CareDx, Inc. - CDNA

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
BlackRock, Inc. History Reduced 4,522,096 78,503 0.0% 0.0% 1 -128,313 -2.76% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 3,428,252 64,588 0.0% 0.0% 2 0 0.0% Q4 2025 Jan 29, 2026
BAMCO INC /NY/ History Added to 3,336,409 57,920 0.17% 0.16% 3 +181,229 5.74% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 2,760,385 47,920 0.0% 0.0% 4 +22,633 0.83% Q1 2026 May 15, 2026
ARK Investment Management LLC History Added to 2,227,556 38,670 0.3% 0.27% 5 +91,153 4.27% Q1 2026 May 12, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History No change 2,191,000 38,035 0.45% 0.53% 6 0 0.0% Q1 2026 May 15, 2026
BRAIDWELL LP History Added to 2,173,146 37,725 1.26% 0.96% 7 +587,926 37.09% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,160,457 37,505 0.0% 8 +2,160,457 New Q1 2026 May 15, 2026
Boston Partners History Added to 1,883,534 32,705 0.03% 0.02% 9 +981,605 108.83% Q1 2026 May 11, 2026
GAGNON SECURITIES LLC History Reduced 1,761,874 30,586 7.06% 6.81% 10 -13,016 -0.73% Q1 2026 Apr 21, 2026
Chevy Chase Trust Holdings, LLC History Added to 1,504,075 26,110 0.08% 0.06% 11 +422,733 39.09% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 1,475,126 25,608 0.02% 0.02% 12 +28,510 1.97% Q1 2026 Apr 30, 2026
Amova Asset Management Americas, Inc. History Added to 1,475,126 25,608 0.36% 0.31% 13 +28,510 1.97% Q1 2026 May 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,461,914 25,375 0.01% 0.01% 14 +151,934 11.6% Q1 2026 May 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,254,114 21,775 0.0% 0.0% 15 +10,147 0.82% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,184,398 20,561 0.03% 0.03% 16 +79,200 7.17% Q1 2026 May 14, 2026
Ophir Asset Management Pty Ltd History Added to 988,051 17,152 2.0% 1.96% 17 +62,618 6.77% Q1 2026 May 15, 2026
Blue Water Life Science Advisors, LP History Added to 935,000 16,231 13.01% 6.03% 18 +425,000 83.33% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Reduced 874,908 15,188 0.01% 0.01% 19 -163,578 -15.75% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 864,468 15,007 0.06% 0.07% 20 -84,089 -8.86% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 851,433 14,780 0.0% 21 +851,433 New Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Reduced 733,332 12,730 0.0% 0.0% 22 -77,854 -9.6% Q1 2026 May 15, 2026
First Eagle Investment Management, LLC History Added to 575,365 9,988 0.02% 0.02% 23 +28,643 5.24% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 558,336 9,692 0.01% 0.01% 24 +138,111 32.87% Q1 2026 May 08, 2026
ROYCE & ASSOCIATES LP History Reduced 553,197 9,603 0.09% 0.11% 25 -28,014 -4.82% Q1 2026 May 12, 2026
Gagnon Advisors, LLC History No change 532,892 9,251 6.81% 6.37% 26 0 0.0% Q1 2026 Apr 21, 2026
Palo Alto Investors LP History Added to 531,870 9,233 1.41% 1.25% 27 +53,650 11.22% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 510,405 8,860 0.0% 0.0% 28 -14,604 -2.78% Q1 2026 May 15, 2026
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE History Added to 500,000 8,680 11.8% 14.6% 29 +125,000 33.33% Q1 2026 May 14, 2026
ArrowMark Colorado Holdings LLC History Reduced 486,668 8,448 0.22% 0.31% 30 -271,732 -35.83% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 484,938 8,418 0.0% 0.0% 31 +369,435 319.85% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 470,665 8,170 0.0% 0.0% 32 +145,840 44.9% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 458,301 7,956 0.0% 0.0% 33 -28,749 -5.9% Q1 2026 May 12, 2026
NORTHERN TRUST CORP History Added to 454,508 7,890 0.0% 0.0% 34 +4,622 1.03% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 425,349 7,384 0.0% 0.0% 35 -116,173 -21.45% Q1 2026 May 15, 2026
Aberdeen Group plc History Added to 417,744 7,252 0.01% 0.01% 36 +72,436 20.98% Q1 2026 Apr 29, 2026
Nuveen, LLC History Added to 390,294 6,775 0.0% 0.0% 37 +56,396 16.89% Q1 2026 Apr 30, 2026
Zweig-DiMenna Associates LLC History Reduced 390,255 6,774 0.94% 0.79% 38 -288,745 -42.53% Q1 2026 May 05, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 370,183 6,426 0.01% 0.03% 39 -294,882 -44.34% Q1 2026 May 11, 2026
VANGUARD FIDUCIARY TRUST CO History New 352,466 6,118 0.0% 40 +352,466 New Q1 2026 May 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 349,225 6,062 0.0% 0.0% 41 +46,190 15.24% Q1 2026 May 15, 2026
Portolan Capital Management, LLC History Reduced 340,352 5,908 0.31% 0.77% 42 -418,423 -55.14% Q1 2026 May 15, 2026
Meridiem Capital Partners LP History New 316,950 5,502 0.36% 43 +316,950 New Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 316,519 5,494 0.0% 0.0% 44 +28,958 10.07% Q1 2026 May 18, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 310,539 5,390 0.04% 0.05% 45 -60,870 -16.39% Q1 2026 May 15, 2026
Parkman Healthcare Partners LLC History Added to 291,378 5,058 0.52% 0.5% 46 +15,224 5.51% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 250,351 4,346 0.0% 0.0% 47 -229,078 -47.78% Q1 2026 May 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 231,600 4,020 0.0% 0.0% 48 +142,300 159.35% Q1 2026 May 15, 2026
FMR LLC History Added to 231,305 4,015 0.0% 0.0% 49 +21,886 10.45% Q1 2026 May 15, 2026
Bullseye Asset Management LLC History Reduced 220,485 3,828 2.22% 2.39% 50 -15,000 -6.37% Q1 2026 May 14, 2026
Legal & General Group Plc History Reduced 209,763 3,641 0.0% 0.0% 51 -20,719 -8.99% Q1 2026 May 08, 2026
Schonfeld Strategic Advisors LLC History Added to 197,925 3,435 0.02% 0.01% 52 +119,086 151.05% Q1 2026 May 15, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 173,013 3,003 0.01% 0.01% 53 -1,735 -0.99% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 170,347 2,957 0.0% 0.0% 54 +437 0.26% Q1 2026 May 05, 2026
Man Group plc History Reduced 166,474 2,889 0.01% 0.01% 55 -66,697 -28.6% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 156,483 2,716 0.0% 0.0% 56 -5,508 -3.4% Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 145,680 2,529 0.0% 0.0% 57 -24,188 -14.24% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 139,439 2,420 0.0% 0.0% 58 0 0.0% Q1 2026 May 08, 2026
GLOBEFLEX CAPITAL L P History Added to 119,252 2,070 0.31% 0.23% 59 +39,457 49.45% Q1 2026 May 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 116,751 2,026 0.0% 0.0% 60 +449 0.39% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 115,785 2,010 0.0% 0.0% 61 -9,405 -7.51% Q1 2026 May 13, 2026
Engineers Gate Manager LP History Reduced 115,207 1,999 0.02% 0.03% 62 -5,147 -4.28% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 114,350 1,985 0.0% 0.0% 63 +26,770 30.57% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 102,300 1,927 0.0% 0.0% 64 0 0.0% Q4 2025 Feb 17, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Added to 101,747 1,766 0.13% 0.11% 65 +18,254 21.86% Q1 2026 May 11, 2026
Swiss National Bank History No change 99,700 1,730 0.0% 0.0% 66 0 0.0% Q1 2026 May 07, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 98,317 1,706 0.0% 0.01% 67 -26,687 -21.35% Q1 2026 May 15, 2026
UBS Group AG History Reduced 94,159 1,634 0.0% 0.0% 68 -25,872 -21.55% Q1 2026 May 05, 2026
Gotham Asset Management, LLC History Added to 89,604 1,555 0.0% 0.01% 69 +7,011 8.49% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 84,173 1,461 0.0% 0.0% 70 -587,189 -87.46% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Reduced 78,734 1,366 0.01% 0.01% 71 -12,400 -13.61% Q1 2026 May 15, 2026
FORMULA GROWTH LTD History Reduced 78,478 1,362 0.61% 0.73% 72 -22,190 -22.04% Q1 2026 May 14, 2026
ARS Investment Partners, LLC History Reduced 77,235 1,340 0.07% 0.1% 73 -17,104 -18.13% Q1 2026 Apr 16, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 70,946 1,231 0.0% 0.0% 74 +23,401 49.22% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 69,444 1,205 0.0% 0.0% 75 -34,259 -33.04% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 68,925 1,196 0.0% 0.0% 76 -9,700 -12.34% Q1 2026 May 04, 2026
RHUMBLINE ADVISERS History Reduced 65,500 1,137 0.0% 0.0% 77 -3,698 -5.34% Q1 2026 May 12, 2026
Uniplan Investment Counsel, Inc. History Added to 62,773 1,089 0.11% 0.05% 78 +34,506 122.07% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 62,673 1,082 0.0% 0.0% 79 +1,157 1.88% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Added to 60,245 1,045 0.0% 0.0% 80 +4,750 8.56% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 51,907 901 0.0% 0.0% 81 -642 -1.22% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 46,460 875 0.0% 0.0% 82 0 0.0% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 49,873 865 0.0% 0.0% 83 +4,730 10.48% Q1 2026 May 06, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 47,001 816 0.0% 0.0% 84 +7,783 19.85% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 45,903 796 0.0% 0.0% 85 -485 -1.05% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Reduced 44,510 773 0.01% 0.02% 86 -25,640 -36.55% Q1 2026 May 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 44,296 768 0.01% 0.01% 87 +706 1.62% Q1 2026 Apr 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 41,294 716 0.01% 0.01% 88 +15,246 58.53% Q1 2026 Apr 27, 2026
VIRTUS ADVISERS, LLC History No change 40,564 704 0.33% 0.36% 89 0 0.0% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 40,100 696 0.0% 0.0% 90 +1,500 3.89% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 40,323 662 0.0% 0.0% 91 +815 2.06% Q1 2026 May 13, 2026
HSBC HOLDINGS PLC History Added to 38,387 644 0.0% 0.0% 92 +21,764 130.93% Q1 2026 Apr 30, 2026
Palumbo Wealth Management LLC History Reduced 36,410 632 0.15% 0.21% 93 -9,349 -20.43% Q1 2026 May 12, 2026
PROFUND ADVISORS LLC History Added to 35,217 611 0.02% 0.02% 94 +1,350 3.99% Q1 2026 Apr 24, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 33,232 576 0.0% 95 +33,232 New Q1 2026 May 08, 2026
Creative Planning History Added to 30,497 529 0.0% 0.0% 96 +917 3.1% Q1 2026 May 12, 2026
SG Americas Securities, LLC History Added to 29,949 520 0.0% 0.0% 97 +2,292 8.29% Q1 2026 Apr 16, 2026
MetLife Investment Management, LLC History Reduced 29,021 503 0.0% 0.0% 98 -370 -1.26% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 28,191 489 0.0% 0.0% 99 +796 2.91% Q1 2026 May 11, 2026
XTX Topco Ltd History New 27,720 481 0.01% 100 +27,720 New Q1 2026 May 15, 2026
State of Wyoming History Added to 23,537 408 0.05% 0.02% 101 +15,284 185.19% Q1 2026 May 13, 2026
Allspring Global Investments Holdings, LLC History Added to 21,242 379 0.0% 0.0% 102 +2,151 11.27% Q1 2026 May 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 21,566 374 0.0% 0.0% 103 0 0.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Reduced 21,325 370 0.01% 0.03% 104 -30,751 -59.05% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 19,781 343 0.0% 105 +19,781 New Q1 2026 May 08, 2026
IEQ CAPITAL, LLC History Added to 19,092 331 0.0% 0.0% 106 +8,624 82.38% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 18,701 324 0.0% 0.0% 107 +1,012 5.72% Q1 2026 May 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 17,050 321 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 04, 2026
WELLS FARGO & COMPANY/MN History Reduced 18,413 319 0.0% 0.0% 109 -38,716 -67.77% Q1 2026 May 11, 2026
Janney Montgomery Scott LLC History Reduced 18,208 316 0.0% 0.0% 110 -2,100 -10.34% Q1 2026 Apr 22, 2026
Mariner, LLC History New 17,967 311 0.0% 111 +17,967 New Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History Reduced 17,604 305 0.0% 0.0% 112 -3,418 -16.26% Q1 2026 May 15, 2026
nVerses Capital, LLC History New 17,350 301 0.27% 113 +17,350 New Q1 2026 May 13, 2026
State of New Jersey Common Pension Fund D History New 17,281 299 0.0% 114 +17,281 New Q1 2026 May 05, 2026
Quantinno Capital Management LP History New 17,166 298 0.0% 115 +17,166 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 16,477 286 0.0% 0.0% 116 -21,646 -56.78% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History New 16,491 286 0.01% 117 +16,491 New Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,339 283 0.0% 0.0% 118 0 0.0% Q1 2026 May 06, 2026
ARMSTRONG HENRY H ASSOCIATES INC History No change 16,036 278 0.03% 0.03% 119 0 0.0% Q1 2026 Apr 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 15,224 264 0.0% 0.0% 120 -6,093 -28.58% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History No change 15,057 261 0.0% 0.0% 121 0 0.0% Q1 2026 Apr 29, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 15,000 260 0.01% 0.02% 122 0 0.0% Q1 2026 May 14, 2026
CWM, LLC History Added to 14,077 244 0.0% 0.0% 123 +6,670 90.05% Q1 2026 May 14, 2026
Arizona State Retirement System History Reduced 13,889 241 0.0% 0.0% 124 -156 -1.11% Q1 2026 May 01, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 13,537 235 0.0% 0.0% 125 -2,062 -13.22% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 13,453 233 0.0% 0.0% 126 -27,154 -66.87% Q1 2026 May 13, 2026
Cerity Partners LLC History Added to 12,773 221 0.0% 0.0% 127 +626 5.15% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 12,684 220 0.0% 128 +12,684 New Q1 2026 May 15, 2026
1492 Capital Management LLC History New 12,534 217 0.08% 129 +12,534 New Q1 2026 Apr 22, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 12,380 214 0.0% 0.0% 130 +1,924 18.4% Q1 2026 May 04, 2026
Amundi History New 11,891 206 0.0% 131 +11,891 New Q1 2026 May 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 11,138 193 0.0% 0.0% 132 -750 -6.31% Q1 2026 May 04, 2026
Vanguard Investments Australia, Ltd. History New 10,865 188 0.0% 133 +10,865 New Q1 2026 May 08, 2026
BARCLAYS PLC History Reduced 10,802 187 0.0% 0.0% 134 -153,611 -93.43% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 10,795 187 0.0% 0.0% 135 -3,245 -23.11% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 10,800 187 0.0% 0.0% 136 0 0.0% Q1 2026 Apr 29, 2026
AlphaQuest LLC History No change 8,619 162 0.01% 0.01% 137 0 0.0% Q4 2025 Feb 09, 2026
MEEDER ASSET MANAGEMENT INC History Added to 8,067 140 0.01% 0.0% 138 +3,871 92.25% Q1 2026 May 07, 2026
Bradley & Co. Private Wealth Management, LLC History No change 8,087 140 0.07% 0.08% 139 0 0.0% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 6,846 118 0.0% 0.0% 140 +711 11.59% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 5,486 95 0.0% 0.0% 141 +900 19.62% Q1 2026 Apr 30, 2026
Tower Research Capital LLC (TRC) History Added to 4,723 81 0.0% 0.0% 142 +2,080 78.7% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 4,554 79 0.0% 0.0% 143 0 0.0% Q1 2026 May 13, 2026
Freestone Grove Partners LP History New 4,416 76 0.0% 145 +4,416 New Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History No change 4,358 76 0.0% 0.0% 144 0 0.0% Q1 2026 May 14, 2026
FEDERATED HERMES, INC. History Added to 4,278 74 0.0% 0.0% 146 +3,860 923.44% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,125 54 0.0% 0.0% 147 0 0.0% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History No change 3,010 52 0.0% 0.0% 148 0 0.0% Q1 2026 Apr 20, 2026
Allworth Financial LP History Added to 2,491 43 0.0% 0.0% 149 +439 21.39% Q1 2026 May 14, 2026
GAMMA Investing LLC History Reduced 2,476 42 0.0% 0.0% 150 -38 -1.51% Q1 2026 Apr 06, 2026
KBC Group NV History Reduced 2,018 35 0.0% 0.0% 151 -1,508 -42.77% Q1 2026 May 07, 2026
GROUP ONE TRADING LLC History Reduced 1,985 34 0.0% 0.0% 152 -12,015 -85.82% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 1,445 25 0.0% 0.0% 153 +17 1.19% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,278 22 0.0% 0.0% 154 +360 39.22% Q1 2026 May 14, 2026
COMERICA BANK History No change 1,011 19 0.0% 0.0% 155 0 0.0% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 967 16 0.0% 0.0% 156 -120 -11.04% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 958 16 0.0% 0.0% 157 +87 9.99% Q1 2026 Apr 06, 2026
New Millennium Group LLC History No change 900 16 0.01% 0.01% 158 0 0.0% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 821 14 0.0% 0.0% 159 +56 7.32% Q1 2026 Apr 07, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 800 13 0.0% 0.0% 160 0 0.0% Q1 2026 Apr 15, 2026
MAI Capital Management History Added to 601 10 0.0% 161 +580 2761.9% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History New 549 9 0.0% 162 +549 New Q1 2026 May 01, 2026
Arax Advisory Partners History Added to 485 8 0.0% 0.0% 163 +125 34.72% Q1 2026 May 13, 2026
HighMark Wealth Management LLC History No change 475 8 0.0% 0.0% 164 0 0.0% Q1 2026 May 05, 2026
Rachor Investment Advisory Services, LLC History No change 512 8 0.0% 0.0% 165 0 0.0% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 440 7 0.0% 0.0% 166 +184 71.88% Q1 2026 May 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 400 6 0.0% 0.0% 167 0 0.0% Q1 2026 Apr 23, 2026
Root Financial Partners, LLC History New 294 5 0.0% 172 +294 New Q1 2026 Apr 24, 2026
Essential Partners LLC History Added to 303 5 0.0% 0.0% 171 +123 68.33% Q1 2026 May 21, 2026
Larson Financial Group LLC History Reduced 298 5 0.0% 0.0% 170 -15 -4.79% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 327 5 0.0% 0.0% 168 -13 -3.82% Q1 2026 Apr 22, 2026
QUADRANT CAPITAL GROUP LLC History No change 293 5 0.0% 0.0% 169 0 0.0% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 240 4 0.0% 0.0% 173 -930 -79.49% Q1 2026 May 08, 2026
Steward Partners Investment Advisory, LLC History No change 197 3 0.0% 0.0% 174 0 0.0% Q1 2026 May 08, 2026
Torren Management, LLC History Reduced 158 2 0.0% 0.0% 178 -93 -37.05% Q1 2026 Apr 30, 2026
ROTHSCHILD INVESTMENT LLC History Added to 170 2 0.0% 0.0% 175 +39 29.77% Q1 2026 May 07, 2026
True Wealth Design, LLC History Added to 152 2 0.0% 0.0% 177 +7 4.83% Q1 2026 Apr 13, 2026
Truvestments Capital LLC History No change 128 2 0.0% 0.0% 176 0 0.0% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Reduced 42 1 0.0% 0.0% 179 -1,444 -97.17% Q1 2026 May 15, 2026
Quarry LP History Reduced 70 1 0.0% 0.0% 181 -1,278 -94.81% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 110 1 0.0% 0.0% 180 +50 83.33% Q1 2026 Apr 13, 2026
Bellevue Group AG History Closed out 0 0 0.15% -431,070 -100.0% Q1 2026 May 14, 2026
Prosight Management, LP History Closed out 0 0 0.97% -250,000 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.02% -100,956 -100.0% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -99,870 -100.0% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -99,735 -100.0% Q1 2026 May 15, 2026
OP Asset Management Ltd History Closed out 0 0 0.01% -52,385 -100.0% Q1 2026 Apr 10, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -31,240 -100.0% Q1 2026 May 14, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.15% -26,990 -100.0% Q1 2026 May 05, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.04% -23,689 -100.0% Q1 2026 May 08, 2026
FIDELIS CAPITAL PARTNERS, LLC History Closed out 0 0 0.03% -22,280 -100.0% Q1 2026 May 06, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 0.08% -18,912 -100.0% Q1 2026 May 13, 2026
PharVision Advisers, LLC History Closed out 0 0 0.18% -18,453 -100.0% Q1 2026 May 11, 2026
Headlands Technologies LLC History Closed out 0 0 0.02% -15,072 -100.0% Q1 2026 May 13, 2026
Bridgefront Capital, LLC History Closed out 0 0 0.07% -14,142 -100.0% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Closed out 0 0 0.0% -13,378 -100.0% Q1 2026 May 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Closed out 0 0 0.0% -12,452 -100.0% Q1 2026 May 01, 2026
Entropy Technologies, LP History Closed out 0 0 0.01% -12,224 -100.0% Q1 2026 May 14, 2026
WINTON GROUP Ltd History Closed out 0 0 0.01% -12,177 -100.0% Q1 2026 May 12, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 0.0% -11,257 -100.0% Q1 2026 May 14, 2026
INCEPTIONR LLC History Closed out 0 0 0.06% -10,807 -100.0% Q1 2026 May 14, 2026
Cornerstone Investment Partners, LLC History Closed out 0 0 0.01% -10,796 -100.0% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -9,641 -100.0% Q1 2026 May 14, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,637 -100.0% Q1 2026 May 08, 2026
TD Capital Management LLC History Closed out 0 0 -32 -100.0% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Closed out 0 0 -31 -100.0% Q1 2026 Apr 07, 2026
Fortitude Family Office, LLC History New 29 0 +29 New Q1 2026 Apr 15, 2026
Caitong International Asset Management Co., Ltd History New 16 0 +16 New Q1 2026 May 11, 2026
Advocate Investing Services LLC History Closed out 0 0 -16 -100.0% Q1 2026 Apr 22, 2026
Keating Financial Advisory Services, Inc. History New 15 0 +15 New Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 8 0 +8 New Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Closed out 0 0 -6 -100.0% Q1 2026 May 06, 2026
SJS Investment Consulting Inc. History Added to 12 0 +5 71.43% Q1 2026 Apr 23, 2026
Hughes Financial Services, LLC History New 5 0 +5 New Q1 2026 Apr 29, 2026
JPL Wealth Management, LLC History New 3 0 +3 New Q1 2026 May 08, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -2 -100.0% Q1 2026 May 12, 2026
Blue Trust, Inc. History Closed out 0 0 -1 -100.0% Q1 2026 Apr 20, 2026
HUNTINGTON NATIONAL BANK History No change 2 0 0 0.0% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History No change 40 0 0 0.0% Q1 2026 May 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 38 0 0 0.0% Q1 2026 May 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 42 0 0 0.0% Q1 2026 Apr 27, 2026
Sunbelt Securities, Inc. History No change 15 0 0 0.0% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 9 0 0 0.0% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History No change 50 0 0 0.0% Q1 2026 Apr 27, 2026
Covestor Ltd History No change 5 0 0 0.0% Q1 2026 May 05, 2026
Smartleaf Asset Management LLC History No change 3 0 0 0.0% Q1 2026 May 15, 2026