CHECK POINT SOFTWARE TECHNOLOGIES LTD - CHKP

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
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 7,942,280 1,175,268 0.4% 0.47% 1 +5,051 0.06% Q1 2026 May 14, 2026
BlackRock, Inc. History Reduced 6,475,456 925,018 0.02% 0.02% 2 -183,978 -2.76% Q1 2026 May 13, 2026
NORGES BANK History No change 3,940,912 731,275 0.08% 0.08% 3 0 0.0% Q4 2025 Feb 10, 2026
Boston Partners History Added to 2,794,400 399,247 0.42% 0.48% 4 +289,710 11.57% Q1 2026 May 11, 2026
Ninety One UK Ltd History Added to 2,562,679 366,078 0.85% 1.01% 5 +12,916 0.51% Q1 2026 Apr 24, 2026
AMERIPRISE FINANCIAL INC History Added to 2,533,094 361,674 0.08% 0.1% 6 +141,096 5.9% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 2,407,814 343,956 0.25% 0.36% 7 -246,788 -9.3% Q1 2026 May 13, 2026
STATE STREET CORP History Reduced 1,821,533 260,205 0.01% 0.01% 8 -13,333 -0.73% Q1 2026 May 15, 2026
DnB Asset Management AS History Reduced 1,780,850 254,394 0.91% 1.18% 9 -39,489 -2.17% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 1,598,198 228,239 0.32% 0.52% 10 -97,213 -5.73% Q1 2026 May 13, 2026
Legal & General Group Plc History Added to 1,441,078 205,857 0.05% 0.06% 11 +14,997 1.05% Q1 2026 May 08, 2026
ALTRINSIC GLOBAL ADVISORS LLC History Added to 1,387,202 198,161 7.1% 7.41% 12 +273,097 24.51% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,264,796 180,676 0.04% 0.05% 13 +30,897 2.5% Q1 2026 May 13, 2026
WGI DM, LLC History Reduced 1,259,565 179,928 18.0% 18.32% 14 -61,510 -4.66% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 1,176,397 168,048 0.06% 0.07% 15 +21,333 1.85% Q1 2026 May 06, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 1,146,138 162,774 0.15% 0.18% 16 +39,840 3.6% Q1 2026 May 13, 2026
MORGAN STANLEY History Added to 1,139,046 162,712 0.01% 0.01% 17 +297,145 35.29% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,092,451 156,056 0.1% 0.18% 18 -592,305 -35.16% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 1,000,708 142,951 0.02% 0.01% 19 +360,308 56.26% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 902,010 128,141 0.01% 0.01% 20 +13,314 1.5% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 809,115 115,582 0.19% 0.22% 21 +112,713 16.19% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 808,428 115,483 0.01% 0.01% 22 +170,024 26.63% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Added to 781,672 111,661 0.46% 0.61% 23 +14,186 1.85% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 763,045 108,970 0.11% 0.13% 24 +23,569 3.19% Q1 2026 Apr 22, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 751,620 107,390 1.55% 1.58% 25 +153,754 25.72% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Reduced 742,866 106,118 0.01% 0.02% 26 -25,714 -3.35% Q1 2026 May 14, 2026
CIBC Private Wealth Group LLC History No change 555,741 103,123 0.17% 0.17% 27 0 0.0% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History Added to 675,894 96,586 0.05% 0.01% 28 +606,554 874.75% Q1 2026 Apr 30, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 641,494 91,637 1.61% 1.39% 29 +195,750 43.92% Q1 2026 May 11, 2026
DekaBank Deutsche Girozentrale History No change 582,869 84,673 0.14% 0.17% 30 0 0.0% Q1 2026 May 07, 2026
CIBC Bancorp USA Inc. History New 582,524 83,255 0.11% — 31 +582,524 New Q1 2026 May 12, 2026
Penserra Capital Management LLC History Added to 529,951 75,702 0.89% 1.09% 32 +36,369 7.37% Q1 2026 May 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 526,551 75,217 0.01% 0.0% 33 +382,508 265.55% Q1 2026 May 15, 2026
SOUND SHORE MANAGEMENT INC /CT/ History Added to 518,529 74,071 2.48% 2.51% 34 +93,945 22.13% Q1 2026 May 07, 2026
CITADEL ADVISORS LLC History Added to 514,862 73,548 0.01% 0.01% 35 +177,449 52.59% Q1 2026 May 15, 2026
Clark Capital Management Group, Inc. History Added to 491,298 70,181 0.43% 0.27% 36 +257,702 110.32% Q1 2026 May 15, 2026
Capital World Investors History Added to 485,968 69,420 0.01% 0.01% 37 +96,930 24.92% Q1 2026 May 13, 2026
Altshuler Shaham Ltd History Reduced 470,784 67,251 1.21% 1.59% 38 -92,012 -16.35% Q1 2026 May 18, 2026
Swedbank AB History Added to 458,650 65,518 0.07% 0.08% 39 +4,490 0.99% Q1 2026 Apr 29, 2026
UBS Group AG History Reduced 456,051 65,146 0.01% 0.02% 40 -160,290 -26.01% Q1 2026 May 05, 2026
VANGUARD GROUP INC History No change 340,104 63,109 0.0% 0.0% 41 0 0.0% Q4 2025 Jan 29, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 426,856 60,976 0.06% 0.1% 42 -117,719 -21.62% Q1 2026 May 12, 2026
Qube Research & Technologies Ltd History Added to 417,840 59,688 0.07% 0.03% 43 +276,455 195.53% Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 388,273 55,464 0.39% — 44 +388,273 New Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 388,081 55,437 0.05% 0.07% 45 -2,881 -0.74% Q1 2026 May 13, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 380,307 54,326 0.26% 0.19% 46 +163,000 75.01% Q1 2026 May 14, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 291,340 54,061 3.0% 3.0% 47 0 0.0% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 360,999 51,568 0.01% 0.02% 48 -5,082 -1.39% Q1 2026 May 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 352,779 50,387 0.07% 0.09% 49 +22,748 6.89% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 352,196 50,311 0.02% 0.01% 50 +290,591 471.7% Q1 2026 May 12, 2026
Nuveen, LLC History Added to 352,038 50,288 0.01% 0.02% 51 +825 0.23% Q1 2026 Apr 30, 2026
ROYAL BANK OF CANADA History Added to 323,584 46,225 0.01% 0.01% 52 +129,275 66.53% Q1 2026 May 15, 2026
Amundi History Added to 320,155 45,734 0.01% 0.01% 53 +97,975 44.1% Q1 2026 May 15, 2026
Swiss National Bank History Added to 316,600 45,226 0.03% 0.03% 54 +70,500 28.65% Q1 2026 May 07, 2026
D. E. Shaw & Co., Inc. History Added to 305,757 43,677 0.03% 0.03% 55 +39,168 14.69% Q1 2026 May 15, 2026
Boston Trust Walden Corp History Reduced 290,923 41,558 0.34% 0.49% 56 -57,775 -16.57% Q1 2026 Apr 24, 2026
JPMORGAN CHASE & CO History Added to 275,400 38,886 0.0% 0.0% 57 +143,381 108.61% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Added to 269,040 38,449 0.07% 0.08% 58 +33,675 14.31% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Added to 257,944 36,847 0.01% 0.01% 59 +93,130 56.51% Q1 2026 May 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 256,104 36,584 0.02% 0.03% 60 -408 -0.16% Q1 2026 May 15, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 195,937 36,358 0.22% 0.22% 61 0 0.0% Q4 2025 Feb 04, 2026
Robeco Institutional Asset Management B.V. History Reduced 251,549 35,933 0.05% 0.09% 62 -97,546 -27.94% Q1 2026 Apr 21, 2026
RENAISSANCE TECHNOLOGIES LLC History New 239,208 34,170 0.05% — 63 +239,208 New Q1 2026 May 14, 2026
Vident Advisory, LLC History Reduced 230,840 32,975 0.28% 0.41% 64 -10,860 -4.49% Q1 2026 May 14, 2026
Man Group plc History Added to 228,875 32,694 0.06% 0.03% 65 +139,577 156.3% Q1 2026 May 15, 2026
ASSETMARK, INC History Added to 223,868 31,979 0.07% 0.08% 66 +10,903 5.12% Q1 2026 May 06, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 215,295 30,754 0.02% 0.02% 67 -12,607 -5.53% Q1 2026 May 06, 2026
Neuberger Berman Group LLC History Reduced 215,234 30,733 0.02% 0.05% 68 -135,417 -38.62% Q1 2026 May 14, 2026
Alyeska Investment Group, L.P. History Added to 213,162 30,450 0.09% 0.05% 69 +115,480 118.22% Q1 2026 May 15, 2026
Ninety One North America, Inc. History Added to 207,691 29,668 1.33% 1.53% 70 +4,045 1.99% Q1 2026 Apr 24, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 200,000 28,570 0.25% 0.32% 71 0 0.0% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Reduced 197,772 28,251 0.01% 0.02% 72 -456,790 -69.79% Q1 2026 May 05, 2026
M&G Plc History Added to 194,812 27,858 0.14% 0.13% 73 +61,277 45.89% Q1 2026 May 13, 2026
BLI - Banque de Luxembourg Investments History No change 149,700 27,598 0.83% 0.82% 74 0 0.0% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 178,611 25,514 0.01% 0.01% 75 -28,291 -13.67% Q1 2026 May 06, 2026
BRUNI J V & CO /CO History Added to 174,020 24,858 2.6% 3.16% 76 +684 0.39% Q1 2026 May 07, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 170,411 24,343 0.15% 0.16% 77 +40,000 30.67% Q1 2026 May 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 166,771 23,823 0.02% 0.02% 78 -7,305 -4.2% Q1 2026 Apr 30, 2026
Rings Capital Management LLC History No change 160,000 22,856 12.28% 14.76% 79 0 0.0% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 159,855 22,835 0.01% 0.01% 80 -77,858 -32.75% Q1 2026 May 13, 2026
MIZUHO MARKETS AMERICAS LLC History Added to 158,900 22,698 0.62% 0.08% 81 +137,235 633.44% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 150,853 21,549 0.01% 0.01% 82 -57,317 -27.53% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 141,032 20,146 0.02% — 83 +141,032 New Q1 2026 May 08, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 136,690 19,520 0.21% 0.28% 84 +6,573 5.05% Q1 2026 Apr 29, 2026
Arbejdsmarkedets Tillaegspension History Added to 132,187 18,882 0.47% 0.57% 85 +12,359 10.31% Q1 2026 May 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 129,172 18,452 0.03% 0.03% 86 +767 0.6% Q1 2026 May 06, 2026
KLP KAPITALFORVALTNING AS History No change 125,700 17,956 0.07% 0.09% 87 0 0.0% Q1 2026 Apr 29, 2026
Steigerwald, Gordon & Koch Inc. History Added to 123,875 17,695 1.82% 2.2% 88 +613 0.5% Q1 2026 Apr 28, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 123,608 17,657 0.0% 0.0% 89 +15,997 14.87% Q1 2026 May 15, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 123,353 17,620 0.1% 0.12% 90 +47,900 63.48% Q1 2026 Apr 27, 2026
BARCLAYS PLC History Added to 123,329 17,617 0.0% 0.01% 91 +7,449 6.43% Q1 2026 May 14, 2026
PENN DAVIS MCFARLAND INC History Reduced 122,108 17,443 1.71% 2.18% 92 -334 -0.27% Q1 2026 Apr 21, 2026
Caption Management, LLC History New 120,214 17,172 0.1% — 93 +120,214 New Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Reduced 117,591 16,797 0.03% 0.04% 94 -45,216 -27.77% Q1 2026 Apr 20, 2026
APG Asset Management N.V. History Reduced 135,460 16,794 0.05% 0.07% 95 -16,301 -10.74% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 115,759 16,536 0.0% 0.0% 96 -1,850 -1.57% Q1 2026 May 12, 2026
Martin Investment Management, LLC History Reduced 114,636 16,375 4.9% 6.59% 97 -12,330 -9.71% Q1 2026 May 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 114,089 16,298 0.21% 0.26% 98 +3,929 3.57% Q1 2026 May 15, 2026
MCRAE CAPITAL MANAGEMENT INC History Added to 113,533 16,218 3.36% 4.26% 99 +1,005 0.89% Q1 2026 May 14, 2026
Harvey Partners, LLC History Reduced 109,500 15,642 1.24% 2.02% 100 -13,601 -11.05% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 107,774 15,395 0.01% 0.01% 101 -40,530 -27.33% Q1 2026 May 11, 2026
KBC Group NV History Reduced 101,665 14,523 0.04% 0.05% 102 -14,564 -12.53% Q1 2026 May 07, 2026
Framtiden Holdings Management Co LLC History Added to 100,000 14,285 13.99% 13.08% 103 +35,000 53.85% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 101,804 14,168 0.01% 0.01% 104 +10,997 12.11% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Added to 99,169 14,166 0.27% 0.03% 105 +92,903 1482.65% Q1 2026 Apr 27, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 99,090 14,155 0.01% 0.02% 106 +838 0.85% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 97,021 13,859 0.01% 0.01% 107 +14,867 18.1% Q1 2026 May 12, 2026
Asset Management One Co., Ltd. History Added to 95,438 13,633 0.04% 0.05% 108 +6,582 7.41% Q1 2026 May 08, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 94,525 13,502 0.0% — 109 +94,525 New Q1 2026 May 08, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 93,810 13,400 0.03% 0.05% 110 -14,449 -13.35% Q1 2026 May 12, 2026
US BANCORP \DE\ History Reduced 87,513 12,501 0.02% 0.02% 111 -7,001 -7.41% Q1 2026 May 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 86,599 12,370 0.81% 1.05% 112 0 0.0% Q1 2026 May 06, 2026
Cannell & Spears LLC History Reduced 84,834 12,118 0.24% 0.31% 113 -5,850 -6.45% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 84,665 12,094 0.03% 0.05% 114 -27,735 -24.68% Q1 2026 May 04, 2026
Russell Investments Group, Ltd. History Reduced 83,744 11,948 0.01% 0.02% 115 -19,290 -18.72% Q1 2026 May 08, 2026
BANK OF MONTREAL /CAN/ History Added to 82,127 11,731 0.0% 0.0% 116 +12,848 18.55% Q1 2026 May 13, 2026
Vestcor Inc History Added to 79,594 11,370 0.31% 0.39% 117 +5,802 7.86% Q1 2026 May 12, 2026
MARSHALL WACE, LLP History Added to 79,105 11,300 0.01% 0.01% 118 +29,093 58.17% Q1 2026 May 14, 2026
STOREBRAND ASSET MANAGEMENT AS History Added to 78,937 11,276 0.03% 0.03% 119 +14,009 21.58% Q1 2026 May 05, 2026
Cetera Investment Advisers History Reduced 78,727 11,246 0.01% 0.02% 120 -6,945 -8.11% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 76,984 10,997 0.02% 0.03% 121 +7,322 10.51% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 76,660 10,950 0.0% 0.0% 122 +9,694 14.48% Q1 2026 May 12, 2026
Florida Trust Wealth Management Co History Reduced 75,403 10,771 0.3% 0.4% 123 -1,853 -2.4% Q1 2026 May 14, 2026
MEYER HANDELMAN CO History Added to 74,092 10,584 0.33% 0.35% 124 +13,710 22.71% Q1 2026 Apr 20, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 73,338 10,476 0.04% 0.01% 125 +60,108 454.33% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 73,200 10,456 0.01% 0.01% 126 -2,373 -3.14% Q1 2026 May 08, 2026
Te Ahumairangi Investment Management Ltd History Added to 72,397 10,341 1.73% 2.05% 127 +10,781 17.5% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 72,127 10,303 0.03% 0.03% 128 -6,703 -8.5% Q1 2026 Apr 22, 2026
Tidal Investments LLC History New 72,048 10,292 0.02% — 129 +72,048 New Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 71,238 10,177 0.02% 0.04% 130 -47,637 -40.07% Q1 2026 May 01, 2026
CAMDEN NATIONAL BANK History Added to 68,992 9,855 1.33% 1.45% 131 +12,175 21.43% Q1 2026 May 04, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 68,512 9,786 0.04% 0.02% 132 +25,164 58.05% Q1 2026 May 14, 2026
Oribel Capital Management, LP History Added to 68,300 9,756 0.43% 0.54% 133 +4,700 7.39% Q1 2026 May 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 66,992 9,569 0.0% — 134 +66,992 New Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 64,098 9,156 0.1% 0.14% 135 -5,713 -8.18% Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 63,922 9,132 0.0% 0.0% 136 -9,247 -12.64% Q1 2026 May 15, 2026
LOOMIS SAYLES & CO L P History Reduced 62,958 8,993 0.01% 0.01% 137 -891 -1.4% Q1 2026 May 14, 2026
Vontobel Holding Ltd. History Reduced 62,321 8,902 0.03% 0.04% 138 -2,910 -4.46% Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Added to 59,282 8,468 0.0% 0.0% 139 +8,610 16.99% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 58,645 8,377 0.01% 0.01% 140 +3,458 6.27% Q1 2026 May 11, 2026
Aberdeen Group plc History Added to 58,490 8,355 0.01% 0.02% 141 +1,655 2.91% Q1 2026 Apr 29, 2026
VAN ECK ASSOCIATES CORP History Added to 57,155 8,165 0.01% 0.01% 142 +5,391 10.41% Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Reduced 54,324 8,052 0.25% 0.31% 143 -20,292 -27.2% Q1 2026 Apr 08, 2026
GROUP ONE TRADING LLC History Added to 55,600 7,942 0.02% 0.0% 144 +53,773 2943.24% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 55,559 7,936 0.0% 0.0% 145 +50,030 904.87% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Added to 54,632 7,804 0.0% 0.0% 146 +32,632 148.33% Q1 2026 May 05, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History Added to 54,248 7,749 0.15% 0.1% 147 +14,300 35.8% Q1 2026 May 11, 2026
Heron Bay Capital Management History Added to 53,942 7,705 0.71% 0.72% 148 +33,616 165.38% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 39,016 7,239 0.0% 0.0% 149 +2,077 5.62% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 50,295 7,184 0.01% 0.01% 150 -1,197 -2.32% Q1 2026 May 13, 2026
Korea Investment CORP History Reduced 50,099 7,156 0.01% 0.02% 151 -2,887 -5.45% Q1 2026 May 12, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 48,541 6,934 0.24% 0.23% 152 +14,226 41.46% Q1 2026 Apr 27, 2026
TRUIST FINANCIAL CORP History Reduced 48,216 6,887 0.01% 0.01% 153 -3,320 -6.44% Q1 2026 Apr 27, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 47,958 6,850 0.01% 0.0% 154 +39,056 438.73% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 47,465 6,780 0.01% 0.02% 155 +5,528 13.18% Q1 2026 May 15, 2026
Evergreen Private Wealth LLC History Added to 46,782 6,682 2.7% 3.39% 156 +422 0.91% Q1 2026 Apr 28, 2026
Rockefeller Capital Management L.P. History Reduced 46,457 6,636 0.01% 0.02% 157 -15,086 -24.51% Q1 2026 May 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 45,886 6,554 0.01% 0.01% 158 +3,173 7.43% Q1 2026 May 15, 2026
Maytus Capital Management, LLC History Added to 45,590 6,512 1.16% 1.32% 159 +15,590 51.97% Q1 2026 May 15, 2026
Portland Global Advisors LLC History Added to 45,154 6,450 0.69% 0.88% 160 +1,168 2.66% Q1 2026 May 11, 2026
FAYEZ SAROFIM & CO History Added to 45,011 6,429 0.02% 0.02% 161 +9,442 26.55% Q1 2026 May 15, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 34,081 6,324 0.42% 0.42% 162 0 0.0% Q4 2025 Jan 27, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 44,157 6,307 0.02% 0.03% 163 +2,921 7.08% Q1 2026 May 13, 2026
SEIZERT CAPITAL PARTNERS, LLC History Reduced 43,023 6,145 0.28% 0.66% 164 -40,550 -48.52% Q1 2026 May 07, 2026
Cerity Partners LLC History Reduced 42,987 6,140 0.01% 0.01% 165 -3,731 -7.99% Q1 2026 May 15, 2026
Osmosis Investment Management UK Ltd History Reduced 42,830 6,118 0.16% 0.21% 166 -2,990 -6.53% Q1 2026 May 14, 2026
SEB Asset Management AB History New 42,733 6,104 0.03% — 167 +42,733 New Q1 2026 May 07, 2026
Vanguard Investments Australia, Ltd. History New 42,683 6,097 0.02% — 168 +42,683 New Q1 2026 May 08, 2026
Illinois Municipal Retirement Fund History Reduced 42,444 6,063 0.08% 0.11% 169 -4,872 -10.3% Q1 2026 May 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 42,350 6,049 0.0% 0.0% 170 +12,980 44.19% Q1 2026 May 07, 2026
OSAIC HOLDINGS, INC. History Reduced 41,339 5,904 0.01% 0.01% 171 -1,325 -3.11% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 40,592 5,798 0.01% 0.02% 172 +869 2.19% Q1 2026 May 01, 2026
ROMANO BROTHERS AND COMPANY History No change 40,335 5,761 0.65% 0.85% 173 0 0.0% Q1 2026 Apr 21, 2026
State of New Jersey Common Pension Fund D History No change 39,307 5,615 0.02% 0.03% 174 0 0.0% Q1 2026 May 05, 2026
Schonfeld Strategic Advisors LLC History New 38,701 5,528 0.04% — 175 +38,701 New Q1 2026 May 15, 2026
Franklin, Parlapiano, Turner & Welch, LLC History Added to 40,510 5,421 1.29% 1.64% 176 +4,977 14.01% Q1 2026 Apr 24, 2026
Creative Planning History Added to 36,673 5,238 0.0% 0.0% 177 +5,648 18.2% Q1 2026 May 12, 2026
Evercore Wealth Management, LLC History Reduced 36,175 5,167 0.08% 0.1% 178 -25 -0.07% Q1 2026 May 15, 2026
First Financial Bank - Trust Division History Added to 35,436 5,062 0.41% 0.53% 179 +433 1.24% Q1 2026 Apr 01, 2026
HighTower Advisors, LLC History Reduced 34,985 4,997 0.01% 0.01% 180 -1,711 -4.66% Q1 2026 May 05, 2026
NewEdge Wealth, LLC History Added to 34,872 4,981 0.06% 0.06% 181 +4,534 14.94% Q1 2026 May 13, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 34,185 4,883 0.01% 0.05% 182 -192,423 -84.91% Q1 2026 May 14, 2026
WELCH & FORBES LLC History No change 33,995 4,856 0.06% 0.08% 183 0 0.0% Q1 2026 May 01, 2026
CWM, LLC History Reduced 33,914 4,844 0.01% 0.02% 184 -349 -1.02% Q1 2026 May 14, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 33,907 4,843 0.11% 0.1% 185 +10,660 45.86% Q1 2026 May 13, 2026
Focus Partners Wealth History Added to 33,444 4,777 0.01% 0.01% 186 +325 0.98% Q1 2026 May 14, 2026
Northwest Bancshares, Inc. History Added to 32,453 4,635 0.92% 1.11% 187 +1,465 4.73% Q1 2026 May 12, 2026
WESTPORT ASSET MANAGEMENT INC History No change 32,300 4,614 2.04% 2.79% 188 0 0.0% Q1 2026 May 15, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 32,253 4,607 0.65% 0.73% 189 -15,586 -32.58% Q1 2026 May 14, 2026
FORA Capital, LLC History Added to 32,065 4,578 0.34% 0.2% 190 +22,820 246.84% Q1 2026 May 14, 2026
World Investment Advisors History Added to 31,715 4,530 0.07% 0.09% 191 +1,569 5.2% Q1 2026 Apr 27, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 31,030 4,432 0.02% 0.03% 192 -17,192 -35.65% Q1 2026 Apr 30, 2026
BANK HAPOALIM BM History Reduced 30,896 4,413 0.68% 0.52% 193 -1,237 -3.85% Q1 2026 May 04, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 30,416 4,344 0.01% 0.01% 194 +111 0.37% Q1 2026 May 11, 2026
Resona Asset Management Co.,Ltd. History Reduced 30,206 4,314 0.02% 0.03% 195 -1,774 -5.55% Q1 2026 Apr 29, 2026
RHUMBLINE ADVISERS History Reduced 29,747 4,249 0.0% 0.0% 196 -1,451 -4.65% Q1 2026 May 12, 2026
DANSKE BANK A/S History Added to 29,702 4,242 0.01% 0.01% 197 +5,900 24.79% Q1 2026 May 12, 2026
FMR LLC History Reduced 29,693 4,241 0.0% 0.0% 198 -6,613 -18.21% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 29,562 4,222 0.0% 0.01% 199 -5,610 -15.95% Q1 2026 May 15, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 29,361 4,194 0.83% 1.07% 200 0 0.0% Q1 2026 May 06, 2026
Meridiem Capital Partners LP History New 29,251 4,178 0.27% — 201 +29,251 New Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Reduced 29,178 4,168 0.0% 0.01% 202 -207 -0.7% Q1 2026 May 11, 2026
XTX Topco Ltd History Added to 29,070 4,152 0.07% 0.05% 203 +18,998 188.62% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 21,400 3,970 0.01% 0.01% 204 0 0.0% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 27,682 3,954 0.02% 0.03% 205 -590 -2.09% Q1 2026 May 15, 2026
PRINCIPAL SECURITIES, INC. History Added to 27,157 3,879 0.06% 0.07% 206 +3,697 15.76% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 27,052 3,864 0.01% 0.02% 207 -14,100 -34.26% Q1 2026 May 15, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 26,746 3,820 1.01% 1.25% 208 +1,917 7.72% Q1 2026 Apr 09, 2026
Skandinaviska Enskilda Banken AB (publ) History Reduced 26,486 3,783 0.09% 0.02% 209 -400 -1.49% Q1 2026 May 15, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 26,216 3,744 0.05% 0.12% 210 -23,334 -47.09% Q1 2026 Apr 29, 2026
Steward Partners Investment Advisory, LLC History Added to 26,210 3,744 0.02% 0.02% 211 +3,675 16.31% Q1 2026 May 08, 2026
PITTENGER & ANDERSON INC History Added to 26,018 3,716 0.15% 0.19% 212 +53 0.2% Q1 2026 May 01, 2026
ION Fund Management Ltd History Reduced 26,000 3,714 0.53% 5.5% 213 -228,122 -89.77% Q1 2026 May 15, 2026
Retirement Systems of Alabama History Reduced 25,734 3,676 0.01% 0.02% 214 -500 -1.91% Q1 2026 Apr 24, 2026
CAPITAL INSIGHT PARTNERS, LLC History No change 19,768 3,639 0.77% 0.77% 215 0 0.0% Q4 2025 Feb 17, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 25,392 3,627 0.0% 0.0% 216 -1,575 -5.84% Q1 2026 May 04, 2026
Ninety One SA (PTY) Ltd History Reduced 25,319 3,597 0.15% 0.21% 217 -492 -1.91% Q1 2026 Apr 24, 2026
1832 Asset Management L.P. History Added to 25,126 3,589 0.0% 0.0% 218 +1,650 7.03% Q1 2026 May 14, 2026
Clean Yield Group History Added to 24,880 3,554 1.0% 1.25% 219 +631 2.6% Q1 2026 Apr 14, 2026
Hunter Perkins Capital Management, LLC History Added to 24,736 3,534 0.83% 0.96% 220 +2,416 10.82% Q1 2026 May 12, 2026
Keel Point, LLC History No change 18,844 3,496 0.21% 0.21% 221 0 0.0% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 24,315 3,473 0.0% 0.0% 222 +18,726 335.05% Q1 2026 May 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 24,294 3,470 0.0% 0.13% 223 -878,756 -97.31% Q1 2026 May 14, 2026
Artemis Investment Management LLP History Reduced 24,228 3,460 0.04% 0.14% 224 -36,014 -59.78% Q1 2026 Apr 13, 2026
Handelsbanken Fonder AB History Added to 23,694 3,385 0.01% 0.01% 225 +872 3.82% Q1 2026 Apr 28, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 23,513 3,358 0.0% 0.0% 226 -5,741 -19.62% Q1 2026 May 15, 2026
PEAK6 LLC History New 23,295 3,327 0.01% — 227 +23,295 New Q1 2026 May 13, 2026
EFG International AG History Added to 23,220 3,317 0.07% 0.08% 228 +172 0.75% Q1 2026 May 15, 2026
AIMZ Investment Advisors, LLC History Reduced 23,024 3,288 1.02% 1.24% 229 -400 -1.71% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 22,915 3,273 0.01% 0.04% 230 -32,359 -58.54% Q1 2026 May 14, 2026
Vestmark Advisory Solutions, Inc. History Reduced 22,813 3,258 0.04% 0.08% 231 -8,054 -26.09% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 22,406 3,200 0.0% 0.01% 232 -5,185 -18.79% Q1 2026 May 13, 2026
ASR Vermogensbeheer N.V. History Reduced 22,182 3,168 0.04% 0.05% 233 -424 -1.88% Q1 2026 Apr 30, 2026
WCG Wealth Advisors LLC History Added to 21,833 3,118 0.09% 0.11% 234 +1,634 8.09% Q1 2026 May 12, 2026
Aware Super Pty Ltd as trustee of Aware Super History New 21,787 3,112 0.05% — 235 +21,787 New Q1 2026 May 05, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History New 21,763 3,108 0.44% — 236 +21,763 New Q1 2026 Apr 20, 2026
Engineers Gate Manager LP History Added to 21,425 3,060 0.04% 0.01% 237 +18,373 602.0% Q1 2026 May 15, 2026
Lafayette Investments, Inc. History Reduced 21,408 3,058 0.62% 0.78% 238 -720 -3.25% Q1 2026 Apr 27, 2026
Chevy Chase Trust Holdings, LLC History Reduced 21,317 3,045 0.01% 0.01% 239 -1,092 -4.87% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 21,155 3,022 0.01% 0.01% 240 -2,970 -12.31% Q1 2026 Apr 30, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 21,000 2,999 0.65% 0.94% 241 0 0.0% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 20,588 2,940 0.01% 0.07% 242 -99,681 -82.88% Q1 2026 May 14, 2026
Inspire Investing, LLC History Added to 20,170 2,881 0.24% 0.24% 243 +5,662 39.03% Q1 2026 Apr 23, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History Reduced 20,061 2,865 0.22% 0.26% 244 -35 -0.17% Q1 2026 May 11, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 20,000 2,857 0.28% 0.34% 245 0 0.0% Q1 2026 May 07, 2026
Investment Management Corp of Ontario History Added to 19,834 2,833 0.04% 0.02% 246 +10,517 112.88% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History New 19,813 2,830 0.08% — 247 +19,813 New Q1 2026 May 15, 2026
3Chopt Investment Partners, LLC History Reduced 19,796 2,827 0.65% 0.83% 248 -146 -0.73% Q1 2026 Apr 23, 2026
OPPENHEIMER & CO INC History Added to 19,254 2,750 0.03% 0.05% 249 +1,930 11.14% Q1 2026 Apr 23, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 19,000 2,714 0.01% 0.02% 250 +687 3.75% Q1 2026 Apr 23, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 18,881 2,697 0.08% 0.1% 251 -1,328 -6.57% Q1 2026 May 14, 2026
BW Gestao de Investimentos Ltda. History New 18,125 2,589 0.09% — 252 +18,125 New Q1 2026 Apr 28, 2026
Walleye Trading LLC History Added to 18,000 2,571 0.0% 0.0% 253 +4,501 33.34% Q1 2026 May 08, 2026
Wesleyan Assurance Society History No change 17,500 2,495 0.15% 0.19% 254 0 0.0% Q1 2026 Apr 29, 2026
Orion Porfolio Solutions, LLC History Reduced 17,260 2,465 0.02% 0.04% 255 -10,490 -37.8% Q1 2026 May 13, 2026
IFM Investors Pty Ltd History No change 17,255 2,464 0.02% 0.03% 256 0 0.0% Q1 2026 Apr 23, 2026
BLAIR WILLIAM & CO/IL History Reduced 16,641 2,377 0.01% 0.01% 257 -3,913 -19.04% Q1 2026 May 08, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 16,471 2,352 0.0% 0.0% 258 +276 1.7% Q1 2026 May 15, 2026
Ethic Inc. History Added to 16,461 2,351 0.04% 0.05% 259 +202 1.24% Q1 2026 Apr 27, 2026
SIMPLEX TRADING, LLC History New 16,391 2,341 0.0% — 260 +16,391 New Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Added to 16,287 2,326 0.01% 0.01% 261 +2,564 18.68% Q1 2026 May 13, 2026
USS Investment Management Ltd History Added to 16,233 2,316 0.01% 0.01% 262 +531 3.38% Q1 2026 Apr 24, 2026
Corient Private Wealth LLC History Reduced 16,172 2,305 0.0% 0.01% 263 -6,248 -27.87% Q1 2026 May 15, 2026
Private Harbour Investment Management & Counsel, LLC History Reduced 16,049 2,292 2.52% 3.14% 264 -139 -0.86% Q1 2026 Apr 30, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 16,000 2,285 0.05% 0.06% 265 0 0.0% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 11,900 2,208 0.04% 0.04% 266 0 0.0% Q4 2025 Feb 06, 2026
Atria Investments, Inc History Reduced 15,296 2,184 0.02% 0.05% 267 -8,026 -34.41% Q1 2026 May 05, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 15,274 2,181 0.01% 0.0% 268 +7,183 88.78% Q1 2026 May 14, 2026
Banque Cantonale Vaudoise History Reduced 15,139 2,163 0.08% 0.1% 269 -347 -2.24% Q1 2026 Apr 20, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 15,031 2,147 0.0% 0.0% 270 -1,929 -11.37% Q1 2026 Apr 27, 2026
TWO SIGMA INVESTMENTS, LP History Added to 14,900 2,128 0.0% 0.0% 271 +4,044 37.25% Q1 2026 May 15, 2026
CIBC Asset Management Inc History Added to 14,879 2,125 0.01% 0.01% 272 +2,265 17.96% Q1 2026 May 12, 2026
PARK AVENUE SECURITIES LLC History Added to 14,425 2,061 0.02% 0.01% 273 +5,254 57.29% Q1 2026 Apr 07, 2026
Limestone Investment Advisors LP History No change 14,300 2,042 0.16% 0.25% 274 0 0.0% Q1 2026 May 15, 2026
Gradient Investments LLC History New 14,239 2,034 0.03% — 275 +14,239 New Q1 2026 Apr 13, 2026
TRITONPOINT WEALTH, LLC History Added to 13,922 1,988 0.21% 0.26% 276 +2 0.01% Q1 2026 Apr 21, 2026
EPACRIA CAPITAL PARTNERS, LLC History Added to 13,808 1,972 1.53% 1.94% 277 +633 4.8% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 13,800 1,971 0.0% 0.0% 279 +6,018 77.33% Q1 2026 May 15, 2026
Curbstone Financial Management Corp History No change 13,798 1,971 0.38% 0.49% 278 0 0.0% Q1 2026 Apr 15, 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History No change 10,370 1,924 0.22% 0.22% 280 0 0.0% Q4 2025 Feb 13, 2026
Argent Trust Co History Reduced 13,290 1,898 0.06% 0.09% 281 -938 -6.59% Q1 2026 May 13, 2026
GABELLI FUNDS LLC History Added to 13,283 1,897 0.01% 0.01% 282 +6,956 109.94% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 13,271 1,895 0.01% 0.01% 283 -1,011 -7.08% Q1 2026 May 13, 2026
BROWN ADVISORY INC History Added to 13,197 1,885 0.0% 0.0% 284 +74 0.56% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 13,128 1,875 0.0% 0.0% 285 -186 -1.4% Q1 2026 May 07, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 13,021 1,860 0.01% 0.02% 286 -6,158 -32.11% Q1 2026 May 01, 2026
Ilmarinen Mutual Pension Insurance Co History Reduced 12,927 1,847 0.01% 0.02% 287 -1,245 -8.78% Q1 2026 May 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 12,865 1,837 0.0% — 288 +12,865 New Q1 2026 May 14, 2026
DGS Capital Management, LLC History Added to 12,827 1,832 0.3% 0.38% 289 +720 5.95% Q1 2026 Apr 28, 2026
JANUS HENDERSON GROUP PLC History Reduced 12,779 1,824 0.0% 0.0% 290 -38,275 -74.97% Q1 2026 May 18, 2026
Yelin Lapidot Holdings Management Ltd. History Added to 12,713 1,816 0.38% 0.47% 291 +10 0.08% Q1 2026 Apr 22, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 12,700 1,814 0.02% 0.03% 292 +700 5.83% Q1 2026 May 15, 2026
Ativo Capital Management LLC History Reduced 12,533 1,790 1.56% 5.95% 293 -24,021 -65.71% Q1 2026 May 01, 2026
STIFEL FINANCIAL CORP History Reduced 12,311 1,758 0.0% 0.0% 294 -5,685 -31.59% Q1 2026 May 12, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 12,202 1,743 0.0% 0.01% 295 -8,700 -41.62% Q1 2026 May 15, 2026
Resonant Capital Advisors, LLC History Added to 11,934 1,704 0.09% 0.08% 296 +3,886 48.29% Q1 2026 Apr 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 11,903 1,700 0.02% 0.1% 297 -49,282 -80.55% Q1 2026 May 08, 2026
L2 Asset Management, LLC History Reduced 11,889 1,698 0.16% 0.62% 298 -13,261 -52.73% Q1 2026 May 14, 2026
Lifestyle Asset Management, Inc. History New 11,862 1,694 0.55% — 299 +11,862 New Q1 2026 Apr 10, 2026
Northwest & Ethical Investments L.P. History Added to 11,858 1,693 0.04% 0.03% 300 +3,739 46.05% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Reduced 11,842 1,691 0.0% 0.0% 301 -1,138 -8.77% Q1 2026 May 06, 2026
ARK Investment Management LLC History Added to 11,768 1,681 0.01% 0.01% 302 +763 6.93% Q1 2026 May 12, 2026
Police & Firemen's Retirement System of New Jersey History No change 11,652 1,664 0.01% 0.02% 303 0 0.0% Q1 2026 Apr 29, 2026
Henry James International Management Inc. History Reduced 11,442 1,634 0.59% 1.24% 304 -9,821 -46.19% Q1 2026 Apr 10, 2026
Sierra Legacy Group History Added to 11,358 1,622 1.24% 1.5% 305 +341 3.1% Q1 2026 May 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 11,200 1,599 0.0% 0.0% 306 +7,700 220.0% Q1 2026 May 15, 2026
S&T BANK/PA History Reduced 11,129 1,589 0.59% 0.93% 307 -4,678 -29.59% Q1 2026 May 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 11,112 1,587 0.01% 0.02% 308 +32 0.29% Q1 2026 Apr 24, 2026
Capital Investment Counsel, Inc History Added to 10,889 1,555 0.19% 0.06% 309 +7,954 271.01% Q1 2026 Apr 21, 2026
LM Advisors LLC History Reduced 214 1,500 0.02% 0.03% 310 -64 -23.02% Q1 2026 May 13, 2026
Pathstone Holdings, LLC History Added to 10,012 1,430 0.01% 0.01% 311 +735 7.92% Q1 2026 May 11, 2026
Diversified Trust Co History Reduced 9,890 1,412 0.03% 0.03% 312 -85 -0.85% Q1 2026 Apr 16, 2026
MGO ONE SEVEN LLC History Added to 9,800 1,399 0.03% 0.03% 313 +1,739 21.57% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History Added to 9,776 1,396 0.06% 0.05% 314 +2,761 39.36% Q1 2026 Apr 21, 2026
Moors & Cabot, Inc. History Reduced 9,720 1,388 0.06% 0.08% 315 -100 -1.02% Q1 2026 May 08, 2026
Walleye Capital LLC History Reduced 9,700 1,385 0.01% 0.01% 316 -10,347 -51.61% Q1 2026 May 13, 2026
Glen Eagle Advisors, LLC History Reduced 9,561 1,365 0.19% 0.44% 317 -7,740 -44.74% Q1 2026 May 15, 2026
BCGM Wealth Management, LLC History Added to 9,548 1,363 0.34% 0.43% 318 +484 5.34% Q1 2026 May 05, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 9,430 1,347 0.06% 0.08% 319 0 0.0% Q1 2026 May 11, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 9,161 1,308 0.04% 0.05% 321 +1,325 16.91% Q1 2026 May 11, 2026
Utah Retirement Systems History Reduced 9,157 1,308 0.01% 0.02% 320 -226 -2.41% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 8,922 1,300 0.01% 0.02% 322 -2,273 -20.3% Q1 2026 Apr 07, 2026
Strive Financial Group ,LLC History New 9,079 1,297 0.69% — 323 +9,079 New Q1 2026 May 15, 2026
EXENCIAL WEALTH ADVISORS, LLC History New 8,981 1,282 0.04% — 324 +8,981 New Q1 2026 Apr 27, 2026
Cardinal Capital Management History Added to 8,766 1,252 0.16% 0.21% 325 +134 1.55% Q1 2026 Apr 08, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 8,720 1,245 0.68% 0.95% 326 -940 -9.73% Q1 2026 Apr 23, 2026
MetLife Investment Management, LLC History Added to 8,500 1,214 0.01% 0.01% 327 +700 8.97% Q1 2026 May 14, 2026
CITY HOLDING CO History Reduced 8,490 1,212 0.15% 0.21% 328 -730 -7.92% Q1 2026 Apr 15, 2026
Sequoia Financial Advisors, LLC History Added to 8,487 1,212 0.01% 0.01% 329 +391 4.83% Q1 2026 Apr 30, 2026
SG Americas Securities, LLC History Reduced 8,456 1,208 0.0% 0.01% 330 -14,343 -62.91% Q1 2026 Apr 16, 2026
Vanguard Global Advisers, LLC History New 8,209 1,172 0.0% — 331 +8,209 New Q1 2026 May 08, 2026
&PARTNERS History Added to 8,115 1,151 0.01% 0.01% 332 +315 4.04% Q1 2026 May 15, 2026
Robertson Stephens Wealth Management, LLC History Added to 7,995 1,142 0.03% 0.04% 333 +434 5.74% Q1 2026 Apr 28, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 7,895 1,127 0.0% 0.0% 334 +911 13.04% Q1 2026 May 04, 2026
Daiwa Securities Group Inc. History Reduced 7,889 1,126 0.0% 0.02% 335 -22,057 -73.66% Q1 2026 May 13, 2026
Merit Financial Group, LLC History Reduced 7,670 1,095 0.01% 0.03% 336 -9,979 -56.54% Q1 2026 Apr 15, 2026
Voya Financial Advisors, Inc. History Added to 7,734 1,073 0.11% 0.12% 337 +834 12.09% Q1 2026 May 12, 2026
LSV ASSET MANAGEMENT History No change 7,400 1,057 0.0% 0.0% 338 0 0.0% Q1 2026 May 11, 2026
OMERS ADMINISTRATION Corp History Added to 7,376 1,053 0.01% 0.01% 339 +2,600 54.44% Q1 2026 May 15, 2026
MACQUARIE GROUP LTD History Reduced 7,290 1,041 0.01% 0.01% 340 -2,796 -27.72% Q1 2026 May 15, 2026
Prime Capital Investment Advisors, LLC History Added to 7,250 1,035 0.01% 0.02% 341 +442 6.49% Q1 2026 May 08, 2026
National Pension Service History Reduced 7,200 1,028 0.0% 0.01% 342 -52,279 -87.89% Q1 2026 May 11, 2026
Nutshell Asset Management Ltd History Reduced 7,144 1,020 0.55% 2.03% 343 -23,489 -76.68% Q1 2026 May 14, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 7,025 1,003 0.01% — 344 +7,025 New Q1 2026 May 04, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 6,833 976 0.02% 0.03% 345 -737 -9.74% Q1 2026 May 15, 2026
Capital Investment Advisory Services, LLC History Added to 6,590 941 0.07% 0.08% 346 +265 4.19% Q1 2026 May 05, 2026
Quantitative Investment Management, LLC History Added to 6,583 940 0.1% 0.07% 347 +2,572 64.12% Q1 2026 May 15, 2026
HF Advisory Group, LLC History Added to 6,575 939 0.32% 0.25% 348 +2,677 68.68% Q1 2026 Apr 21, 2026
Richard Bernstein Advisors LLC History No change 6,573 938 0.03% 0.04% 349 0 0.0% Q1 2026 Apr 22, 2026
CWA Asset Management Group, LLC History Reduced 6,412 915 0.03% 0.04% 350 -44 -0.68% Q1 2026 Apr 20, 2026
Kingsview Wealth Management, LLC History Added to 6,338 905 0.01% 0.01% 351 +4,056 177.74% Q1 2026 May 12, 2026
Philip James Wealth Mangement, LLC History Added to 6,192 884 0.1% 0.1% 352 +1,463 30.94% Q1 2026 Apr 28, 2026
TWIN CITY PRIVATE WEALTH, LLC History Added to 6,164 880 0.67% 0.82% 353 +324 5.55% Q1 2026 Apr 24, 2026
Cape Investment Advisory, Inc. History Reduced 6,151 878 0.29% 0.36% 354 -79 -1.27% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 6,114 873 0.01% 0.01% 355 -1,038 -14.51% Q1 2026 May 14, 2026
Davis Capital Management History Added to 6,117 873 0.59% 0.71% 356 +553 9.94% Q1 2026 Apr 16, 2026
NOVEM GROUP History Added to 6,074 867 0.1% 0.12% 357 +327 5.69% Q1 2026 Apr 10, 2026
OneDigital Investment Advisors LLC History Added to 6,015 859 0.01% 0.01% 358 +1,075 21.76% Q1 2026 May 08, 2026
Encompass More Asset Management History New 5,980 854 0.14% — 359 +5,980 New Q1 2026 Apr 28, 2026
STALEY CAPITAL ADVISERS INC History No change 5,963 851 0.04% 0.05% 360 0 0.0% Q1 2026 Apr 29, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History Added to 5,922 845 0.19% 0.2% 361 +1,608 37.27% Q1 2026 May 11, 2026
GeoWealth Management, LLC History Added to 5,888 840 0.03% 0.04% 362 +383 6.96% Q1 2026 May 13, 2026
BOWEN HANES & CO INC History Added to 5,850 835 0.02% 0.03% 363 +400 7.34% Q1 2026 May 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 5,903 833 0.15% 0.09% 364 +2,887 95.72% Q1 2026 May 12, 2026
FLOSSBACH VON STORCH SE History Added to 5,756 822 0.0% 0.0% 365 +394 7.35% Q1 2026 Apr 29, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 5,749 821 0.01% 0.01% 366 -1,231 -17.64% Q1 2026 Apr 16, 2026
CADINHA & CO LLC History Reduced 5,742 820 0.15% 0.2% 367 -1,195 -17.23% Q1 2026 May 11, 2026
Graham Capital Management, L.P. History Reduced 5,730 818 0.02% 0.18% 368 -35,040 -85.95% Q1 2026 May 15, 2026
Suncoast Equity Management History Reduced 5,625 803 0.1% 0.12% 369 -805 -12.52% Q1 2026 May 08, 2026
Anchor Investment Management, LLC History Added to 5,615 802 0.07% 0.08% 370 +5 0.09% Q1 2026 May 01, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 5,457 779 0.01% 0.02% 371 -93 -1.68% Q1 2026 Apr 20, 2026
CIBC WORLD MARKET INC. History Added to 5,450 778 0.0% 0.0% 372 +3,457 173.46% Q1 2026 May 14, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 5,442 777 0.24% 0.28% 373 +281 5.44% Q1 2026 Apr 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 5,387 769 0.0% 0.0% 374 0 0.0% Q1 2026 May 08, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 5,290 755 0.01% 0.01% 375 +39 0.74% Q1 2026 Apr 24, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 5,260 751 0.0% 0.0% 376 -1,874 -26.27% Q1 2026 May 05, 2026
M&T BANK CORP History Reduced 5,205 743 0.0% 0.0% 377 -112 -2.11% Q1 2026 May 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 5,194 741 0.02% 0.03% 378 -35 -0.67% Q1 2026 May 13, 2026
BURNEY CO/ History Reduced 5,146 735 0.02% 0.03% 379 -288 -5.3% Q1 2026 Apr 29, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 5,087 726 0.18% 0.16% 380 +1,648 47.92% Q1 2026 Apr 16, 2026
ALPS ADVISORS INC History Added to 5,025 717 0.0% 0.0% 381 +751 17.57% Q1 2026 May 08, 2026
Sanctuary Advisors, LLC History Reduced 5,016 716 0.0% 0.01% 384 -1,319 -20.82% Q1 2026 May 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 5,014 716 0.01% 0.01% 383 +153 3.15% Q1 2026 Apr 20, 2026
Brookstone Capital Management History Reduced 5,018 716 0.01% 0.01% 382 -65 -1.28% Q1 2026 Apr 16, 2026
HUB Investment Partners, LLC History Added to 5,007 715 0.02% 0.02% 385 +3 0.06% Q1 2026 May 15, 2026
Cresset Asset Management, LLC History Added to 4,978 711 0.0% 0.0% 386 +401 8.76% Q1 2026 May 15, 2026
GUERRA PAN ADVISORS, LLC History Reduced 4,859 694 0.43% 0.54% 387 -54 -1.1% Q1 2026 May 12, 2026
Legacy Wealth Asset Management, LLC History Reduced 4,814 687 0.17% 0.35% 388 -2,817 -36.92% Q1 2026 Apr 08, 2026
Virtu Financial LLC History New 4,772 682 0.03% — 390 +4,772 New Q1 2026 May 14, 2026
Geneos Wealth Management Inc. History Reduced 4,780 682 0.02% 0.02% 389 -266 -5.27% Q1 2026 May 04, 2026
Kestra Advisory Services, LLC History Reduced 4,770 681 0.0% 0.0% 391 -480 -9.14% Q1 2026 Apr 30, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 4,726 675 0.02% 0.03% 392 -91 -1.89% Q1 2026 May 13, 2026
Eurizon Capital SGR S.p.A. History New 4,639 660 0.0% — 393 +4,639 New Q1 2026 May 08, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 4,605 657 0.01% 0.02% 394 -6,496 -58.52% Q1 2026 Apr 13, 2026
Bricktown Capital, LLC History New 4,600 657 0.13% — 396 +4,600 New Q1 2026 Apr 16, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 4,604 657 0.02% 0.03% 395 +1,658 56.28% Q1 2026 Apr 27, 2026
Beacon Pointe Advisors, LLC History Added to 4,552 650 0.0% 0.0% 397 +2,480 119.69% Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History New 4,549 649 0.03% — 398 +4,549 New Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 4,416 630 0.0% 0.0% 399 +476 12.08% Q1 2026 May 15, 2026
EADS & HEALD WEALTH MANAGEMENT History No change 4,400 628 0.31% 0.39% 400 0 0.0% Q1 2026 Apr 29, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 4,396 627 0.02% 0.02% 401 +1,012 29.91% Q1 2026 May 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 4,388 626 0.01% 0.04% 402 -5,249 -54.47% Q1 2026 May 14, 2026
Aberdeen Wealth Management LLC History No change 4,385 626 0.29% 0.38% 403 0 0.0% Q1 2026 May 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 4,345 620 0.02% 0.02% 404 0 0.0% Q1 2026 Apr 21, 2026
Advisory Services Network, LLC History Reduced 4,249 606 0.01% 0.01% 406 -860 -16.83% Q1 2026 May 15, 2026
Private Advisor Group, LLC History Reduced 4,243 606 0.0% 0.0% 405 -153 -3.48% Q1 2026 Apr 24, 2026
Dorsey & Whitney Trust CO LLC History Added to 4,239 605 0.03% 0.04% 407 +211 5.24% Q1 2026 May 14, 2026
CRUX WEALTH ADVISORS History Added to 4,231 604 0.23% 0.29% 408 +17 0.4% Q1 2026 Apr 24, 2026
Analyst IMS Investment Management Services Ltd. History No change 4,223 603 0.02% 0.02% 409 0 0.0% Q1 2026 Apr 23, 2026
Maia Wealth LLC History Reduced 4,215 602 0.1% 0.15% 410 -1,246 -22.82% Q1 2026 May 08, 2026
Advisory Advocates, LLC History Added to 4,160 594 0.61% 0.76% 411 +29 0.7% Q1 2026 May 05, 2026
Marshall Financial Group, LLC History Added to 4,142 591 0.09% 0.14% 412 +156 3.91% Q1 2026 Apr 10, 2026
Wynn Capital, LLC History Added to 4,045 577 0.3% 0.36% 413 +65 1.63% Q1 2026 Apr 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 58,016 547 0.0% 0.0% 414 +53,322 1135.96% Q1 2026 Apr 08, 2026
Marex Group plc History Added to 3,809 544 0.0% 0.0% 415 +2,383 167.11% Q1 2026 May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 3,807 543 0.0% 0.0% 416 -871 -18.62% Q1 2026 May 15, 2026
TD Waterhouse Canada Inc. History Added to 3,594 523 0.0% 0.0% 417 +107 3.07% Q1 2026 May 12, 2026
State of Wyoming History Reduced 3,648 521 0.06% 0.08% 418 -415 -10.21% Q1 2026 May 13, 2026
Corient IA LLC History Reduced 3,600 514 0.48% 0.69% 419 -380 -9.55% Q1 2026 May 14, 2026
Clearstead Advisors, LLC History Reduced 3,529 504 0.0% 0.01% 420 -20 -0.56% Q1 2026 May 06, 2026
Qsemble Capital Management, LP History Added to 3,498 499 0.04% 0.05% 421 +50 1.45% Q1 2026 May 07, 2026
Inspire Advisors, LLC History Added to 3,493 498 0.04% 0.05% 422 +710 25.51% Q1 2026 May 15, 2026
Lighthouse Investment Partners, LLC History New 3,479 496 0.02% — 423 +3,479 New Q1 2026 May 14, 2026
SkyOak Wealth, LLC History Added to 3,400 485 0.09% 0.08% 424 +1,100 47.83% Q1 2026 Apr 30, 2026
Woodline Partners LP History New 3,362 480 0.0% — 425 +3,362 New Q1 2026 May 15, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 3,349 478 0.05% 0.06% 426 -21 -0.62% Q1 2026 Apr 09, 2026
Snowden Capital Advisors LLC History Added to 3,322 474 0.01% 0.01% 427 +636 23.68% Q1 2026 May 14, 2026
Wealth Intelligence, LLC History New 3,298 471 0.23% — 428 +3,298 New Q1 2026 Apr 15, 2026
Lester Murray Antman dba SimplyRich History Reduced 3,260 465 0.12% 0.16% 429 -116 -3.44% Q1 2026 May 01, 2026
Ensign Peak Advisors, Inc History Reduced 3,250 464 0.0% 0.0% 430 -500 -13.33% Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 3,239 462 0.0% 0.03% 431 -20,214 -86.19% Q1 2026 May 15, 2026
Beaumont Financial Advisors, LLC History Reduced 3,172 453 0.03% 0.04% 432 -7 -0.22% Q1 2026 May 05, 2026
Composition Wealth, LLC History Added to 3,164 451 0.01% 0.01% 433 +539 20.53% Q1 2026 Apr 08, 2026
Brevan Howard Capital Management LP History New 3,137 448 0.0% — 434 +3,137 New Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Added to 3,108 443 0.01% 0.01% 435 +247 8.63% Q1 2026 Apr 07, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History New 3,100 442 0.07% — 436 +3,100 New Q1 2026 May 14, 2026
AVIVA PLC History Reduced 3,050 435 0.0% 0.0% 437 -3,320 -52.12% Q1 2026 May 14, 2026
Alpha Omega Wealth Management LLC History No change 3,025 432 0.07% 0.09% 438 0 0.0% Q1 2026 Apr 07, 2026
Richard P Slaughter Associates Inc History Reduced 2,995 427 0.09% 0.14% 439 -600 -16.69% Q1 2026 Apr 13, 2026
WEDBUSH SECURITIES INC History Reduced 2,931 419 0.01% 0.02% 440 -812 -21.69% Q1 2026 Apr 21, 2026
INCEPTIONR LLC History New 2,910 415 0.1% — 441 +2,910 New Q1 2026 May 14, 2026
Unison Advisors LLC History No change 2,904 414 0.03% 0.05% 442 0 0.0% Q1 2026 Apr 28, 2026
SPWM Advisors LLC History Reduced 3,519 409 0.36% 0.71% 443 -524 -12.96% Q1 2026 May 14, 2026
Alpha Cubed Investments, LLC History No change 2,190 406 0.01% 0.01% 444 0 0.0% Q4 2025 Feb 03, 2026
Sendero Wealth Management, LLC History Reduced 2,840 405 0.04% 0.06% 445 -73 -2.51% Q1 2026 Apr 22, 2026
Strategic Global Advisors, LLC History Reduced 2,803 400 0.06% 0.56% 446 -16,645 -85.59% Q1 2026 May 15, 2026
TWINBEECH CAPITAL LP History New 2,800 399 0.04% — 448 +2,800 New Q1 2026 May 15, 2026
City State Bank History Reduced 2,794 399 0.1% 0.14% 447 -3 -0.11% Q1 2026 Apr 20, 2026
Gen-Wealth Partners Inc History Reduced 2,727 389 0.12% 0.22% 449 -958 -26.0% Q1 2026 May 08, 2026
Qtron Investments LLC History No change 2,723 388 0.05% 0.07% 450 0 0.0% Q1 2026 May 15, 2026
Eurizon SLJ Capital Ltd History Reduced 2,737 386 0.18% 0.33% 452 -1,708 -38.43% Q1 2026 May 06, 2026
Blue Trust, Inc. History Added to 2,709 386 0.0% 0.0% 451 +832 44.33% Q1 2026 Apr 20, 2026
CENTAURUS FINANCIAL, INC. History Reduced 2,683 383 0.02% 0.03% 453 -358 -11.77% Q1 2026 May 18, 2026
MATHER GROUP, LLC. History Reduced 2,614 373 0.0% 0.01% 454 -63 -2.35% Q1 2026 Apr 13, 2026
Peak Planning Group, LLC History No change 2,606 372 0.1% 0.14% 455 0 0.0% Q1 2026 Apr 22, 2026
Van Diest Capital, LLC History Added to 2,602 371 0.29% 0.61% 456 +401 18.22% Q1 2026 May 15, 2026
Taylor Hoffman Capital Management LLC History Added to 2,595 370 0.11% 0.14% 458 +169 6.97% Q1 2026 May 12, 2026
D.A. DAVIDSON & CO. History No change 2,595 370 0.0% 0.0% 457 0 0.0% Q1 2026 May 05, 2026
Sowell Financial Services LLC History Added to 2,573 367 0.01% 0.01% 459 +1,285 99.77% Q1 2026 Apr 20, 2026
MQS Management LLC History Added to 2,555 364 0.25% 0.21% 460 +622 32.18% Q1 2026 Apr 23, 2026
Red Wave Investments LLC History Added to 2,554 364 0.11% 0.13% 461 +159 6.64% Q1 2026 May 08, 2026
Trust Point Inc. History Added to 2,537 362 0.03% 0.04% 462 +89 3.64% Q1 2026 Apr 15, 2026
Virtue Capital Management, LLC History Reduced 2,558 361 0.05% 0.07% 463 -71 -2.7% Q1 2026 May 07, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 2,518 359 0.0% 0.0% 464 -32 -1.25% Q1 2026 May 08, 2026
Perigon Wealth Management, LLC History Reduced 2,505 357 0.01% 0.01% 465 -131 -4.97% Q1 2026 Apr 10, 2026
OP Asset Management Ltd History Reduced 2,464 351 0.0% 0.01% 466 -420 -14.56% Q1 2026 Apr 10, 2026
Baldwin Investment Management, LLC History No change 2,451 350 0.04% 0.05% 467 0 0.0% Q1 2026 May 12, 2026
Security Financial Services, INC. History No change 1,889 350 0.05% 0.05% 468 0 0.0% Q4 2025 Jan 27, 2026
Synergy Investment Management, LLC History No change 2,450 349 0.11% 0.16% 469 0 0.0% Q1 2026 May 14, 2026
One Wealth Map LLC History Reduced 3,018 345 0.16% 0.28% 470 -75 -2.42% Q1 2026 May 04, 2026
GLENMEDE TRUST CO NA History No change 1,828 339 0.0% 0.0% 471 0 0.0% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 2,372 338 0.01% 0.01% 472 +366 18.25% Q1 2026 May 07, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Reduced 2,370 338 0.11% 0.12% 473 -200 -7.78% Q1 2026 May 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 2,340 334 0.01% 0.01% 474 -1,108 -32.13% Q1 2026 May 15, 2026
Heritage Family Offices, LLP History Reduced 2,320 331 0.15% 0.33% 476 -1,653 -41.61% Q1 2026 Apr 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 2,321 331 0.01% 0.01% 475 -160 -6.45% Q1 2026 Apr 29, 2026
Caprock Group, LLC History Reduced 2,307 329 0.01% 0.01% 477 -173 -6.98% Q1 2026 May 11, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 2,295 327 0.1% 0.2% 478 -1,113 -32.66% Q1 2026 May 13, 2026
HB Wealth Management, LLC History Reduced 2,250 321 0.0% 0.0% 479 -163 -6.76% Q1 2026 Apr 27, 2026
J. Safra Sarasin Holding AG History Added to 2,236 318 0.01% 0.01% 480 +258 13.04% Q1 2026 May 04, 2026
Andina Capital Management, LLC History New 2,221 317 0.28% — 481 +2,221 New Q1 2026 Apr 17, 2026
REXFORD CAPITAL INC History Added to 2,200 314 0.22% 0.3% 482 +72 3.38% Q1 2026 Apr 23, 2026
Nicholas Hoffman & Company, LLC. History No change 2,197 313 0.01% 0.01% 483 0 0.0% Q1 2026 Apr 29, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,178 311 0.0% 0.0% 484 -1,323 -37.79% Q1 2026 Apr 29, 2026
Strategic Investment Advisors / MI History Reduced 2,161 308 0.02% 0.04% 485 -60 -2.7% Q1 2026 May 18, 2026
EVERETT HARRIS & CO /CA/ History No change 2,150 307 0.0% 0.0% 486 0 0.0% Q1 2026 May 08, 2026
Metis Global Partners, LLC History Added to 2,142 305 0.01% 0.01% 487 +285 15.35% Q1 2026 May 07, 2026
Meridian Wealth Management, LLC History Reduced 2,137 305 0.01% 0.01% 488 -102 -4.56% Q1 2026 May 06, 2026
Kentucky Trust Co History No change 2,140 305 0.16% 0.21% 489 0 0.0% Q1 2026 Apr 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 2,132 304 0.02% 0.05% 491 -1,541 -41.95% Q1 2026 May 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 2,131 304 0.01% 0.02% 490 0 0.0% Q1 2026 Apr 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 2,100 299 0.0% 0.0% 492 0 0.0% Q1 2026 May 15, 2026
Ameritas Advisory Services, LLC History Added to 2,045 292 0.01% 0.01% 494 +704 52.5% Q1 2026 May 12, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 2,047 292 0.08% 0.1% 493 +110 5.68% Q1 2026 May 04, 2026
Aries Wealth Management History No change 2,023 288 0.06% 0.08% 495 0 0.0% Q1 2026 May 14, 2026
GUGGENHEIM CAPITAL LLC History Reduced 1,984 283 0.0% 0.0% 496 -687 -25.72% Q1 2026 May 15, 2026
GREENLEAF TRUST History Reduced 1,976 282 0.0% 0.0% 497 -282 -12.49% Q1 2026 Apr 27, 2026
FIDUCIARY TRUST CO History Added to 1,954 279 0.0% 0.0% 498 +21 1.09% Q1 2026 May 15, 2026
FMA Wealth Management, LLC History No change 1,960 279 0.19% 0.24% 499 0 0.0% Q1 2026 Apr 14, 2026
Transamerica Financial Advisors, LLC History Added to 1,891 270 0.02% 0.01% 501 +1,146 153.83% Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Added to 1,894 270 0.0% 0.0% 500 +1,046 123.35% Q1 2026 May 15, 2026
Oregon Pacific Wealth Management, LLC History Reduced 1,872 267 0.28% 0.36% 502 -4 -0.21% Q1 2026 Apr 23, 2026
Plato Investment Management Ltd History Reduced 1,862 266 0.02% 0.02% 503 -12 -0.64% Q1 2026 May 04, 2026
Apollon Wealth Management, LLC History Reduced 1,811 258 0.0% 0.01% 504 -131 -6.75% Q1 2026 Apr 22, 2026
Csenge Advisory Group History New 1,800 257 0.01% — 506 +1,800 New Q1 2026 Apr 30, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 1,802 257 0.0% 0.0% 505 -133 -6.87% Q1 2026 Apr 27, 2026
Drucker Wealth 3.0, LLC History Reduced 1,798 256 0.04% 0.06% 507 -144 -7.42% Q1 2026 Apr 23, 2026
Hardworking Capital Advisors, LLC History Added to 1,762 251 0.23% 0.22% 508 +452 34.5% Q1 2026 May 08, 2026
Waverly Advisors, LLC History Reduced 1,733 247 0.0% 0.0% 509 -512 -22.81% Q1 2026 May 15, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 1,728 246 0.02% 0.02% 510 -75 -4.16% Q1 2026 Apr 14, 2026
Lombard Odier Asset Management (Switzerland) SA History New 1,702 243 0.01% — 512 +1,702 New Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,704 243 0.0% 0.01% 511 -665 -28.07% Q1 2026 May 08, 2026
Aprio Wealth Management, LLC History Added to 1,701 242 0.01% 0.02% 513 +39 2.35% Q1 2026 May 11, 2026
Sepio Capital, LP History Reduced 1,663 237 0.01% 0.02% 514 -16 -0.95% Q1 2026 May 13, 2026
Intesa Sanpaolo S.p.A. History Reduced 1,655 236 0.01% 0.03% 515 -1,200 -42.03% Q1 2026 May 15, 2026
DAVENPORT & Co LLC History Reduced 1,645 234 0.0% 0.0% 516 -846 -33.96% Q1 2026 Apr 15, 2026
Cassaday & Co Wealth Management LLC History Added to 1,632 233 0.0% 0.01% 517 +1 0.06% Q1 2026 May 07, 2026
Rossby Financial, LCC History Added to 1,595 232 0.05% 0.09% 518 +54 3.5% Q1 2026 May 11, 2026
Savvy Advisors, Inc. History Added to 1,616 230 0.01% 0.01% 520 +249 18.22% Q1 2026 May 11, 2026
PCM Encore, LLC History Added to 1,616 230 0.05% 0.06% 521 +122 8.17% Q1 2026 May 12, 2026
HEADINVEST, LLC History Reduced 1,613 230 0.05% 0.06% 519 -90 -5.28% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History New 1,592 227 0.0% — 522 +1,592 New Q1 2026 May 12, 2026
R Squared Ltd History New 1,578 225 0.12% — 525 +1,578 New Q1 2026 Apr 29, 2026
Kathmere Capital Management, LLC History Reduced 1,581 225 0.01% 0.03% 523 -622 -28.23% Q1 2026 Apr 28, 2026
Independence Wealth Advisors, LLC History Reduced 1,577 225 0.12% 0.18% 524 -138 -8.05% Q1 2026 Apr 20, 2026
Integrated Wealth Concepts LLC History New 1,574 224 0.0% — 527 +1,574 New Q1 2026 May 15, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 1,575 224 0.04% 0.05% 526 +36 2.34% Q1 2026 May 06, 2026
AE Wealth Management LLC History Reduced 1,568 223 0.0% 0.0% 528 -68 -4.16% Q1 2026 May 13, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 1,554 221 0.01% 0.02% 529 0 0.0% Q1 2026 Apr 13, 2026
Koshinski Asset Management, Inc. History Reduced 1,535 219 0.01% 0.04% 530 -1,850 -54.65% Q1 2026 Apr 27, 2026
Integrated Advisors Network LLC History Added to 1,475 210 0.01% 0.01% 532 +220 17.53% Q1 2026 Apr 28, 2026
BAXTER BROS INC History No change 1,475 210 0.03% 0.03% 531 0 0.0% Q1 2026 Apr 28, 2026
CIGNA INVESTMENTS INC /NEW History No change 1,461 209 0.03% 0.04% 533 0 0.0% Q1 2026 May 11, 2026
Pinnacle Financial Partners, Inc. History Added to 1,461 208 0.0% 0.0% 535 +76 5.49% Q1 2026 May 14, 2026
Kenora Financial, LLC History No change 1,460 208 0.07% 0.09% 534 0 0.0% Q1 2026 Apr 22, 2026
U.S. Capital Wealth Advisors, LLC History New 1,445 206 0.01% — 537 +1,445 New Q1 2026 Apr 07, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 1,444 206 0.04% 0.05% 536 +91 6.73% Q1 2026 Apr 08, 2026
Elevated Private Wealth, LLC History No change 1,106 205 0.21% 0.21% 538 0 0.0% Q4 2025 Feb 12, 2026
PLIMOTH TRUST CO LLC History No change 1,421 202 0.05% 0.06% 539 0 0.0% Q1 2026 Apr 27, 2026
Voleon Capital Management LP History Reduced 1,407 200 0.0% 0.08% 541 -17,566 -92.58% Q1 2026 May 15, 2026
CREDIT AGRICOLE S A History Reduced 1,406 200 0.0% 0.0% 540 -453 -24.37% Q1 2026 May 15, 2026
Colonial Trust Advisors History Reduced 1,401 200 0.02% 0.02% 542 -113 -7.46% Q1 2026 May 12, 2026
JMN Financial LLC History Added to 1,405 200 0.2% 0.25% 543 +79 5.96% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,391 198 0.0% 0.0% 544 +929 201.08% Q1 2026 May 15, 2026
PRIVATE TRUST CO NA History Reduced 1,297 185 0.02% 0.02% 545 -135 -9.43% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History Reduced 1,287 183 0.0% 0.01% 546 -336 -20.7% Q1 2026 Apr 13, 2026
Westerkirk Capital Inc. History No change 1,200 171 0.02% 0.02% 547 0 0.0% Q1 2026 May 14, 2026
EASTERN BANK History Reduced 1,172 167 0.0% 0.0% 548 -18 -1.51% Q1 2026 Apr 07, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 1,152 164 0.0% — 549 +1,152 New Q1 2026 May 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,134 161 0.0% 0.01% 550 -160 -12.36% Q1 2026 Apr 27, 2026
Triumph Capital Management History Added to 1,105 157 0.03% 0.04% 551 +114 11.5% Q1 2026 May 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 1,096 156 0.01% 0.01% 552 +26 2.43% Q1 2026 Apr 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 1,071 152 0.0% 0.0% 554 +347 47.93% Q1 2026 May 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,070 152 0.0% 0.0% 553 +81 8.19% Q1 2026 Apr 30, 2026
Allworth Financial LP History Added to 1,050 149 0.0% 0.0% 555 +191 22.24% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History No change 1,043 148 0.0% 0.0% 556 0 0.0% Q1 2026 May 05, 2026
Ancora Advisors LLC History Reduced 1,027 146 0.0% 0.01% 557 -2,115 -67.31% Q1 2026 May 15, 2026
MCF Advisors LLC History New 1,000 142 0.01% — 559 +1,000 New Q1 2026 May 11, 2026
Manchester Capital Management LLC History No change 1,000 142 0.02% 0.03% 558 0 0.0% Q1 2026 May 11, 2026
DARA CAPITAL US, INC. History No change 960 137 0.13% 0.16% 560 0 0.0% Q1 2026 Apr 30, 2026
Wealth Enhancement Trust Services, Inc. History New 950 135 0.02% — 563 +950 New Q1 2026 Apr 08, 2026
Larson Financial Group LLC History Reduced 945 135 0.0% 0.01% 561 -600 -38.83% Q1 2026 May 15, 2026
GoalVest Advisory LLC History No change 950 135 0.03% 0.03% 562 0 0.0% Q1 2026 Apr 13, 2026
Hillsdale Investment Management Inc. History Reduced 935 133 0.0% 0.01% 564 -500 -34.84% Q1 2026 May 04, 2026
United Community Bank History Added to 934 133 0.04% 0.06% 565 +55 6.26% Q1 2026 Apr 24, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 970 131 0.0% 0.0% 566 0 0.0% Q1 2026 Apr 13, 2026
Aventura Private Wealth, LLC History Reduced 912 130 0.05% 0.07% 567 -66 -6.75% Q1 2026 May 05, 2026
Align Financial, LLC History Reduced 900 128 0.07% 0.1% 568 -166,104 -99.46% Q1 2026 May 08, 2026
Colonial Trust Co / SC History No change 828 118 0.02% 0.02% 569 0 0.0% Q1 2026 May 12, 2026
Wealth Preservation Advisors, LLC History No change 807 115 0.1% 0.07% 570 0 0.0% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 799 114 0.0% 0.0% 571 +239 42.68% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Reduced 787 112 0.01% 0.02% 572 -7 -0.88% Q1 2026 Apr 06, 2026
FIFTH THIRD BANCORP History Added to 766 109 0.0% 0.0% 573 +241 45.9% Q1 2026 May 01, 2026
Bank of New Hampshire History Reduced 709 101 0.02% 0.07% 574 -885 -55.52% Q1 2026 Apr 13, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 704 100 0.01% 0.02% 575 -174 -19.82% Q1 2026 May 11, 2026
Groupe la Francaise History No change 682 97 0.0% 0.0% 576 0 0.0% Q1 2026 May 21, 2026
Smartleaf Asset Management LLC History Added to 679 95 0.0% 0.0% 577 +61 9.87% Q1 2026 May 15, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 766 90 0.05% 0.07% 578 0 0.0% Q1 2026 May 11, 2026
Wilmington Savings Fund Society, FSB History Reduced 625 89 0.0% 0.01% 579 -1,560 -71.4% Q1 2026 Apr 30, 2026
Grove Bank & Trust History Added to 596 85 0.01% 0.01% 580 +102 20.65% Q1 2026 Apr 08, 2026
Washington Trust Advisors, Inc. History Reduced 600 85 0.01% 0.01% 581 -50 -7.69% Q1 2026 Apr 06, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 600 85 0.01% 0.02% 582 0 0.0% Q1 2026 May 06, 2026
Greykasell Wealth Strategies, Inc. History No change 555 79 0.03% 0.04% 583 0 0.0% Q1 2026 May 07, 2026
Raiffeisen Bank International AG History Reduced 528 74 0.0% 0.0% 584 -458 -46.45% Q1 2026 Apr 24, 2026
Cheviot Value Management, LLC History No change 500 71 0.01% 0.01% 585 0 0.0% Q1 2026 May 12, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 495 70 0.04% 0.01% 587 +266 116.16% Q1 2026 May 01, 2026
BOK Financial Private Wealth, Inc. History No change 497 70 0.0% 0.01% 586 0 0.0% Q1 2026 May 12, 2026
Arax Advisory Partners History Reduced 493 64 0.0% 0.01% 588 -2,267 -82.14% Q1 2026 May 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 530 61 0.0% 0.0% 589 0 0.0% Q1 2026 May 06, 2026
Bernard Wealth Management Corp. History No change 409 58 0.02% 0.03% 590 0 0.0% Q1 2026 May 14, 2026
First Command Advisory Services, Inc. History New 340 48 0.0% — 593 +340 New Q1 2026 May 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 342 48 0.0% 0.0% 592 -79 -18.76% Q1 2026 Apr 13, 2026
CENTRAL TRUST Co History No change 340 48 0.0% 0.0% 591 0 0.0% Q1 2026 Apr 17, 2026
Cromwell Holdings LLC History Added to 331 47 0.03% 0.01% 594 +219 195.54% Q1 2026 Apr 30, 2026
North Star Investment Management Corp. History Reduced 325 46 0.0% 0.01% 595 -400 -55.17% Q1 2026 Apr 23, 2026
TRUST CO OF VERMONT History No change 237 43 0.0% 0.0% 596 0 0.0% Q4 2025 Jan 16, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 300 42 0.0% 0.0% 597 -1,293 -81.17% Q1 2026 May 12, 2026
Atlantic Union Bankshares Corp History Reduced 286 40 0.0% 0.0% 598 -30 -9.49% Q1 2026 May 12, 2026
ORG Partners LLC History No change 217 40 0.01% 0.01% 599 0 0.0% Q4 2025 Jan 14, 2026
SALEM INVESTMENT COUNSELORS INC History New 276 39 0.0% — 601 +276 New Q1 2026 Apr 29, 2026
IMA Advisory Services, Inc. History No change 274 39 0.0% 0.0% 600 0 0.0% Q1 2026 May 06, 2026
Costello Asset Management, INC History No change 270 38 0.01% 0.02% 602 0 0.0% Q1 2026 Apr 30, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 260 37 0.0% 0.0% 603 -163 -38.53% Q1 2026 May 14, 2026
Medallion Wealth Advisors, LLC History No change 253 36 0.01% 0.02% 604 0 0.0% Q1 2026 Apr 24, 2026
OSLO PENSJONSFORSIKRING AS History New 252 35 0.01% — 607 +252 New Q1 2026 May 08, 2026
Sarver Vrooman Wealth Advisors History Added to 251 35 0.02% 0.02% 606 +88 53.99% Q1 2026 Apr 15, 2026
WealthCollab, LLC History Added to 247 35 0.01% 0.01% 605 +77 45.29% Q1 2026 May 13, 2026
Western Wealth Management, LLC History New 234 33 0.0% — 609 +234 New Q1 2026 May 19, 2026
Pinnacle Bancorp, Inc. History No change 232 33 0.01% 0.01% 608 0 0.0% Q1 2026 Apr 22, 2026
OSSIAM History Added to 221 31 0.0% 0.0% 610 +56 33.94% Q1 2026 May 14, 2026
Ascentis Independent Advisors History New 212 30 0.0% — 611 +212 New Q1 2026 Apr 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 209 29 0.0% 0.0% 612 0 0.0% Q1 2026 Apr 13, 2026
UMB Bank, n.a. History Added to 198 28 0.0% 0.0% 613 +4 2.06% Q1 2026 May 11, 2026
CNB Bank History No change 200 28 0.01% 0.02% 614 0 0.0% Q1 2026 May 06, 2026
Salomon & Ludwin, LLC History Added to 178 26 0.0% 0.0% 615 +119 201.69% Q1 2026 May 11, 2026
Signature Equity Partners, LLC History Added to 189 26 0.01% 0.02% 617 +17 9.88% Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History No change 189 26 0.0% 0.0% 616 0 0.0% Q1 2026 Apr 28, 2026
GAMMA Investing LLC History Reduced 180 25 0.0% 0.0% 619 -113 -38.57% Q1 2026 Apr 06, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 178 25 0.01% 0.01% 618 0 0.0% Q1 2026 Apr 14, 2026
Forum Finance Group S.A. History New 200 24 0.01% — 621 +200 New Q1 2026 May 07, 2026
True Wealth Design, LLC History Added to 174 24 0.01% 0.0% 620 +141 427.27% Q1 2026 Apr 13, 2026
FIRST HORIZON CORP History Reduced 148 21 0.0% 0.0% 622 -34 -18.68% Q1 2026 Apr 30, 2026
MV CAPITAL MANAGEMENT, INC. History No change 150 21 0.0% 0.0% 623 0 0.0% Q1 2026 Apr 30, 2026
ABOUND FINANCIAL, LLC History No change 148 21 0.01% 0.01% 624 0 0.0% Q1 2026 May 01, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 145 20 0.0% — 625 +145 New Q1 2026 Apr 14, 2026
Measured Wealth Private Client Group, LLC History No change 130 18 0.0% 0.01% 626 0 0.0% Q1 2026 May 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 120 17 0.0% 0.09% 627 -2,335 -95.11% Q1 2026 Apr 20, 2026
Owl Creek Wealth Partners LLC History New 120 17 0.01% — 630 +120 New Q1 2026 May 13, 2026
Sunbelt Securities, Inc. History Reduced 120 17 0.0% 0.0% 628 -64 -34.78% Q1 2026 May 15, 2026
NFSG Corp History No change 120 17 0.0% 0.0% 629 0 0.0% Q1 2026 May 05, 2026
Legacy Wealth Managment, LLC/ID History No change 113 16 0.01% 0.01% 631 0 0.0% Q1 2026 May 07, 2026
SOA Wealth Advisors, LLC. History No change 107 15 0.0% 0.0% 632 0 0.0% Q1 2026 May 20, 2026
TIAA Wealth Investment Management LLC History New 99 14 0.0% — 638 +99 New Q1 2026 May 12, 2026
Basepoint Wealth LLC History Added to 102 14 0.01% 0.0% 637 +57 126.67% Q1 2026 May 07, 2026
HM PAYSON & CO History No change 100 14 0.0% 0.0% 633 0 0.0% Q1 2026 Apr 13, 2026
JNBA Financial Advisors History No change 100 14 0.0% 0.0% 634 0 0.0% Q1 2026 Apr 22, 2026
Truvestments Capital LLC History No change 100 14 0.0% 0.0% 635 0 0.0% Q1 2026 May 13, 2026
Murphy & Mullick Capital Management Corp History No change 100 14 0.01% 0.01% 636 0 0.0% Q1 2026 Apr 17, 2026
Strategic Wealth Partners, Ltd. History No change 93 13 0.0% 0.0% 639 0 0.0% Q1 2026 May 12, 2026
Miller Capital Partners, Inc. History No change 96 13 0.01% 0.01% 640 0 0.0% Q1 2026 May 14, 2026
Financial Freedom, LLC History New 87 12 0.01% — 643 +87 New Q1 2026 Apr 30, 2026
MONTAG A & ASSOCIATES INC History No change 86 12 0.0% 0.0% 641 0 0.0% Q1 2026 Apr 29, 2026
Evelyn Partners Asset Management Ltd History No change 86 12 0.0% 0.0% 642 0 0.0% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Added to 82 11 0.0% 0.0% 644 +22 36.67% Q1 2026 Apr 14, 2026
High Note Wealth, LLC History No change 80 11 0.0% 0.0% 645 0 0.0% Q1 2026 May 11, 2026
Community Financial Services Group, LLC History New 72 10 0.0% — 650 +72 New Q1 2026 Apr 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 67 10 0.0% 0.0% 646 +45 204.55% Q1 2026 May 01, 2026
Elequin Capital, LP History Added to 70 10 0.0% 0.0% 649 +45 180.0% Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History Reduced 73 10 0.0% 0.0% 647 -24 -24.74% Q1 2026 May 13, 2026
Vermillion Wealth Management, Inc. History No change 71 10 0.0% 0.01% 648 0 0.0% Q1 2026 Apr 17, 2026
BROWN, LISLE/CUMMINGS, INC. History New 68 9 0.0% — 654 +68 New Q1 2026 Apr 17, 2026
Whipplewood Advisors, LLC History Added to 68 9 0.0% — 653 +66 3300.0% Q1 2026 Apr 30, 2026
SageView Advisory Group, LLC History No change 53 9 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 17, 2026
Motiv8 Investments LLC History No change 47 9 0.0% 0.0% 652 0 0.0% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 62 8 0.0% 0.0% 655 -32 -34.04% Q1 2026 Apr 29, 2026
Addison Advisors LLC History Added to 56 8 0.0% 0.0% 656 +32 133.33% Q1 2026 May 08, 2026
Hughes Financial Services, LLC History No change 60 8 0.0% 0.0% 657 0 0.0% Q1 2026 Apr 29, 2026
Rakuten Securities, Inc. History Added to 49 7 0.0% 0.0% 659 +8 19.51% Q1 2026 May 01, 2026
Park Square Financial Group, LLC History Reduced 49 7 0.05% 0.06% 660 -8 -14.04% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History No change 50 7 0.0% 0.0% 658 0 0.0% Q1 2026 Apr 07, 2026
TD Capital Management LLC History No change 45 6 0.0% 0.0% 661 0 0.0% Q1 2026 May 11, 2026
Bogart Wealth, LLC History No change 45 6 0.0% 0.0% 662 0 0.0% Q1 2026 Apr 28, 2026
GW&K Investment Management, LLC History Reduced 35 5 0.0% 0.0% 663 -247 -87.59% Q1 2026 May 13, 2026
McIlrath & Eck, LLC History Added to 38 5 0.0% 0.0% 665 +9 31.03% Q1 2026 May 19, 2026
SRH ADVISORS, LLC History No change 38 5 0.0% 0.0% 664 0 0.0% Q1 2026 Apr 29, 2026
Cedar Mountain Advisors, LLC History No change 38 5 0.0% 0.0% 666 0 0.0% Q1 2026 Apr 30, 2026
TUCKER ASSET MANAGEMENT LLC History No change 27 5 0.0% 0.0% 667 0 0.0% Q4 2025 Feb 05, 2026
New England Capital Financial Advisors LLC History No change 35 5 0.0% 0.0% 668 0 0.0% Q1 2026 Apr 27, 2026
Cherry Tree Wealth Management, LLC History No change 41 5 0.0% 0.0% 669 0 0.0% Q1 2026 May 05, 2026
CGC Financial Services, LLC History No change 39 5 0.0% 0.0% 670 0 0.0% Q1 2026 Apr 13, 2026
LRI Investments, LLC History Reduced 31 4 0.0% 0.0% 682 -184 -85.58% Q1 2026 Apr 30, 2026
Plante Moran Financial Advisors, LLC History Reduced 32 4 0.0% 0.0% 674 -100 -75.76% Q1 2026 May 05, 2026
Caitong International Asset Management Co., Ltd History Reduced 34 4 0.0% 0.01% 680 -88 -72.13% Q1 2026 May 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 33 4 0.0% 0.0% 672 -33 -50.0% Q1 2026 May 11, 2026
Ares Financial Consulting, LLC History New 33 4 0.0% — 683 +33 New Q1 2026 Apr 02, 2026
CVA Family Office, LLC History Added to 28 4 0.0% 0.0% 677 +17 154.55% Q1 2026 Apr 29, 2026
Sound Income Strategies, LLC History Reduced 29 4 0.0% 0.0% 675 -10 -25.64% Q1 2026 Apr 27, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 29 4 0.0% 0.0% 671 +8 38.1% Q1 2026 May 08, 2026
Cornerstone Planning Group LLC History Added to 39 4 0.0% 0.0% 678 +1 2.63% Q1 2026 May 06, 2026
C M BIDWELL & ASSOCIATES LTD History No change 29 4 0.0% 0.0% 673 0 0.0% Q1 2026 May 14, 2026
Prestige Wealth Management Group LLC History No change 30 4 0.0% 0.0% 676 0 0.0% Q1 2026 May 13, 2026
Spire Wealth Management History No change 31 4 0.0% 0.0% 679 0 0.0% Q1 2026 Apr 22, 2026
Fairman Group, LLC History No change 31 4 0.0% 0.0% 681 0 0.0% Q1 2026 Apr 23, 2026
Scarborough Advisors, LLC History Reduced 24 3 0.0% 0.0% 685 -47 -66.2% Q1 2026 May 07, 2026
Daytona Street Capital LLC History New 26 3 0.0% — 691 +26 New Q1 2026 Apr 10, 2026
Destiny Wealth Partners, LLC History New 22 3 0.0% — 690 +22 New Q1 2026 May 11, 2026
Root Financial Partners, LLC History Reduced 21 3 0.0% 0.0% 689 -20 -48.78% Q1 2026 Apr 24, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 22 3 0.0% 0.0% 684 -13 -37.14% Q1 2026 May 07, 2026
DHJJ Financial Advisors, Ltd. History No change 22 3 0.0% 0.0% 686 0 0.0% Q1 2026 Apr 09, 2026
Horizons Wealth Management History No change 22 3 0.0% 0.0% 687 0 0.0% Q1 2026 Apr 02, 2026
Lodestone Wealth Management LLC History No change 22 3 0.0% 0.0% 688 0 0.0% Q1 2026 May 01, 2026
Innovative Asset Advisors Group, LLC History New 17 2 0.0% — 697 +17 New Q1 2026 May 12, 2026
Physician Wealth Advisors, Inc. History Reduced 14 2 0.0% 0.0% 694 -1 -6.67% Q1 2026 Apr 24, 2026
Richardson Capital Management LLC History No change 20 2 0.0% 0.0% 692 0 0.0% Q1 2026 May 12, 2026
Kozak & Associates, Inc. History No change 21 2 0.0% 0.0% 693 0 0.0% Q1 2026 Apr 14, 2026
HighMark Wealth Management LLC History No change 15 2 0.0% 0.0% 695 0 0.0% Q1 2026 May 05, 2026
AMERIFLEX GROUP, INC. History No change 15 2 0.0% 0.0% 696 0 0.0% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History New 11 1 0.0% — 701 +11 New Q1 2026 May 15, 2026
Bayforest Capital Ltd History New 8 1 0.0% — 702 +8 New Q1 2026 Apr 15, 2026
SHP Wealth Management History Added to 9 1 0.0% — 699 +4 80.0% Q1 2026 May 08, 2026
Cornerstone Financial Management LLC History Reduced 12 1 0.0% 0.0% 700 -3 -20.0% Q1 2026 May 08, 2026
CX Institutional History No change 7 1 0.0% 0.0% 698 0 0.0% Q1 2026 Apr 06, 2026
Clearbridge Investments, LLC History Closed out 0 0 — 0.15% — -987,465 -100.0% Q1 2026 May 13, 2026
ARIEL INVESTMENTS, LLC History Closed out 0 0 — 0.93% — -464,185 -100.0% Q1 2026 May 14, 2026
Railway Pension Investments Ltd History Closed out 0 0 — 0.36% — -166,329 -100.0% Q1 2026 May 12, 2026
Phoenix Financial Ltd. History Closed out 0 0 — 0.33% — -162,762 -100.0% Q1 2026 May 11, 2026
Senvest Management, LLC History Closed out 0 0 — 0.93% — -162,391 -100.0% Q1 2026 May 14, 2026
Liontrust Investment Partners LLP History Closed out 0 0 — 0.39% — -140,360 -100.0% Q1 2026 May 20, 2026
Bridgewater Associates, LP History Closed out 0 0 — 0.09% — -138,471 -100.0% Q1 2026 May 15, 2026
Artisan Partners Limited Partnership History Closed out 0 0 — 0.03% — -99,287 -100.0% Q1 2026 May 13, 2026
Point72 Asset Management, L.P. History Closed out 0 0 — 0.01% — -52,180 -100.0% Q1 2026 May 15, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 — 0.11% — -47,100 -100.0% Q1 2026 May 15, 2026
LMR Partners LLP History Closed out 0 0 — 0.01% — -41,360 -100.0% Q1 2026 May 15, 2026
Vinva Investment Management Ltd History Closed out 0 0 — 0.1% — -41,270 -100.0% Q1 2026 May 13, 2026
Sculptor Capital LP History Closed out 0 0 — 0.07% — -36,630 -100.0% Q1 2026 May 15, 2026
WHITEBOX ADVISORS LLC History Closed out 0 0 — 0.1% — -36,630 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 — 0.02% — -32,460 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.26% — -32,424 -100.0% Q1 2026 May 12, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.01% — -31,400 -100.0% Q1 2026 May 15, 2026
Morningstar Investment Management LLC History Closed out 0 0 — 0.34% — -31,242 -100.0% Q1 2026 May 14, 2026
Azimuth Capital Investment Management LLC History Closed out 0 0 — 0.16% — -23,501 -100.0% Q1 2026 May 12, 2026
HIGHBRIDGE CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.14% — -22,976 -100.0% Q1 2026 May 15, 2026
HBK INVESTMENTS L P History Closed out 0 0 — 0.03% — -20,680 -100.0% Q1 2026 May 15, 2026
Hudson Bay Capital Management LP History Closed out 0 0 — 0.01% — -20,680 -100.0% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.01% — -18,023 -100.0% Q1 2026 May 15, 2026
Employees Retirement System of Texas History Closed out 0 0 — 0.03% — -17,883 -100.0% Q1 2026 May 13, 2026
Y.D. More Investments Ltd History Closed out 0 0 — 0.15% — -16,988 -100.0% Q1 2026 May 04, 2026
Swiss Life Asset Management Ltd History Closed out 0 0 — 0.02% — -16,744 -100.0% Q1 2026 May 14, 2026
Oxbow Advisors, LLC History Closed out 0 0 — 0.26% — -16,220 -100.0% Q1 2026 Apr 27, 2026
DeepCurrents Investment Group LLC History Closed out 0 0 — 0.1% — -15,700 -100.0% Q1 2026 May 15, 2026
BlueCrest Capital Management Ltd History Closed out 0 0 — 0.09% — -15,495 -100.0% Q1 2026 May 15, 2026
Achmea Investment Management B.V. History Closed out 0 0 — 0.07% — -15,066 -100.0% Q1 2026 May 13, 2026
Pacer Advisors, Inc. History Closed out 0 0 — 0.01% — -11,520 -100.0% Q1 2026 May 06, 2026
Triton Financial Group Inc History Closed out 0 0 — 1.33% — -10,843 -100.0% Q1 2026 May 15, 2026
iA Global Asset Management Inc. History Closed out 0 0 — 0.02% — -8,800 -100.0% Q1 2026 Apr 23, 2026
Havemeyer Place LP History Closed out 0 0 — 0.3% — -8,174 -100.0% Q1 2026 May 13, 2026
Union Square Park Capital Management, LLC History Closed out 0 0 — 0.67% — -7,500 -100.0% Q1 2026 May 15, 2026
Farringdon Capital, Ltd. History Closed out 0 0 — 0.34% — -7,471 -100.0% Q1 2026 May 15, 2026
Numerai GP LLC History Closed out 0 0 — 0.16% — -7,310 -100.0% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Closed out 0 0 — 0.0% — -7,183 -100.0% Q1 2026 May 14, 2026
Jain Global LLC History Closed out 0 0 — 0.01% — -6,572 -100.0% Q1 2026 May 15, 2026
BTC Capital Management, Inc. History Closed out 0 0 — 0.07% — -5,424 -100.0% Q1 2026 Apr 20, 2026
Redwood Investment Management, LLC History Closed out 0 0 — 0.11% — -5,352 -100.0% Q1 2026 May 14, 2026
READYSTATE ASSET MANAGEMENT LP History Closed out 0 0 — 0.04% — -5,200 -100.0% Q1 2026 May 15, 2026
INVESTOR AB History Closed out 0 0 — 0.02% — -5,000 -100.0% Q1 2026 May 15, 2026
Marks Group Wealth Management, Inc History Closed out 0 0 — 0.09% — -4,981 -100.0% Q1 2026 May 05, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 — 0.01% — -4,576 -100.0% Q1 2026 Apr 23, 2026
Shaolin Capital Management LLC History Closed out 0 0 — 0.03% — -4,360 -100.0% Q1 2026 May 15, 2026
CSM Advisors, LLC History Closed out 0 0 — 0.02% — -3,530 -100.0% Q1 2026 May 15, 2026
Baader Bank Aktiengesellschaft History Closed out 0 0 — 0.03% — -2,528 -100.0% Q1 2026 May 08, 2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. History Closed out 0 0 — 0.63% — -2,147 -100.0% Q1 2026 Apr 29, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 — 0.0% — -2,133 -100.0% Q1 2026 May 14, 2026
West Family Investments, Inc. History Closed out 0 0 — 0.09% — -2,098 -100.0% Q1 2026 May 07, 2026
Guinness Asset Management LTD History Closed out 0 0 — 0.01% — -1,836 -100.0% Q1 2026 Apr 21, 2026
AlphaCore Capital LLC History Closed out 0 0 — 0.01% — -1,651 -100.0% Q1 2026 May 15, 2026
Marquette Asset Management, LLC History Closed out 0 0 — 0.04% — -1,635 -100.0% Q1 2026 Apr 23, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.02% — -1,627 -100.0% Q1 2026 May 14, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Closed out 0 0 — 0.09% — -1,611 -100.0% Q1 2026 Apr 15, 2026
Modern Wealth Management, LLC History Closed out 0 0 — 0.01% — -1,561 -100.0% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.01% — -1,558 -100.0% Q1 2026 May 14, 2026
Sterling Investment Advisors, Ltd. History Closed out 0 0 — 0.05% — -1,545 -100.0% Q1 2026 May 04, 2026
Independent Advisor Alliance History Closed out 0 0 — 0.01% — -1,477 -100.0% Q1 2026 May 12, 2026
WEALTH ALLIANCE, LLC History Closed out 0 0 — 0.03% — -1,468 -100.0% Q1 2026 May 14, 2026
PFG Advisors History Closed out 0 0 — 0.01% — -1,465 -100.0% Q1 2026 May 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.0% — -1,456 -100.0% Q1 2026 May 11, 2026
DRIVE WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -1,435 -100.0% Q1 2026 Apr 13, 2026
HOWE & RUSLING INC History Closed out 0 0 — 0.02% — -1,434 -100.0% Q1 2026 Apr 28, 2026
CHOREO, LLC History Closed out 0 0 — 0.0% — -1,426 -100.0% Q1 2026 May 12, 2026
Somerset Trust Co History Closed out 0 0 — 0.08% — -1,417 -100.0% Q1 2026 Apr 02, 2026
Portside Wealth Group, LLC History Closed out 0 0 — 0.03% — -1,388 -100.0% Q1 2026 May 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Closed out 0 0 — 0.0% — -1,376 -100.0% Q1 2026 May 01, 2026
LeConte Wealth Management, LLC History Closed out 0 0 — 0.17% — -1,374 -100.0% Q1 2026 May 12, 2026
Tranquilli Financial Advisor LLC History Closed out 0 0 — 0.14% — -1,339 -100.0% Q1 2026 May 11, 2026
Cypress Wealth Services, LLC History Closed out 0 0 — 0.03% — -1,331 -100.0% Q1 2026 Apr 15, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History Closed out 0 0 — 0.06% — -1,290 -100.0% Q1 2026 Apr 15, 2026
Pinnacle West Asset Management, Inc. History Closed out 0 0 — 0.16% — -1,290 -100.0% Q1 2026 May 14, 2026
McHugh Group, LLC History Closed out 0 0 — 0.14% — -1,290 -100.0% Q1 2026 Apr 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 — 0.0% — -1,264 -100.0% Q1 2026 Apr 24, 2026
StoneX Group Inc. History Closed out 0 0 — 0.01% — -1,263 -100.0% Q1 2026 May 14, 2026
RIA Advisory Group LLC History Closed out 0 0 — 0.06% — -1,258 -100.0% Q1 2026 Apr 23, 2026
BSW Wealth Partners History Closed out 0 0 — 0.03% — -1,255 -100.0% Q1 2026 Apr 14, 2026
EQUITABLE TRUST CO History Closed out 0 0 — 0.01% — -1,231 -100.0% Q1 2026 Apr 30, 2026
TCTC Holdings, LLC History Closed out 0 0 — 0.01% — -1,200 -100.0% Q1 2026 May 07, 2026
Fifth Third Wealth Advisors LLC History Closed out 0 0 — 0.01% — -1,199 -100.0% Q1 2026 Apr 17, 2026
Leonteq Securities AG History Closed out 0 0 — 0.01% — -1,176 -100.0% Q1 2026 Apr 27, 2026
Ausdal Financial Partners, Inc. History Closed out 0 0 — 0.01% — -1,168 -100.0% Q1 2026 May 12, 2026
Ellevest, Inc. History Closed out 0 0 — 0.03% — -1,166 -100.0% Q1 2026 May 11, 2026
KCM INVESTMENT ADVISORS LLC History Closed out 0 0 — 0.01% — -1,164 -100.0% Q1 2026 May 15, 2026
FULTON BANK, N.A. History Closed out 0 0 — 0.01% — -1,154 -100.0% Q1 2026 Apr 24, 2026
REGATTA CAPITAL GROUP, LLC History Closed out 0 0 — 0.03% — -1,122 -100.0% Q1 2026 Apr 15, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Closed out 0 0 — 0.02% — -1,100 -100.0% Q1 2026 Apr 15, 2026
UNIQUE WEALTH, LLC History Closed out 0 0 — 0.03% — -1,094 -100.0% Q1 2026 Apr 21, 2026
EAGLE GLOBAL ADVISORS LLC History Closed out 0 0 — 0.01% — -1,086 -100.0% Q1 2026 May 15, 2026
Garner Asset Management Corp History Closed out 0 0 — 0.07% — -1,025 -100.0% Q1 2026 Apr 28, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 — 0.02% — -1,010 -100.0% Q1 2026 May 11, 2026
TSFG, LLC History Closed out 0 0 — 0.01% — -355 -100.0% Q1 2026 Apr 27, 2026
Horizon Investments, LLC History Closed out 0 0 — 0.0% — -259 -100.0% Q1 2026 May 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -253 -100.0% Q1 2026 Apr 28, 2026
Quantbot Technologies LP History Closed out 0 0 — 0.0% — -206 -100.0% Q1 2026 May 13, 2026
Hilltop National Bank History Closed out 0 0 — 0.01% — -194 -100.0% Q1 2026 Apr 02, 2026
Camelot Portfolios, LLC History Closed out 0 0 — 0.01% — -120 -100.0% Q1 2026 May 08, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -115 -100.0% Q1 2026 May 11, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -106 -100.0% Q1 2026 May 01, 2026
ATWOOD & PALMER INC History Closed out 0 0 — 0.0% — -68 -100.0% Q1 2026 Apr 15, 2026
Oakworth Capital, Inc. History Closed out 0 0 — 0.0% — -63 -100.0% Q1 2026 Apr 24, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — 0.0% — -63 -100.0% Q1 2026 May 12, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.0% — -56 -100.0% Q1 2026 May 04, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.0% — -50 -100.0% Q1 2026 Apr 16, 2026
Covestor Ltd History Closed out 0 0 — 0.0% — -48 -100.0% Q1 2026 May 05, 2026
Princeton Global Asset Management LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q1 2026 Apr 22, 2026
Nova Wealth Management, Inc. History Closed out 0 0 — 0.0% — -32 -100.0% Q1 2026 Apr 14, 2026
Hartford Financial Management Inc. History Closed out 0 0 — 0.0% — -30 -100.0% Q1 2026 Apr 15, 2026
Ankerstar Wealth, LLC History Closed out 0 0 — 0.0% — -29 -100.0% Q1 2026 May 13, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -23 -100.0% Q1 2026 Apr 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q1 2026 May 15, 2026
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 — 0.0% — -12 -100.0% Q1 2026 Apr 06, 2026
Greenline Wealth Management LLC History Closed out 0 0 — 0.0% — -6 -100.0% Q1 2026 May 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 5 0 — — — +5 New Q1 2026 May 08, 2026
Burk Holdings LLC History New 5 0 — — — +5 New Q1 2026 May 07, 2026
FINANCIAL CONSULATE, INC History New 4 0 — — — +4 New Q1 2026 Apr 21, 2026
Smithfield Trust Co History Closed out 0 0 — 0.0% — -4 -100.0% Q1 2026 May 08, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 — — — -4 -100.0% Q1 2026 May 12, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 — — — -4 -100.0% Q1 2026 May 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 4 0 — 0.0% — -3 -42.86% Q1 2026 Apr 14, 2026
Arlington Trust Co LLC History New 3 0 — — — +3 New Q1 2026 Apr 08, 2026
Wall Street Financial Group, Inc. History New 3 0 — — — +3 New Q1 2026 May 05, 2026
Crewe Advisors LLC History Closed out 0 0 — — — -3 -100.0% Q1 2026 May 07, 2026
Independence Bank of Kentucky History Closed out 0 0 — — — -2 -100.0% Q1 2026 Apr 30, 2026
SJS Investment Consulting Inc. History Closed out 0 0 — — — -2 -100.0% Q1 2026 Apr 23, 2026
Abound Wealth Management History Added to 3 0 — — — +1 50.0% Q1 2026 Apr 10, 2026
MidFirst Bank History New 1 0 — — — +1 New Q1 2026 May 15, 2026
Walsh & Associates, LLC History New 1 0 — — — +1 New Q1 2026 May 15, 2026
DV Trading LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 15, 2026
American Capital Advisory, LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 Apr 29, 2026
N.E.W. Advisory Services LLC History No change 4 0 — — — 0 0.0% Q1 2026 May 04, 2026
Private Wealth Asset Management, LLC History No change 5 0 — — — 0 0.0% Q1 2026 May 06, 2026
Bruce G. Allen Investments, LLC History No change 1 0 — — — 0 0.0% Q1 2026 May 08, 2026
Principia Wealth Advisory, LLC History No change 4 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
WPG Advisers, LLC History No change 4 0 — — — 0 0.0% Q1 2026 Apr 29, 2026
Godfrey Financial Associates, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 May 11, 2026
Purpose Unlimited Inc. History No change 5 0 — — — 0 0.0% Q1 2026 May 15, 2026