Cannae Holdings, Inc. - CNNE

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
VANGUARD GROUP INC History No change 4,238,869 66,677 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 4,285,146 48,722 0.0% 0.0% 2 -402,086 -8.58% Q1 2026 May 13, 2026
Newtyn Management, LLC History Reduced 3,266,955 37,145 3.97% 5.86% 3 -281,554 -7.93% Q1 2026 May 15, 2026
CARRONADE CAPITAL MANAGEMENT, LP History No change 3,262,648 37,096 0.48% 0.7% 4 0 0.0% Q1 2026 May 15, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 2,303,743 26,193 0.75% 0.83% 5 +482,058 26.46% Q1 2026 May 08, 2026
River Road Asset Management, LLC History Reduced 1,960,105 22,286 0.25% 0.62% 6 -1,640,350 -45.56% Q1 2026 Apr 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,861,606 21,166 0.0% 7 +1,861,606 New Q1 2026 May 15, 2026
Saba Capital Management, L.P. History No change 1,714,994 19,499 0.54% 0.8% 8 0 0.0% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 1,351,485 15,366 0.0% 0.0% 9 -3,330 -0.25% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 1,161,393 13,205 0.03% 0.03% 10 +345,475 42.34% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,106,434 12,580 0.0% 11 +1,106,434 New Q1 2026 May 08, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,059,756 12,052 0.0% 0.0% 12 -79,111 -6.95% Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 960,936 10,926 0.19% 0.25% 13 +10,558 1.11% Q1 2026 May 11, 2026
Poehling Capital Management, INC. History Added to 954,190 10,849 2.28% 2.1% 14 +302,494 46.42% Q1 2026 Apr 21, 2026
Almitas Capital LLC History Added to 741,318 8,428 1.9% 1.43% 15 +329,425 79.98% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 516,711 5,875 0.0% 0.0% 16 +7,752 1.52% Q1 2026 Apr 30, 2026
Man Group plc History Reduced 483,740 5,500 0.01% 0.01% 17 -28,837 -5.63% Q1 2026 May 15, 2026
Michelson Medical Research Foundation, Inc. History New 480,600 5,464 5.55% 18 +480,600 New Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 457,874 5,206 0.0% 0.0% 19 +235,404 105.81% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 436,352 4,961 0.0% 0.0% 20 -36,919 -7.8% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 411,615 4,680 0.0% 0.0% 21 -56,741 -12.11% Q1 2026 May 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 362,943 4,126 0.0% 0.0% 22 -23,812 -6.16% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 347,971 3,956 0.0% 0.0% 23 -37,429 -9.71% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 316,188 3,595 0.0% 0.0% 24 +300,600 1928.41% Q1 2026 May 15, 2026
Bulldog Investors, LLP History Reduced 302,052 3,434 0.77% 1.6% 25 -154,139 -33.79% Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Added to 297,453 3,382 0.0% 0.0% 26 +151,260 103.47% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 293,976 3,342 0.0% 27 +293,976 New Q1 2026 May 08, 2026
Qube Research & Technologies Ltd History New 283,815 3,226 0.0% 28 +283,815 New Q1 2026 May 15, 2026
Caption Management, LLC History New 280,800 3,192 0.02% 29 +280,800 New Q1 2026 May 15, 2026
Centiva Capital, LP History Added to 275,874 3,136 0.02% 0.01% 30 +197,441 251.73% Q1 2026 May 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 268,965 3,058 0.04% 0.05% 31 0 0.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 255,454 2,904 0.05% 0.06% 32 +105,282 70.11% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 254,045 2,888 0.0% 0.0% 33 -64,947 -20.36% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 252,629 2,872 0.0% 0.0% 34 -72,216 -22.23% Q1 2026 May 15, 2026
UBS Group AG History Added to 239,031 2,717 0.0% 0.0% 35 +146,276 157.7% Q1 2026 May 05, 2026
Cygnus Capital Advisors, LLC History Added to 214,848 2,442 1.67% 0.9% 36 +136,048 172.65% Q1 2026 May 12, 2026
ExodusPoint Capital Management, LP History Added to 204,258 2,322 0.02% 0.02% 37 +20,209 10.98% Q1 2026 May 14, 2026
EJF Capital LP History Added to 200,000 2,274 1.6% 1.47% 38 +35,000 21.21% Q1 2026 May 13, 2026
Crescent Grove Advisors, LLC History No change 195,819 2,226 0.21% 0.29% 39 0 0.0% Q1 2026 May 06, 2026
DEUTSCHE BANK AG\ History Added to 194,226 2,208 0.0% 0.0% 40 +5,564 2.95% Q1 2026 May 06, 2026
COMERICA BANK History No change 138,625 2,180 0.01% 0.01% 41 0 0.0% Q4 2025 Jan 29, 2026
GABELLI FUNDS LLC History Added to 191,152 2,173 0.01% 0.01% 42 +90,741 90.37% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 181,425 2,062 0.06% 0.03% 43 +144,558 392.11% Q1 2026 Apr 29, 2026
CAXTON ASSOCIATES LLP History Added to 177,299 2,015 0.05% 0.04% 44 +44,756 33.77% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 172,325 1,959 0.0% 0.0% 45 +88,098 104.6% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History Added to 167,331 1,902 0.01% 0.01% 46 +24,870 17.46% Q1 2026 May 05, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 165,917 1,886 0.14% 0.13% 47 +50,057 43.2% Q1 2026 May 15, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 165,511 1,881 0.03% 0.03% 48 +45,176 37.54% Q1 2026 Apr 13, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Added to 156,768 1,782 0.14% 0.13% 49 +59,500 61.17% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Reduced 149,145 1,695 0.0% 0.0% 50 -10,380 -6.51% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Reduced 145,438 1,611 0.0% 0.0% 51 -62,679 -30.12% Q1 2026 May 13, 2026
Cinctive Capital Management LP History New 140,638 1,599 0.1% 52 +140,638 New Q1 2026 May 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 128,436 1,460 0.05% 0.07% 53 0 0.0% Q1 2026 May 07, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 127,438 1,448 0.0% 0.0% 54 -39,733 -23.77% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History New 126,493 1,438 0.0% 55 +126,493 New Q1 2026 May 15, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History Added to 115,650 1,314 0.19% 0.21% 56 +27,250 30.83% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History New 110,620 1,257 0.0% 57 +110,620 New Q1 2026 May 01, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 102,797 1,168 0.0% 0.0% 58 +279 0.27% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 102,059 1,160 0.0% 0.0% 59 -1,348 -1.3% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 99,676 1,134 0.0% 0.0% 60 +32,617 48.64% Q1 2026 May 15, 2026
VARCOV Co. History Added to 93,346 1,061 0.4% 0.21% 61 +59,488 175.7% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 92,543 1,052 0.0% 0.0% 62 -26,094 -21.99% Q1 2026 May 08, 2026
Palogic Value Management, L.P. History No change 91,579 1,041 0.44% 0.6% 63 0 0.0% Q1 2026 May 15, 2026
Swiss National Bank History No change 90,894 1,033 0.0% 0.0% 64 0 0.0% Q1 2026 May 07, 2026
SHAYNE & JACOBS, LLC History No change 84,683 962 0.3% 0.4% 65 0 0.0% Q1 2026 Apr 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 84,295 958 0.0% 0.0% 66 0 0.0% Q1 2026 May 11, 2026
Quantinno Capital Management LP History Added to 84,147 956 0.0% 0.0% 67 +58,726 231.01% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History New 82,338 936 0.0% 68 +82,338 New Q1 2026 May 13, 2026
HRT FINANCIAL LP History Reduced 79,669 905 0.0% 0.01% 69 -55,863 -41.22% Q1 2026 May 14, 2026
BW Gestao de Investimentos Ltda. History No change 71,015 807 0.03% 0.03% 70 0 0.0% Q1 2026 Apr 28, 2026
CANTOR FITZGERALD, L. P. History Reduced 70,000 795 0.01% 0.02% 71 -5,000 -6.67% Q1 2026 May 15, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History No change 69,182 786 0.26% 0.32% 72 0 0.0% Q1 2026 Apr 28, 2026
Aquatic Capital Management LLC History Added to 66,811 759 0.02% 0.01% 73 +35,608 114.12% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 63,865 726 0.0% 0.0% 74 -9,038 -12.4% Q1 2026 May 12, 2026
Invesco Ltd. History Reduced 63,816 725 0.0% 0.0% 75 -1,447 -2.22% Q1 2026 May 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 51,604 697 0.04% 76 +51,604 New Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 43,300 681 0.0% 0.0% 77 0 0.0% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 40,160 631 0.0% 0.0% 78 -18,540 -31.58% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 55,280 628 0.01% 0.01% 79 +17,951 48.09% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History Reduced 54,922 627 0.0% 0.0% 80 -17,837 -24.52% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 54,932 624 0.0% 81 +54,932 New Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History New 49,500 562 0.0% 83 +49,500 New Q1 2026 May 15, 2026
Factorial Partners, LLC History Reduced 49,477 562 0.41% 0.58% 82 -6,000 -10.82% Q1 2026 May 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 46,718 531 0.01% 0.01% 84 0 0.0% Q1 2026 Apr 16, 2026
FOX RUN MANAGEMENT, L.L.C. History New 47,895 530 0.09% 85 +47,895 New Q1 2026 May 12, 2026
Dynamic Technology Lab Private Ltd History Added to 45,398 516 0.08% 0.12% 86 +12,759 39.09% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 45,245 514 0.0% 0.0% 87 -601 -1.31% Q1 2026 May 15, 2026
Horrell Capital Management, Inc. History No change 43,950 499 0.23% 0.3% 88 0 0.0% Q1 2026 Apr 30, 2026
HighTower Advisors, LLC History Added to 43,438 493 0.0% 0.0% 89 +8,629 24.79% Q1 2026 May 05, 2026
Yakira Capital Management, Inc. History Reduced 37,895 430 0.13% 0.2% 90 -388 -1.01% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Added to 37,160 422 0.0% 0.0% 91 +26,118 236.53% Q1 2026 May 15, 2026
Creative Planning History New 33,175 377 0.0% 92 +33,175 New Q1 2026 May 12, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 30,695 349 0.02% 0.03% 93 -465 -1.49% Q1 2026 Apr 16, 2026
Cerity Partners LLC History Added to 30,308 344 0.0% 0.0% 94 +18,681 160.67% Q1 2026 May 15, 2026
FourThought Financial Partners, LLC History Added to 29,912 340 0.03% 0.03% 95 +10,380 53.14% Q1 2026 May 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 29,635 336 0.0% 0.0% 96 +29,266 7931.17% Q1 2026 May 08, 2026
Permanent Capital Management, LP History Added to 24,000 324 0.05% 0.07% 97 +2,000 9.09% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 20,054 315 0.02% 0.02% 98 0 0.0% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History New 26,437 300 0.0% 99 +26,437 New Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History New 14,652 268 0.09% 100 +14,652 New Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Reduced 22,308 253 0.0% 0.0% 101 -2,486 -10.03% Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Reduced 21,777 247 0.0% 0.0% 102 -4,523 -17.2% Q1 2026 May 14, 2026
CWM, LLC History Added to 21,477 244 0.0% 0.0% 103 +14,164 193.68% Q1 2026 May 14, 2026
BTG Pactual Asset Management US LLC History Added to 20,714 235 0.02% 0.02% 104 +8,259 66.31% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 20,590 234 0.0% 105 +20,590 New Q1 2026 May 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 20,437 232 0.0% 0.0% 106 0 0.0% Q1 2026 May 08, 2026
WELLS FARGO & COMPANY/MN History Reduced 20,394 231 0.0% 0.0% 107 -37,339 -64.68% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 19,667 223 0.0% 0.0% 108 -2,299 -10.47% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 19,224 218 0.0% 0.0% 109 +5,385 38.91% Q1 2026 May 08, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History New 18,607 211 0.09% 110 +18,607 New Q1 2026 May 15, 2026
Inscription Capital, LLC History New 18,494 210 0.02% 111 +18,494 New Q1 2026 Apr 20, 2026
BFSG, LLC History Added to 17,735 201 0.02% 0.02% 112 +4,991 39.16% Q1 2026 Apr 28, 2026
PDT Partners, LLC History New 17,600 200 0.01% 113 +17,600 New Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 17,424 198 0.0% 0.0% 114 +25 0.14% Q1 2026 May 13, 2026
GAMCO INVESTORS, INC. ET AL History Added to 17,000 193 0.0% 0.0% 115 +6,700 65.05% Q1 2026 May 14, 2026
Vigilare Wealth Management History No change 16,811 191 0.06% 0.09% 116 0 0.0% Q1 2026 Apr 01, 2026
Sanctuary Advisors, LLC History New 15,296 173 0.0% 117 +15,296 New Q1 2026 May 05, 2026
Amundi History New 14,897 169 0.0% 118 +14,897 New Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 14,296 162 0.0% 0.0% 119 0 0.0% Q1 2026 May 18, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 14,100 160 0.0% 0.0% 120 +7,300 107.35% Q1 2026 May 15, 2026
FMR LLC History Added to 13,652 155 0.0% 0.0% 121 +7,658 127.76% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 13,441 152 0.01% 122 +13,441 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 13,244 150 0.0% 0.0% 123 +4,800 56.85% Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 13,119 149 0.0% 0.0% 124 -5,900 -31.02% Q1 2026 May 15, 2026
SUMMIT SECURITIES GROUP LLC History New 13,029 148 0.02% 125 +13,029 New Q1 2026 Apr 30, 2026
Commonwealth Financial Services, LLC History New 12,702 144 0.02% 127 +12,702 New Q1 2026 May 07, 2026
Police & Firemen's Retirement System of New Jersey History No change 12,690 144 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 29, 2026
SG Americas Securities, LLC History Reduced 12,536 143 0.0% 0.0% 128 -5,636 -31.01% Q1 2026 Apr 16, 2026
Arizona State Retirement System History Reduced 12,654 143 0.0% 0.0% 129 -126 -0.99% Q1 2026 May 01, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 12,465 141 0.0% 0.0% 130 -8,995 -41.92% Q1 2026 May 08, 2026
Brevan Howard Capital Management LP History Reduced 12,277 139 0.0% 0.01% 131 -26,172 -68.07% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History New 12,145 138 0.0% 132 +12,145 New Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 11,834 134 0.0% 0.0% 133 -8,991 -43.17% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 11,713 133 0.0% 0.0% 134 0 0.0% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 11,675 132 0.0% 135 +11,675 New Q1 2026 May 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 10,883 124 0.0% 0.0% 136 0 0.0% Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 10,581 120 0.0% 0.0% 137 -64,280 -85.87% Q1 2026 May 14, 2026
ALTFEST L J & CO INC History New 10,413 118 0.01% 138 +10,413 New Q1 2026 Apr 28, 2026
KLP KAPITALFORVALTNING AS History No change 9,800 111 0.0% 0.0% 139 0 0.0% Q1 2026 Apr 29, 2026
CITIGROUP INC History Reduced 9,400 106 0.0% 0.0% 141 -12,141 -56.36% Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 9,358 106 0.0% 0.0% 140 -8,100 -46.4% Q1 2026 May 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 8,881 100 0.0% 0.0% 142 -1,707 -16.12% Q1 2026 May 12, 2026
Ensign Peak Advisors, Inc History No change 7,480 85 0.0% 0.0% 143 0 0.0% Q1 2026 May 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 4,000 83 0.02% 0.01% 144 0 0.0% Q1 2026 May 08, 2026
Eurizon Capital SGR S.p.A. History No change 5,410 60 0.0% 0.0% 145 0 0.0% Q1 2026 May 08, 2026
Parallel Advisors, LLC History New 4,392 49 0.0% 146 +4,392 New Q1 2026 May 07, 2026
Ameritas Investment Partners, Inc. History No change 3,842 43 0.0% 0.0% 147 0 0.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 3,771 42 0.0% 0.0% 148 -58 -1.51% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 3,334 38 0.0% 0.0% 149 +2,695 421.75% Q1 2026 Apr 07, 2026
Rockefeller Capital Management L.P. History Added to 2,868 32 0.0% 0.0% 150 +2,395 506.34% Q1 2026 May 14, 2026
Essential Partners LLC History Added to 2,772 31 0.01% 0.0% 151 +2,680 2913.04% Q1 2026 May 21, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 2,069 23 0.0% 0.0% 152 0 0.0% Q1 2026 May 12, 2026
GODSEY & GIBB, INC History No change 1,944 22 0.0% 0.0% 153 0 0.0% Q1 2026 Apr 20, 2026
ROYAL BANK OF CANADA History Reduced 1,584 17 0.0% 0.0% 154 -1,383 -46.61% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 1,537 17 0.0% 0.0% 155 +1,064 224.95% Q1 2026 Apr 06, 2026
Sterling Capital Management LLC History Reduced 1,389 15 0.0% 0.0% 156 -1,339 -49.08% Q1 2026 Apr 22, 2026
OSAIC HOLDINGS, INC. History Reduced 1,406 15 0.0% 0.0% 157 -56 -3.83% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 1,309 14 0.0% 0.0% 158 +305 30.38% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 1,106 12 0.0% 159 +1,061 2357.78% Q1 2026 Apr 07, 2026
EverSource Wealth Advisors, LLC History Added to 1,062 12 0.0% 0.0% 160 +442 71.29% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History New 992 11 0.0% 161 +992 New Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History New 892 9 0.0% 163 +892 New Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 813 9 0.0% 0.0% 162 +504 163.11% Q1 2026 Apr 06, 2026
US BANCORP \DE\ History Reduced 779 8 0.0% 0.0% 164 -7 -0.89% Q1 2026 May 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 691 8 0.0% 0.0% 165 0 0.0% Q1 2026 Apr 28, 2026
Allworth Financial LP History Added to 685 7 0.0% 0.0% 167 +456 199.13% Q1 2026 May 14, 2026
MAI Capital Management History Added to 645 7 0.0% 0.0% 166 +40 6.61% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History No change 623 7 0.0% 0.0% 168 0 0.0% Q1 2026 Apr 20, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 601 6 0.0% 0.0% 169 -217 -26.53% Q1 2026 Apr 30, 2026
North Star Investment Management Corp. History Added to 605 6 0.0% 0.0% 170 +185 44.05% Q1 2026 Apr 23, 2026
Global Retirement Partners, LLC History No change 405 6 0.0% 0.0% 171 0 0.0% Q4 2025 Feb 06, 2026
DANSKE BANK A/S History Reduced 300 3 0.0% 0.0% 173 -1,100 -78.57% Q1 2026 May 12, 2026
NBC SECURITIES, INC. History Reduced 329 3 0.0% 0.0% 172 -271 -45.17% Q1 2026 Apr 14, 2026
SageView Advisory Group, LLC History No change 191 3 0.0% 0.0% 174 0 0.0% Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History No change 287 3 0.0% 0.0% 175 0 0.0% Q1 2026 May 15, 2026
Plante Moran Financial Advisors, LLC History New 246 2 0.0% 178 +246 New Q1 2026 May 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 264 2 0.0% 176 +226 594.74% Q1 2026 May 14, 2026
Covestor Ltd History Added to 144 2 0.0% 0.0% 177 +51 54.84% Q1 2026 May 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 174 1 0.0% 0.0% 182 -10,531 -98.37% Q1 2026 May 08, 2026
Arax Advisory Partners History Reduced 114 1 0.0% 0.0% 180 -291 -71.85% Q1 2026 May 13, 2026
Root Financial Partners, LLC History New 150 1 0.0% 184 +150 New Q1 2026 Apr 24, 2026
ROTHSCHILD INVESTMENT LLC History New 106 1 0.0% 183 +106 New Q1 2026 May 07, 2026
IFP Advisors, Inc History Reduced 90 1 0.0% 0.0% 181 -84 -48.28% Q1 2026 Apr 13, 2026
Cheviot Value Management, LLC History No change 130 1 0.0% 0.0% 179 0 0.0% Q1 2026 May 12, 2026
Nitorum Capital, L.P. History Closed out 0 0 1.98% -568,685 -100.0% Q1 2026 May 15, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.04% -410,421 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -222,163 -100.0% Q1 2026 May 15, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.02% -70,250 -100.0% Q1 2026 Apr 01, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -43,000 -100.0% Q1 2026 May 14, 2026
Weiss Asset Management LP History Closed out 0 0 0.01% -24,660 -100.0% Q1 2026 May 15, 2026
Blueshift Asset Management, LLC History Closed out 0 0 0.09% -19,688 -100.0% Q1 2026 May 14, 2026
DRW Securities, LLC History Closed out 0 0 0.01% -15,214 -100.0% Q1 2026 May 13, 2026
Pacific Capital Partners Ltd History Closed out 0 0 0.21% -12,500 -100.0% Q1 2026 Apr 09, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -12,117 -100.0% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -11,383 -100.0% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.01% -10,955 -100.0% Q1 2026 May 08, 2026
BNP Paribas Asset Management Holding S.A. History Closed out 0 0 0.0% -8,032 -100.0% Q1 2026 May 14, 2026
Quantbot Technologies LP History Closed out 0 0 0.0% -6,135 -100.0% Q1 2026 May 13, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.0% -5,951 -100.0% Q1 2026 May 07, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,487 -100.0% Q1 2026 May 08, 2026
Spire Wealth Management History Closed out 0 0 0.0% -940 -100.0% Q1 2026 Apr 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.0% -210 -100.0% Q1 2026 May 11, 2026
MASECO LLP History Closed out 0 0 0.0% -150 -100.0% Q1 2026 Apr 21, 2026
Quarry LP History Reduced 54 0 0.0% -130 -70.65% Q1 2026 May 15, 2026
Quent Capital, LLC History Closed out 0 0 -62 -100.0% Q1 2026 Apr 28, 2026
Investors Portfolio Services LLC History New 61 0 +61 New Q1 2026 May 14, 2026
Cornerstone Planning Group LLC History New 55 0 +55 New Q1 2026 May 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 38 0 +38 New Q1 2026 May 08, 2026
Cornerstone Financial Management LLC History Closed out 0 0 -35 -100.0% Q1 2026 May 08, 2026
HARBOUR INVESTMENTS, INC. History Added to 60 0 +34 130.77% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 79 0 +34 75.56% Q1 2026 May 11, 2026
Sachetta, LLC History Reduced 16 0 -34 -68.0% Q1 2026 May 01, 2026
Retirement Wealth Solutions LLC History Added to 43 0 +27 168.75% Q1 2026 Apr 07, 2026
MassMutual Private Wealth & Trust, FSB History Added to 49 0 +25 104.17% Q1 2026 Apr 13, 2026
True Wealth Design, LLC History Reduced 1 0 -20 -95.24% Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 13 0 +13 New Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -10 -100.0% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Added to 13 0 +9 225.0% Q1 2026 May 11, 2026
Bogart Wealth, LLC History New 6 0 +6 New Q1 2026 Apr 28, 2026
Cassaday & Co Wealth Management LLC History New 4 0 +4 New Q1 2026 May 07, 2026
Freestone Grove Partners LP History New 3 0 +3 New Q1 2026 May 15, 2026
CLEAR INVESTMENT RESEARCH, LLC History New 1 0 +1 New Q1 2026 May 04, 2026
Global Trust Asset Management, LLC History No change 83 0 0.0% 0 0.0% Q1 2026 Apr 23, 2026
Vermillion Wealth Management, Inc. History No change 12 0 0 0.0% Q1 2026 Apr 17, 2026
Nalls Sherbakoff Group, LLC History No change 30 0 0 0.0% Q4 2025 Mar 12, 2026
Key FInancial Inc History No change 9 0 0 0.0% Q1 2026 Apr 24, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
Signature Equity Partners, LLC History No change 23 0 0 0.0% Q1 2026 May 13, 2026