COPT DEFENSE PROPERTIES - CDP

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
BlackRock, Inc. History Added to 21,300,778 651,803 0.01% 0.01% 1 +3,207,219 17.73% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 17,127,858 476,154 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 11,859,067 362,887 0.02% 3 +11,859,067 New Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 8,838,968 245,723 0.08% 0.08% 4 -398,426 -4.31% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 6,836,577 211,303 0.01% 0.01% 5 +467,994 7.35% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 5,053,885 154,648 0.0% 6 +5,053,885 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 4,856,140 150,200 0.01% 0.01% 7 +993,846 25.73% Q1 2026 May 13, 2026
EARNEST PARTNERS LLC History Reduced 4,523,741 138,426 0.57% 0.55% 8 -95,935 -2.08% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,266,276 99,964 0.01% 0.01% 9 +117,146 3.72% Q1 2026 May 15, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 3,245,746 99,319 0.72% 0.82% 10 -363,391 -10.07% Q1 2026 May 15, 2026
Channing Capital Management, LLC History Added to 2,981,160 91,223 2.34% 2.04% 11 +130,700 4.59% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 2,321,339 71,032 0.01% 0.0% 12 -33,117 -1.41% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 2,292,487 70,150 0.06% 0.06% 13 -7,439 -0.32% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,246,863 68,754 0.01% 0.01% 14 -10,681 -0.47% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,244,180 68,671 0.06% 0.04% 15 +1,276,278 131.86% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 2,223,500 68,039 0.0% 0.0% 16 +1,078,955 94.27% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 1,756,410 53,746 0.02% 0.0% 17 +1,607,678 1080.92% Q1 2026 May 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,753,659 53,661 0.03% 0.03% 18 -22,331 -1.26% Q1 2026 May 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,682,296 51,480 0.01% 0.01% 19 +25,026 1.51% Q1 2026 May 07, 2026
GRS Advisors, LLC History Added to 1,650,055 50,491 4.99% 2.6% 20 +607,707 58.3% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 1,606,360 49,154 0.01% 0.01% 21 +75,946 4.96% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 1,460,146 44,680 0.01% 0.0% 22 +387,116 36.08% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,411,200 43,182 0.02% 0.02% 23 -195,637 -12.18% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 1,317,391 40,312 0.01% 0.01% 24 +18,758 1.44% Q1 2026 May 05, 2026
NORGES BANK History No change 1,427,511 39,684 0.0% 0.0% 25 0 0.0% Q4 2025 Feb 10, 2026
Nuveen, LLC History Reduced 1,191,516 36,460 0.01% 0.01% 26 -572,488 -32.45% Q1 2026 Apr 30, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,012,564 30,984 0.01% 0.0% 27 +751,651 288.08% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 972,565 29,760 0.01% 0.0% 28 +107,400 12.41% Q1 2026 May 15, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 966,850 29,585 0.16% 0.15% 29 -51,010 -5.01% Q1 2026 Apr 22, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 903,876 27,658 0.28% 0.28% 30 -39,779 -4.22% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 824,800 25,238 0.03% 0.03% 31 +1,064 0.13% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Added to 813,459 24,892 0.01% 0.0% 32 +18,121 2.28% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 744,887 22,793 0.03% 0.03% 33 -212,049 -22.16% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 734,867 22,486 0.01% 34 +734,867 New Q1 2026 May 08, 2026
Invesco Ltd. History Reduced 714,979 21,878 0.0% 0.0% 35 -53,263 -6.93% Q1 2026 May 12, 2026
Legal & General Group Plc History Reduced 702,097 21,484 0.0% 0.0% 36 -62,845 -8.22% Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 692,103 21,178 0.03% 0.02% 37 +41,851 6.44% Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 685,610 20,979 0.0% 0.0% 38 -59,471 -7.98% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 637,872 19,518 0.02% 0.0% 39 +565,667 783.42% Q1 2026 May 08, 2026
Leeward Investments, LLC - MA History Reduced 578,238 17,694 0.87% 0.83% 40 -14,098 -2.38% Q1 2026 Apr 17, 2026
Retirement Systems of Alabama History Added to 574,996 17,594 0.06% 0.05% 41 +2,913 0.51% Q1 2026 Apr 24, 2026
TWO SIGMA ADVISERS, LP History No change 627,800 17,452 0.03% 0.03% 42 0 0.0% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 545,818 16,702 0.03% 0.02% 43 +68,745 14.41% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 526,169 16,100 0.02% 0.07% 44 -1,369,992 -72.25% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 506,737 15,506 0.02% 0.02% 45 +49,628 10.86% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 485,687 14,974 0.0% 0.0% 46 -7,754 -1.57% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 481,591 14,741 0.01% 0.0% 47 +480,851 64979.86% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 456,070 13,955 0.05% 0.04% 48 +85,198 22.97% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 455,649 13,942 0.0% 0.0% 49 +42,367 10.25% Q1 2026 May 04, 2026
JANE STREET GROUP, LLC History Added to 441,376 13,506 0.0% 0.0% 50 +192,137 77.09% Q1 2026 May 12, 2026
Alpha Wave Global, LP History New 415,118 12,702 1.61% 51 +415,118 New Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 409,368 12,526 0.0% 0.0% 52 -23,756 -5.48% Q1 2026 May 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 393,787 12,049 0.01% 0.01% 53 +29,994 8.24% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 359,421 10,998 0.01% 0.01% 54 +2,999 0.84% Q1 2026 May 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 327,833 10,102 0.01% 0.01% 55 -19,043 -5.49% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 326,631 9,994 0.13% 0.11% 56 +57,108 21.19% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 322,518 9,869 0.01% 0.01% 57 +52,214 19.32% Q1 2026 May 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 316,764 9,692 0.02% 0.02% 58 -26,571 -7.74% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 307,624 9,413 0.0% 0.0% 59 -44,560 -12.65% Q1 2026 May 15, 2026
DAVIS SELECTED ADVISERS History Added to 299,200 9,155 0.04% 0.04% 60 +4,460 1.51% Q1 2026 May 07, 2026
HSBC HOLDINGS PLC History Added to 266,785 8,185 0.0% 0.0% 61 +70,245 35.74% Q1 2026 Apr 30, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 259,233 7,932 0.17% 0.16% 62 -4,206 -1.6% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 253,900 7,769 0.01% 0.01% 63 +113,819 81.25% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Added to 250,155 7,658 0.01% 0.01% 64 +1,550 0.62% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Added to 245,171 7,502 0.0% 0.0% 65 +15,680 6.83% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 228,079 6,979 0.01% 0.01% 66 +103,941 83.73% Q1 2026 May 11, 2026
UBS Group AG History Reduced 226,505 6,931 0.0% 0.0% 67 -230,705 -50.46% Q1 2026 May 05, 2026
Swiss National Bank History Added to 224,000 6,854 0.0% 0.0% 68 +1,300 0.58% Q1 2026 May 07, 2026
HRT FINANCIAL LP History Added to 223,374 6,835 0.02% 0.01% 69 +118,479 112.95% Q1 2026 May 14, 2026
Allianz Asset Management GmbH History Reduced 223,192 6,829 0.01% 0.01% 70 -146,480 -39.62% Q1 2026 May 11, 2026
FMR LLC History Reduced 222,822 6,818 0.0% 0.0% 71 -1,233,428 -84.7% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History Reduced 222,017 6,793 0.03% 0.02% 72 -2,988 -1.33% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 220,381 6,743 0.02% 0.02% 73 -30,393 -12.12% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 218,426 6,683 0.0% 0.0% 74 -80,034 -26.82% Q1 2026 May 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 216,947 6,638 0.02% 0.02% 75 -44,733 -17.09% Q1 2026 May 11, 2026
Northwest & Ethical Investments L.P. History No change 188,377 5,764 0.13% 0.12% 76 0 0.0% Q1 2026 May 13, 2026
Asset Management One Co., Ltd. History Reduced 181,583 5,556 0.02% 0.02% 77 -24,684 -11.97% Q1 2026 May 08, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 175,820 5,380 0.01% 0.01% 78 +3,600 2.09% Q1 2026 May 11, 2026
CITIGROUP INC History Reduced 166,997 5,110 0.0% 0.0% 79 -68,418 -29.06% Q1 2026 May 11, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 152,764 4,674 0.02% 80 +152,764 New Q1 2026 May 15, 2026
STRS OHIO History Reduced 145,200 4,443 0.02% 0.02% 81 -53,000 -26.74% Q1 2026 Apr 24, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 144,028 4,407 0.01% 0.01% 82 -14,667 -9.24% Q1 2026 Apr 27, 2026
EASTERLY INVESTMENT PARTNERS LLC History Reduced 140,663 4,339 0.33% 0.51% 83 -159,271 -53.1% Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 137,228 4,199 0.0% 0.0% 84 +30,471 28.54% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 137,222 4,198 0.01% 0.01% 85 +20,205 17.27% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 131,198 4,014 0.0% 0.0% 86 -84 -0.06% Q1 2026 May 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 123,849 3,789 0.0% 0.0% 87 -165,996 -57.27% Q1 2026 Apr 30, 2026
Dana Investment Advisors, Inc. History Reduced 123,575 3,781 0.11% 0.1% 88 -1,310 -1.05% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Added to 119,301 3,650 0.02% 0.02% 89 +918 0.78% Q1 2026 May 14, 2026
Bayhunt Capital LLC History New 129,584 3,602 3.41% 90 +129,584 New Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 115,694 3,540 0.0% 91 +115,694 New Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 115,262 3,528 0.0% 0.0% 92 +19,305 20.12% Q1 2026 May 15, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Reduced 107,503 3,289 0.05% 0.42% 93 -909,445 -89.43% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 104,235 3,189 0.0% 0.0% 94 -4,743 -4.35% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 104,010 3,182 0.01% 0.0% 95 +16,155 18.39% Q1 2026 May 11, 2026
Vanguard Investments Australia, Ltd. History New 102,843 3,146 0.01% 96 +102,843 New Q1 2026 May 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 98,824 3,024 0.04% 0.03% 97 -988 -0.99% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 96,633 2,956 0.0% 0.0% 98 -200,774 -67.51% Q1 2026 May 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 92,379 2,826 0.0% 0.0% 99 +3,634 4.09% Q1 2026 May 12, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 89,190 2,729 0.05% 0.05% 100 -5,292 -5.6% Q1 2026 Apr 13, 2026
BROWN ADVISORY INC History Reduced 79,742 2,440 0.0% 0.0% 101 -12 -0.02% Q1 2026 May 15, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 79,592 2,435 0.01% 0.01% 102 +14,318 21.94% Q1 2026 May 01, 2026
State of Alaska, Department of Revenue History No change 73,686 2,252 0.02% 0.02% 103 0 0.0% Q1 2026 Apr 20, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 73,572 2,251 0.0% 0.0% 104 +20,621 38.94% Q1 2026 May 15, 2026
Amundi History Added to 72,609 2,221 0.0% 0.0% 105 +8,791 13.78% Q1 2026 May 15, 2026
MACQUARIE GROUP LTD History Added to 71,994 2,203 0.01% 0.01% 106 +1,453 2.06% Q1 2026 May 15, 2026
Boston Partners History Added to 71,007 2,172 0.0% 0.0% 107 +4,678 7.05% Q1 2026 May 11, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 74,527 2,071 0.01% 0.01% 108 0 0.0% Q4 2025 Feb 04, 2026
Pathstone Holdings, LLC History Reduced 66,451 2,034 0.01% 0.01% 109 -5,566 -7.73% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Reduced 66,298 2,029 0.0% 0.0% 110 -14,283 -17.73% Q1 2026 May 15, 2026
Presima Securities ULC History No change 65,602 2,007 1.13% 1.05% 111 0 0.0% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History New 64,366 1,969 0.02% 112 +64,366 New Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 62,493 1,912 0.01% 0.01% 113 -15,966 -20.35% Q1 2026 May 13, 2026
JENNISON ASSOCIATES LLC History Reduced 60,248 1,843 0.0% 0.0% 114 -13,774 -18.61% Q1 2026 May 06, 2026
Edgestream Partners, L.P. History New 59,826 1,830 0.06% 115 +59,826 New Q1 2026 May 18, 2026
CenterBook Partners LP History New 56,380 1,725 0.09% 117 +56,380 New Q1 2026 May 05, 2026
Ameritas Investment Partners, Inc. History No change 56,395 1,725 0.05% 0.05% 116 0 0.0% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 54,084 1,654 0.0% 0.0% 118 -4,244 -7.28% Q1 2026 May 12, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Reduced 52,000 1,591 0.02% 0.02% 119 -5,000 -8.77% Q1 2026 May 08, 2026
JANUS HENDERSON GROUP PLC History No change 51,349 1,569 0.0% 0.0% 120 0 0.0% Q1 2026 May 18, 2026
Resona Asset Management Co.,Ltd. History Added to 50,131 1,549 0.01% 0.01% 121 +2,168 4.52% Q1 2026 Apr 29, 2026
AMALGAMATED BANK History Added to 48,871 1,495 0.01% 0.01% 122 +1,269 2.67% Q1 2026 May 08, 2026
Campbell & CO Investment Adviser LLC History Added to 48,349 1,479 0.08% 0.05% 123 +11,319 30.57% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 46,131 1,412 0.0% 0.0% 124 +4,661 11.24% Q1 2026 May 01, 2026
Vanguard Global Advisers, LLC History New 45,215 1,383 0.0% 125 +45,215 New Q1 2026 May 08, 2026
Daiwa Securities Group Inc. History Added to 44,807 1,371 0.0% 0.0% 126 +1,803 4.19% Q1 2026 May 13, 2026
Aberdeen Group plc History Reduced 44,503 1,361 0.0% 0.0% 127 -1,701 -3.68% Q1 2026 Apr 29, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 43,948 1,344 0.03% 0.05% 128 -26,100 -37.26% Q1 2026 May 13, 2026
Entropy Technologies, LP History New 43,789 1,339 0.06% 129 +43,789 New Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 43,293 1,324 0.02% 0.01% 130 -3,723 -7.92% Q1 2026 May 07, 2026
Passive Capital Management, LLC. History No change 42,921 1,313 0.39% 0.37% 131 0 0.0% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 40,083 1,226 0.0% 132 +40,083 New Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 37,848 1,158 0.0% 0.0% 133 +2,628 7.46% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 37,573 1,150 0.01% 0.01% 134 0 0.0% Q1 2026 May 04, 2026
Handelsbanken Fonder AB History No change 36,981 1,132 0.0% 0.0% 135 0 0.0% Q1 2026 Apr 28, 2026
SG Americas Securities, LLC History Reduced 36,378 1,113 0.0% 0.0% 136 -9,853 -21.31% Q1 2026 Apr 16, 2026
Point72 Asset Management, L.P. History New 35,798 1,095 0.0% 137 +35,798 New Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 34,917 1,068 0.0% 0.0% 138 -9,509 -21.4% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History Added to 33,800 1,043 0.0% 0.0% 139 +700 2.11% Q1 2026 Apr 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 33,003 1,009 0.01% 0.01% 140 -2,099 -5.98% Q1 2026 Apr 24, 2026
Louisiana State Employees Retirement System History Added to 32,800 1,003 0.02% 0.01% 141 +1,500 4.79% Q1 2026 Apr 20, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 32,204 985 0.0% 0.0% 142 0 0.0% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 31,633 967 0.0% 0.0% 143 +3,055 10.69% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 31,096 951 0.01% 0.0% 144 -467 -1.48% Q1 2026 May 01, 2026
CWM, LLC History Reduced 30,625 937 0.0% 0.0% 145 -4,349 -12.43% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 30,214 924 0.01% 0.01% 146 0 0.0% Q1 2026 Apr 29, 2026
New Age Alpha Advisors, LLC History Reduced 29,872 914 0.04% 0.04% 147 -338 -1.12% Q1 2026 May 11, 2026
SCOTIA CAPITAL INC. History New 29,794 911 0.0% 148 +29,794 New Q1 2026 May 13, 2026
Squarepoint Ops LLC History Added to 29,641 907 0.0% 0.0% 149 +19,811 201.54% Q1 2026 May 15, 2026
Metis Global Partners, LLC History Added to 29,599 905 0.02% 0.02% 150 +2,874 10.75% Q1 2026 May 07, 2026
BANK OF MONTREAL /CAN/ History Reduced 28,681 877 0.0% 0.0% 151 -433 -1.49% Q1 2026 May 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 27,966 855 0.01% 0.01% 152 +4,355 18.44% Q1 2026 Apr 24, 2026
FIFTH THIRD BANCORP History Added to 27,878 853 0.0% 0.0% 153 +85 0.31% Q1 2026 May 01, 2026
DekaBank Deutsche Girozentrale History No change 26,964 848 0.0% 0.0% 154 0 0.0% Q1 2026 May 07, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 27,481 840 0.0% 0.0% 155 0 0.0% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Reduced 27,344 836 0.0% 0.0% 156 -75,627 -73.44% Q1 2026 May 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 27,213 832 0.0% 0.0% 157 +500 1.87% Q1 2026 May 04, 2026
Quantinno Capital Management LP History Added to 26,364 806 0.0% 0.0% 158 +6,398 32.04% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 26,325 805 0.01% 0.01% 159 -416 -1.56% Q1 2026 Apr 23, 2026
LPL Financial LLC History Reduced 26,303 804 0.0% 0.0% 160 -17,439 -39.87% Q1 2026 May 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 25,920 793 0.01% 0.01% 161 -2,232 -7.93% Q1 2026 Apr 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 25,469 779 0.01% 0.01% 162 -16,738 -39.66% Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 25,309 774 0.01% 0.01% 163 +34 0.13% Q1 2026 May 08, 2026
WESTPAC BANKING CORP History Reduced 24,788 758 0.05% 0.04% 164 -71 -0.29% Q1 2026 May 11, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 24,274 742 0.04% 0.04% 165 +956 4.1% Q1 2026 Apr 16, 2026
Knights of Columbus Asset Advisors LLC History New 23,469 718 0.04% 166 +23,469 New Q1 2026 May 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 23,300 713 0.02% 0.02% 167 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 23,198 709 0.01% 0.01% 168 +600 2.66% Q1 2026 Apr 29, 2026
UniSuper Management Pty Ltd History No change 23,200 709 0.0% 0.0% 169 0 0.0% Q1 2026 May 11, 2026
Erste Asset Management GmbH History New 22,900 708 0.01% 170 +22,900 New Q1 2026 May 11, 2026
Vident Advisory, LLC History Reduced 22,492 688 0.01% 0.01% 171 -7,150 -24.12% Q1 2026 May 14, 2026
Vestcor Inc History Reduced 22,291 682 0.02% 0.07% 172 -71,001 -76.11% Q1 2026 May 12, 2026
Horizon Investments, LLC History Added to 21,771 666 0.01% 0.0% 173 +19,196 745.48% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Reduced 21,097 645 0.0% 0.0% 174 -28,382 -57.36% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 21,058 644 0.0% 0.0% 175 -4,311 -16.99% Q1 2026 Apr 24, 2026
PRUDENTIAL FINANCIAL INC History Added to 20,841 637 0.0% 0.0% 176 +11,925 133.75% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 20,637 631 0.01% 0.0% 177 +6,532 46.31% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 20,049 613 0.0% 0.0% 178 -6,820 -25.38% Q1 2026 May 15, 2026
Allworth Financial LP History Reduced 19,696 602 0.0% 0.0% 179 -2,767 -12.32% Q1 2026 May 14, 2026
Groupe la Francaise History Reduced 19,691 602 0.01% 0.01% 180 -1,253 -5.98% Q1 2026 May 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 18,614 583 0.0% 0.0% 181 -2,166 -10.42% Q1 2026 Apr 08, 2026
Creative Planning History Added to 18,711 572 0.0% 0.0% 182 +820 4.58% Q1 2026 May 12, 2026
IFM Investors Pty Ltd History Added to 18,502 566 0.0% 0.0% 183 +120 0.65% Q1 2026 Apr 23, 2026
HighTower Advisors, LLC History Added to 18,168 555 0.0% 0.0% 184 +3,423 23.21% Q1 2026 May 05, 2026
M&T BANK CORP History Reduced 17,961 549 0.0% 0.0% 185 -5,281 -22.72% Q1 2026 May 12, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 17,797 544 0.0% 0.0% 186 +655 3.82% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 18,602 517 0.03% 0.03% 187 0 0.0% Q4 2025 Feb 09, 2026
Pictet Asset Management Holding SA History Added to 16,887 516 0.0% 0.0% 188 +2,924 20.94% Q1 2026 Apr 22, 2026
XPONANCE LLC History Added to 16,400 501 0.0% 0.0% 189 +2,313 16.42% Q1 2026 May 13, 2026
Jump Financial, LLC History Added to 15,500 474 0.01% 0.0% 190 +1,483 10.58% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Added to 15,605 474 0.0% 0.0% 191 +99 0.64% Q1 2026 May 15, 2026
Atom Investors LP History New 15,459 473 0.03% 192 +15,459 New Q1 2026 May 15, 2026
Arkadios Wealth Advisors History Added to 15,261 466 0.01% 0.01% 193 +1,146 8.12% Q1 2026 May 18, 2026
FJ Capital Management LLC History New 13,900 425 0.05% 194 +13,900 New Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Reduced 13,009 398 0.0% 0.0% 195 -504 -3.73% Q1 2026 May 06, 2026
Carnegie Lake Advisors LLC History New 13,000 397 0.16% 196 +13,000 New Q1 2026 Apr 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 12,784 391 0.0% 0.0% 197 +181 1.44% Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History Added to 12,660 387 0.0% 0.0% 198 +1,835 16.95% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Reduced 12,435 380 0.0% 0.0% 199 -6,143 -33.07% Q1 2026 May 05, 2026
Blue Trust, Inc. History Added to 12,304 376 0.0% 0.0% 200 +126 1.03% Q1 2026 Apr 20, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 12,000 367 0.07% 0.07% 201 0 0.0% Q1 2026 Apr 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 11,911 364 0.0% 0.0% 202 +1,188 11.08% Q1 2026 May 15, 2026
WINTON GROUP Ltd History New 11,816 361 0.01% 203 +11,816 New Q1 2026 May 12, 2026
Brooklyn Investment Group History Reduced 11,541 353 0.01% 0.02% 204 -197 -1.68% Q1 2026 Apr 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 10,052 308 0.0% 0.0% 205 +766 8.25% Q1 2026 May 01, 2026
Schonfeld Strategic Advisors LLC History New 9,994 305 0.0% 206 +9,994 New Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 9,721 297 0.01% 0.0% 207 +3,826 64.9% Q1 2026 May 15, 2026
BOKF, NA History Added to 9,610 294 0.0% 0.0% 208 +374 4.05% Q1 2026 May 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,532 292 0.0% 0.0% 209 0 0.0% Q1 2026 May 14, 2026
AR ASSET MANAGEMENT INC History No change 9,100 278 0.05% 0.05% 210 0 0.0% Q1 2026 May 13, 2026
DnB Asset Management AS History New 8,999 275 0.0% 212 +8,999 New Q1 2026 May 14, 2026
Crossmark Global Holdings, Inc. History Reduced 9,005 275 0.0% 0.0% 211 -70 -0.77% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Reduced 8,975 274 0.0% 0.0% 213 -195 -2.13% Q1 2026 May 12, 2026
XTX Topco Ltd History Reduced 8,853 270 0.0% 0.01% 214 -9,183 -50.91% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History No change 8,649 264 0.01% 0.01% 215 0 0.0% Q1 2026 May 13, 2026
Moors & Cabot, Inc. History Reduced 8,500 260 0.01% 0.01% 216 -26 -0.3% Q1 2026 May 08, 2026
ZWJ INVESTMENT COUNSEL INC History No change 8,376 256 0.01% 0.01% 217 0 0.0% Q1 2026 Apr 24, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 8,327 254 0.01% 0.01% 218 +131 1.6% Q1 2026 May 01, 2026
BAILARD, INC. History Reduced 7,896 241 0.01% 0.01% 219 -9,504 -54.62% Q1 2026 May 11, 2026
Sequoia Financial Advisors, LLC History New 7,902 241 0.0% 220 +7,902 New Q1 2026 Apr 30, 2026
Vanderbilt University History New 7,860 240 0.05% 221 +7,860 New Q1 2026 Apr 20, 2026
CONNABLE OFFICE INC History Reduced 7,427 227 0.02% 0.02% 222 -1,255 -14.46% Q1 2026 Apr 29, 2026
HB Wealth Management, LLC History New 7,404 226 0.0% 223 +7,404 New Q1 2026 Apr 27, 2026
Ethic Inc. History New 7,245 221 0.0% 224 +7,245 New Q1 2026 Apr 27, 2026
EP Wealth Advisors, LLC History Reduced 7,075 216 0.0% 0.0% 225 -1,358 -16.1% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 6,951 212 0.0% 226 +6,951 New Q1 2026 May 12, 2026
Beverly Hills Private Wealth, LLC History Reduced 6,831 209 0.03% 0.03% 228 -408 -5.64% Q1 2026 May 01, 2026
CIBC WORLD MARKETS CORP History No change 7,544 209 0.0% 0.0% 227 0 0.0% Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History Reduced 6,714 205 0.06% 0.15% 229 -6,890 -50.65% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 6,269 195 0.0% 0.0% 230 -5,130 -45.0% Q1 2026 Apr 30, 2026
Central Pacific Bank - Trust Division History Reduced 6,293 192 0.02% 0.02% 231 -630 -9.1% Q1 2026 Apr 07, 2026
Smartleaf Asset Management LLC History Added to 5,979 184 0.01% 0.01% 232 +346 6.14% Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History No change 4,622 141 0.0% 0.0% 233 0 0.0% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,081 124 0.0% 0.0% 234 -706 -14.75% Q1 2026 May 08, 2026
Rosenberg Matthew Hamilton History No change 4,000 122 0.02% 0.02% 235 0 0.0% Q1 2026 Apr 06, 2026
FIL Ltd History Added to 3,945 120 0.0% 0.0% 236 +634 19.15% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History New 3,909 119 0.0% 237 +3,909 New Q1 2026 May 15, 2026
KBC Group NV History No change 3,862 118 0.0% 0.0% 238 0 0.0% Q1 2026 May 07, 2026
Sterling Capital Management LLC History Reduced 3,810 116 0.0% 0.0% 239 -2,823 -42.56% Q1 2026 Apr 22, 2026
Global Retirement Partners, LLC History No change 3,992 110 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Added to 3,588 109 0.0% 0.0% 241 +1,808 101.57% Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History No change 3,000 91 0.0% 0.0% 242 0 0.0% Q1 2026 Apr 30, 2026
EverSource Wealth Advisors, LLC History Added to 2,424 74 0.0% 0.0% 243 +339 16.26% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 2,382 72 0.0% 0.0% 244 +430 22.03% Q1 2026 Apr 06, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,332 71 0.0% 0.0% 245 -968 -29.33% Q1 2026 May 04, 2026
US BANCORP \DE\ History Added to 2,301 70 0.0% 0.0% 246 +825 55.89% Q1 2026 May 14, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 1,707 52 0.0% 0.0% 247 -170 -9.06% Q1 2026 Apr 15, 2026
Heritage Wealth Advisors History No change 1,600 48 0.0% 0.0% 248 0 0.0% Q1 2026 May 13, 2026
FINANCIAL CONSULATE, INC History No change 1,347 41 0.01% 0.01% 249 0 0.0% Q1 2026 Apr 21, 2026
Essential Partners LLC History No change 1,155 35 0.01% 0.01% 250 0 0.0% Q1 2026 May 21, 2026
BROOKFIELD Corp /ON/ History Added to 992 30 0.0% 0.0% 251 +313 46.1% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 951 29 0.0% 0.0% 252 +244 34.51% Q1 2026 May 07, 2026
Kemnay Advisory Services Inc. History Added to 935 28 0.0% 0.0% 253 +761 437.36% Q1 2026 May 15, 2026
Destiny Wealth Partners, LLC History New 890 27 0.0% 254 +890 New Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 835 25 0.0% 0.0% 256 +86 11.48% Q1 2026 Apr 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 835 25 0.0% 0.0% 255 +31 3.86% Q1 2026 May 07, 2026
UMB Bank, n.a. History Added to 807 24 0.0% 0.0% 257 +58 7.74% Q1 2026 May 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 747 23 0.0% 0.0% 258 +295 65.27% Q1 2026 Apr 28, 2026
BESSEMER GROUP INC History Reduced 719 22 0.0% 0.0% 259 -116 -13.89% Q1 2026 May 06, 2026
Optiver Holding B.V. History New 637 19 0.0% 261 +637 New Q1 2026 May 15, 2026
IFP Advisors, Inc History Reduced 630 19 0.0% 0.0% 260 -3 -0.47% Q1 2026 Apr 13, 2026
Parkside Financial Bank & Trust History No change 579 17 0.0% 0.0% 262 0 0.0% Q1 2026 May 13, 2026
Innovative Asset Advisors Group, LLC History New 530 16 0.01% 263 +530 New Q1 2026 May 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 501 15 0.0% 0.0% 265 -505 -50.2% Q1 2026 May 08, 2026
VALLEY NATIONAL ADVISERS INC History No change 500 15 0.0% 0.0% 264 0 0.0% Q1 2026 Apr 15, 2026
WOLFF WIESE MAGANA LLC History No change 467 14 0.01% 0.01% 266 0 0.0% Q1 2026 Apr 13, 2026
Clearstead Trust, LLC History No change 428 13 0.0% 0.0% 267 0 0.0% Q1 2026 May 06, 2026
Cedar Mountain Advisors, LLC History New 422 12 0.0% 270 +422 New Q1 2026 Apr 30, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 419 12 0.0% 0.0% 268 0 0.0% Q1 2026 Apr 14, 2026
Fourth Dimension Wealth, LLC History No change 400 12 0.0% 0.0% 269 0 0.0% Q1 2026 May 11, 2026
Quantbot Technologies LP History Reduced 365 11 0.0% 0.01% 271 -10,294 -96.58% Q1 2026 May 13, 2026
Aster Capital Management (DIFC) Ltd History New 417 11 0.0% 272 +417 New Q1 2026 May 13, 2026
Advisory Services Network, LLC History New 341 10 0.0% 276 +341 New Q1 2026 May 15, 2026
Root Financial Partners, LLC History Added to 343 10 0.0% 275 +334 3711.11% Q1 2026 Apr 24, 2026
Arax Advisory Partners History Added to 325 10 0.0% 0.0% 273 +157 93.45% Q1 2026 May 13, 2026
Activest Wealth Management History Reduced 359 10 0.0% 0.0% 274 -108 -23.13% Q1 2026 Apr 15, 2026
LRI Investments, LLC History New 296 9 0.0% 278 +296 New Q1 2026 Apr 30, 2026
Rossby Financial, LCC History Added to 301 9 0.0% 0.0% 277 +52 20.88% Q1 2026 May 11, 2026
Costello Asset Management, INC History Added to 294 8 0.0% 0.0% 279 +3 1.03% Q1 2026 Apr 30, 2026
Princeton Global Asset Management LLC History No change 275 8 0.0% 0.0% 280 0 0.0% Q1 2026 Apr 22, 2026
SIMPLEX TRADING, LLC History Reduced 240 7 0.0% 0.0% 281 -909 -79.11% Q1 2026 May 14, 2026
MATHER GROUP, LLC. History New 252 7 0.0% 283 +252 New Q1 2026 Apr 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 250 7 0.0% 0.0% 282 0 0.0% Q1 2026 Apr 28, 2026
Sapience Investments, LLC History Reduced 223 6 0.78% 1.68% 285 -15,811 -98.61% Q1 2026 May 15, 2026
Capital Advisors, Ltd. LLC History No change 186 6 0.0% 0.0% 284 0 0.0% Q1 2026 Apr 16, 2026
WPG Advisers, LLC History Reduced 173 5 0.0% 0.0% 287 -31 -15.2% Q1 2026 Apr 29, 2026
SIGNATUREFD, LLC History Added to 169 5 0.0% 0.0% 286 +15 9.74% Q1 2026 Apr 07, 2026
MAI Capital Management History Added to 162 4 0.0% 288 +132 440.0% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 146 4 0.0% 0.0% 291 +71 94.67% Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 150 4 0.0% 0.0% 289 -22 -12.79% Q1 2026 May 07, 2026
Manchester Capital Management LLC History No change 146 4 0.0% 0.0% 290 0 0.0% Q1 2026 May 11, 2026
Quent Capital, LLC History No change 136 4 0.0% 0.0% 292 0 0.0% Q1 2026 Apr 28, 2026
SageView Advisory Group, LLC History No change 155 4 0.0% 0.0% 293 0 0.0% Q4 2025 Feb 17, 2026
MilWealth Group LLC History New 112 3 0.0% 298 +112 New Q1 2026 May 01, 2026
Farther Finance Advisors, LLC History Added to 100 3 0.0% 0.0% 297 +20 25.0% Q1 2026 Apr 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 102 3 0.0% 0.0% 294 0 0.0% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 109 3 0.0% 0.0% 295 0 0.0% Q4 2025 Feb 12, 2026
Bell Investment Advisors, Inc History No change 100 3 0.0% 0.0% 296 0 0.0% Q1 2026 Apr 17, 2026
Sachetta, LLC History New 76 2 0.0% 303 +76 New Q1 2026 May 01, 2026
ASSETMARK, INC History Reduced 77 2 0.0% 0.0% 300 -14 -15.38% Q1 2026 May 06, 2026
PFS Partners, LLC History Added to 83 2 0.0% 0.0% 302 +1 1.22% Q1 2026 Apr 09, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 95 2 0.0% 0.0% 299 0 0.0% Q1 2026 Apr 27, 2026
1 NORTH WEALTH SERVICES LLC History No change 70 2 0.0% 0.0% 301 0 0.0% Q1 2026 May 04, 2026
PICTON MAHONEY ASSET MANAGEMENT History Reduced 38 1 0.0% 0.01% 305 -27,433 -99.86% Q1 2026 May 13, 2026
Elequin Capital, LP History Reduced 34 1 0.0% 0.0% 307 -46 -57.5% Q1 2026 May 11, 2026
Kilter Group LLC History New 42 1 0.0% 311 +42 New Q1 2026 May 14, 2026
Spire Wealth Management History New 39 1 0.0% 310 +39 New Q1 2026 Apr 22, 2026
TD Capital Management LLC History New 33 1 0.0% 309 +33 New Q1 2026 May 11, 2026
MassMutual Private Wealth & Trust, FSB History No change 51 1 0.0% 0.0% 304 0 0.0% Q1 2026 Apr 13, 2026
First Command Advisory Services, Inc. History No change 39 1 0.0% 0.0% 306 0 0.0% Q1 2026 May 07, 2026
Keating Financial Advisory Services, Inc. History No change 34 1 0.0% 308 0 0.0% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Closed out 0 0 0.01% -289,180 -100.0% Q1 2026 May 13, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History Closed out 0 0 0.21% -185,258 -100.0% Q1 2026 May 13, 2026
Greenland Capital Management LP History Closed out 0 0 0.52% -177,993 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.07% -172,793 -100.0% Q1 2026 May 14, 2026
LMR Partners LLP History Closed out 0 0 0.01% -128,512 -100.0% Q1 2026 May 15, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Closed out 0 0 0.06% -92,748 -100.0% Q1 2026 May 11, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -79,466 -100.0% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.08% -65,720 -100.0% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -43,484 -100.0% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.0% -39,474 -100.0% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -33,050 -100.0% Q1 2026 May 14, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.03% -21,304 -100.0% Q1 2026 May 14, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.11% -13,949 -100.0% Q1 2026 May 05, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.02% -10,880 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -10,271 -100.0% Q1 2026 May 12, 2026
CSS LLC/IL History Closed out 0 0 0.01% -8,147 -100.0% Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.04% -7,843 -100.0% Q1 2026 May 12, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -7,785 -100.0% Q1 2026 May 13, 2026
Atria Investments, Inc History Closed out 0 0 0.0% -7,565 -100.0% Q1 2026 May 05, 2026
Caitong International Asset Management Co., Ltd History Reduced 28 0 0.04% -6,318 -99.56% Q1 2026 May 11, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.03% -2,250 -100.0% Q1 2026 May 04, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -1,224 -100.0% Q1 2026 May 15, 2026
DV Trading LLC History Closed out 0 0 0.0% -900 -100.0% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Reduced 30 0 0.0% -702 -95.9% Q1 2026 May 06, 2026
PRIVATE TRUST CO NA History Reduced 9 0 0.0% -231 -96.25% Q1 2026 Apr 30, 2026
Ancora Advisors LLC History Closed out 0 0 0.0% -167 -100.0% Q1 2026 May 15, 2026
AMERIFLEX GROUP, INC. History Closed out 0 0 0.0% -138 -100.0% Q1 2026 May 15, 2026
Bravera Wealth History Closed out 0 0 0.0% -96 -100.0% Q1 2026 Apr 22, 2026
True Wealth Design, LLC History Reduced 32 0 0.0% -34 -51.52% Q1 2026 Apr 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 23 0 +23 New Q1 2026 May 08, 2026
Atlantic Union Bankshares Corp History New 9 0 +9 New Q1 2026 May 12, 2026
Silicon Valley Capital Partners History New 8 0 +8 New Q1 2026 May 19, 2026
Pinnacle Wealth Planning Services, Inc. History New 6 0 +6 New Q1 2026 May 11, 2026
CoreCap Advisors, LLC History Reduced 2 0 -1 -33.33% Q1 2026 Apr 07, 2026
FIRST HORIZON CORP History No change 31 0 0 0.0% Q1 2026 Apr 30, 2026
HUNTINGTON NATIONAL BANK History No change 20 0 0 0.0% Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History No change 13 0 0 0.0% Q1 2026 May 15, 2026
Covestor Ltd History No change 6 0 0 0.0% Q1 2026 May 05, 2026
Dunhill Financial, LLC History No change 6 0 0 0.0% Q1 2026 May 06, 2026
Private Wealth Management Group, LLC History No change 5 0 0 0.0% Q1 2026 Apr 23, 2026
Godfrey Financial Associates, Inc. History No change 3 0 0 0.0% Q1 2026 May 11, 2026