Celldex Therapeutics, Inc. - CLDX

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
WELLINGTON MANAGEMENT GROUP LLP History Added to 8,560,476 271,538 0.05% 0.04% 1 +480,868 5.95% Q1 2026 May 15, 2026
Kynam Capital Management, LP History Reduced 5,840,567 185,262 11.43% 10.31% 2 -102,613 -1.73% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 5,369,885 170,332 0.0% 0.0% 3 -81,930 -1.5% Q1 2026 May 13, 2026
FMR LLC History Reduced 3,749,048 118,919 0.01% 0.01% 4 -1,158,421 -23.61% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 4,027,407 109,384 0.0% 0.0% 5 0 0.0% Q4 2025 Jan 29, 2026
Point72 Asset Management, L.P. History Added to 3,229,939 102,453 0.13% 0.05% 6 +1,471,582 83.69% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,960,895 93,919 0.0% 7 +2,960,895 New Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 2,804,168 88,948 0.0% 0.0% 8 -593,545 -17.47% Q1 2026 May 15, 2026
Commodore Capital LP History Added to 2,696,616 85,536 4.95% 4.64% 9 +131,616 5.13% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 2,086,332 66,179 0.01% 0.01% 10 +46,627 2.29% Q1 2026 May 15, 2026
Eversept Partners, LP History Added to 1,788,016 56,715 2.99% 1.96% 11 +353,291 24.62% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,688,074 53,556 0.0% 0.0% 12 +60,545 3.72% Q1 2026 May 15, 2026
BRAIDWELL LP History Reduced 1,356,082 43,014 1.43% 1.61% 13 -502,027 -27.02% Q1 2026 May 15, 2026
Deep Track Capital, LP History Reduced 1,283,979 40,727 0.67% 0.92% 14 -616,759 -32.45% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,253,532 39,762 0.02% 0.01% 15 +40,827 3.37% Q1 2026 May 15, 2026
Vestal Point Capital, LP History Added to 1,224,165 38,830 1.09% 1.08% 16 +59,165 5.08% Q1 2026 May 15, 2026
Bellevue Group AG History Reduced 1,200,000 38,064 0.91% 1.86% 18 -2,417,669 -66.83% Q1 2026 May 14, 2026
Novo Holdings A/S History No change 1,200,000 38,064 3.08% 2.53% 17 0 0.0% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,059,534 33,595 0.01% 0.0% 19 +407,818 62.58% Q1 2026 May 07, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 1,037,000 32,893 0.54% 0.7% 20 -605,559 -36.87% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 1,013,648 32,152 0.01% 0.01% 21 +76,490 8.16% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Reduced 988,416 31,352 0.0% 0.0% 22 -79,715 -7.46% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Reduced 923,696 29,299 0.03% 0.03% 23 -44,920 -4.64% Q1 2026 Apr 22, 2026
Elmind Capital, LP History No change 865,000 27,437 7.79% 6.93% 24 0 0.0% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 856,310 27,162 0.01% 0.01% 25 +1,084 0.13% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 708,647 22,478 0.0% 0.0% 26 +293,759 70.8% Q1 2026 May 15, 2026
BAKER BROS. ADVISORS LP History No change 665,370 21,105 0.12% 0.11% 27 0 0.0% Q1 2026 May 15, 2026
Rock Springs Capital Management LP History Reduced 650,270 20,626 1.22% 0.96% 28 -42,268 -6.1% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 629,252 19,959 0.0% 29 +629,252 New Q1 2026 May 08, 2026
NORTHERN TRUST CORP History Added to 577,267 18,310 0.0% 0.0% 30 +27,269 4.96% Q1 2026 May 14, 2026
Ikarian Capital, LLC History New 575,247 18,246 1.48% 31 +575,247 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 545,486 17,302 0.0% 0.0% 32 -5,243 -0.95% Q1 2026 May 15, 2026
Woodline Partners LP History No change 500,127 15,864 0.06% 0.05% 33 0 0.0% Q1 2026 May 15, 2026
Affinity Asset Advisors, LLC History Added to 500,000 15,860 0.82% 0.54% 34 +150,000 42.86% Q1 2026 May 14, 2026
5AM Venture Management, LLC History No change 497,270 15,773 4.38% 4.25% 35 0 0.0% Q1 2026 May 15, 2026
Logos Global Management LP History Added to 450,000 14,274 0.71% 0.57% 36 +100,000 28.57% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 429,597 13,626 0.0% 37 +429,597 New Q1 2026 May 08, 2026
ADAR1 Capital Management, LLC History Reduced 427,816 13,570 0.8% 1.29% 38 -218,951 -33.85% Q1 2026 May 15, 2026
TSP Capital Management Group, LLC History No change 375,127 11,899 2.9% 2.49% 39 0 0.0% Q1 2026 Apr 24, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 352,302 11,175 0.24% 40 +352,302 New Q1 2026 May 13, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 346,919 11,004 0.16% 0.19% 41 -167,612 -32.58% Q1 2026 May 22, 2026
Rosalind Advisors, Inc. History New 330,000 10,467 4.21% 42 +330,000 New Q1 2026 May 14, 2026
PFM Health Sciences, LP History Added to 324,957 10,307 0.94% 0.36% 43 +191,796 144.03% Q1 2026 May 15, 2026
Foresite Capital Management VI LLC History New 315,913 10,020 2.18% 44 +315,913 New Q1 2026 May 15, 2026
Tetragon Partners GP Ltd History Added to 312,316 9,906 1.92% 1.4% 45 +68,516 28.1% Q1 2026 May 15, 2026
UBS Group AG History Reduced 296,970 9,419 0.0% 0.0% 46 -29,492 -9.03% Q1 2026 May 05, 2026
Palo Alto Investors LP History New 296,408 9,402 1.44% 47 +296,408 New Q1 2026 May 15, 2026
Candriam S.C.A. History New 278,888 8,846 0.05% 48 +278,888 New Q1 2026 Apr 30, 2026
Redmile Group, LLC History Reduced 261,508 8,295 0.55% 0.57% 49 -21,800 -7.69% Q1 2026 May 15, 2026
STEMPOINT CAPITAL LP History New 254,267 8,065 1.57% 50 +254,267 New Q1 2026 May 15, 2026
SPHERA FUNDS MANAGEMENT LTD. History Added to 243,575 7,726 1.23% 1.26% 51 +3,811 1.59% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 242,912 7,705 0.0% 0.0% 52 +156,811 182.12% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Added to 236,637 7,506 0.23% 0.04% 53 +193,313 446.2% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 217,549 6,900 0.0% 0.0% 54 -67,986 -23.81% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 217,335 6,893 0.0% 0.0% 55 +202,413 1356.47% Q1 2026 May 11, 2026
ALGERT GLOBAL LLC History Added to 215,159 6,825 0.1% 0.04% 56 +116,312 117.67% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 201,949 6,405 0.0% 0.0% 57 +1,253 0.62% Q1 2026 Apr 30, 2026
Bank of New York Mellon Corp History Reduced 190,399 6,039 0.0% 0.0% 58 -4,153 -2.13% Q1 2026 May 05, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 184,104 5,839 0.01% 0.01% 59 +65,899 55.75% Q1 2026 May 11, 2026
SUPERSTRING CAPITAL MANAGEMENT LP History Added to 180,048 5,711 4.08% 1.28% 60 +91,740 103.89% Q1 2026 May 14, 2026
SILVERARC CAPITAL MANAGEMENT, LLC History Reduced 178,378 5,658 0.58% 0.72% 61 -12,696 -6.64% Q1 2026 May 14, 2026
Mirador Capital Partners LP History Added to 178,053 5,647 0.8% 0.64% 62 +7,394 4.33% Q1 2026 Apr 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 175,788 5,575 0.0% 0.0% 63 -54,874 -23.79% Q1 2026 May 12, 2026
GordonMD Global Investments LP History No change 170,307 5,402 3.76% 3.32% 64 0 0.0% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 168,245 5,336 0.07% 65 +168,245 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 164,778 4,857 0.0% 0.0% 66 -8,899 -5.12% Q1 2026 May 13, 2026
Assenagon Asset Management S.A. History New 146,525 4,647 0.01% 67 +146,525 New Q1 2026 Apr 20, 2026
DEUTSCHE BANK AG\ History Added to 143,037 4,537 0.0% 0.0% 68 +6,552 4.8% Q1 2026 May 06, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 142,327 4,514 0.02% 0.0% 69 +120,471 551.2% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 137,015 4,346 0.0% 0.01% 70 +4,482 3.38% Q1 2026 May 15, 2026
Propel Bio Management, LLC History Reduced 131,364 4,135 2.61% 3.58% 71 -22,936 -14.86% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 122,404 3,882 0.0% 0.0% 72 -761 -0.62% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 120,807 3,831 0.0% 0.0% 73 +3,218 2.74% Q1 2026 May 13, 2026
Swiss National Bank History No change 117,900 3,739 0.0% 0.0% 74 0 0.0% Q1 2026 May 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 115,448 3,662 0.0% 0.0% 75 +61,248 113.0% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History New 110,621 3,508 0.0% 76 +110,621 New Q1 2026 May 12, 2026
PDT Partners, LLC History No change 97,822 3,102 0.18% 0.17% 77 0 0.0% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 93,684 2,971 0.0% 0.0% 78 +3,540 3.93% Q1 2026 May 12, 2026
HighVista Strategies LLC History Added to 89,397 2,835 0.78% 0.36% 79 +37,592 72.56% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 85,983 2,727 0.0% 0.0% 80 -1,281 -1.47% Q1 2026 May 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 85,026 2,697 0.0% 81 +85,026 New Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 79,630 2,525 0.0% 0.0% 82 +21,233 36.36% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 77,772 2,466 0.0% 0.0% 83 +2,642 3.52% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 70,292 2,229 0.0% 0.0% 84 +3,722 5.59% Q1 2026 May 11, 2026
Birchview Capital, LP History New 70,095 2,223 1.27% 85 +70,095 New Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 70,053 2,222 0.0% 0.0% 86 +37,790 117.13% Q1 2026 May 11, 2026
Simplify Asset Management Inc. History Reduced 68,994 2,188 0.03% 0.04% 87 -16,006 -18.83% Q1 2026 Apr 27, 2026
DAFNA Capital Management LLC History No change 68,518 2,173 0.49% 0.43% 88 0 0.0% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 68,470 2,171 0.0% 0.0% 89 +30,157 78.71% Q1 2026 May 13, 2026
Quantinno Capital Management LP History Added to 65,744 2,085 0.0% 0.0% 90 +42,158 178.74% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Reduced 65,050 2,063 0.01% 0.01% 91 -49,180 -43.05% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 65,540 1,780 0.0% 0.0% 92 0 0.0% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 55,080 1,747 0.0% 0.0% 93 -7,519 -12.01% Q1 2026 May 08, 2026
ALPS ADVISORS INC History Reduced 54,190 1,718 0.01% 0.01% 94 -369 -0.68% Q1 2026 May 08, 2026
D. E. Shaw & Co., Inc. History Reduced 52,860 1,676 0.0% 0.0% 95 -83,464 -61.22% Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Added to 47,525 1,507 0.05% 0.04% 96 +560 1.19% Q1 2026 May 13, 2026
HRT FINANCIAL LP History Reduced 46,745 1,482 0.0% 0.01% 97 -30,895 -39.79% Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History New 45,192 1,433 0.03% 98 +45,192 New Q1 2026 Apr 27, 2026
Cinctive Capital Management LP History New 41,233 1,307 0.09% 99 +41,233 New Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 41,091 1,303 0.0% 100 +41,091 New Q1 2026 May 08, 2026
SEI INVESTMENTS CO History New 38,152 1,210 0.0% 101 +38,152 New Q1 2026 May 13, 2026
SG Americas Securities, LLC History Reduced 38,008 1,206 0.0% 0.0% 102 -9,332 -19.71% Q1 2026 Apr 16, 2026
MetLife Investment Management, LLC History Reduced 36,663 1,162 0.01% 0.0% 103 -349 -0.94% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History New 35,393 1,122 0.0% 104 +35,393 New Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 35,158 1,115 0.0% 0.0% 105 -56,441 -61.62% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 35,339 1,110 0.0% 0.0% 106 -1,727 -4.66% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 34,109 1,081 0.0% 0.0% 107 -3,957 -10.4% Q1 2026 May 15, 2026
Creative Planning History Added to 33,436 1,060 0.0% 0.0% 108 +2,032 6.47% Q1 2026 May 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 33,098 1,050 0.01% 0.01% 109 0 0.0% Q1 2026 May 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 33,053 1,048 0.0% 0.0% 110 -16,023 -32.65% Q1 2026 May 04, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 30,677 973 0.0% 0.0% 111 +5,360 21.17% Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Reduced 29,526 936 0.03% 0.04% 112 -12,928 -30.45% Q1 2026 Apr 24, 2026
Seven Fleet Capital Management LP History New 29,300 929 0.29% 113 +29,300 New Q1 2026 Jun 04, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 27,422 869 0.0% 0.0% 114 -7 -0.03% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 26,037 825 0.0% 115 +26,037 New Q1 2026 May 08, 2026
Handelsbanken Fonder AB History No change 25,900 822 0.0% 0.0% 116 0 0.0% Q1 2026 Apr 28, 2026
JANUS HENDERSON GROUP PLC History No change 25,642 813 0.0% 0.0% 117 0 0.0% Q1 2026 May 18, 2026
DekaBank Deutsche Girozentrale History No change 25,000 798 0.0% 0.0% 118 0 0.0% Q1 2026 May 07, 2026
ArrowMark Colorado Holdings LLC History No change 25,000 793 0.02% 0.01% 119 0 0.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History New 24,440 775 0.01% 120 +24,440 New Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 22,237 705 0.0% 0.0% 121 0 0.0% Q1 2026 May 06, 2026
Susquehanna Portfolio Strategies, LLC History New 22,180 703 0.01% 122 +22,180 New Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 21,355 677 0.01% 0.01% 123 -12,144 -36.25% Q1 2026 May 08, 2026
State of New Jersey Common Pension Fund D History New 20,439 648 0.0% 124 +20,439 New Q1 2026 May 05, 2026
Virtu Financial LLC History New 19,830 629 0.03% 125 +19,830 New Q1 2026 May 14, 2026
Apella Capital, LLC History No change 17,024 588 0.01% 0.01% 126 0 0.0% Q1 2026 Apr 20, 2026
FRED ALGER MANAGEMENT, LLC History New 18,454 585 0.0% 127 +18,454 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 18,128 575 0.0% 0.0% 128 +1,306 7.76% Q1 2026 Apr 29, 2026
DnB Asset Management AS History Added to 18,087 573 0.0% 0.0% 129 +1,186 7.02% Q1 2026 May 14, 2026
Arizona State Retirement System History Reduced 16,426 521 0.0% 0.0% 130 -98 -0.59% Q1 2026 May 01, 2026
SBI Okasan Asset Management Co.Ltd. History No change 16,400 483 0.02% 0.02% 131 0 0.0% Q1 2026 Apr 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 14,537 461 0.0% 0.0% 132 0 0.0% Q1 2026 May 08, 2026
Vanguard Investments Australia, Ltd. History New 14,345 455 0.0% 133 +14,345 New Q1 2026 May 08, 2026
BARCLAYS PLC History Reduced 13,975 443 0.0% 0.0% 134 -226,619 -94.19% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History New 12,995 412 0.0% 136 +12,995 New Q1 2026 May 13, 2026
PSP Research LLC History Reduced 13,000 412 0.29% 0.48% 135 -7,368 -36.17% Q1 2026 Apr 17, 2026
KLP KAPITALFORVALTNING AS History No change 12,800 406 0.0% 0.0% 137 0 0.0% Q1 2026 Apr 29, 2026
AlphaCentric Advisors LLC History New 12,614 400 0.4% 138 +12,614 New Q1 2026 May 07, 2026
Corient Private Wealth LLC History Reduced 14,636 392 0.0% 0.01% 139 -219,692 -93.75% Q1 2026 May 15, 2026
XTX Topco Ltd History Reduced 12,074 382 0.01% 0.04% 140 -39,449 -76.57% Q1 2026 May 15, 2026
Marex Group plc History Added to 12,000 380 0.0% 0.0% 141 +3,800 46.34% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 11,719 371 0.0% 0.0% 142 -268 -2.24% Q1 2026 May 12, 2026
Overbrook Management Corp History No change 11,537 365 0.07% 0.05% 143 0 0.0% Q1 2026 Apr 09, 2026
TWINBEECH CAPITAL LP History New 11,445 363 0.04% 144 +11,445 New Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History New 11,267 357 0.0% 145 +11,267 New Q1 2026 May 26, 2026
PRUDENTIAL FINANCIAL INC History New 10,403 329 0.0% 146 +10,403 New Q1 2026 May 13, 2026
Virtus Investment Advisers, LLC History Added to 9,911 314 0.09% 0.07% 147 +240 2.48% Q1 2026 May 14, 2026
Scientech Research LLC History New 9,502 301 0.25% 149 +9,502 New Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 9,493 301 0.0% 0.0% 148 -2,480 -20.71% Q1 2026 Apr 24, 2026
Amundi History New 9,351 296 0.0% 150 +9,351 New Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 9,255 293 0.0% 151 +9,255 New Q1 2026 May 15, 2026
Jump Financial, LLC History Reduced 8,820 279 0.0% 0.05% 152 -136,344 -93.92% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Added to 8,491 269 0.0% 0.0% 153 +1,349 18.89% Q1 2026 May 08, 2026
E Fund Management Co., Ltd. History New 8,178 259 0.01% 154 +8,178 New Q1 2026 Apr 13, 2026
Walleye Capital LLC History New 8,147 258 0.0% 155 +8,147 New Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,787 247 0.0% 0.0% 156 0 0.0% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History New 7,777 246 0.0% 158 +7,777 New Q1 2026 May 15, 2026
Jain Global LLC History New 7,763 246 0.0% 159 +7,763 New Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 7,756 246 0.0% 0.0% 157 -1,121 -12.63% Q1 2026 Apr 30, 2026
EntryPoint Capital, LLC History New 7,430 235 0.07% 160 +7,430 New Q1 2026 May 14, 2026
AXQ CAPITAL, LP History New 7,237 229 0.03% 161 +7,237 New Q1 2026 May 13, 2026
Cetera Investment Advisers History Reduced 7,196 228 0.0% 0.0% 162 -2,699 -27.28% Q1 2026 May 13, 2026
Diversified Trust Co History New 7,021 222 0.0% 163 +7,021 New Q1 2026 Apr 16, 2026
AlphaQuest LLC History No change 8,018 217 0.01% 0.01% 164 0 0.0% Q4 2025 Feb 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 6,611 209 0.02% 0.02% 165 -2,626 -28.43% Q1 2026 May 13, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History New 6,500 206 0.11% 166 +6,500 New Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History No change 6,338 202 0.0% 0.0% 167 0 0.0% Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History No change 6,278 199 0.0% 0.0% 168 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Added to 5,584 177 0.0% 0.0% 169 +4,109 278.58% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 5,472 173 0.01% 0.0% 170 0 0.0% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History New 5,130 162 0.0% 171 +5,130 New Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 4,625 146 0.0% 172 +4,625 New Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Added to 2,625 83 0.02% 0.0% 173 +2,581 5865.91% Q1 2026 May 11, 2026
Quantbot Technologies LP History Added to 2,472 78 0.0% 0.0% 174 +2,326 1593.15% Q1 2026 May 13, 2026
KBC Group NV History No change 2,411 76 0.0% 0.0% 175 0 0.0% Q1 2026 May 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,242 71 0.01% 0.01% 176 0 0.0% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 2,170 68 0.0% 0.0% 177 -1,639 -43.03% Q1 2026 Apr 22, 2026
Wilmington Savings Fund Society, FSB History No change 1,633 51 0.0% 0.0% 178 0 0.0% Q1 2026 Apr 30, 2026
Federation des caisses Desjardins du Quebec History No change 1,330 42 0.0% 0.0% 179 0 0.0% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 1,151 36 0.0% 0.0% 180 +921 400.43% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 952 30 0.0% 0.0% 181 -181 -15.98% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 940 29 0.0% 0.0% 182 +35 3.87% Q1 2026 Apr 30, 2026
US BANCORP \DE\ History Added to 772 24 0.0% 0.0% 183 +50 6.93% Q1 2026 May 14, 2026
Versant Capital Management, Inc History Added to 689 21 0.0% 0.0% 184 +37 5.67% Q1 2026 Apr 06, 2026
Kemnay Advisory Services Inc. History New 551 17 0.0% 186 +551 New Q1 2026 May 15, 2026
CWM, LLC History Added to 544 17 0.0% 0.0% 185 +158 40.93% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 502 16 0.0% 0.0% 187 -1,790 -78.1% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 511 15 0.0% 0.0% 190 +220 75.6% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 482 15 0.0% 0.0% 189 +218 82.58% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 485 15 0.0% 0.0% 188 -50 -9.35% Q1 2026 May 08, 2026
Keating Financial Advisory Services, Inc. History New 456 14 0.0% 192 +456 New Q1 2026 May 15, 2026
Sound Income Strategies, LLC History Added to 454 14 0.0% 0.0% 191 +110 31.98% Q1 2026 Apr 27, 2026
SIGNATUREFD, LLC History Added to 423 13 0.0% 0.0% 194 +8 1.93% Q1 2026 Apr 07, 2026
CIBC Private Wealth Group LLC History No change 500 13 0.0% 0.0% 193 0 0.0% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 366 11 0.0% 0.0% 195 -1 -0.27% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 324 10 0.0% 0.0% 196 +133 69.63% Q1 2026 Apr 07, 2026
GAMMA Investing LLC History Added to 276 8 0.0% 0.0% 198 +54 24.32% Q1 2026 Apr 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 262 8 0.0% 0.0% 197 0 0.0% Q1 2026 May 08, 2026
Innovative Asset Advisors Group, LLC History New 200 6 0.0% 199 +200 New Q1 2026 May 12, 2026
Parallel Advisors, LLC History Added to 164 5 0.0% 0.0% 201 +90 121.62% Q1 2026 Jun 02, 2026
QUADRANT CAPITAL GROUP LLC History No change 160 5 0.0% 0.0% 200 0 0.0% Q1 2026 May 13, 2026
J.Safra Asset Management Corp History Added to 151 4 0.0% 0.0% 202 +71 88.75% Q1 2026 May 04, 2026
Optiver Holding B.V. History Added to 136 4 0.0% 0.0% 203 +16 13.33% Q1 2026 Jun 02, 2026
Western Wealth Management, LLC History New 100 3 0.0% 207 +100 New Q1 2026 May 19, 2026
Larson Financial Group LLC History Reduced 113 3 0.0% 0.0% 206 -42 -27.1% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 119 3 0.0% 0.0% 205 +27 29.35% Q1 2026 May 07, 2026
HUNTINGTON NATIONAL BANK History No change 109 3 0.0% 0.0% 204 0 0.0% Q1 2026 May 15, 2026
JPL Wealth Management, LLC History New 75 2 0.0% 212 +75 New Q1 2026 May 08, 2026
Allworth Financial LP History Added to 86 2 0.0% 0.0% 209 +16 22.86% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 70 2 0.0% 0.0% 208 +11 18.64% Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 89 2 0.0% 0.0% 210 +2 2.3% Q1 2026 May 13, 2026
TSFG, LLC History No change 50 2 0.0% 0.0% 211 0 0.0% Q1 2026 Apr 27, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 46 1 0.0% 214 +46 New Q1 2026 May 08, 2026
Parkside Financial Bank & Trust History No change 51 1 0.0% 0.0% 213 0 0.0% Q1 2026 May 13, 2026
Polar Capital Holdings Plc History Closed out 0 0 0.11% -1,008,163 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -118,488 -100.0% Q1 2026 May 14, 2026
Argent Trust Co History Closed out 0 0 0.01% -8,481 -100.0% Q1 2026 May 13, 2026
Values First Advisors, Inc. History Closed out 0 0 0.11% -7,728 -100.0% Q1 2026 Apr 17, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -3,600 -100.0% Q1 2026 Apr 30, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,058 -100.0% Q1 2026 May 08, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -748 -100.0% Q1 2026 May 13, 2026
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.0% -452 -100.0% Q1 2026 Apr 30, 2026
Quarry LP History Closed out 0 0 0.0% -180 -100.0% Q1 2026 May 15, 2026
Strategic Advocates LLC History Closed out 0 0 0.0% -130 -100.0% Q1 2026 May 15, 2026
Bare Financial Services, Inc History Closed out 0 0 0.0% -79 -100.0% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History New 31 0 +31 New Q1 2026 May 01, 2026
ASSETMARK, INC History New 21 0 +21 New Q1 2026 May 06, 2026
MassMutual Private Wealth & Trust, FSB History New 18 0 +18 New Q1 2026 Apr 13, 2026
FNY Investment Advisers, LLC History New 16 0 +16 New Q1 2026 Apr 15, 2026
Fortitude Family Office, LLC History New 16 0 +16 New Q1 2026 Apr 15, 2026
MAI Capital Management History New 8 0 +8 New Q1 2026 May 15, 2026
Concord Wealth Partners History Closed out 0 0 -8 -100.0% Q1 2026 May 01, 2026
Strategic Investment Solutions, Inc. /IL History Closed out 0 0 -5 -100.0% Q1 2026 May 01, 2026
True Wealth Design, LLC History Added to 15 0 +4 36.36% Q1 2026 Apr 13, 2026
Essential Partners LLC History New 3 0 +3 New Q1 2026 May 21, 2026
Covestor Ltd History Reduced 6 0 -2 -25.0% Q1 2026 May 05, 2026
SBI Securities Co., Ltd. History Reduced 18 0 -1 -5.26% Q1 2026 Apr 27, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
COMERICA BANK History No change 31 0 0 0.0% Q4 2025 Jan 29, 2026
GHP Investment Advisors, Inc. History No change 25 0 0 0.0% Q1 2026 Apr 21, 2026
Capital Advisors, Ltd. LLC History No change 1 0 0 0.0% Q1 2026 Apr 16, 2026
IFP Advisors, Inc History No change 5 0 0 0.0% Q1 2026 Apr 13, 2026
Inspire Investing, LLC History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
Avion Wealth History No change 24 0 0 0.0% Q1 2026 May 01, 2026
Scarborough Advisors, LLC History No change 6 0 0 0.0% Q1 2026 May 07, 2026
MTM Investment Management, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
Private Wealth Management Group, LLC History No change 28 0 0 0.0% Q1 2026 Apr 23, 2026