew Hamilton History No change 2,313 93 0.02% 0.02% 789 0 0.0% Q1 2026 Apr 06, 2026
Western Wealth Management, LLC History New 2,291 92 0.0% 791 +2,291 New Q1 2026 May 19, 2026
Community Bank, N.A. History No change 2,292 92 0.01% 0.01% 790 0 0.0% Q1 2026 May 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 2,161 87 0.0% 0.01% 792 -4,748 -68.72% Q1 2026 Apr 27, 2026
HARBOUR INVESTMENTS, INC. History Reduced 2,119 85 0.0% 0.01% 793 -3,752 -63.91% Q1 2026 May 15, 2026
Coastline Trust Co History No change 2,100 84 0.01% 0.01% 794 0 0.0% Q1 2026 Apr 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 2,067 83 0.02% 0.02% 795 +665 47.43% Q1 2026 Apr 29, 2026
Smartleaf Asset Management LLC History Reduced 2,163 83 0.0% 0.0% 796 -164 -7.05% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,972 79 0.0% 0.0% 797 +35 1.81% Q1 2026 Apr 30, 2026
CENTRAL TRUST Co History Added to 1,840 74 0.0% 0.0% 798 +135 7.92% Q1 2026 Apr 17, 2026
Parkside Financial Bank & Trust History No change 1,815 73 0.01% 0.01% 799 0 0.0% Q1 2026 May 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 1,800 72 0.02% 0.01% 800 +600 50.0% Q1 2026 May 15, 2026
TOBAM History Added to 1,258 71 0.02% 0.0% 801 +991 371.16% Q1 2026 May 12, 2026
Arkos Global Advisors History New 1,541 62 0.01% 803 +1,541 New Q1 2026 May 13, 2026
FIRST HORIZON CORP History Added to 1,553 62 0.0% 0.0% 802 +645 71.04% Q1 2026 Apr 30, 2026
ALBION FINANCIAL GROUP /UT History No change 1,500 60 0.0% 0.0% 804 0 0.0% Q1 2026 Apr 27, 2026
MidFirst Bank History New 1,449 58 0.0% 805 +1,449 New Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,343 54 0.01% 0.01% 806 +197 17.19% Q1 2026 May 11, 2026
ATLAS CAPITAL ADVISORS INC. History New 1,312 53 0.01% 807 +1,312 New Q1 2026 May 11, 2026
Pinnacle Bancorp, Inc. History Reduced 1,308 52 0.02% 0.02% 808 -16 -1.21% Q1 2026 Apr 22, 2026
Prestige Wealth Management Group LLC History No change 1,297 52 0.01% 0.01% 809 0 0.0% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Reduced 1,247 50 0.0% 0.0% 810 -1,140 -47.76% Q1 2026 May 01, 2026
Financial Gravity Asset Management, Inc. History No change 1,245 50 0.01% 0.01% 811 0 0.0% Q1 2026 May 08, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 1,229 49 0.01% 0.0% 812 +824 203.46% Q1 2026 May 06, 2026
Boreal Capital Management LLC History No change 1,200 48 0.04% 0.04% 813 0 0.0% Q1 2026 May 14, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 1,035 42 0.0% 0.0% 814 0 0.0% Q1 2026 May 05, 2026
Seneschal Advisors, LLC History No change 1,012 40 0.03% 0.03% 815 0 0.0% Q1 2026 May 08, 2026
IFP Advisors, Inc History Reduced 987 39 0.0% 0.0% 817 -1,822 -64.86% Q1 2026 Apr 13, 2026
Leo H. Evart, Inc. History New 970 39 0.03% 819 +970 New Q1 2026 May 13, 2026
AdvisorNet Financial, Inc History No change 964 39 0.0% 0.0% 816 0 0.0% Q1 2026 Apr 17, 2026
HHM Wealth Advisors, LLC History No change 983 39 0.0% 0.01% 818 0 0.0% Q1 2026 Apr 17, 2026
PRIVATE TRUST CO NA History Reduced 958 38 0.0% 0.0% 820 -19 -1.94% Q1 2026 Apr 30, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 935 37 0.0% 0.0% 821 0 0.0% Q1 2026 May 11, 2026
Quantbot Technologies LP History New 862 34 0.0% 822 +862 New Q1 2026 May 13, 2026
ST GERMAIN D J CO INC History No change 811 32 0.0% 0.0% 823 0 0.0% Q1 2026 Apr 13, 2026
Johnson Financial Group, Inc. History Reduced 770 31 0.0% 0.0% 824 -1,681 -68.58% Q1 2026 May 07, 2026
ENTRUST FINANCIAL LLC History No change 769 31 0.02% 0.03% 825 0 0.0% Q1 2026 May 12, 2026
CVA Family Office, LLC History Added to 748 30 0.0% 0.0% 826 +328 78.1% Q1 2026 Apr 29, 2026
New England Capital Financial Advisors LLC History Added to 752 30 0.01% 0.01% 827 +1 0.13% Q1 2026 Apr 27, 2026
Turim 21 Investimentos Ltda. History New 620 29 0.01% 830 +620 New Q1 2026 May 15, 2026
SageView Advisory Group, LLC History No change 645 29 0.0% 0.0% 828 0 0.0% Q4 2025 Feb 17, 2026
Hilltop National Bank History No change 724 29 0.01% 0.01% 829 0 0.0% Q1 2026 Apr 02, 2026
First Command Advisory Services, Inc. History New 681 27 0.0% 831 +681 New Q1 2026 May 07, 2026
Truvestments Capital LLC History No change 640 25 0.0% 0.01% 832 0 0.0% Q1 2026 May 13, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 600 24 0.01% 833 +600 New Q1 2026 May 11, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 590 23 0.01% 836 +590 New Q1 2026 May 08, 2026
Blue Trust, Inc. History Added to 588 23 0.0% 0.0% 834 +20 3.52% Q1 2026 Apr 20, 2026
Western Pacific Wealth Management, LP History No change 586 23 0.02% 0.03% 835 0 0.0% Q1 2026 Apr 17, 2026
Sound Income Strategies, LLC History Added to 555 22 0.0% 0.0% 839 +55 11.0% Q1 2026 Apr 27, 2026
Colonial Trust Advisors History No change 550 22 0.0% 0.0% 837 0 0.0% Q1 2026 May 12, 2026
MCF Advisors LLC History No change 556 22 0.0% 0.0% 838 0 0.0% Q1 2026 May 11, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 481 22 0.01% 0.01% 840 0 0.0% Q4 2025 Feb 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 529 21 0.0% 0.0% 841 -59,250 -99.12% Q1 2026 May 13, 2026
Oakworth Capital, Inc. History No change 540 21 0.0% 0.0% 842 0 0.0% Q1 2026 Apr 24, 2026
Main Street Group, LTD History New 500 20 0.01% 844 +500 New Q1 2026 May 06, 2026
Fortis Group Advisors, LLC History No change 505 20 0.0% 0.0% 843 0 0.0% Q1 2026 May 08, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 494 19 0.0% 846 +494 New Q1 2026 Apr 14, 2026
SWISS RE LTD History No change 479 19 0.12% 0.0% 845 0 0.0% Q1 2026 May 12, 2026
Arlington Trust Co LLC History New 456 18 0.0% 849 +456 New Q1 2026 Apr 08, 2026
GPS Wealth Strategies Group, LLC History No change 412 18 0.02% 0.02% 847 0 0.0% Q4 2025 Feb 06, 2026
Costello Asset Management, INC History No change 460 18 0.01% 0.01% 848 0 0.0% Q1 2026 Apr 30, 2026
Salomon & Ludwin, LLC History Reduced 422 17 0.0% 0.0% 850 -16 -3.65% Q1 2026 May 11, 2026
Spire Wealth Management History Reduced 409 16 0.0% 0.0% 854 -479 -53.94% Q1 2026 Apr 22, 2026
Financial Network Wealth Advisors LLC History Added to 406 16 0.02% 0.02% 855 +27 7.12% Q1 2026 May 14, 2026
Clal Insurance Enterprises Holdings Ltd History No change 407 16 0.0% 0.0% 851 0 0.0% Q1 2026 May 12, 2026
Sunbelt Securities, Inc. History No change 412 16 0.0% 0.0% 852 0 0.0% Q1 2026 May 15, 2026
MTM Investment Management, LLC History No change 415 16 0.01% 0.01% 853 0 0.0% Q1 2026 May 06, 2026
Richardson Capital Management LLC History New 374 15 0.01% 858 +374 New Q1 2026 May 12, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 380 15 0.0% 0.0% 857 +218 134.57% Q1 2026 Apr 06, 2026
Financial Management Professionals, Inc. History No change 390 15 0.0% 0.0% 856 0 0.0% Q1 2026 Apr 15, 2026
Cornerstone Planning Group LLC History Added to 319 14 0.0% 0.0% 861 +25 8.5% Q1 2026 May 06, 2026
Jackson, Grant Investment Advisers, Inc. History No change 349 14 0.0% 0.01% 859 0 0.0% Q1 2026 May 08, 2026
Scarborough Advisors, LLC History No change 352 14 0.0% 0.0% 860 0 0.0% Q1 2026 May 07, 2026
Gen-Wealth Partners Inc History No change 325 13 0.0% 0.0% 862 0 0.0% Q1 2026 May 08, 2026
Miller Global Investments, LLC History New 315 12 0.01% 870 +315 New Q1 2026 Apr 06, 2026
Nemes Rush Group LLC History Added to 311 12 0.0% 0.0% 868 +276 788.57% Q1 2026 Apr 21, 2026
Bare Financial Services, Inc History Added to 311 12 0.0% 0.0% 869 +48 18.25% Q1 2026 May 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 315 12 0.0% 0.0% 864 -33 -9.48% Q1 2026 Apr 23, 2026
JFS WEALTH ADVISORS, LLC History Reduced 308 12 0.0% 0.0% 865 -11 -3.45% Q1 2026 Apr 20, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 312 12 0.0% 0.0% 863 0 0.0% Q1 2026 May 11, 2026
Tradewinds Capital Management, LLC History No change 300 12 0.0% 0.0% 866 0 0.0% Q1 2026 Apr 14, 2026
Grove Bank & Trust History No change 306 12 0.0% 0.0% 867 0 0.0% Q1 2026 Apr 08, 2026
VSM Wealth Advisory, LLC History No change 288 11 0.0% 0.0% 871 0 0.0% Q1 2026 May 05, 2026
BIRCHBROOK, INC. History No change 250 11 0.01% 0.01% 872 0 0.0% Q1 2026 Apr 08, 2026
Caldwell Trust Co History No change 288 11 0.0% 0.0% 873 0 0.0% Q1 2026 Apr 22, 2026
Versant Capital Management, Inc History Reduced 272 10 0.0% 0.0% 876 -541 -66.54% Q1 2026 Apr 06, 2026
Rossby Financial, LCC History Added to 267 10 0.0% 0.0% 879 +196 276.06% Q1 2026 May 11, 2026
Root Financial Partners, LLC History Added to 262 10 0.0% 0.0% 877 +14 5.65% Q1 2026 Apr 24, 2026
North Star Investment Management Corp. History No change 251 10 0.0% 0.0% 874 0 0.0% Q1 2026 Apr 23, 2026
Wellington Shields & Co., LLC History No change 264 10 0.0% 0.0% 875 0 0.0% Q1 2026 May 04, 2026
Hughes Financial Services, LLC History No change 265 10 0.0% 0.0% 878 0 0.0% Q1 2026 Apr 29, 2026
Dunhill Financial, LLC History No change 240 9 0.0% 0.0% 880 0 0.0% Q1 2026 May 06, 2026
CDKV HOLDINGS LLC History No change 225 9 0.01% 0.01% 881 0 0.0% Q1 2026 May 01, 2026
Sapience Investments, LLC History New 181 7 0.91% 885 +181 New Q1 2026 May 15, 2026
True Wealth Design, LLC History Added to 181 7 0.0% 0.0% 884 +128 241.51% Q1 2026 Apr 13, 2026
SRH ADVISORS, LLC History Reduced 190 7 0.0% 0.0% 882 -34 -15.18% Q1 2026 Apr 29, 2026
First PREMIER Bank History No change 181 7 0.0% 0.0% 883 0 0.0% Q1 2026 Apr 20, 2026
FINANCIAL CONSULATE, INC History Added to 165 6 0.0% 887 +159 2650.0% Q1 2026 Apr 21, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 160 6 0.0% 0.0% 886 0 0.0% Q1 2026 May 08, 2026
Imprint Wealth LLC History No change 151 6 0.03% 0.03% 888 0 0.0% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History New 147 5 0.0% 895 +147 New Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History New 144 5 0.0% 892 +144 New Q1 2026 May 07, 2026
TOMPKINS FINANCIAL CORP History New 139 5 0.0% 893 +139 New Q1 2026 Apr 09, 2026
JPL Wealth Management, LLC History New 138 5 0.0% 894 +138 New Q1 2026 May 08, 2026
FIRST UNITED BANK & TRUST History Reduced 141 5 0.0% 0.0% 890 -129 -47.78% Q1 2026 Apr 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 135 5 0.0% 0.0% 889 -13 -8.78% Q1 2026 Apr 14, 2026
Penserra Capital Management LLC History No change 138 5 0.0% 0.0% 891 0 0.0% Q1 2026 May 11, 2026
Cedar Mountain Advisors, LLC History Reduced 107 4 0.0% 0.0% 897 -190 -63.97% Q1 2026 Apr 30, 2026
Merkkuri Wealth Advisors LLC History New 113 4 0.0% 901 +113 New Q1 2026 Apr 21, 2026
Asset Dedication, LLC History No change 97 4 0.0% 0.0% 896 0 0.0% Q4 2025 Jan 26, 2026
NFSG Corp History No change 105 4 0.0% 0.0% 898 0 0.0% Q1 2026 May 05, 2026
Missouri Trust & Investment Co History No change 112 4 0.0% 0.0% 899 0 0.0% Q1 2026 May 14, 2026
McMillan Office, Inc. History No change 119 4 0.0% 0.0% 900 0 0.0% Q1 2026 Apr 23, 2026
BROWN, LISLE/CUMMINGS, INC. History New 85 3 0.0% 906 +85 New Q1 2026 Apr 17, 2026
MATHER GROUP, LLC. History New 85 3 0.0% 908 +85 New Q1 2026 Apr 13, 2026
Transamerica Financial Advisors, LLC History New 80 3 0.0% 907 +80 New Q1 2026 May 15, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 81 3 0.0% 0.0% 903 +56 224.0% Q1 2026 Apr 30, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 72 3 0.0% 0.0% 902 0 0.0% Q1 2026 May 11, 2026
Acumen Wealth Advisors, LLC History No change 97 3 0.0% 0.0% 904 0 0.0% Q1 2026 May 13, 2026
Sunrise Financial Services, LLC History No change 75 3 0.0% 0.0% 905 0 0.0% Q1 2026 Apr 29, 2026
Intentional Wealth Strategies, LLC History New 62 2 0.0% 912 +62 New Q1 2026 May 05, 2026
Triumph Capital Management History Added to 52 2 0.0% 910 +41 372.73% Q1 2026 May 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 68 2 0.0% 0.0% 909 -23 -25.27% Q1 2026 Apr 13, 2026
Private Wealth Management Group, LLC History No change 51 2 0.0% 0.0% 911 0 0.0% Q1 2026 Apr 23, 2026
Bruce G. Allen Investments, LLC History Reduced 26 1 0.0% 0.0% 916 -28 -51.85% Q1 2026 May 08, 2026
Mosley Wealth Management History New 22 1 0.0% 921 +22 New Q1 2026 Apr 27, 2026
Bell Investment Advisors, Inc History No change 46 1 0.0% 0.0% 913 0 0.0% Q1 2026 Apr 17, 2026
Covestor Ltd History No change 33 1 0.0% 0.0% 914 0 0.0% Q1 2026 May 05, 2026
Morton Brown Family Wealth, LLC History No change 30 1 0.0% 0.0% 915 0 0.0% Q1 2026 Apr 20, 2026
American Capital Advisory, LLC History No change 45 1 0.0% 0.0% 917 0 0.0% Q1 2026 Apr 29, 2026
Aventura Private Wealth, LLC History No change 42 1 0.0% 0.0% 918 0 0.0% Q1 2026 May 05, 2026
Dorato Capital Management History No change 30 1 0.0% 0.0% 919 0 0.0% Q1 2026 Apr 09, 2026
Cornerstone Financial Management LLC History No change 46 1 0.0% 0.0% 920 0 0.0% Q1 2026 May 08, 2026
Third Point LLC History Closed out 0 0 3.91% -6,200,000 -100.0% Q1 2026 May 15, 2026
Soroban Capital Partners LP History Closed out 0 0 1.83% -5,745,527 -100.0% Q1 2026 May 15, 2026
River Road Asset Management, LLC History Closed out 0 0 0.86% -1,704,456 -100.0% Q1 2026 Apr 30, 2026
Eldred Rock Partners, LLC History Closed out 0 0 5.04% -423,659 -100.0% Q1 2026 Apr 08, 2026
DDD Partners, LLC History Closed out 0 0 1.2% -410,009 -100.0% Q1 2026 Apr 28, 2026
PINEBRIDGE INVESTMENTS LLC History Closed out 0 0 0.08% -231,902 -100.0% Q1 2026 May 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Closed out 0 0 0.03% -153,823 -100.0% Q1 2026 May 08, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.14% -139,031 -100.0% Q1 2026 Apr 27, 2026
Hosking Partners LLP History Closed out 0 0 0.17% -111,808 -100.0% Q1 2026 Apr 21, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.04% -97,500 -100.0% Q1 2026 May 14, 2026
SOL Capital Management CO History Closed out 0 0 0.37% -88,912 -100.0% Q1 2026 Apr 24, 2026
INVESTMENT HOUSE LLC History Closed out 0 0 0.16% -72,894 -100.0% Q1 2026 Apr 29, 2026
L & S Advisors Inc History Closed out 0 0 0.24% -57,644 -100.0% Q1 2026 May 11, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.06% -52,322 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.01% -49,691 -100.0% Q1 2026 May 15, 2026
AlTi Global, Inc. History Closed out 0 0 0.05% -48,060 -100.0% Q1 2026 May 07, 2026
Bleakley Financial Group, LLC History Closed out 0 0 0.03% -41,910 -100.0% Q1 2026 May 04, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -30,759 -100.0% Q1 2026 May 12, 2026
OneDigital Investment Advisors LLC History Closed out 0 0 0.01% -21,313 -100.0% Q1 2026 May 08, 2026
Icon Wealth Advisors, LLC History Closed out 0 0 0.06% -20,945 -100.0% Q1 2026 May 12, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -20,860 -100.0% Q1 2026 May 04, 2026
ASPIRIANT, LLC History Closed out 0 0 0.03% -20,846 -100.0% Q1 2026 May 12, 2026
Heron Bay Capital Management History Closed out 0 0 0.17% -19,286 -100.0% Q1 2026 May 13, 2026
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.01% -17,686 -100.0% Q1 2026 May 15, 2026
Sendero Wealth Management, LLC History Closed out 0 0 0.06% -11,879 -100.0% Q1 2026 Apr 22, 2026
BBR PARTNERS, LLC History Closed out 0 0 0.02% -10,125 -100.0% Q1 2026 May 12, 2026
AlphaCore Capital LLC History Closed out 0 0 0.01% -9,969 -100.0% Q1 2026 May 15, 2026
Simplicity Wealth,LLC History Closed out 0 0 0.03% -9,617 -100.0% Q1 2026 Apr 30, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -9,375 -100.0% Q1 2026 Apr 29, 2026
Forum Financial Management, LP History Closed out 0 0 0.01% -9,239 -100.0% Q1 2026 Apr 23, 2026
waypoint wealth counsel History Closed out 0 0 0.15% -9,216 -100.0% Q1 2026 Apr 23, 2026
Caitong International Asset Management Co., Ltd History Reduced 20 0 0.1% -9,152 -99.78% Q1 2026 May 11, 2026
Farringdon Capital, Ltd. History Closed out 0 0 0.08% -7,096 -100.0% Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.06% -6,918 -100.0% Q1 2026 May 12, 2026
TCV Trust & Wealth Management, Inc. History Closed out 0 0 0.02% -6,733 -100.0% Q1 2026 Apr 21, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Closed out 0 0 0.23% -6,400 -100.0% Q1 2026 May 12, 2026
Rehmann Capital Advisory Group History Closed out 0 0 0.02% -6,292 -100.0% Q1 2026 May 15, 2026
Westerkirk Capital Inc. History Closed out 0 0 0.03% -6,140 -100.0% Q1 2026 May 14, 2026
Frank, Rimerman Advisors LLC History Closed out 0 0 0.02% -5,861 -100.0% Q1 2026 Apr 29, 2026
Equitable Holdings, Inc. History Closed out 0 0 0.0% -5,686 -100.0% Q1 2026 May 15, 2026
JOHNSON INVESTMENT COUNSEL INC History Closed out 0 0 0.0% -5,577 -100.0% Q1 2026 May 01, 2026
KDK Private Wealth Management, LLC History Closed out 0 0 0.22% -5,559 -100.0% Q1 2026 Apr 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.0% -5,367 -100.0% Q1 2026 Apr 29, 2026
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -5,158 -100.0% Q1 2026 May 05, 2026
Meridian Wealth Management, LLC History Closed out 0 0 0.01% -5,136 -100.0% Q1 2026 May 06, 2026
Douglass Winthrop Advisors, LLC History Closed out 0 0 0.0% -5,101 -100.0% Q1 2026 May 13, 2026
KAHN BROTHERS GROUP INC History Closed out 0 0 0.04% -5,070 -100.0% Q1 2026 May 08, 2026
CHILTON INVESTMENT CO INC. History Closed out 0 0 0.0% -5,014 -100.0% Q1 2026 May 15, 2026
SFE Investment Counsel History Closed out 0 0 0.04% -4,993 -100.0% Q1 2026 May 01, 2026
Canandaigua National Trust Co of Florida History Closed out 0 0 0.14% -4,961 -100.0% Q1 2026 Apr 08, 2026
Diversified Trust Co History Closed out 0 0 0.0% -4,875 -100.0% Q1 2026 Apr 16, 2026
August Group Capital Ltd History Closed out 0 0 0.25% -4,861 -100.0% Q1 2026 May 14, 2026
Stone Wealth Partners History Closed out 0 0 0.2% -4,848 -100.0% Q1 2026 May 07, 2026
Five Oceans Advisors History Closed out 0 0 0.08% -4,822 -100.0% Q1 2026 Apr 07, 2026
Prosperity Consulting Group, LLC History Closed out 0 0 0.01% -4,799 -100.0% Q1 2026 May 05, 2026
Fulcrum Equity Management History Closed out 0 0 0.21% -4,797 -100.0% Q1 2026 Apr 02, 2026
Balefire, LLC History Closed out 0 0 0.04% -4,793 -100.0% Q1 2026 May 07, 2026
Ducere Wealth Management LLC History Closed out 0 0 0.08% -4,742 -100.0% Q1 2026 May 11, 2026
New Republic Capital, LLC History Closed out 0 0 0.06% -4,724 -100.0% Q1 2026 May 01, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Closed out 0 0 0.01% -4,707 -100.0% Q1 2026 May 15, 2026
XPONANCE LLC History Closed out 0 0 0.0% -4,705 -100.0% Q1 2026 May 13, 2026
Canvas Wealth Advisors, LLC History Closed out 0 0 0.04% -4,680 -100.0% Q1 2026 Apr 28, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Closed out 0 0 0.03% -4,644 -100.0% Q1 2026 May 08, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 0.01% -4,630 -100.0% Q1 2026 May 11, 2026
Main Street Research LLC History Closed out 0 0 0.01% -4,628 -100.0% Q1 2026 Apr 30, 2026
HFG Advisors, Inc. History Closed out 0 0 0.15% -4,623 -100.0% Q1 2026 May 08, 2026
PKS Advisory Services, LLC History Closed out 0 0 0.05% -4,579 -100.0% Q1 2026 May 13, 2026
BNB Wealth Management, LLC History Closed out 0 0 0.13% -4,554 -100.0% Q1 2026 May 13, 2026
Investment Partners Asset Management, Inc. History Closed out 0 0 0.13% -4,540 -100.0% Q1 2026 Apr 07, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Closed out 0 0 0.01% -4,510 -100.0% Q1 2026 May 06, 2026
White Lighthouse Investment Management Inc. History Closed out 0 0 0.03% -4,489 -100.0% Q1 2026 May 14, 2026
S Harris Financial Group, LLC History Closed out 0 0 0.2% -4,478 -100.0% Q1 2026 Apr 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -4,464 -100.0% Q1 2026 May 14, 2026
Vivaldi Capital Management LP History Closed out 0 0 0.03% -4,430 -100.0% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 0.0% -3,156 -100.0% Q1 2026 May 05, 2026
Berbice Capital Management LLC History Closed out 0 0 0.07% -2,550 -100.0% Q1 2026 May 06, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 0.08% -2,220 -100.0% Q1 2026 May 12, 2026
eCIO, Inc. History Closed out 0 0 0.04% -1,870 -100.0% Q1 2026 Apr 14, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -1,285 -100.0% Q1 2026 May 07, 2026
SOUTH PLAINS FINANCIAL, INC. History Closed out 0 0 0.03% -1,098 -100.0% Q1 2026 May 13, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.01% -966 -100.0% Q1 2026 May 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.0% -595 -100.0% Q1 2026 Apr 14, 2026
Quattro Advisors LLC History Closed out 0 0 0.02% -564 -100.0% Q1 2026 May 14, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 0.0% -436 -100.0% Q1 2026 May 13, 2026
West Financial Advisors, LLC History Closed out 0 0 0.0% -375 -100.0% Q1 2026 Apr 08, 2026
Essential Partners LLC History Closed out 0 0 0.0% -183 -100.0% Q1 2026 May 21, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -178 -100.0% Q1 2026 May 01, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -160 -100.0% Q1 2026 Apr 24, 2026
United Financial Planning Group LLC History Closed out 0 0 0.0% -127 -100.0% Q1 2026 May 08, 2026
SouthState Bank Corp History Closed out 0 0 0.0% -88 -100.0% Q1 2026 May 05, 2026
DAGCO, INC. History Closed out 0 0 0.0% -82 -100.0% Q1 2026 Apr 20, 2026
McIlrath & Eck, LLC History Closed out 0 0 0.0% -54 -100.0% Q1 2026 May 19, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 0.0% -52 -100.0% Q1 2026 May 06, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -33 -100.0% Q1 2026 May 06, 2026
KERR FINANCIAL PLANNING Corp History New 22 0 +22 New Q1 2026 Apr 29, 2026
Stone House Investment Management, LLC History Reduced 11 0 0.0% -19 -63.33% Q1 2026 Apr 22, 2026
Frazier Financial Advisors, LLC History New 9 0 +9 New Q1 2026 May 05, 2026
DANSKE BANK A/S History No change 3 0 0 0.0% Q1 2026 May 12, 2026
COUNTRY TRUST BANK History No change 4 0 0 0.0% Q1 2026 Apr 10, 2026
Bogart Wealth, LLC History No change 3 0 0 0.0% Q1 2026 Apr 28, 2026
High Note Wealth, LLC History No change 7 0 0 0.0% Q1 2026 May 11, 2026
Beaird Harris Wealth Management, LLC History No change 13 0 0 0.0% Q1 2026 May 14, 2026
DiNuzzo Private Wealth, Inc. History No change 4 0 0 0.0% Q1 2026 Apr 08, 2026