Celsius Holdings, Inc. - CELH

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
ALLIANCEBERNSTEIN L.P. History Added to 19,792,620 905,314 0.29% 0.27% 1 +1,213,588 6.53% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 18,074,995 826,750 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 15,945,400 565,742 0.01% 0.01% 3 +421,786 2.72% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 8,820,087 312,936 0.02% 4 +8,820,087 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 8,215,468 291,484 0.01% 5 +8,215,468 New Q1 2026 May 15, 2026
FMR LLC History Added to 6,255,233 221,935 0.01% 0.01% 6 +509,193 8.86% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 5,895,422 209,169 0.02% 0.04% 7 -2,500,425 -29.78% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 5,026,236 178,330 0.01% 0.01% 8 +167,996 3.46% Q1 2026 May 15, 2026
NORGES BANK History No change 3,078,342 140,803 0.02% 0.02% 9 0 0.0% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Added to 3,906,825 138,614 0.02% 0.02% 10 +390,686 11.11% Q1 2026 May 12, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Added to 3,768,911 133,720 0.56% 0.29% 11 +2,224,696 144.07% Q1 2026 May 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,595,950 127,610 0.01% 0.01% 12 +30,541 0.86% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 3,444,535 122,212 0.05% 0.09% 13 -896,525 -20.65% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 3,066,789 108,806 0.04% 0.04% 14 +545,558 21.64% Q1 2026 May 14, 2026
MORGAN STANLEY History Added to 2,799,172 99,314 0.01% 0.01% 15 +97,038 3.59% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 2,582,785 91,637 0.12% 0.12% 16 +467,906 22.12% Q1 2026 May 15, 2026
Divisadero Street Capital Management, LP History Added to 2,535,310 89,952 3.76% 5.41% 17 +5,098 0.2% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 2,529,952 89,762 0.01% 0.04% 18 -3,088,002 -54.97% Q1 2026 May 15, 2026
Champlain Investment Partners, LLC History Added to 2,374,680 84,253 1.07% 0.25% 19 +1,836,702 341.41% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,306,379 81,827 0.02% 0.04% 20 -1,232,225 -34.82% Q1 2026 May 15, 2026
Fund 1 Investments, LLC History Added to 2,071,764 73,506 8.43% 6.59% 21 +894,044 75.91% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 2,005,267 71,146 0.06% 0.04% 22 +1,018,454 103.21% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,893,727 67,189 0.01% 0.0% 23 +1,384,909 272.18% Q1 2026 May 15, 2026
UBS Group AG History Added to 1,521,360 53,977 0.01% 0.01% 24 +66,461 4.57% Q1 2026 May 05, 2026
Junto Capital Management LP History New 1,473,314 52,273 1.1% 25 +1,473,314 New Q1 2026 May 15, 2026
Invesco Ltd. History Added to 1,443,588 51,218 0.01% 0.0% 26 +911,319 171.21% Q1 2026 May 12, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History Reduced 1,437,651 51,007 1.04% 1.34% 27 -87,496 -5.74% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 1,409,510 50,009 0.08% 0.12% 28 -387,566 -21.57% Q1 2026 May 08, 2026
NORTHERN TRUST CORP History Added to 1,383,057 49,070 0.01% 0.01% 29 +27,629 2.04% Q1 2026 May 14, 2026
Hood River Capital Management LLC History Reduced 1,370,561 48,627 0.49% 1.21% 30 -1,042,121 -43.19% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,421,397 48,559 0.01% 0.03% 31 -586,129 -29.2% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 1,328,949 47,151 0.05% 0.06% 32 -105,111 -7.33% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 1,319,965 46,832 0.01% 0.02% 33 -126,204 -8.73% Q1 2026 May 14, 2026
JENNISON ASSOCIATES LLC History Added to 1,298,521 46,071 0.03% 0.03% 34 +30,327 2.39% Q1 2026 May 06, 2026
Point72 Asset Management, L.P. History Reduced 1,267,817 44,982 0.06% 0.12% 35 -1,155,584 -47.68% Q1 2026 May 15, 2026
Blue Grotto Capital, LLC History New 1,259,428 44,684 5.15% 36 +1,259,428 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,230,175 43,646 0.01% 0.01% 37 +45,570 3.85% Q1 2026 May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 1,219,168 43,256 0.15% 38 +1,219,168 New Q1 2026 May 14, 2026
Voss Capital, LP History Added to 1,205,000 42,753 2.27% 0.36% 39 +1,040,000 630.3% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 1,249,048 42,230 0.0% 0.0% 40 -286,568 -18.66% Q1 2026 May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,182,917 41,969 0.01% 0.01% 41 +43,746 3.84% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 1,116,783 39,623 0.01% 0.01% 42 -7,987 -0.71% Q1 2026 May 05, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,097,936 38,954 0.02% 0.03% 43 -155,163 -12.38% Q1 2026 May 15, 2026
Capital International Investors History No change 1,074,845 38,135 0.01% 0.01% 44 0 0.0% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History Added to 1,058,503 37,565 0.02% 0.02% 45 +276,369 35.34% Q1 2026 May 18, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,044,475 37,057 0.01% 46 +1,044,475 New Q1 2026 May 08, 2026
MIG Capital, LLC History No change 741,841 33,931 5.76% 5.76% 47 0 0.0% Q4 2025 Feb 17, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 954,125 33,852 0.18% 0.24% 48 +301,478 46.19% Q1 2026 May 12, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 936,062 33,211 0.34% 0.33% 49 +257,728 37.99% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 923,717 32,773 0.02% 0.06% 50 -1,525,783 -62.29% Q1 2026 May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 906,880 32,176 0.09% 0.16% 51 -369,523 -28.95% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 850,606 30,180 0.0% 0.0% 52 +197,134 30.17% Q1 2026 May 15, 2026
LORD, ABBETT & CO. LLC History Added to 754,916 26,784 0.09% 0.09% 53 +132,058 21.2% Q1 2026 May 14, 2026
Alyeska Investment Group, L.P. History New 738,200 26,191 0.07% 54 +738,200 New Q1 2026 May 15, 2026
IMC-Chicago, LLC History Added to 712,713 25,287 0.01% 0.01% 55 +13,713 1.96% Q1 2026 May 05, 2026
COMMERCE BANK History Reduced 703,352 24,954 0.12% 0.19% 56 -45,598 -6.09% Q1 2026 May 11, 2026
Pictet Asset Management Holding SA History Added to 676,776 24,012 0.03% 0.03% 57 +67,886 11.15% Q1 2026 Apr 22, 2026
Squarepoint Ops LLC History Reduced 660,354 23,429 0.03% 0.04% 58 -197,980 -23.07% Q1 2026 May 15, 2026
BRAUN STACEY ASSOCIATES INC History Added to 643,465 22,830 0.76% 0.88% 59 +48,611 8.17% Q1 2026 Apr 22, 2026
Retirement Systems of Alabama History Added to 554,611 19,677 0.07% 0.06% 60 +168,531 43.65% Q1 2026 Apr 24, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 530,737 18,830 0.13% 61 +530,737 New Q1 2026 Apr 14, 2026
CONGRESS ASSET MANAGEMENT CO History New 529,076 18,771 0.13% 62 +529,076 New Q1 2026 Apr 14, 2026
Shay Capital LLC History New 514,420 18,251 1.52% 63 +514,420 New Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 508,252 18,032 0.0% 0.0% 64 +37,555 7.98% Q1 2026 May 15, 2026
Ranger Investment Management, L.P. History Reduced 497,495 17,651 1.28% 1.57% 65 -3,735 -0.75% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 485,305 17,218 0.0% 0.01% 66 +43,176 9.77% Q1 2026 May 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 459,233 16,293 0.0% 0.0% 67 -131,141 -22.21% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 454,856 16,138 0.01% 0.01% 68 +112,135 32.72% Q1 2026 May 04, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 451,973 16,036 0.01% 0.03% 69 -1,147,054 -71.73% Q1 2026 May 15, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 450,829 15,995 0.07% 0.08% 70 -17,144 -3.66% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 441,857 15,677 0.01% 0.02% 71 +8,673 2.0% Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 428,326 15,197 0.03% 0.0% 72 +374,607 697.35% Q1 2026 May 11, 2026
Parallax Volatility Advisers, L.P. History Added to 457,663 14,961 0.04% 0.03% 73 +101,986 28.67% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 400,934 14,225 0.0% 0.01% 74 -111,435 -21.75% Q1 2026 Apr 30, 2026
Wealth High Governance Capital Ltda History No change 305,131 13,956 2.61% 2.61% 75 0 0.0% Q4 2025 Jan 30, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 387,844 13,760 0.01% 0.04% 76 -1,340,891 -77.56% Q1 2026 May 12, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 384,055 13,626 0.86% 0.84% 77 +108,701 39.48% Q1 2026 May 12, 2026
PEAK6 LLC History Reduced 382,253 13,562 0.03% 0.08% 78 -577,647 -60.18% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 370,193 13,134 0.0% 0.0% 79 +38,346 11.56% Q1 2026 May 06, 2026
ExodusPoint Capital Management, LP History Added to 356,582 12,651 0.1% 0.07% 80 +173,156 94.4% Q1 2026 May 14, 2026
OFI INVEST ASSET MANAGEMENT History Reduced 408,284 12,572 0.17% 0.28% 81 -88,104 -17.75% Q1 2026 May 05, 2026
Broad Bay Capital Management, LP History No change 353,024 12,525 1.07% 1.69% 82 0 0.0% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Added to 344,573 12,225 0.03% 0.0% 83 +330,561 2359.13% Q1 2026 May 15, 2026
SCOPUS ASSET MANAGEMENT, L.P. History Reduced 328,625 11,659 0.2% 0.92% 84 -895,375 -73.15% Q1 2026 May 15, 2026
Tyro Capital Management LLC History Added to 316,894 11,243 1.22% 2.51% 85 +19,737 6.64% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 314,539 10,980 0.01% 0.04% 86 -1,291,269 -80.41% Q1 2026 May 15, 2026
Swiss National Bank History Added to 306,100 10,860 0.01% 0.01% 87 +900 0.29% Q1 2026 May 07, 2026
Qube Research & Technologies Ltd History Reduced 299,723 10,634 0.01% 0.02% 88 -199,167 -39.92% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 287,950 10,216 0.05% 0.1% 89 -530,050 -64.8% Q1 2026 May 14, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Added to 277,288 9,838 0.71% 0.79% 90 +29,358 11.84% Q1 2026 May 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 276,758 9,819 0.01% 91 +276,758 New Q1 2026 May 14, 2026
FIL Ltd History Reduced 275,759 9,783 0.01% 0.02% 92 -254,099 -47.96% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 266,601 9,459 0.01% 0.01% 93 +35,131 15.18% Q1 2026 May 13, 2026
Man Group plc History Reduced 252,928 8,973 0.02% 0.06% 94 -581,009 -69.67% Q1 2026 May 15, 2026
WS MANAGEMENT LLLP History Added to 250,000 8,870 0.78% 0.64% 95 +80,000 47.06% Q1 2026 May 14, 2026
Moran Wealth Management, LLC History Added to 247,850 8,793 0.27% 0.33% 96 +13,068 5.57% Q1 2026 Apr 27, 2026
BW Gestao de Investimentos Ltda. History Added to 245,377 8,705 0.29% 0.2% 97 +50,508 25.92% Q1 2026 Apr 28, 2026
Clark Capital Management Group, Inc. History Added to 241,733 8,576 0.05% 0.03% 98 +129,759 115.88% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 232,358 8,244 0.01% 0.01% 99 -58,511 -20.12% Q1 2026 May 06, 2026
OMERS ADMINISTRATION Corp History Added to 230,530 8,179 0.05% 0.04% 100 +105,300 84.09% Q1 2026 May 15, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 229,049 8,126 0.01% 101 +229,049 New Q1 2026 May 15, 2026
Walleye Capital LLC History Reduced 228,682 8,113 0.03% 0.1% 102 -460,786 -66.83% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Reduced 226,373 8,031 0.01% 0.01% 103 -64,289 -22.12% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 216,244 7,672 0.0% 0.0% 104 -28,585 -11.68% Q1 2026 May 08, 2026
PEREGRINE CAPITAL MANAGEMENT LLC History Reduced 211,867 7,517 0.28% 0.31% 105 -9,616 -4.34% Q1 2026 Apr 23, 2026
Bayberry Capital Partners LP History Reduced 210,000 7,450 2.3% 4.25% 106 -83,040 -28.34% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 202,248 7,175 0.01% 0.02% 107 -87,452 -30.19% Q1 2026 May 15, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 200,000 7,096 0.14% 0.08% 108 +100,000 100.0% Q1 2026 May 14, 2026
FINDELL CAPITAL MANAGEMENT LLC History Reduced 200,000 7,096 2.08% 2.76% 109 -10,000 -4.76% Q1 2026 May 15, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 196,011 6,954 0.15% 0.22% 110 -35,170 -15.21% Q1 2026 Apr 30, 2026
WELLS FARGO & COMPANY/MN History Added to 190,424 6,756 0.0% 0.0% 111 +32,798 20.81% Q1 2026 May 11, 2026
SIMPLEX TRADING, LLC History Reduced 189,600 6,727 0.0% 0.01% 112 -175,700 -48.1% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 189,613 6,727 0.01% 0.01% 113 +63,895 50.82% Q1 2026 May 15, 2026
Twin Tree Management, LP History Added to 186,707 6,624 0.14% 0.03% 114 +113,364 154.57% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 183,124 6,497 0.01% 0.04% 115 -467,413 -71.85% Q1 2026 May 15, 2026
Korea Investment CORP History Added to 180,447 6,402 0.01% 0.02% 116 +4,064 2.3% Q1 2026 May 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 180,373 6,389 0.0% 0.0% 117 -61,874 -25.54% Q1 2026 May 07, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 179,724 6,376 0.01% 0.01% 118 +32,214 21.84% Q1 2026 May 15, 2026
Kercheville Advisors, LLC History Reduced 176,710 6,269 2.01% 3.53% 119 -67,283 -27.58% Q1 2026 Apr 20, 2026
Russell Investments Group, Ltd. History Reduced 169,429 6,011 0.01% 0.01% 120 -4,151 -2.39% Q1 2026 May 08, 2026
Portolan Capital Management, LLC History New 164,597 5,839 0.31% 121 +164,597 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 160,622 5,700 0.0% 0.0% 122 -137,684 -46.16% Q1 2026 May 15, 2026
HUB Investment Partners, LLC History Added to 158,407 5,620 0.13% 0.19% 123 +671 0.43% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 156,600 5,556 0.01% 0.02% 124 -16,704 -9.64% Q1 2026 Apr 27, 2026
BEACONLIGHT CAPITAL, LLC History New 156,391 5,548 2.92% 125 +156,391 New Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 151,850 5,388 0.01% 0.0% 126 +91,024 149.65% Q1 2026 May 15, 2026
BAYPOINTE PARTNERS LLC History New 150,000 5,322 7.3% 127 +150,000 New Q1 2026 Apr 30, 2026
CREDIT AGRICOLE S A History Reduced 144,966 5,143 0.01% 0.02% 128 -4,897 -3.27% Q1 2026 May 15, 2026
HOWE & RUSLING INC History Added to 144,954 5,142 0.34% 0.42% 129 +5,062 3.62% Q1 2026 Apr 28, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 144,915 5,141 0.0% 130 +144,915 New Q1 2026 May 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 142,323 5,049 0.01% 0.01% 131 -1,076 -0.75% Q1 2026 May 08, 2026
BANK OF MONTREAL /CAN/ History Added to 141,963 5,036 0.0% 0.0% 132 +5,686 4.17% Q1 2026 May 13, 2026
AMICA MUTUAL INSURANCE CO History Added to 138,554 4,916 0.42% 0.22% 133 +83,781 152.96% Q1 2026 May 05, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 136,800 4,853 0.0% 0.02% 134 -365,400 -72.76% Q1 2026 May 15, 2026
Prospect Capital Advisors, LLC History Added to 130,600 4,633 2.58% 2.95% 135 +5,650 4.52% Q1 2026 May 29, 2026
Sone Capital Management, LLC History Added to 127,612 4,527 0.38% 0.32% 136 +40,308 46.17% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Reduced 124,651 4,422 0.0% 0.01% 137 -27,189 -17.91% Q1 2026 May 11, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Added to 122,534 4,347 0.3% 0.28% 138 +59,639 94.82% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 122,067 4,330 0.01% 0.01% 139 -3,108 -2.48% Q1 2026 May 06, 2026
GROUP ONE TRADING LLC History Reduced 120,144 4,262 0.01% 0.03% 140 -209,798 -63.59% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 119,279 4,232 0.0% 0.0% 141 -2,002 -1.65% Q1 2026 May 15, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 118,301 4,197 0.03% 142 +118,301 New Q1 2026 May 13, 2026
Savoir Faire Capital Management, L.P. History Added to 115,248 4,088 2.47% 1.38% 143 +51,552 80.93% Q1 2026 May 01, 2026
Knuff & Co LLC History Reduced 115,066 4,082 1.23% 1.72% 144 -12,815 -10.02% Q1 2026 May 11, 2026
CWA Asset Management Group, LLC History Reduced 113,079 4,012 0.14% 0.19% 145 -5,201 -4.4% Q1 2026 Apr 20, 2026
UNICOM Systems, Inc. History No change 110,000 3,902 0.4% 0.49% 146 0 0.0% Q1 2026 Apr 28, 2026
BLAIR WILLIAM & CO/IL History Added to 109,531 3,886 0.01% 0.0% 147 +73,309 202.39% Q1 2026 May 08, 2026
Cetera Investment Advisers History Reduced 106,570 3,781 0.0% 0.01% 148 -19,785 -15.66% Q1 2026 May 13, 2026
MITCHELL CAPITAL MANAGEMENT CO History Reduced 105,993 3,760 0.69% 0.99% 149 -14,857 -12.29% Q1 2026 May 11, 2026
TORONTO DOMINION BANK History Reduced 103,996 3,689 0.01% 0.01% 150 -46,850 -31.06% Q1 2026 May 15, 2026
Polar Asset Management Partners Inc. History New 98,004 3,477 0.07% 151 +98,004 New Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 97,521 3,460 0.01% 0.01% 152 +25,466 35.34% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Reduced 97,051 3,443 0.02% 0.04% 153 -157,154 -61.82% Q1 2026 May 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 93,478 3,316 0.02% 0.03% 154 -1,701 -1.79% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 92,873 3,295 0.01% 0.0% 155 +90,917 4648.11% Q1 2026 May 01, 2026
CANADA LIFE ASSURANCE Co History Added to 91,642 3,255 0.01% 0.01% 156 +449 0.49% Q1 2026 May 14, 2026
EFG International AG History Added to 91,680 3,253 0.07% 0.07% 157 +15,438 20.25% Q1 2026 May 15, 2026
Blackstone Inc. History New 91,512 3,246 0.01% 158 +91,512 New Q1 2026 May 15, 2026
Wakefield Asset Management LLLP History Added to 91,145 3,233 0.86% 1.11% 159 +1,419 1.58% Q1 2026 May 12, 2026
Freemont Management S.A. History Reduced 90,500 3,210 0.49% 0.8% 160 -9,300 -9.32% Q1 2026 May 06, 2026
Verition Fund Management LLC History Reduced 89,052 3,159 0.02% 0.06% 161 -267,854 -75.05% Q1 2026 May 15, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 88,133 3,126 0.03% 0.07% 162 -24,821 -21.97% Q1 2026 May 12, 2026
Bedell Frazier Investment Counselling, LLC History Added to 86,721 3,076 0.62% 0.76% 163 +46 0.05% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 86,118 3,055 0.02% 0.02% 164 +20 0.02% Q1 2026 May 14, 2026
Eurizon Capital SGR S.p.A. History Added to 85,940 3,046 0.01% 0.01% 165 +12,209 16.56% Q1 2026 May 08, 2026
Kestra Advisory Services, LLC History Reduced 85,051 3,017 0.01% 0.02% 166 -4,770 -5.31% Q1 2026 Apr 30, 2026
Trexquant Investment LP History New 84,504 2,998 0.02% 167 +84,504 New Q1 2026 May 15, 2026
Future Fund LLC History Added to 82,833 2,938 1.03% 0.86% 168 +23,129 38.74% Q1 2026 May 06, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 82,718 2,934 0.0% 0.02% 169 -713,111 -89.61% Q1 2026 May 15, 2026
Sullivan Wood Capital Management LLC History Added to 82,115 2,913 5.1% 5.57% 170 +1,350 1.67% Q1 2026 May 06, 2026
Bridgefront Capital, LLC History New 81,736 2,899 0.72% 171 +81,736 New Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 80,791 2,866 0.0% 0.01% 172 -49,095 -37.8% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History New 80,479 2,835 0.0% 173 +80,479 New Q1 2026 Apr 30, 2026
AMALGAMATED BANK History Added to 79,724 2,829 0.02% 0.03% 174 +2,338 3.02% Q1 2026 May 08, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 78,487 2,784 0.09% 0.11% 175 +5,153 7.03% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Reduced 76,098 2,699 0.0% 0.01% 176 -5,208 -6.41% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 77,696 2,671 0.0% 0.01% 177 0 0.0% Q1 2026 May 07, 2026
4D Advisors, LLC History Reduced 75,000 2,661 1.69% 3.51% 178 -65,000 -46.43% Q1 2026 May 15, 2026
COMERICA BANK History No change 57,926 2,649 0.01% 0.01% 179 0 0.0% Q4 2025 Jan 29, 2026
XTX Topco Ltd History New 74,217 2,633 0.05% 180 +74,217 New Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History No change 72,851 2,584 0.01% 0.01% 181 0 0.0% Q1 2026 May 15, 2026
South Dakota Investment Council History No change 72,212 2,562 0.05% 0.06% 182 0 0.0% Q1 2026 May 18, 2026
Caption Management, LLC History Reduced 71,100 2,522 0.01% 0.09% 183 -226,469 -76.11% Q1 2026 May 15, 2026
Treasurer of the State of North Carolina History Added to 70,380 2,497 0.01% 0.01% 184 +1,503 2.18% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 70,142 2,488 0.02% 0.03% 185 +1,034 1.5% Q1 2026 Apr 29, 2026
CASTLEARK MANAGEMENT LLC History Reduced 67,902 2,409 0.08% 0.23% 186 -101,940 -60.02% Q1 2026 May 15, 2026
STABLEFORD CAPITAL II LLC History Added to 66,990 2,376 0.88% 1.1% 187 +397 0.6% Q1 2026 Apr 06, 2026
MML INVESTORS SERVICES, LLC History Added to 65,922 2,338 0.01% 0.01% 188 +4,944 8.11% Q1 2026 May 04, 2026
Vanguard Global Advisers, LLC History New 64,930 2,303 0.0% 189 +64,930 New Q1 2026 May 08, 2026
GUGGENHEIM CAPITAL LLC History Added to 64,638 2,293 0.02% 0.01% 190 +40,561 168.46% Q1 2026 May 15, 2026
GPM Growth Investors, Inc. History Reduced 64,334 2,282 0.96% 1.15% 191 -256 -0.4% Q1 2026 Apr 24, 2026
Owlhouse Capital LP History New 64,013 2,271 3.02% 192 +64,013 New Q1 2026 May 15, 2026
Havemeyer Place LP History Added to 62,856 2,230 0.26% 0.25% 193 +35,225 127.48% Q1 2026 May 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 67,421 2,201 0.04% 0.16% 194 +297 0.44% Q1 2026 May 01, 2026
SWS Partners History Added to 62,000 2,199 0.54% 0.67% 195 +1,250 2.06% Q1 2026 Apr 21, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 61,650 2,187 0.03% 0.03% 196 +16,095 35.33% Q1 2026 May 04, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 61,249 2,173 0.02% 0.03% 197 -5,267 -7.92% Q1 2026 May 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 61,030 2,165 0.03% 0.0% 198 +53,840 748.82% Q1 2026 May 15, 2026
One Capital Management, LLC History Added to 60,844 2,158 0.06% 0.07% 199 +13,485 28.47% Q1 2026 May 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 60,322 2,140 0.02% 0.02% 200 -661 -1.08% Q1 2026 May 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 60,552 2,128 0.0% 0.0% 201 +676 1.13% Q1 2026 May 01, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 58,787 2,085 0.01% 0.05% 202 -258,500 -81.47% Q1 2026 May 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 58,172 2,063 0.08% 0.11% 203 0 0.0% Q1 2026 May 12, 2026
BENNETT SELBY INVESTMENTS LP History Added to 56,604 2,008 0.71% 0.83% 204 +1 0.0% Q1 2026 Apr 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 56,475 2,003 0.0% 0.0% 205 -6,500 -10.32% Q1 2026 Apr 27, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 56,205 1,994 0.02% 0.02% 206 +370 0.66% Q1 2026 Apr 13, 2026
Fairvoy Private Wealth, LLC History Reduced 56,157 1,992 0.48% 0.66% 207 -8,401 -13.01% Q1 2026 Apr 20, 2026
Schonfeld Strategic Advisors LLC History Reduced 54,757 1,942 0.01% 0.01% 208 -10,462 -16.04% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History No change 54,632 1,938 0.01% 0.01% 209 0 0.0% Q1 2026 May 05, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 54,395 1,929 0.03% 0.14% 210 -125,703 -69.8% Q1 2026 Apr 15, 2026
Sovran Advisors, LLC History New 56,454 1,895 0.15% 212 +56,454 New Q1 2026 May 01, 2026
M & L Capital Management Ltd History No change 53,400 1,895 0.47% 0.51% 211 0 0.0% Q1 2026 Apr 10, 2026
Handelsbanken Fonder AB History Added to 53,300 1,891 0.01% 0.01% 213 +4,700 9.67% Q1 2026 Apr 28, 2026
Gradient Investments LLC History New 53,150 1,885 0.03% 214 +53,150 New Q1 2026 Apr 13, 2026
NorthCoast Asset Management LLC History New 51,722 1,835 0.04% 215 +51,722 New Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 47,851 1,697 0.01% 0.01% 216 -1,631 -3.3% Q1 2026 May 14, 2026
Raiffeisen Bank International AG History No change 50,000 1,690 0.02% 0.03% 217 0 0.0% Q1 2026 Apr 24, 2026
E. Ohman J:or Asset Management AB History Added to 47,085 1,670 0.04% 0.05% 218 +2,358 5.27% Q1 2026 Apr 16, 2026
Louisiana State Employees Retirement System History Added to 46,300 1,642 0.03% 0.03% 219 +2,100 4.75% Q1 2026 Apr 20, 2026
STRS OHIO History Added to 44,232 1,569 0.01% 0.01% 220 +13,394 43.43% Q1 2026 Apr 24, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 44,197 1,568 0.01% 0.02% 221 0 0.0% Q1 2026 May 04, 2026
Amundi History Reduced 43,750 1,552 0.0% 0.0% 222 -330 -0.75% Q1 2026 May 15, 2026
Banco Santander, S.A. History New 43,177 1,531 0.01% 223 +43,177 New Q1 2026 May 08, 2026
KBC Group NV History Added to 42,962 1,524 0.0% 0.0% 224 +1,466 3.53% Q1 2026 May 07, 2026
Creative Planning History Reduced 42,569 1,510 0.0% 0.0% 225 -2,247 -5.01% Q1 2026 May 12, 2026
Arizona State Retirement System History Reduced 42,484 1,507 0.01% 0.01% 226 -764 -1.77% Q1 2026 May 01, 2026
Rockefeller Capital Management L.P. History Reduced 42,136 1,494 0.0% 0.0% 227 -14,183 -25.18% Q1 2026 May 14, 2026
Linden Thomas Advisory Services, LLC History Added to 41,756 1,481 0.14% 0.12% 228 +15,507 59.08% Q1 2026 Apr 10, 2026
Inspire Investing, LLC History Added to 41,558 1,474 0.12% 0.13% 229 +9,460 29.47% Q1 2026 Apr 23, 2026
TriaGen Wealth Management LLC History New 40,700 1,444 0.39% 230 +40,700 New Q1 2026 Apr 29, 2026
SHAKER INVESTMENTS LLC/OH History Reduced 40,325 1,430 0.65% 0.83% 231 -3,076 -7.09% Q1 2026 May 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 40,045 1,420 0.01% 0.01% 232 +50 0.13% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 39,330 1,395 0.0% 233 +39,330 New Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 38,949 1,381 0.0% 0.0% 234 +6,491 20.0% Q1 2026 May 15, 2026
BARD ASSOCIATES INC History No change 38,800 1,376 0.35% 0.46% 235 0 0.0% Q1 2026 May 07, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 38,500 1,365 0.01% 0.01% 236 +700 1.85% Q1 2026 May 04, 2026
Diversified Trust Co History Added to 38,035 1,349 0.03% 0.01% 237 +26,471 228.91% Q1 2026 Apr 16, 2026
Sequoia Financial Advisors, LLC History Added to 37,314 1,323 0.01% 0.01% 238 +1,772 4.99% Q1 2026 Apr 30, 2026
XPONANCE LLC History Added to 36,623 1,299 0.01% 0.01% 239 +4,338 13.44% Q1 2026 May 13, 2026
Senator Investment Group LP History No change 36,268 1,287 0.06% 0.07% 240 0 0.0% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 35,805 1,270 0.02% 0.02% 241 +46 0.13% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 36,960 1,254 0.0% 0.0% 242 +6,232 20.28% Q1 2026 May 15, 2026
DILLON & ASSOCIATES INC History Added to 35,671 1,248 0.17% 0.17% 243 +6,469 22.15% Q1 2026 May 07, 2026
SBI Securities Co., Ltd. History Reduced 34,907 1,238 0.03% 0.18% 244 -115,531 -76.8% Q1 2026 Apr 27, 2026
DAVENPORT & Co LLC History Added to 34,804 1,234 0.01% 0.01% 245 +1,182 3.52% Q1 2026 Apr 15, 2026
KLP KAPITALFORVALTNING AS History Added to 34,200 1,213 0.0% 0.01% 246 +1,100 3.32% Q1 2026 Apr 29, 2026
FRANKLIN RESOURCES INC History Reduced 33,228 1,178 0.0% 0.0% 247 -90,835 -73.22% Q1 2026 May 13, 2026
FirstWave Capital Management LLC History Reduced 32,934 1,168 1.24% 2.73% 248 -67,645 -67.26% Q1 2026 May 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 32,782 1,163 0.02% 0.02% 249 +900 2.82% Q1 2026 Apr 29, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 32,603 1,156 0.01% 0.02% 250 -1,716 -5.0% Q1 2026 May 14, 2026
CastleKnight Management LP History New 31,800 1,128 0.02% 251 +31,800 New Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 31,556 1,119 0.01% 0.02% 252 -2,645 -7.73% Q1 2026 Apr 24, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 31,100 1,103 0.03% 0.04% 253 0 0.0% Q1 2026 May 04, 2026
WESBANCO BANK INC History Reduced 31,000 1,099 0.03% 0.04% 254 -7 -0.02% Q1 2026 Apr 21, 2026
TRUIST FINANCIAL CORP History Reduced 30,650 1,087 0.0% 0.0% 255 -22,815 -42.67% Q1 2026 Apr 27, 2026
M&T BANK CORP History Reduced 30,415 1,079 0.0% 0.01% 256 -18,057 -37.25% Q1 2026 May 12, 2026
LuminArx Capital Management LP History New 30,000 1,064 0.78% 257 +30,000 New Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 29,720 1,054 0.0% 0.01% 258 -16,698 -35.97% Q1 2026 Apr 30, 2026
US BANCORP \DE\ History Reduced 29,556 1,048 0.0% 0.0% 259 -4,671 -13.65% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History Added to 29,444 1,044 0.03% 0.04% 260 +153 0.52% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 28,942 1,026 0.01% 0.01% 261 -6,559 -18.48% Q1 2026 Apr 29, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 28,868 1,024 0.16% 0.23% 262 -2,160 -6.96% Q1 2026 May 01, 2026
PINNACLE ASSOCIATES LTD History Added to 28,672 1,017 0.01% 0.01% 263 +5,953 26.2% Q1 2026 Apr 21, 2026
Neuberger Berman Group LLC History Added to 28,450 1,009 0.0% 0.0% 264 +1,481 5.49% Q1 2026 May 14, 2026
Cerity Partners LLC History Reduced 28,414 1,008 0.0% 0.0% 265 -8,927 -23.91% Q1 2026 May 15, 2026
RFG Advisory, LLC History Added to 27,585 978 0.02% 0.02% 266 +678 2.52% Q1 2026 Apr 17, 2026
Arkadios Wealth Advisors History Added to 26,983 957 0.02% 0.02% 267 +691 2.63% Q1 2026 May 18, 2026
Penn Capital Management Company, LLC History Added to 26,298 951 0.07% 0.09% 268 +3,022 12.98% Q1 2026 May 06, 2026
Blueshift Asset Management, LLC History Added to 26,379 935 0.28% 0.1% 269 +18,902 252.8% Q1 2026 May 14, 2026
FOX RUN MANAGEMENT, L.L.C. History New 27,588 932 0.16% 270 +27,588 New Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 25,609 908 0.0% 0.0% 271 +11,278 78.7% Q1 2026 May 08, 2026
Cypress Capital Management LLC (WY) History Reduced 25,036 888 0.82% 1.11% 272 -1,010 -3.88% Q1 2026 May 08, 2026
Rock Creek Group LLC History New 25,000 887 0.09% 273 +25,000 New Q1 2026 May 11, 2026
ABS Direct Equity Fund LLC History New 25,000 887 0.68% 274 +25,000 New Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 24,291 861 0.0% 0.0% 275 +1,808 8.04% Q1 2026 May 05, 2026
Baird Financial Group, Inc. History Reduced 23,277 825 0.0% 0.0% 276 -1,237 -5.05% Q1 2026 May 14, 2026
OUTFITTERS FINANCIAL LLC History Added to 23,170 822 0.64% 0.55% 278 +7,750 50.26% Q1 2026 Apr 21, 2026
IHT Wealth Management, LLC History Reduced 23,171 822 0.02% 0.03% 277 -382 -1.62% Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 22,819 809 0.02% 0.02% 279 +908 4.14% Q1 2026 Apr 13, 2026
Assenagon Asset Management S.A. History Reduced 22,746 807 0.0% 0.01% 280 -155,362 -87.23% Q1 2026 Apr 20, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 17,600 805 0.0% 0.0% 281 0 0.0% Q4 2025 Feb 04, 2026
Fire Capital Management LLC History Added to 22,312 791 0.37% 0.4% 282 +4,679 26.54% Q1 2026 May 08, 2026
State of Alaska, Department of Revenue History Added to 22,047 781 0.01% 0.01% 283 +3,645 19.81% Q1 2026 Apr 20, 2026
CIBC WORLD MARKET INC. History Reduced 21,869 775 0.0% 0.0% 284 -44,427 -67.01% Q1 2026 May 14, 2026
OPPENHEIMER & CO INC History Reduced 21,714 770 0.01% 0.02% 285 -3,245 -13.0% Q1 2026 Apr 23, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 21,294 755 0.02% 0.02% 286 -1,080 -4.83% Q1 2026 May 13, 2026
Intesa Sanpaolo Wealth Management History No change 20,800 737 0.18% 0.2% 287 0 0.0% Q1 2026 May 15, 2026
Kazazian Asset Management, LLC History Added to 20,400 723 0.79% 0.53% 288 +9,300 83.78% Q1 2026 May 12, 2026
Banque Cantonale Vaudoise History New 20,000 710 0.03% 289 +20,000 New Q1 2026 Apr 20, 2026
Hestia Capital Management, LLC History Reduced 19,900 706 0.63% 0.84% 290 -2,200 -9.95% Q1 2026 May 08, 2026
Beacon Pointe Advisors, LLC History Added to 19,837 703 0.0% 0.01% 291 +950 5.03% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History New 19,744 700 0.09% 292 +19,744 New Q1 2026 May 13, 2026
Elevate Capital Advisors, LLC History Reduced 19,534 693 0.45% 0.85% 293 -8,509 -30.34% Q1 2026 Apr 23, 2026
Janney Montgomery Scott LLC History Reduced 18,998 674 0.0% 0.01% 294 -55,033 -74.34% Q1 2026 Apr 22, 2026
Cambridge Investment Research Advisors, Inc. History Added to 18,979 673 0.0% 0.0% 295 +840 4.63% Q1 2026 Apr 30, 2026
QUADRANT CAPITAL GROUP LLC History Added to 18,976 673 0.02% 0.03% 296 +727 3.98% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 18,915 671 0.0% 0.0% 297 -2,986 -13.63% Q1 2026 May 14, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 18,720 664 0.01% 0.01% 298 +2,837 17.86% Q1 2026 May 14, 2026
Lighthouse Investment Partners, LLC History Reduced 18,301 649 0.02% 0.86% 299 -611,097 -97.09% Q1 2026 May 14, 2026
Marex Group plc History Reduced 18,297 649 0.0% 0.04% 300 -122,609 -87.01% Q1 2026 May 13, 2026
EPG Wealth Management LLC History Added to 18,200 645 0.17% 0.21% 301 +1,108 6.48% Q1 2026 May 07, 2026
Apriem Advisors History No change 18,140 643 0.06% 0.08% 302 0 0.0% Q1 2026 May 14, 2026
Argent Trust Co History Reduced 18,081 641 0.02% 0.03% 303 -49 -0.27% Q1 2026 May 13, 2026
Geneos Wealth Management Inc. History Reduced 17,969 637 0.01% 0.02% 304 -2,000 -10.02% Q1 2026 May 04, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 17,780 630 0.0% 0.0% 305 +7,388 71.09% Q1 2026 May 15, 2026
Bayesian Capital Management, LP History New 17,700 627 0.77% 307 +17,700 New Q1 2026 May 15, 2026
Legacy Bridge, LLC History Added to 17,672 627 0.24% 0.32% 306 +190 1.09% Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History Reduced 17,500 620 0.0% 0.53% 308 -2,262,430 -99.23% Q1 2026 May 07, 2026
NATIXIS ADVISORS, LLC History Added to 17,031 604 0.0% 0.0% 309 +6,602 63.3% Q1 2026 May 13, 2026
Numerai GP LLC History New 16,875 598 0.06% 311 +16,875 New Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 17,552 598 0.0% 0.0% 310 -11,945 -40.5% Q1 2026 Apr 08, 2026
CHOREO, LLC History Added to 16,799 596 0.01% 0.01% 312 +1,665 11.0% Q1 2026 May 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 16,694 592 0.0% 0.0% 313 -1,050 -5.92% Q1 2026 May 15, 2026
Blue Chip Partners, LLC History Added to 16,685 591 0.04% 0.05% 314 +2,210 15.27% Q1 2026 May 15, 2026
Gladstone Institutional Advisory LLC History Reduced 16,640 590 0.02% 0.03% 315 -450 -2.63% Q1 2026 May 14, 2026
HB Wealth Management, LLC History Reduced 16,305 578 0.0% 0.0% 316 -508 -3.02% Q1 2026 Apr 27, 2026
Leonteq Securities AG History Added to 16,165 573 0.02% 0.01% 317 +12,290 317.16% Q1 2026 Apr 27, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 15,946 566 0.0% 0.0% 318 0 0.0% Q1 2026 May 14, 2026
FEDERATED HERMES, INC. History Reduced 15,705 557 0.0% 0.0% 319 -2,280 -12.68% Q1 2026 May 11, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 15,534 551 0.05% 0.06% 320 +2,033 15.06% Q1 2026 Apr 09, 2026
Elo Mutual Pension Insurance Co History Added to 15,541 551 0.01% 0.01% 321 +706 4.76% Q1 2026 May 11, 2026
Pathstone Holdings, LLC History Added to 15,514 550 0.0% 0.0% 322 +335 2.21% Q1 2026 May 11, 2026
AGF MANAGEMENT LTD History Reduced 15,500 549 0.0% 0.04% 323 -186,276 -92.32% Q1 2026 May 07, 2026
Engineers Gate Manager LP History Reduced 15,329 543 0.01% 0.03% 324 -41,697 -73.12% Q1 2026 May 15, 2026
Peterson Wealth Services History Added to 15,154 537 0.13% 0.16% 325 +1,080 7.67% Q1 2026 Apr 30, 2026
Militia Capital Partners, LP History No change 11,700 535 0.2% 0.2% 326 0 0.0% Q4 2025 Feb 17, 2026
GatePass Capital, LLC History Reduced 15,006 532 0.25% 0.4% 327 -19,999 -57.13% Q1 2026 May 06, 2026
Florida Trust Wealth Management Co History New 14,888 528 0.01% 328 +14,888 New Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 14,826 526 0.0% 0.0% 329 -4,075 -21.56% Q1 2026 May 08, 2026
VAN ECK ASSOCIATES CORP History Reduced 14,807 525 0.0% 0.0% 330 -1,324 -8.21% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History New 15,268 524 0.0% 331 +15,268 New Q1 2026 May 05, 2026
CWM, LLC History Reduced 14,658 520 0.0% 0.0% 332 -14,243 -49.28% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 14,224 504 0.0% 0.0% 333 -2,137 -13.06% Q1 2026 May 13, 2026
Summit Trail Advisors, LLC History Added to 13,984 496 0.01% 0.01% 334 +853 6.5% Q1 2026 May 12, 2026
Nilsine Partners, LLC History Added to 14,880 493 0.04% 0.05% 335 +1,329 9.81% Q1 2026 Apr 29, 2026
DEUTSCHE BANK AG\ History Added to 13,366 474 0.0% 0.0% 336 +130 0.98% Q1 2026 May 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 13,170 467 0.01% 0.01% 337 -8,991 -40.57% Q1 2026 May 11, 2026
Headlands Technologies LLC History Reduced 13,096 464 0.05% 0.06% 338 -2,816 -17.7% Q1 2026 May 13, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History Added to 13,114 459 0.42% 0.49% 339 +1,210 10.16% Q1 2026 Apr 21, 2026
Enhancing Capital LLC History Added to 12,420 440 0.33% 0.34% 340 +1,900 18.06% Q1 2026 May 08, 2026
Mount Lucas Management LP History New 12,248 434 0.16% 341 +12,248 New Q1 2026 May 05, 2026
Cresset Asset Management, LLC History Added to 11,912 422 0.0% 0.0% 342 +655 5.82% Q1 2026 May 15, 2026
HARMONY ASSET MANAGEMENT LLC History New 11,800 418 0.13% 343 +11,800 New Q1 2026 May 05, 2026
Mendel Money Management History Reduced 11,770 417 0.17% 0.23% 345 -310 -2.57% Q1 2026 May 04, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 11,780 417 0.02% 0.02% 344 +133 1.14% Q1 2026 May 01, 2026
Wealthfront Advisers LLC History Added to 11,745 416 0.0% 0.0% 346 +251 2.18% Q1 2026 May 05, 2026
INTACT INVESTMENT MANAGEMENT INC. History New 11,700 415 0.01% 348 +11,700 New Q1 2026 May 08, 2026
Private Advisor Group, LLC History Added to 14,528 415 0.0% 0.0% 347 +2,185 17.7% Q1 2026 Apr 24, 2026
Crossmark Global Holdings, Inc. History Reduced 11,569 410 0.01% 0.01% 349 -10 -0.09% Q1 2026 May 11, 2026
Fieldview Capital Management, LLC History Added to 11,539 409 0.12% 0.08% 350 +1,115 10.7% Q1 2026 May 14, 2026
PARK AVENUE SECURITIES LLC History Added to 11,383 404 0.0% 0.0% 351 +656 6.12% Q1 2026 Apr 07, 2026
Gibbs Wealth Management History New 11,223 398 0.05% 352 +11,223 New Q1 2026 May 13, 2026
Vestcor Inc History Added to 10,939 388 0.01% 0.01% 353 +996 10.02% Q1 2026 May 12, 2026
RPG Investment Advisory, LLC History No change 10,850 384 0.05% 0.06% 354 0 0.0% Q1 2026 May 14, 2026
Vinva Investment Management Ltd History New 7,651 377 0.0% 355 +7,651 New Q1 2026 May 13, 2026
Encompass More Asset Management History Reduced 10,543 374 0.06% 0.21% 357 -14,586 -58.04% Q1 2026 Apr 28, 2026
COOKSON PEIRCE & CO INC History Added to 10,565 374 0.02% 0.01% 356 +2,718 34.64% Q1 2026 Apr 30, 2026
MAVERICK CAPITAL LTD History New 10,424 369 0.0% 358 +10,424 New Q1 2026 May 15, 2026
VestGen Advisors, LLC History Added to 12,299 364 0.01% 0.02% 359 +1,345 12.28% Q1 2026 May 14, 2026
Alliance Wealth Advisors, LLC /UT History New 10,248 363 0.08% 360 +10,248 New Q1 2026 May 12, 2026
Avior Wealth Management, LLC History Added to 10,227 362 0.01% 0.01% 361 +1,362 15.36% Q1 2026 Apr 09, 2026
SLT Holdings LLC History Reduced 10,182 361 0.24% 0.49% 362 -6,650 -39.51% Q1 2026 Apr 21, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 10,174 360 0.01% 0.03% 363 -24,288 -70.48% Q1 2026 May 11, 2026
Xcel Wealth Management, LLC History No change 10,018 355 0.1% 0.12% 364 0 0.0% Q1 2026 Apr 21, 2026
Corient Private Wealth LLC History Reduced 9,865 350 0.0% 0.0% 365 -209 -2.07% Q1 2026 May 15, 2026
Quadcap Wealth Management, LLC History Reduced 9,796 347 0.04% 0.05% 366 -359 -3.54% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 9,642 342 0.0% 0.0% 367 +2,488 34.78% Q1 2026 May 14, 2026
Atom Investors LP History New 9,347 331 0.02% 369 +9,347 New Q1 2026 May 15, 2026
MGB Wealth Management, LLC History No change 7,250 331 0.09% 0.09% 368 0 0.0% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 9,297 330 0.0% 0.0% 370 -6,221 -40.09% Q1 2026 May 06, 2026
Sanctuary Advisors, LLC History Reduced 9,131 323 0.0% 0.0% 371 -2,023 -18.14% Q1 2026 May 05, 2026
Falcon Wealth Planning History Reduced 9,065 321 0.02% 0.04% 372 -271 -2.9% Q1 2026 Apr 20, 2026
Caprock Group, LLC History New 9,037 320 0.01% 374 +9,037 New Q1 2026 May 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 9,021 320 0.01% 0.01% 373 +2,865 46.54% Q1 2026 May 14, 2026
Index Fund Advisors, Inc. History Reduced 8,875 314 0.01% 0.03% 376 -5,203 -36.96% Q1 2026 May 12, 2026
Moors & Cabot, Inc. History Added to 8,871 314 0.01% 0.02% 375 +586 7.07% Q1 2026 May 08, 2026
Utah Retirement Systems History No change 8,690 308 0.0% 0.0% 377 0 0.0% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 8,912 305 0.0% 0.0% 378 +1,491 20.09% Q1 2026 May 12, 2026
Brooklyn Investment Group History Reduced 8,496 301 0.01% 0.03% 380 -3,349 -28.27% Q1 2026 Apr 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 8,492 301 0.0% 0.0% 379 -860 -9.2% Q1 2026 May 13, 2026
Meiji Yasuda Life Insurance Co History No change 8,463 300 0.01% 0.01% 381 0 0.0% Q1 2026 May 12, 2026
Portside Wealth Group, LLC History New 8,299 294 0.04% 382 +8,299 New Q1 2026 May 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 8,244 292 0.0% 0.0% 383 0 0.0% Q1 2026 May 01, 2026
Maryland State Retirement & Pension System History No change 8,231 292 0.01% 0.01% 384 0 0.0% Q1 2026 May 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 8,220 291 0.0% 0.0% 385 -20,192 -71.07% Q1 2026 May 15, 2026
CIBC Asset Management Inc History No change 8,209 291 0.0% 0.0% 386 0 0.0% Q1 2026 May 12, 2026
Unify Financial Advisors History Added to 7,965 282 0.29% 0.36% 387 +326 4.27% Q1 2026 Apr 23, 2026
Tidal Investments LLC History Added to 7,828 277 0.0% 0.0% 388 +1,259 19.17% Q1 2026 May 15, 2026
Nicholas Investment Partners, LP History No change 7,760 275 0.02% 0.03% 389 0 0.0% Q1 2026 May 15, 2026
Cyndeo Wealth Partners, LLC History Reduced 7,689 272 0.01% 0.02% 390 -54 -0.7% Q1 2026 Apr 13, 2026
DnB Asset Management AS History New 7,612 270 0.0% 392 +7,612 New Q1 2026 May 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 7,630 270 0.01% 0.01% 391 +2,573 50.88% Q1 2026 Apr 13, 2026
MAI Capital Management History Added to 7,426 263 0.0% 0.0% 394 +4,084 122.2% Q1 2026 May 15, 2026
&PARTNERS History Reduced 7,434 263 0.0% 0.0% 393 -295 -3.82% Q1 2026 May 15, 2026
Ballentine Partners, LLC History Added to 7,365 261 0.0% 0.0% 395 +34 0.46% Q1 2026 May 14, 2026
Lloyd Advisory Services, LLC. History New 7,107 252 0.07% 397 +7,107 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Reduced 7,107 252 0.07% 0.1% 396 -53 -0.74% Q1 2026 May 13, 2026
Everest Financial Group LLC History No change 7,053 250 0.04% 0.07% 398 0 0.0% Q1 2026 May 15, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 6,982 247 0.01% 0.02% 399 -29 -0.41% Q1 2026 May 14, 2026
City Center Advisors, LLC History Added to 6,713 238 0.22% 0.28% 400 +61 0.92% Q1 2026 Apr 07, 2026
CIBC Private Wealth Group LLC History No change 5,147 235 0.0% 0.0% 401 0 0.0% Q4 2025 Feb 12, 2026
Merit Financial Group, LLC History Reduced 6,605 234 0.0% 0.0% 403 -1,740 -20.85% Q1 2026 Apr 15, 2026
Tower Research Capital LLC (TRC) History Added to 6,616 234 0.01% 0.01% 402 +447 7.25% Q1 2026 May 15, 2026
Freestone Grove Partners LP History Reduced 6,533 231 0.0% 0.15% 404 -461,228 -98.6% Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 5,047 230 0.02% 0.02% 405 0 0.0% Q4 2025 Feb 17, 2026
Centiva Capital, LP History Reduced 6,465 229 0.0% 0.04% 407 -88,235 -93.17% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Reduced 6,455 229 0.0% 0.0% 406 -1,032 -13.78% Q1 2026 May 13, 2026
Integrated Wealth Concepts LLC History Added to 6,408 227 0.0% 0.0% 409 +1,744 37.39% Q1 2026 May 15, 2026
ProShare Advisors LLC History No change 6,409 227 0.0% 0.0% 408 0 0.0% Q1 2026 Apr 24, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Reduced 6,273 223 0.01% 0.02% 410 -527 -7.75% Q1 2026 Apr 28, 2026
Ameritas Advisory Services, LLC History New 6,238 221 0.01% 411 +6,238 New Q1 2026 May 12, 2026
Northwest & Ethical Investments L.P. History New 5,999 216 0.0% 412 +5,999 New Q1 2026 May 13, 2026
Atria Investments, Inc History Reduced 6,065 215 0.0% 0.0% 414 -321 -5.03% Q1 2026 May 05, 2026
BROWN ADVISORY INC History Added to 6,070 215 0.0% 0.0% 413 +46 0.76% Q1 2026 May 15, 2026
Left Brain Wealth Management, LLC History New 5,975 211 0.08% 415 +5,975 New Q1 2026 Apr 30, 2026
FAS Wealth Partners, Inc. History No change 4,613 210 0.01% 0.01% 416 0 0.0% Q4 2025 Feb 18, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 5,900 209 0.03% 0.04% 417 -131 -2.17% Q1 2026 Apr 30, 2026
Global Retirement Partners, LLC History No change 4,580 209 0.0% 0.0% 418 0 0.0% Q4 2025 Feb 06, 2026
Sather Financial Group Inc History Added to 5,874 208 0.01% 0.01% 419 +942 19.1% Q1 2026 Apr 29, 2026
Polymer Capital Management (US) LLC History Reduced 5,831 206 0.02% 0.14% 420 -23,265 -79.96% Q1 2026 May 13, 2026
Sharp Wealth Advisory, LLC History Added to 5,750 204 0.1% 0.12% 421 +500 9.52% Q1 2026 Apr 27, 2026
SCOTIA CAPITAL INC. History Reduced 5,650 200 0.0% 0.0% 422 -188 -3.22% Q1 2026 May 13, 2026
SHERBROOKE PARK ADVISERS LLC History No change 4,389 200 0.52% 0.52% 423 0 0.0% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History New 5,045 178 0.0% 424 +5,045 New Q1 2026 May 15, 2026
Spire Wealth Management History Added to 4,916 174 0.01% 0.0% 425 +2,602 112.45% Q1 2026 Apr 22, 2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych History Added to 4,800 170 0.09% 0.1% 426 +400 9.09% Q1 2026 Apr 21, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 4,511 160 0.0% 0.0% 427 +902 24.99% Q1 2026 May 01, 2026
SIGNATUREFD, LLC History Added to 4,194 148 0.0% 0.0% 428 +24 0.58% Q1 2026 Apr 07, 2026
Triumph Capital Management History Reduced 3,972 140 0.03% 0.05% 429 -1,049 -20.89% Q1 2026 May 13, 2026
GAMMA Investing LLC History Reduced 3,932 139 0.01% 0.01% 430 -742 -15.88% Q1 2026 Apr 06, 2026
Ankerstar Wealth, LLC History Added to 3,662 129 0.14% 0.09% 431 +1,571 75.13% Q1 2026 May 13, 2026
RiverPark Advisors, LLC History Added to 3,432 121 0.04% 0.04% 432 +393 12.93% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Reduced 3,548 121 0.0% 0.0% 433 -296 -7.7% Q1 2026 Apr 07, 2026
Larson Financial Group LLC History Added to 3,016 107 0.0% 0.0% 434 +874 40.8% Q1 2026 May 15, 2026
Activest Wealth Management History Reduced 3,007 106 0.02% 0.03% 435 -10 -0.33% Q1 2026 Apr 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 2,981 105 0.0% 0.02% 436 -86,429 -96.67% Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,909 103 0.0% 0.0% 437 +1,613 124.46% Q1 2026 May 07, 2026
AlphaQuest LLC History No change 2,175 99 0.01% 0.01% 438 0 0.0% Q4 2025 Feb 09, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 2,693 95 0.0% 0.03% 439 -485,388 -99.45% Q1 2026 May 14, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 2,556 90 0.06% 0.08% 441 +20 0.79% Q1 2026 May 13, 2026
VIRTUS ADVISERS, LLC History No change 2,540 90 0.04% 0.05% 440 0 0.0% Q1 2026 May 14, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 2,413 85 0.0% 442 +2,413 New Q1 2026 Apr 27, 2026
Western Wealth Management, LLC History New 2,227 79 0.0% 443 +2,227 New Q1 2026 May 19, 2026
Ancora Advisors LLC History No change 2,199 78 0.0% 0.0% 444 0 0.0% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 2,169 76 0.0% 0.0% 445 -248 -10.26% Q1 2026 May 04, 2026
UMB Bank, n.a. History Added to 2,133 75 0.0% 0.0% 446 +84 4.1% Q1 2026 May 11, 2026
Private Wealth Asset Management, LLC History No change 2,000 70 0.01% 0.01% 447 0 0.0% Q1 2026 May 06, 2026
AlphaCentric Advisors LLC History New 1,933 68 0.07% 448 +1,933 New Q1 2026 May 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,738 61 0.0% 0.0% 449 +1 0.06% Q1 2026 Apr 27, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,639 58 0.0% 0.0% 450 +616 60.22% Q1 2026 May 15, 2026
Allworth Financial LP History Reduced 1,602 56 0.0% 0.0% 451 -350 -17.93% Q1 2026 May 14, 2026
SUMMIT SECURITIES GROUP LLC History New 1,576 55 0.01% 452 +1,576 New Q1 2026 Apr 30, 2026
Parallel Advisors, LLC History Reduced 1,434 50 0.0% 0.0% 453 -1,023 -41.64% Q1 2026 Jun 02, 2026
NewEdge Advisors, LLC History Reduced 1,406 49 0.0% 0.0% 454 -4,946 -77.87% Q1 2026 Jun 02, 2026
HUNTINGTON NATIONAL BANK History Added to 1,365 48 0.0% 0.0% 455 +142 11.61% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,276 45 0.0% 0.0% 456 -12,353 -90.64% Q1 2026 May 14, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 1,247 45 0.0% 0.0% 457 +156 14.3% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Reduced 1,207 42 0.0% 0.0% 458 -294 -19.59% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 1,174 41 0.0% 0.0% 459 -3 -0.25% Q1 2026 Apr 22, 2026
Opal Wealth Advisors, LLC History New 1,029 36 0.01% 461 +1,029 New Q1 2026 Apr 14, 2026
Strategic Wealth Partners, Ltd. History No change 1,040 36 0.0% 0.0% 460 0 0.0% Q1 2026 May 12, 2026
Washington Trust Advisors, Inc. History New 1,000 35 0.0% 466 +1,000 New Q1 2026 Apr 06, 2026
Transamerica Financial Advisors, LLC History Added to 997 35 0.0% 0.0% 463 +788 377.03% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,002 35 0.0% 0.0% 462 -4 -0.4% Q1 2026 Apr 13, 2026
Quaker Wealth Management, LLC History No change 1,000 35 0.01% 0.01% 464 0 0.0% Q1 2026 Apr 10, 2026
HHM Wealth Advisors, LLC History No change 1,007 35 0.0% 0.01% 465 0 0.0% Q1 2026 Apr 17, 2026
Versant Capital Management, Inc History Reduced 943 33 0.0% 0.01% 467 -375 -28.45% Q1 2026 Apr 06, 2026
Penserra Capital Management LLC History Added to 917 32 0.0% 0.0% 468 +27 3.03% Q1 2026 May 11, 2026
United Advisor Group, LLC History New 800 28 0.0% 470 +800 New Q1 2026 Apr 17, 2026
SageView Advisory Group, LLC History No change 627 28 0.0% 0.0% 469 0 0.0% Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History Reduced 700 24 0.0% 0.01% 472 -200 -22.22% Q1 2026 May 04, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 691 24 0.0% 0.0% 471 +142 25.87% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History Added to 628 21 0.0% 0.0% 474 +56 9.79% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Reduced 593 21 0.0% 0.0% 473 -50 -7.78% Q1 2026 Apr 28, 2026
Wall Street Financial Group, Inc. History New 573 20 0.01% 475 +573 New Q1 2026 May 05, 2026
Rossby Financial, LCC History Reduced 531 18 0.0% 0.08% 478 -5,003 -90.4% Q1 2026 May 11, 2026
CULLEN/FROST BANKERS, INC. History Reduced 522 18 0.0% 0.0% 476 -1,178 -69.29% Q1 2026 May 05, 2026
Blue Trust, Inc. History Added to 529 18 0.0% 0.0% 477 +5 0.95% Q1 2026 Apr 20, 2026
Ransom Advisory, Ltd History No change 400 18 0.01% 0.01% 479 0 0.0% Q4 2025 Jan 06, 2026
SALEM INVESTMENT COUNSELORS INC History New 453 16 0.0% 482 +453 New Q1 2026 Apr 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 471 16 0.01% 0.0% 481 +314 200.0% Q1 2026 May 01, 2026
Atlantic Union Bankshares Corp History No change 468 16 0.0% 0.0% 480 0 0.0% Q1 2026 May 12, 2026
RETIREMITTEN FINANCIAL LLC History New 450 15 0.01% 486 +450 New Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History Reduced 445 15 0.0% 0.0% 484 -5 -1.11% Q1 2026 May 13, 2026
WHITTIER TRUST CO History No change 440 15 0.0% 0.0% 483 0 0.0% Q1 2026 Apr 28, 2026
Tidemark, LLC History No change 436 15 0.0% 0.01% 485 0 0.0% Q1 2026 May 07, 2026
Essential Partners LLC History Reduced 398 14 0.0% 0.01% 489 -175 -30.54% Q1 2026 May 21, 2026
Root Financial Partners, LLC History Reduced 395 14 0.0% 0.0% 488 -169 -29.96% Q1 2026 Apr 24, 2026
MCF Advisors LLC History Added to 398 14 0.0% 0.0% 487 +143 56.08% Q1 2026 May 11, 2026
TUCKER ASSET MANAGEMENT LLC History No change 277 12 0.0% 0.0% 490 0 0.0% Q4 2025 Feb 05, 2026
Matrix Trust Co History Added to 317 11 0.0% 0.0% 493 +23 7.82% Q1 2026 Apr 09, 2026
TOTH FINANCIAL ADVISORY CORP History No change 311 11 0.0% 0.0% 491 0 0.0% Q1 2026 Apr 16, 2026
Hurley Capital, LLC History No change 316 11 0.01% 0.01% 492 0 0.0% Q1 2026 May 06, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 290 10 0.0% 0.0% 495 +125 75.76% Q1 2026 May 11, 2026
Capital Advisors, Ltd. LLC History No change 279 10 0.0% 0.0% 494 0 0.0% Q1 2026 Apr 16, 2026
SITTNER & NELSON, LLC History No change 300 10 0.0% 0.01% 496 0 0.0% Q1 2026 May 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 300 10 0.0% 0.0% 497 0 0.0% Q1 2026 May 06, 2026
Truvestments Capital LLC History New 269 9 0.0% 501 +269 New Q1 2026 May 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 270 9 0.0% 0.0% 498 0 0.0% Q1 2026 May 07, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 280 9 0.0% 0.0% 499 0 0.0% Q1 2026 May 12, 2026
Caitlin John, LLC History No change 267 9 0.01% 0.01% 500 0 0.0% Q1 2026 May 13, 2026
Arax Advisory Partners History Reduced 254 8 0.0% 0.0% 502 -712 -73.71% Q1 2026 May 13, 2026
NFSG Corp History No change 250 8 0.0% 0.0% 503 0 0.0% Q1 2026 May 05, 2026
DANSKE BANK A/S History Reduced 200 7 0.0% 0.0% 504 -1,400 -87.5% Q1 2026 May 12, 2026
Covestor Ltd History Reduced 190 7 0.0% 0.01% 505 -156 -45.09% Q1 2026 May 05, 2026
Morse Asset Management, Inc History New 175 6 0.0% 507 +175 New Q1 2026 May 14, 2026
ASSETMARK, INC History Added to 188 6 0.0% 0.0% 506 +66 54.1% Q1 2026 May 06, 2026
AdvisorNet Financial, Inc History New 160 5 0.0% 513 +160 New Q1 2026 Apr 17, 2026
Aspect Partners, LLC History Added to 165 5 0.0% 0.0% 512 +27 19.57% Q1 2026 Apr 02, 2026
Quent Capital, LLC History Reduced 164 5 0.0% 0.0% 511 -13 -7.34% Q1 2026 Apr 28, 2026
MONTAG A & ASSOCIATES INC History No change 150 5 0.0% 0.0% 508 0 0.0% Q1 2026 Apr 29, 2026
TRUST CO OF VERMONT History No change 114 5 0.0% 0.0% 509 0 0.0% Q4 2025 Jan 16, 2026
Independence Bank of Kentucky History No change 165 5 0.0% 0.0% 510 0 0.0% Q1 2026 Apr 30, 2026
Clearstead Advisors, LLC History Reduced 124 4 0.0% 0.0% 515 -598 -82.83% Q1 2026 May 06, 2026
Vanguard National Trust Co History New 119 4 0.0% 525 +119 New Q1 2026 May 08, 2026
Main Street Group, LTD History New 116 4 0.0% 524 +116 New Q1 2026 May 06, 2026
MEEDER ASSET MANAGEMENT INC History Added to 140 4 0.0% 0.0% 514 +114 438.46% Q1 2026 May 07, 2026
NBT BANK N A /NY History Added to 125 4 0.0% 0.0% 516 +79 171.74% Q1 2026 Apr 28, 2026
Park Place Capital Corp History Added to 138 4 0.0% 0.0% 522 +56 68.29% Q1 2026 Apr 09, 2026
SHP Wealth Management History Added to 128 4 0.0% 0.0% 520 +1 0.79% Q1 2026 May 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 136 4 0.0% 0.0% 517 0 0.0% Q1 2026 Apr 23, 2026
Clearstead Trust, LLC History No change 136 4 0.0% 0.0% 518 0 0.0% Q1 2026 May 06, 2026
Sound Income Strategies, LLC History No change 135 4 0.0% 0.0% 519 0 0.0% Q1 2026 Apr 27, 2026
Stephens Consulting, LLC History No change 100 4 0.0% 0.0% 521 0 0.0% Q4 2025 Jan 13, 2026
Fairscale Capital, LLC History No change 127 4 0.0% 0.0% 523 0 0.0% Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 107 3 0.0% 0.0% 526 -131 -55.04% Q1 2026 May 07, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 100 3 0.0% 531 +100 New Q1 2026 May 11, 2026
Anchor Investment Management, LLC History Added to 95 3 0.0% 0.0% 528 +2 2.15% Q1 2026 May 01, 2026
VISION FINANCIAL MARKETS LLC History No change 100 3 0.0% 0.0% 527 0 0.0% Q1 2026 Apr 24, 2026
Prestige Wealth Management Group LLC History No change 92 3 0.0% 0.0% 529 0 0.0% Q1 2026 May 13, 2026
Sachetta, LLC History No change 94 3 0.0% 0.0% 530 0 0.0% Q1 2026 May 01, 2026
JPL Wealth Management, LLC History New 75 2 0.0% 539 +75 New Q1 2026 May 08, 2026
N.E.W. Advisory Services LLC History Added to 70 2 0.0% 0.0% 534 +20 40.0% Q1 2026 May 04, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 66 2 0.0% 0.0% 532 -2 -2.94% Q1 2026 Apr 30, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 68 2 0.0% 0.0% 537 -1 -1.45% Q1 2026 May 06, 2026
NVWM, LLC History No change 76 2 0.0% 0.0% 533 0 0.0% Q1 2026 Apr 27, 2026
Bell Investment Advisors, Inc History No change 59 2 0.0% 0.0% 535 0 0.0% Q1 2026 Apr 17, 2026
CoreCap Advisors, LLC History No change 84 2 0.0% 0.0% 536 0 0.0% Q1 2026 Apr 07, 2026
Sankala Group LLC History No change 66 2 0.0% 0.0% 538 0 0.0% Q1 2026 Mar 31, 2026
Harvest Fund Management Co., Ltd History Reduced 16 1 0.0% 0.0% 542 -61 -79.22% Q1 2026 May 13, 2026
Cassaday & Co Wealth Management LLC History New 49 1 0.0% 558 +49 New Q1 2026 May 07, 2026
Destiny Wealth Partners, LLC History New 47 1 0.0% 557 +47 New Q1 2026 May 11, 2026
HIGHLINE WEALTH PARTNERS LLC History New 38 1 0.0% 560 +38 New Q1 2026 Apr 06, 2026
MATHER GROUP, LLC. History New 30 1 0.0% 556 +30 New Q1 2026 Apr 13, 2026
Financial Network Wealth Advisors LLC History New 29 1 0.0% 559 +29 New Q1 2026 May 14, 2026
SouthState Bank Corp History Reduced 39 1 0.0% 0.0% 540 -25 -39.06% Q1 2026 May 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 50 1 0.0% 0.0% 550 -22 -30.56% Q1 2026 Apr 27, 2026
Bogart Wealth, LLC History Added to 34 1 0.0% 544 +19 126.67% Q1 2026 Apr 28, 2026
Fortitude Family Office, LLC History Added to 35 1 0.0% 548 +15 75.0% Q1 2026 Apr 15, 2026
Nemes Rush Group LLC History Reduced 51 1 0.0% 0.0% 549 -2 -3.77% Q1 2026 Apr 21, 2026
LRI Investments, LLC History Reduced 51 1 0.0% 0.0% 553 -2 -3.77% Q1 2026 Apr 30, 2026
Johnson Financial Group, Inc. History No change 46 1 0.0% 0.0% 541 0 0.0% Q1 2026 May 07, 2026
Pinnacle Bancorp, Inc. History No change 47 1 0.0% 0.0% 543 0 0.0% Q1 2026 Apr 22, 2026
Security National Bank History No change 41 1 0.0% 0.0% 545 0 0.0% Q1 2026 Apr 16, 2026
Cromwell Holdings LLC History No change 30 1 0.0% 0.0% 546 0 0.0% Q1 2026 Apr 30, 2026
Acumen Wealth Advisors, LLC History No change 55 1 0.0% 0.0% 547 0 0.0% Q1 2026 May 13, 2026
Winthrop Capital Management, LLC History No change 29 1 0.0% 0.0% 551 0 0.0% Q1 2026 Apr 28, 2026
Private Wealth Management Group, LLC History No change 49 1 0.0% 0.0% 552 0 0.0% Q1 2026 Apr 23, 2026
Pandora Wealth, Inc. History No change 26 1 0.0% 0.0% 554 0 0.0% Q4 2025 Feb 04, 2026
United Financial Planning Group LLC History No change 48 1 0.0% 0.0% 555 0 0.0% Q1 2026 May 08, 2026
Holocene Advisors, LP History Closed out 0 0 0.2% -2,076,373 -100.0% Q1 2026 May 15, 2026
MANE GLOBAL CAPITAL MANAGEMENT LP History Closed out 0 0 1.72% -700,629 -100.0% Q1 2026 May 15, 2026
NATIXIS History Closed out 0 0 0.1% -614,319 -100.0% Q1 2026 May 14, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.07% -581,673 -100.0% Q1 2026 May 06, 2026
Interval Partners, LP History Closed out 0 0 0.39% -470,331 -100.0% Q1 2026 May 15, 2026
Woodline Partners LP History Closed out 0 0 0.06% -339,683 -100.0% Q1 2026 May 15, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.1% -315,133 -100.0% Q1 2026 May 15, 2026
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 0.46% -250,194 -100.0% Q1 2026 May 15, 2026
Templeton & Phillips Capital Management, LLC History Closed out 0 0 6.59% -216,441 -100.0% Q1 2026 May 06, 2026
SG Americas Securities, LLC History Closed out 0 0 0.01% -180,419 -100.0% Q1 2026 Apr 16, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.2% -150,567 -100.0% Q1 2026 May 15, 2026
BI Asset Management Fondsmaeglerselskab A/S History Closed out 0 0 0.06% -137,965 -100.0% Q1 2026 Apr 16, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.01% -135,800 -100.0% Q1 2026 May 14, 2026
Night Squared LP History Closed out 0 0 1.72% -133,741 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 0.07% -130,855 -100.0% Q1 2026 May 14, 2026
MASTERS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.19% -100,000 -100.0% Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History Closed out 0 0 0.01% -92,043 -100.0% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.01% -91,025 -100.0% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.01% -88,073 -100.0% Q1 2026 May 14, 2026
Hillsdale Investment Management Inc. History Closed out 0 0 0.09% -72,500 -100.0% Q1 2026 May 04, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.05% -67,140 -100.0% Q1 2026 May 14, 2026
Cumberland Partners Ltd History Closed out 0 0 0.14% -50,000 -100.0% Q1 2026 May 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Closed out 0 0 0.01% -47,570 -100.0% Q1 2026 May 15, 2026
J. Goldman & Co LP History Closed out 0 0 0.06% -46,942 -100.0% Q1 2026 May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.04% -44,170 -100.0% Q1 2026 May 15, 2026
Mariner, LLC History Closed out 0 0 0.0% -42,964 -100.0% Q1 2026 May 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Closed out 0 0 0.01% -40,305 -100.0% Q1 2026 May 08, 2026
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.02% -39,664 -100.0% Q1 2026 May 15, 2026
Mizuho Markets Cayman LP History Closed out 0 0 0.09% -37,411 -100.0% Q1 2026 May 13, 2026
Legacy Capital Group California, Inc. History Closed out 0 0 0.4% -36,544 -100.0% Q1 2026 May 04, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History Closed out 0 0 0.03% -35,164 -100.0% Q1 2026 May 15, 2026
Calamos Advisors LLC History Closed out 0 0 0.01% -32,588 -100.0% Q1 2026 May 04, 2026
Phoenix Financial Ltd. History Closed out 0 0 0.01% -29,710 -100.0% Q1 2026 May 11, 2026
Wealth Advisory Solutions, LLC History Closed out 0 0 0.3% -28,607 -100.0% Q1 2026 Apr 22, 2026
Nicholas Wealth, LLC. History Closed out 0 0 0.76% -24,679 -100.0% Q1 2026 Apr 22, 2026
Catalina Capital Group, LLC History Closed out 0 0 0.68% -24,415 -100.0% Q1 2026 Apr 23, 2026
Weiss Asset Management LP History Closed out 0 0 0.01% -23,346 -100.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History Closed out 0 0 0.0% -21,598 -100.0% Q1 2026 May 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Closed out 0 0 0.19% -20,043 -100.0% Q1 2026 May 08, 2026
Versor Investments LP History Closed out 0 0 0.14% -20,000 -100.0% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -18,908 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -18,138 -100.0% Q1 2026 May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Closed out 0 0 0.01% -16,678 -100.0% Q1 2026 May 14, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.02% -15,199 -100.0% Q1 2026 May 18, 2026
Vontobel Holding Ltd. History Closed out 0 0 0.0% -15,072 -100.0% Q1 2026 May 08, 2026
Fortis Group Advisors, LLC History Closed out 0 0 0.12% -14,191 -100.0% Q1 2026 May 08, 2026
Vestmark Advisory Solutions, Inc. History Closed out 0 0 0.01% -12,478 -100.0% Q1 2026 May 15, 2026
Cynosure Group, LLC History Closed out 0 0 0.06% -11,888 -100.0% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -11,734 -100.0% Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -11,658 -100.0% Q1 2026 Apr 30, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -9,891 -100.0% Q1 2026 May 15, 2026
BRC Group Holdings, Inc. History Closed out 0 0 0.17% -8,600 -100.0% Q1 2026 May 15, 2026
CSS LLC/IL History Closed out 0 0 0.02% -8,366 -100.0% Q1 2026 May 15, 2026
Focus Partners Wealth History Closed out 0 0 0.0% -7,803 -100.0% Q1 2026 May 14, 2026
ORSER CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.2% -7,770 -100.0% Q1 2026 Apr 16, 2026
Pallas Capital Advisors LLC History Closed out 0 0 0.01% -7,654 -100.0% Q1 2026 Apr 21, 2026
Krilogy Financial LLC History Closed out 0 0 0.01% -7,454 -100.0% Q1 2026 Apr 17, 2026
B. Metzler seel. Sohn & Co. AG History Closed out 0 0 0.0% -7,375 -100.0% Q1 2026 May 08, 2026
Private Advisory Group LLC History Closed out 0 0 0.03% -7,219 -100.0% Q1 2026 May 08, 2026
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.0% -6,989 -100.0% Q1 2026 May 13, 2026
Gotham Asset Management, LLC History Closed out 0 0 0.0% -6,400 -100.0% Q1 2026 May 15, 2026
E Fund Management (Hong Kong) Co., Ltd. History Closed out 0 0 0.11% -6,359 -100.0% Q1 2026 Apr 08, 2026
AE Wealth Management LLC History Closed out 0 0 0.0% -6,241 -100.0% Q1 2026 May 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.0% -6,238 -100.0% Q1 2026 Apr 27, 2026
OP Asset Management Ltd History Closed out 0 0 0.0% -5,880 -100.0% Q1 2026 Apr 10, 2026
North Dakota State Investment Board History Closed out 0 0 0.01% -5,808 -100.0% Q1 2026 May 08, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 0.01% -5,646 -100.0% Q1 2026 Apr 21, 2026
nVerses Capital, LLC History Closed out 0 0 0.57% -5,577 -100.0% Q1 2026 May 13, 2026
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 0.0% -5,523 -100.0% Q1 2026 May 15, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 0.0% -5,425 -100.0% Q1 2026 May 13, 2026
MOODY ALDRICH PARTNERS LLC History Closed out 0 0 0.04% -5,139 -100.0% Q1 2026 Apr 20, 2026
Accuvest Global Advisors History Closed out 0 0 0.17% -4,991 -100.0% Q1 2026 May 08, 2026
Claret Asset Management Corp History Closed out 0 0 0.03% -4,988 -100.0% Q1 2026 May 11, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -4,975 -100.0% Q1 2026 Apr 23, 2026
Independent Advisor Alliance History Closed out 0 0 0.01% -4,969 -100.0% Q1 2026 May 12, 2026
Fifth Third Wealth Advisors LLC History Closed out 0 0 0.01% -4,840 -100.0% Q1 2026 Apr 17, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.09% -4,792 -100.0% Q1 2026 May 15, 2026
Meeder Advisory Services, Inc. History Closed out 0 0 0.01% -4,759 -100.0% Q1 2026 May 07, 2026
Laird Norton Wetherby Trust Company, LLC History Closed out 0 0 0.0% -4,648 -100.0% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -4,587 -100.0% Q1 2026 May 08, 2026
Bayforest Capital Ltd History Closed out 0 0 0.07% -2,146 -100.0% Q1 2026 Apr 15, 2026
State of Wyoming History Closed out 0 0 0.01% -1,797 -100.0% Q1 2026 May 13, 2026
Clear Street Group Inc. History Closed out 0 0 0.0% -1,584 -100.0% Q1 2026 May 15, 2026
SOA Wealth Advisors, LLC. History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 May 20, 2026
Keating Financial Advisory Services, Inc. History Reduced 15 0 0.01% -966 -98.47% Q1 2026 May 15, 2026
Orion Capital Management LLC History Closed out 0 0 0.01% -700 -100.0% Q1 2026 May 14, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 0.0% -681 -100.0% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -675 -100.0% Q1 2026 Apr 28, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.01% -673 -100.0% Q1 2026 May 13, 2026
Financially Speaking Inc History Closed out 0 0 0.01% -500 -100.0% Q1 2026 Apr 07, 2026
Migdal Insurance & Financial Holdings Ltd. History Closed out 0 0 0.0% -361 -100.0% Q1 2026 May 14, 2026
Strategic Advocates LLC History Closed out 0 0 0.0% -300 -100.0% Q1 2026 May 15, 2026
True Wealth Design, LLC History Reduced 17 0 0.0% -256 -93.77% Q1 2026 Apr 13, 2026
Cranbrook Wealth Management, LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 Apr 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -171 -100.0% Q1 2026 May 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -154 -100.0% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History Reduced 21 0 0.0% -121 -85.21% Q1 2026 Apr 23, 2026
Bangor Savings Bank History Closed out 0 0 0.0% -110 -100.0% Q1 2026 Apr 01, 2026
HM PAYSON & CO History Closed out 0 0 0.0% -100 -100.0% Q1 2026 Apr 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -58 -100.0% Q1 2026 May 13, 2026
Manchester Capital Management LLC History Closed out 0 0 0.0% -52 -100.0% Q1 2026 May 11, 2026
Nova Wealth Management, Inc. History Closed out 0 0 0.0% -45 -100.0% Q1 2026 Apr 14, 2026
JFS WEALTH ADVISORS, LLC History Reduced 21 0 0.0% -31 -59.62% Q1 2026 Apr 20, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.0% -27 -100.0% Q1 2026 May 14, 2026
Avalon Trust Co History New 26 0 +26 New Q1 2026 May 06, 2026
Owl Creek Wealth Partners LLC History New 25 0 +25 New Q1 2026 May 13, 2026
Wealth Watch Advisors, INC History Closed out 0 0 -21 -100.0% Q1 2026 May 15, 2026
MCGUIRE CAPITAL ADVISORS INC History Closed out 0 0 -20 -100.0% Q1 2026 May 14, 2026
IMA Advisory Services, Inc. History New 19 0 +19 New Q1 2026 May 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 12 0 0.0% -18 -60.0% Q1 2026 May 08, 2026
Benson Wealth Management INC History Closed out 0 0 -16 -100.0% Q1 2026 May 12, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 -15 -100.0% Q1 2026 May 12, 2026
Dunhill Financial, LLC History Added to 19 0 +14 280.0% Q1 2026 May 06, 2026
CAPITAL & PLANNING, LLC History New 13 0 +13 New Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 12 0 +12 New Q1 2026 May 08, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -12 -100.0% Q1 2026 May 04, 2026
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 -11 -100.0% Q1 2026 Apr 23, 2026
DiNuzzo Private Wealth, Inc. History Reduced 2 0 -9 -81.82% Q1 2026 Apr 08, 2026
Grove Bank & Trust History New 9 0 +9 New Q1 2026 Apr 08, 2026
Rialto Wealth Management, LLC History Reduced 5 0 -8 -61.54% Q1 2026 May 14, 2026
FIRST HORIZON CORP History New 8 0 +8 New Q1 2026 Apr 30, 2026
CLEAR INVESTMENT RESEARCH, LLC History New 7 0 +7 New Q1 2026 May 04, 2026
Intentional Wealth Strategies, LLC History New 7 0 +7 New Q1 2026 May 05, 2026
Bay Harbor Wealth Management, LLC History Reduced 1 0 -6 -85.71% Q1 2026 Apr 14, 2026
Horizon Investments, LLC History Added to 10 0 +5 100.0% Q1 2026 May 14, 2026
Sunbelt Securities, Inc. History Reduced 3 0 -5 -62.5% Q1 2026 May 15, 2026
Investors Portfolio Services LLC History Closed out 0 0 -5 -100.0% Q1 2026 May 14, 2026
EASTERN BANK History Closed out 0 0 -3 -100.0% Q1 2026 Apr 07, 2026
Roble, Belko & Company, Inc History Closed out 0 0 -3 -100.0% Q1 2026 Apr 16, 2026
Retirement Wealth Solutions LLC History Added to 17 0 +2 13.33% Q1 2026 Apr 07, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
PRIVATE TRUST CO NA History No change 5 0 0 0.0% Q1 2026 Apr 30, 2026
Financial Management Professionals, Inc. History No change 1 0 0 0.0% Q1 2026 Apr 15, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 15 0 0 0.0% Q1 2026 Apr 01, 2026
Salomon & Ludwin, LLC History No change 7 0 0 0.0% Q1 2026 May 11, 2026
Avion Wealth History No change 18 0 0 0.0% Q1 2026 May 01, 2026
CVA Family Office, LLC History No change 18 0 0 0.0% Q1 2026 Apr 29, 2026
Cornerstone Planning Group LLC History No change 6 0 0 0.0% Q1 2026 May 06, 2026
TFC Financial Management, Inc. History No change 19 0 0 0.0% Q1 2026 Apr 23, 2026
Beaird Harris Wealth Management, LLC History No change 6 0 0 0.0% Q1 2026 May 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 25 0 0.0% 0 0.0% Q1 2026 Apr 27, 2026
Principia Wealth Advisory, LLC History No change 3 0 0 0.0% Q4 2025 Feb 10, 2026
Murphy & Mullick Capital Management Corp History No change 4 0 0 0.0% Q1 2026 Apr 17, 2026
CURIO WEALTH, LLC History No change 1 0 0 0.0% Q1 2026 May 11, 2026
HFM Investment Advisors, LLC History No change 4 0 0 0.0% Q1 2026 May 01, 2026
Aventura Private Wealth, LLC History No change 18 0 0 0.0% Q1 2026 May 05, 2026