Caris Life Sciences, Inc. - CAI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History Added to 30,785,585 550,446 0.03% 0.02% 1 +16,567,817 116.53% Q1 2026 May 15, 2026
J. H. Whitney Equity Partners VI, LLC History Reduced 18,256,615 326,428 100.0% 100.0% 2 -2,000,000 -9.87% Q1 2026 May 12, 2026
Sixth Street Partners Management Company, L.P. History Reduced 14,385,399 257,210 36.19% 53.72% 3 -5,000,000 -25.79% Q1 2026 May 15, 2026
COATUE MANAGEMENT LLC History No change 9,819,992 175,581 0.6% 0.66% 4 0 0.0% Q1 2026 May 15, 2026
BRAIDWELL LP History Added to 8,009,447 143,208 4.78% 6.74% 5 +193,305 2.47% Q1 2026 May 15, 2026
PointState Capital LP History Added to 7,360,446 131,604 1.67% 2.67% 6 +641,739 9.55% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Added to 5,588,257 99,919 0.07% 0.11% 7 +1,750,293 45.6% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 4,857,112 86,845 0.0% 0.0% 8 +2,485,876 104.83% Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 4,371,771 78,168 0.01% 0.01% 9 -456,194 -9.45% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 3,758,462 67,201 0.0% 10 +3,758,462 New Q1 2026 May 08, 2026
Neuberger Berman Group LLC History Reduced 3,590,586 64,199 0.05% 0.08% 11 -210,336 -5.53% Q1 2026 May 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,329,021 59,522 0.0% 12 +3,329,021 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 3,460,215 58,304 0.0% 0.0% 13 +1,014,934 41.51% Q1 2026 May 13, 2026
ORBIMED ADVISORS LLC History Reduced 2,806,811 50,185 0.99% 1.72% 14 -309,200 -9.92% Q1 2026 May 15, 2026
UBS Group AG History Added to 2,745,811 49,095 0.01% 0.01% 15 +561,831 25.73% Q1 2026 May 05, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 2,289,602 40,938 0.16% 0.0% 16 +2,289,037 405139.29% Q1 2026 May 08, 2026
Duquesne Family Office LLC History New 1,894,450 33,873 1.0% 17 +1,894,450 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,614,286 28,863 0.01% 0.01% 18 +928,460 135.38% Q1 2026 May 12, 2026
Clearbridge Investments, LLC History Added to 1,551,774 27,745 0.02% 0.03% 19 +135,567 9.57% Q1 2026 May 13, 2026
FIL Ltd History Added to 1,546,091 27,644 0.02% 0.02% 20 +423,316 37.7% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,527,756 27,316 0.01% 0.04% 21 -2,324,891 -60.35% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 1,322,752 23,650 0.02% 0.03% 22 -141,806 -9.68% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 1,222,278 21,854 0.0% 0.0% 23 +189,163 18.31% Q1 2026 May 12, 2026
Champlain Investment Partners, LLC History Added to 1,207,963 21,598 0.27% 0.26% 24 +268,598 28.59% Q1 2026 May 13, 2026
Capital World Investors History New 1,180,173 21,101 0.0% 25 +1,180,173 New Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 1,149,133 20,546 0.0% 0.01% 26 -321,162 -21.84% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 1,079,417 19,299 0.0% 0.0% 27 -715,574 -39.87% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 984,953 17,610 0.0% 0.0% 28 +724,308 277.89% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 918,331 16,419 0.02% 0.06% 29 -946,529 -50.76% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 778,532 13,920 0.0% 0.0% 30 +405,553 108.73% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 744,426 13,310 0.04% 0.01% 31 +677,240 1008.01% Q1 2026 May 15, 2026
Woodline Partners LP History No change 723,163 12,930 0.05% 0.08% 32 0 0.0% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Reduced 670,388 11,986 0.01% 0.02% 33 -103,464 -13.37% Q1 2026 May 11, 2026
Nuveen, LLC History Added to 663,578 11,864 0.0% 0.0% 34 +641,165 2860.68% Q1 2026 Apr 30, 2026
ZEVENBERGEN CAPITAL INVESTMENTS LLC History Added to 610,233 10,910 0.31% 0.33% 35 +67,048 12.34% Q1 2026 Apr 09, 2026
SEI INVESTMENTS CO History Added to 598,712 10,704 0.01% 0.0% 36 +574,261 2348.62% Q1 2026 May 13, 2026
Rock Springs Capital Management LP History Reduced 563,000 10,066 0.59% 0.95% 37 -124,500 -18.11% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 523,268 9,356 0.0% 0.0% 38 -599,480 -53.39% Q1 2026 May 15, 2026
Trexquant Investment LP History Added to 490,536 8,770 0.06% 0.02% 39 +407,831 493.12% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 449,900 8,044 0.01% 0.01% 40 +120,000 36.37% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 410,340 7,336 0.0% 0.0% 41 +60,198 17.19% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 408,079 7,296 0.0% 0.01% 42 -1,097,001 -72.89% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 322,766 5,771 0.0% 0.0% 43 +160,066 98.38% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 305,911 5,469 0.01% 0.01% 44 +63,132 26.0% Q1 2026 May 15, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 278,977 4,988 0.04% 0.05% 45 +60,672 27.79% Q1 2026 May 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 267,950 4,790 0.0% 0.01% 46 -673,689 -71.54% Q1 2026 May 14, 2026
Ghisallo Capital Management LLC History Reduced 250,000 4,470 0.12% 1.02% 47 -595,332 -70.43% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 239,150 4,276 0.01% 0.0% 48 +236,150 7871.67% Q1 2026 May 11, 2026
Bank of New York Mellon Corp History Added to 231,661 4,142 0.0% 0.0% 49 +181,258 359.62% Q1 2026 May 05, 2026
Parkman Healthcare Partners LLC History Added to 229,912 4,110 0.42% 0.32% 50 +104,912 83.93% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 210,593 3,765 0.0% 51 +210,593 New Q1 2026 May 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 194,710 3,481 0.01% 0.02% 52 +5,849 3.1% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 187,480 3,352 0.0% 0.01% 53 -19,513 -9.43% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 174,065 3,112 0.0% 0.0% 54 +137,117 371.11% Q1 2026 May 14, 2026
NORGES BANK History No change 110,294 2,975 0.0% 0.0% 55 0 0.0% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 153,512 2,744 0.0% 0.0% 56 +51,696 50.77% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 140,909 2,519 0.0% 0.0% 57 +75,987 117.04% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Added to 140,097 2,504 0.07% 0.0% 58 +136,280 3570.34% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 136,334 2,437 0.01% 0.01% 59 -13,666 -9.11% Q1 2026 May 15, 2026
Caption Management, LLC History Added to 133,332 2,383 0.01% 0.02% 60 +7,444 5.91% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 129,910 2,322 0.0% 0.01% 61 -3,051,046 -95.92% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History New 129,577 2,316 0.0% 62 +129,577 New Q1 2026 May 15, 2026
Man Group plc History New 128,971 2,306 0.0% 63 +128,971 New Q1 2026 May 15, 2026
ODDO BHF ASSET MANAGEMENT SAS History Reduced 109,539 1,958 0.08% 0.16% 64 -52,774 -32.51% Q1 2026 May 18, 2026
Engineers Gate Manager LP History Added to 102,757 1,837 0.02% 0.02% 65 +31,354 43.91% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 100,327 1,793 0.0% 0.01% 66 -82,055 -44.99% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 96,581 1,726 0.0% 67 +96,581 New Q1 2026 May 08, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 90,233 1,613 0.0% 0.0% 68 -7,285 -7.47% Q1 2026 May 14, 2026
PURA VIDA INVESTMENTS, LLC History No change 89,940 1,608 10.81% 9.07% 69 0 0.0% Q1 2026 May 12, 2026
Smartleaf Asset Management LLC History New 94,051 1,584 0.06% 70 +94,051 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 57,076 1,539 0.0% 0.0% 71 +36,689 179.96% Q1 2026 May 15, 2026
XTX Topco Ltd History New 78,506 1,403 0.02% 72 +78,506 New Q1 2026 May 15, 2026
Creative Planning History Reduced 77,998 1,394 0.0% 0.0% 73 -71,858 -47.95% Q1 2026 May 12, 2026
CITIGROUP INC History Added to 77,180 1,379 0.0% 0.0% 74 +46,455 151.2% Q1 2026 May 11, 2026
Burkehill Global Management, LP History No change 75,000 1,341 0.07% 0.13% 75 0 0.0% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 74,622 1,334 0.0% 0.0% 76 +51,241 219.16% Q1 2026 May 12, 2026
BARCLAYS PLC History Added to 74,423 1,330 0.0% 0.0% 77 +20,306 37.52% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 62,000 1,108 0.0% 0.0% 78 -146,197 -70.22% Q1 2026 May 12, 2026
TWINBEECH CAPITAL LP History New 58,100 1,038 0.11% 79 +58,100 New Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 56,744 1,014 0.0% 0.0% 80 -18,586 -24.67% Q1 2026 Apr 30, 2026
GROUP ONE TRADING LLC History Added to 56,373 1,007 0.0% 0.0% 81 +16,730 42.2% Q1 2026 May 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 53,607 958 0.0% 0.0% 82 +22,578 72.76% Q1 2026 May 04, 2026
NATIXIS History New 52,778 943 0.0% 83 +52,778 New Q1 2026 May 14, 2026
VANGUARD GROUP INC History No change 33,505 903 0.0% 0.0% 84 0 0.0% Q4 2025 Jan 29, 2026
China Universal Asset Management Co., Ltd. History Added to 50,069 895 0.07% 0.1% 85 +4,093 8.9% Q1 2026 Apr 27, 2026
Renaissance Capital LLC History Added to 43,484 826 0.6% 0.28% 86 +29,055 201.37% Q1 2026 May 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 45,700 817 0.0% 0.0% 87 +32,800 254.26% Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History Reduced 44,975 804 0.0% 0.0% 88 -223,640 -83.26% Q1 2026 May 13, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 43,080 770 0.07% 0.1% 89 -35,083 -44.88% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 42,041 751 0.0% 0.0% 90 +16,330 63.51% Q1 2026 May 06, 2026
CastleKnight Management LP History Added to 41,036 733 0.01% 0.01% 91 +30,600 293.22% Q1 2026 May 15, 2026
Entropy Technologies, LP History New 40,503 724 0.03% 92 +40,503 New Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 39,497 706 0.01% 0.0% 93 +27,565 231.02% Q1 2026 Apr 29, 2026
Treasurer of the State of North Carolina History Added to 39,005 697 0.0% 0.0% 94 +29,509 310.75% Q1 2026 May 14, 2026
Americana Partners, LLC History Added to 38,367 686 0.02% 0.01% 95 +25,934 208.59% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 38,290 684 0.0% 0.0% 96 +13,000 51.4% Q1 2026 May 06, 2026
Amova Asset Management Americas, Inc. History Reduced 36,133 646 0.01% 0.02% 97 -18,586 -33.97% Q1 2026 May 07, 2026
Sandia Investment Management LP History No change 23,600 636 1.59% 1.59% 98 0 0.0% Q4 2025 Feb 17, 2026
Diversified Trust Co History Added to 32,500 581 0.01% 0.01% 99 +12,500 62.5% Q1 2026 Apr 16, 2026
IMC-Chicago, LLC History Added to 31,819 568 0.0% 0.0% 100 +18,619 141.05% Q1 2026 May 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 30,350 542 0.0% 0.0% 101 +193 0.64% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History New 28,994 518 0.0% 102 +28,994 New Q1 2026 May 15, 2026
Legal & General Group Plc History Added to 28,781 514 0.0% 0.0% 103 +21,900 318.27% Q1 2026 May 08, 2026
PARK AVENUE SECURITIES LLC History New 27,937 500 0.0% 104 +27,937 New Q1 2026 Apr 07, 2026
DIMENSIONAL FUND ADVISORS LP History New 27,492 491 0.0% 105 +27,492 New Q1 2026 May 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 26,519 474 0.0% 0.0% 106 +19,698 288.78% Q1 2026 May 14, 2026
OAK RIDGE INVESTMENTS LLC History Added to 26,106 466 0.03% 0.04% 107 +4,286 19.64% Q1 2026 Apr 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History New 25,331 452 0.0% 108 +25,331 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 25,269 451 0.0% 0.0% 109 +23,274 1166.62% Q1 2026 May 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History New 24,293 434 0.0% 110 +24,293 New Q1 2026 May 08, 2026
WPWealth LLP History No change 23,025 411 0.06% 0.1% 111 0 0.0% Q1 2026 May 11, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 22,615 404 0.01% 0.0% 112 +10,350 84.39% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 22,584 403 0.0% 113 +22,584 New Q1 2026 May 08, 2026
AXQ CAPITAL, LP History Added to 22,125 395 0.05% 0.07% 114 +9,913 81.17% Q1 2026 May 13, 2026
Perbak Capital Partners LLP History Added to 22,001 393 0.1% 0.06% 116 +14,150 180.23% Q1 2026 May 15, 2026
PDT Partners, LLC History No change 22,016 393 0.02% 0.04% 115 0 0.0% Q1 2026 May 15, 2026
Amundi History New 20,972 374 0.0% 117 +20,972 New Q1 2026 May 15, 2026
Verition Fund Management LLC History New 20,000 357 0.0% 118 +20,000 New Q1 2026 May 15, 2026
MSA Advisors, LLC History No change 19,200 343 0.1% 0.13% 119 0 0.0% Q1 2026 May 15, 2026
COURIER CAPITAL LLC History Added to 19,000 339 0.02% 0.01% 120 +10,450 122.22% Q1 2026 Apr 23, 2026
ROYAL BANK OF CANADA History Added to 18,651 333 0.0% 0.0% 121 +9,407 101.76% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 17,250 308 0.0% 0.0% 122 -105,245 -85.92% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Added to 16,494 293 0.0% 0.0% 123 +6,893 71.79% Q1 2026 Apr 30, 2026
TD Waterhouse Canada Inc. History Reduced 14,300 273 0.0% 0.02% 124 -78,353 -84.57% Q1 2026 May 12, 2026
AMERICAN CENTURY COMPANIES INC History New 14,940 267 0.0% 125 +14,940 New Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 14,717 263 0.0% 0.0% 126 +1,006 7.34% Q1 2026 May 04, 2026
Savant Capital, LLC History New 13,803 246 0.0% 129 +13,803 New Q1 2026 May 04, 2026
NATIXIS ADVISORS, LLC History New 13,759 246 0.0% 128 +13,759 New Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 13,802 246 0.0% 0.0% 127 +539 4.06% Q1 2026 May 15, 2026
Perigon Wealth Management, LLC History New 13,500 241 0.0% 130 +13,500 New Q1 2026 Apr 10, 2026
Northwest & Ethical Investments L.P. History Added to 12,500 237 0.01% 0.01% 131 +1,900 17.92% Q1 2026 May 13, 2026
ProShare Advisors LLC History Added to 12,622 225 0.0% 0.0% 132 +160 1.28% Q1 2026 Apr 24, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 12,340 220 0.0% 134 +12,340 New Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Added to 12,317 220 0.0% 0.0% 133 +3,025 32.55% Q1 2026 May 12, 2026
Quantum Portfolio Management LLC History New 12,280 219 0.1% 135 +12,280 New Q1 2026 May 01, 2026
Temasek Holdings (Private) Ltd History No change 12,235 218 0.0% 0.0% 136 0 0.0% Q1 2026 May 12, 2026
Michael & Susan Dell Foundation History No change 12,235 218 0.01% 0.01% 137 0 0.0% Q1 2026 May 15, 2026
BESSEMER GROUP INC History Reduced 11,880 212 0.0% 0.0% 138 -14,790 -55.46% Q1 2026 May 06, 2026
Wedmont Private Capital History New 10,715 209 0.01% 139 +10,715 New Q1 2026 Apr 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 12,296 208 0.0% 140 +12,271 49084.0% Q1 2026 May 15, 2026
Triton Wealth Management, PLLC History No change 10,918 206 0.08% 0.09% 141 0 0.0% Q1 2026 May 01, 2026
XPONANCE LLC History New 10,921 195 0.0% 142 +10,921 New Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History New 10,745 192 0.0% 143 +10,745 New Q1 2026 May 07, 2026
EMERALD ADVISERS, LLC History New 10,422 186 0.01% 145 +10,422 New Q1 2026 May 04, 2026
Knollwood Investment Advisory, LLC History No change 10,445 186 0.02% 0.03% 144 0 0.0% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Reduced 7,569 135 0.0% 0.0% 146 -7,930 -51.16% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 6,932 123 0.0% 0.0% 147 -993 -12.53% Q1 2026 May 13, 2026
Bellevue Group AG History No change 6,418 114 0.0% 0.0% 148 0 0.0% Q1 2026 May 14, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 6,337 113 0.0% 0.0% 149 +794 14.32% Q1 2026 Apr 15, 2026
OSAIC HOLDINGS, INC. History Added to 5,928 105 0.0% 0.0% 150 +1,839 44.97% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 5,002 89 0.0% 0.0% 151 +3,591 254.5% Q1 2026 May 15, 2026
Blue Owl Capital Holdings LP History New 4,711 84 0.02% 152 +4,711 New Q1 2026 May 14, 2026
Quantbot Technologies LP History Reduced 3,855 68 0.0% 0.0% 153 -767 -16.59% Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Added to 3,536 63 0.0% 0.0% 154 +1,882 113.78% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History New 2,884 51 0.0% 155 +2,884 New Q1 2026 May 13, 2026
STRS OHIO History Added to 2,179 38 0.0% 0.0% 156 +1,636 301.29% Q1 2026 Apr 24, 2026
Ancora Advisors LLC History Added to 1,923 34 0.0% 0.0% 158 +1,778 1226.21% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Added to 1,927 34 0.0% 0.0% 157 +1,083 128.32% Q1 2026 Apr 22, 2026
FIFTH THIRD BANCORP History New 1,749 31 0.0% 160 +1,749 New Q1 2026 May 01, 2026
Versant Capital Management, Inc History Added to 1,753 31 0.0% 0.0% 159 +1,607 1100.68% Q1 2026 Apr 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,644 29 0.0% 0.0% 161 +1,469 839.43% Q1 2026 May 08, 2026
US BANCORP \DE\ History Reduced 1,511 27 0.0% 0.0% 162 -11,478 -88.37% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 1,000 26 0.0% 0.0% 163 0 0.0% Q4 2025 Feb 06, 2026
Olistico Wealth, LLC History Added to 1,423 25 0.01% 0.02% 164 +271 23.52% Q1 2026 Apr 08, 2026
BOKF, NA History No change 1,131 20 0.0% 0.0% 165 0 0.0% Q1 2026 May 08, 2026
MAI Capital Management History Added to 1,035 18 0.0% 0.0% 167 +35 3.5% Q1 2026 May 15, 2026
COMERICA BANK History No change 689 18 0.0% 0.0% 166 0 0.0% Q4 2025 Jan 29, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 848 15 0.0% 170 +848 New Q1 2026 May 08, 2026
Arax Advisory Partners History Added to 870 15 0.0% 0.0% 169 +776 825.53% Q1 2026 May 13, 2026
CWM, LLC History Added to 866 15 0.0% 0.0% 168 +691 394.86% Q1 2026 May 14, 2026
CX Institutional History New 684 12 0.0% 173 +684 New Q1 2026 Apr 06, 2026
ALBION FINANCIAL GROUP /UT History New 678 12 0.0% 172 +678 New Q1 2026 Apr 27, 2026
J.Safra Asset Management Corp History Added to 702 12 0.0% 0.0% 171 +567 420.0% Q1 2026 May 04, 2026
GAMMA Investing LLC History Added to 616 11 0.0% 0.0% 174 +519 535.05% Q1 2026 Apr 06, 2026
Vanguard Global Advisers, LLC History New 525 9 0.0% 175 +525 New Q1 2026 May 08, 2026
Quent Capital, LLC History New 516 9 0.0% 176 +516 New Q1 2026 Apr 28, 2026
TRUST CO OF VERMONT History No change 330 8 0.0% 0.0% 177 0 0.0% Q4 2025 Jan 16, 2026
NISA INVESTMENT ADVISORS, LLC History New 422 7 0.0% 179 +422 New Q1 2026 Apr 30, 2026
SBI Securities Co., Ltd. History Reduced 444 7 0.0% 0.0% 178 -2 -0.45% Q1 2026 Apr 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 344 6 0.0% 0.0% 180 0 0.0% Q1 2026 May 14, 2026
Covestor Ltd History Added to 304 5 0.0% 181 +288 1800.0% Q1 2026 May 05, 2026
SIGNATUREFD, LLC History New 220 3 0.0% 183 +220 New Q1 2026 Apr 07, 2026
Owl Creek Wealth Partners LLC History New 190 3 0.0% 184 +190 New Q1 2026 May 13, 2026
Ascentis Wealth Management, LLC History No change 200 3 0.0% 0.0% 182 0 0.0% Q1 2026 Apr 28, 2026
Larson Financial Group LLC History New 152 2 0.0% 187 +152 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 132 2 0.0% 186 +103 355.17% Q1 2026 Apr 07, 2026
Rockefeller Capital Management L.P. History Added to 135 2 0.0% 185 +100 285.71% Q1 2026 May 14, 2026
FIRST HORIZON CORP History New 107 1 0.0% 192 +107 New Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History New 100 1 0.0% 193 +100 New Q1 2026 May 15, 2026
Clearstead Trust, LLC History New 73 1 0.0% 194 +73 New Q1 2026 May 06, 2026
Allworth Financial LP History Added to 59 1 0.0% 189 +57 2850.0% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Reduced 99 1 0.0% 0.0% 188 -41 -29.29% Q1 2026 May 15, 2026
Financial Management Professionals, Inc. History Added to 91 1 0.0% 0.0% 190 +20 28.17% Q1 2026 Apr 15, 2026
Cornerstone Planning Group LLC History No change 78 1 0.0% 0.0% 191 0 0.0% Q1 2026 May 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.06% -1,660,280 -100.0% Q1 2026 May 15, 2026
Longaeva Partners L.P. History Closed out 0 0 3.42% -1,509,745 -100.0% Q1 2026 May 15, 2026
PERCEPTIVE ADVISORS LLC History Closed out 0 0 0.55% -1,136,206 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.02% -1,002,734 -100.0% Q1 2026 May 14, 2026
SEVEN GRAND MANAGERS, LLC History Closed out 0 0 1.02% -495,095 -100.0% Q1 2026 May 06, 2026
ARK Investment Management LLC History Closed out 0 0 0.07% -408,725 -100.0% Q1 2026 May 12, 2026
Meridiem Capital Partners LP History Closed out 0 0 0.45% -278,063 -100.0% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.03% -247,407 -100.0% Q1 2026 May 15, 2026
Holocene Advisors, LP History Closed out 0 0 0.01% -237,897 -100.0% Q1 2026 May 15, 2026
Walleye Capital LLC History Closed out 0 0 0.01% -162,915 -100.0% Q1 2026 May 13, 2026
HRT FINANCIAL LP History Closed out 0 0 0.01% -122,939 -100.0% Q1 2026 May 14, 2026
Jump Financial, LLC History Closed out 0 0 0.03% -103,005 -100.0% Q1 2026 May 14, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -64,397 -100.0% Q1 2026 May 15, 2026
HAMILTON LANE ADVISORS LLC History Closed out 0 0 0.87% -58,725 -100.0% Q1 2026 Apr 08, 2026
ELEMENT CAPITAL MANAGEMENT LLC History Closed out 0 0 0.65% -50,000 -100.0% Q1 2026 May 12, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 0.09% -42,483 -100.0% Q1 2026 May 15, 2026
VARCOV Co. History Closed out 0 0 0.43% -40,037 -100.0% Q1 2026 May 15, 2026
Maven Securities LTD History Closed out 0 0 0.02% -40,000 -100.0% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -35,050 -100.0% Q1 2026 May 15, 2026
PEAK6 LLC History Closed out 0 0 0.0% -24,800 -100.0% Q1 2026 May 13, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -17,493 -100.0% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.01% -16,490 -100.0% Q1 2026 May 15, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Closed out 0 0 0.03% -15,546 -100.0% Q1 2026 May 11, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.04% -15,235 -100.0% Q1 2026 May 08, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -13,251 -100.0% Q1 2026 May 14, 2026
Clal Insurance Enterprises Holdings Ltd History Closed out 0 0 0.0% -11,930 -100.0% Q1 2026 May 12, 2026
Lykos Global Management, LP History Closed out 0 0 0.19% -10,000 -100.0% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.0% -9,767 -100.0% Q1 2026 May 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.02% -8,355 -100.0% Q1 2026 May 15, 2026
ADAMS STREET PARTNERS LLC History Closed out 0 0 0.05% -4,894 -100.0% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.03% -2,488 -100.0% Q1 2026 May 13, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,471 -100.0% Q1 2026 May 08, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -850 -100.0% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History New 36 0 +36 New Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History New 34 0 +34 New Q1 2026 May 15, 2026
Essential Partners LLC History New 33 0 +33 New Q1 2026 May 21, 2026
MassMutual Private Wealth & Trust, FSB History New 29 0 +29 New Q1 2026 Apr 13, 2026
UMB Bank, n.a. History Added to 30 0 +24 400.0% Q1 2026 May 11, 2026
Caitong International Asset Management Co., Ltd History New 24 0 +24 New Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 19 0 +16 533.33% Q1 2026 May 07, 2026
Freestone Grove Partners LP History New 6 0 +6 New Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 6 0 +3 100.0% Q1 2026 Apr 13, 2026
Transamerica Financial Advisors, LLC History New 3 0 +3 New Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History New 3 0 +3 New Q1 2026 May 15, 2026
Activest Wealth Management History New 1 0 +1 New Q1 2026 Apr 15, 2026
DekaBank Deutsche Girozentrale History No change 146,100 0 0 0.0% Q1 2026 May 07, 2026
Cedar Mountain Advisors, LLC History No change 5 0 0 0.0% Q1 2026 Apr 30, 2026
SageView Advisory Group, LLC History No change 32 0 0 0.0% Q4 2025 Feb 17, 2026