CASTLE BIOSCIENCES INC - CSTL

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 2,199,829 85,573 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 2,982,946 73,231 0.0% 0.0% 2 -122,300 -3.94% Q1 2026 May 13, 2026
RTW INVESTMENTS, LP History Added to 2,758,335 67,717 0.67% 0.82% 3 +643,098 30.4% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,769,877 43,450 0.02% 0.04% 4 -37,767 -2.09% Q1 2026 May 04, 2026
Portolan Capital Management, LLC History Reduced 1,350,283 33,149 1.76% 3.6% 5 -379,180 -21.92% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,177,522 28,908 0.0% 6 +1,177,522 New Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,039,761 25,523 0.01% 0.01% 7 -104,038 -9.1% Q1 2026 May 07, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Reduced 940,685 23,093 0.62% 0.86% 8 -118,040 -11.15% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 861,771 21,156 0.0% 9 +861,771 New Q1 2026 May 08, 2026
Allianz Asset Management GmbH History Added to 811,324 19,918 0.02% 0.02% 10 +189,025 30.38% Q1 2026 May 11, 2026
STATE STREET CORP History Added to 769,079 18,880 0.0% 0.0% 11 +32,625 4.43% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 728,100 17,878 0.0% 0.0% 12 +13,187 1.84% Q1 2026 May 15, 2026
AIGH Capital Management LLC History Reduced 590,601 14,499 1.98% 5.88% 13 -34,118 -5.46% Q1 2026 Apr 30, 2026
Qube Research & Technologies Ltd History Added to 559,583 13,737 0.02% 0.01% 14 +324,065 137.6% Q1 2026 May 15, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 535,884 13,155 0.44% 0.65% 15 -31,893 -5.62% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 532,800 13,080 0.02% 0.03% 16 +39,700 8.05% Q1 2026 May 14, 2026
Nuveen, LLC History Reduced 522,127 12,818 0.0% 0.01% 17 -2,554 -0.49% Q1 2026 Apr 30, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 484,441 11,884 0.02% 0.02% 18 +94,035 24.09% Q1 2026 May 13, 2026
WASATCH ADVISORS LP History Reduced 455,036 11,171 0.07% 0.12% 19 -82,205 -15.3% Q1 2026 Apr 21, 2026
MORGAN STANLEY History Added to 428,934 10,530 0.0% 0.0% 20 +225,357 110.7% Q1 2026 May 15, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 386,425 9,486 0.16% 0.19% 21 +81,425 26.7% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 377,082 9,257 0.02% 0.04% 22 -11,409 -2.94% Q1 2026 May 11, 2026
MILLENNIUM MANAGEMENT LLC History Added to 353,319 8,673 0.0% 0.01% 23 +44,405 14.37% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 341,171 8,375 0.0% 0.0% 24 +53,936 18.78% Q1 2026 May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 298,941 7,040 0.01% 0.01% 25 -193,220 -39.26% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 273,101 6,704 0.0% 0.0% 26 +10,858 4.14% Q1 2026 May 14, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 268,535 6,592 0.05% 0.05% 27 +63,533 30.99% Q1 2026 May 15, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 264,396 6,490 0.14% 0.22% 28 -3,337 -1.25% Q1 2026 Apr 30, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 255,184 6,264 0.13% 0.2% 29 +8,264 3.35% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 248,840 6,109 0.0% 0.0% 30 +164,774 196.01% Q1 2026 May 15, 2026
Advisors Capital Management, LLC History Reduced 248,376 6,097 0.07% 0.11% 31 -2,301 -0.92% Q1 2026 May 01, 2026
SG Americas Securities, LLC History Added to 244,886 6,012 0.01% 0.0% 32 +223,624 1051.75% Q1 2026 Apr 16, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 241,880 5,938 0.0% 0.0% 33 -655 -0.27% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 233,046 5,721 0.01% 0.01% 34 0 0.0% Q1 2026 May 06, 2026
TUDOR INVESTMENT CORP ET AL History Added to 222,982 5,474 0.01% 0.01% 35 +55,804 33.38% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 222,353 5,458 0.02% 0.01% 36 +176,358 383.43% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Added to 211,966 5,203 0.0% 0.0% 37 +52,257 32.72% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 188,211 4,620 0.0% 38 +188,211 New Q1 2026 May 08, 2026
CITADEL ADVISORS LLC History Reduced 165,977 4,074 0.0% 0.0% 39 -240,979 -59.22% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 160,663 3,944 0.01% 0.01% 40 +1,492 0.94% Q1 2026 May 05, 2026
Campbell & CO Investment Adviser LLC History New 148,824 3,653 0.21% 41 +148,824 New Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 132,184 3,245 0.02% 0.08% 42 +10,264 8.42% Q1 2026 May 14, 2026
Trexquant Investment LP History Added to 130,434 3,202 0.02% 0.02% 43 +65,829 101.89% Q1 2026 May 15, 2026
Parkman Healthcare Partners LLC History Reduced 126,150 3,096 0.32% 0.56% 44 -24,408 -16.21% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 122,156 2,998 0.0% 0.0% 45 -27,855 -18.57% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Added to 90,909 2,231 0.0% 0.0% 46 +10,306 12.79% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Added to 88,654 2,176 0.0% 0.0% 47 +1,670 1.92% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Reduced 88,771 2,090 0.0% 0.0% 48 -1,261 -1.4% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Added to 79,107 1,942 0.0% 0.0% 49 +1,339 1.72% Q1 2026 May 15, 2026
Orion Porfolio Solutions, LLC History Added to 74,896 1,838 0.02% 0.02% 50 +243 0.33% Q1 2026 May 13, 2026
MACKENZIE FINANCIAL CORP History Added to 74,111 1,819 0.0% 0.0% 51 +36,794 98.6% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 67,810 1,664 0.0% 0.0% 52 -195,209 -74.22% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Added to 67,033 1,645 0.05% 0.02% 53 +49,623 285.03% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 65,362 1,604 0.0% 0.0% 54 -112,584 -63.27% Q1 2026 May 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 64,964 1,594 0.0% 0.0% 55 -4,664 -6.7% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 64,880 1,592 0.0% 0.0% 56 +999 1.56% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 61,865 1,518 0.0% 0.0% 57 -101 -0.16% Q1 2026 May 04, 2026
Invesco Ltd. History Reduced 61,012 1,497 0.0% 0.0% 58 -74,449 -54.96% Q1 2026 May 12, 2026
Swiss National Bank History No change 57,300 1,406 0.0% 0.0% 59 0 0.0% Q1 2026 May 07, 2026
FMR LLC History Added to 50,412 1,237 0.0% 0.0% 60 +8,126 19.22% Q1 2026 May 15, 2026
UBS Group AG History Reduced 49,163 1,206 0.0% 0.0% 61 -92,710 -65.35% Q1 2026 May 05, 2026
TWO SIGMA ADVISERS, LP History No change 29,899 1,163 0.0% 0.0% 62 0 0.0% Q4 2025 Feb 17, 2026
Man Group plc History Added to 47,138 1,157 0.0% 0.0% 63 +35,553 306.89% Q1 2026 May 15, 2026
FORMULA GROWTH LTD History New 46,000 1,129 0.51% 64 +46,000 New Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 45,476 1,116 0.0% 0.0% 65 +36,144 387.31% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Added to 42,413 1,041 0.01% 0.0% 66 +20,937 97.49% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 25,270 983 0.0% 0.0% 67 0 0.0% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 38,378 942 0.0% 0.0% 68 -90 -0.23% Q1 2026 May 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 37,792 928 0.0% 0.0% 69 +3,654 10.7% Q1 2026 May 15, 2026
KBC Group NV History New 36,932 907 0.0% 70 +36,932 New Q1 2026 May 07, 2026
NOMURA HOLDINGS INC History New 35,748 877 0.0% 71 +35,748 New Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 35,046 860 0.0% 0.0% 72 -4,681 -11.78% Q1 2026 May 13, 2026
ALGERT GLOBAL LLC History Added to 34,778 854 0.01% 0.01% 73 +15,800 83.25% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 34,387 844 0.0% 0.0% 74 +5,030 17.13% Q1 2026 May 11, 2026
ExodusPoint Capital Management, LP History New 32,608 800 0.01% 75 +32,608 New Q1 2026 May 14, 2026
Corient Private Wealth LLC History New 31,870 782 0.0% 76 +31,870 New Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 27,513 675 0.0% 0.0% 77 -212 -0.76% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 27,142 666 0.0% 0.0% 78 +20,113 286.14% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 17,116 665 0.04% 0.04% 79 0 0.0% Q4 2025 Feb 09, 2026
BARCLAYS PLC History Reduced 26,810 658 0.0% 0.0% 80 -45,339 -62.84% Q1 2026 May 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 25,614 629 0.05% 0.04% 81 +12,182 90.69% Q1 2026 Apr 28, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 26,247 618 0.11% 0.13% 82 +4,363 19.94% Q1 2026 May 12, 2026
STRS OHIO History Added to 25,000 613 0.0% 0.0% 83 +12,400 98.41% Q1 2026 Apr 24, 2026
DEUTSCHE BANK AG\ History Added to 24,164 593 0.0% 0.0% 84 +1,780 7.95% Q1 2026 May 06, 2026
TRUIST FINANCIAL CORP History Added to 23,781 583 0.0% 0.0% 85 +153 0.65% Q1 2026 Apr 27, 2026
Y-Intercept (Hong Kong) Ltd History Added to 23,501 576 0.01% 0.01% 86 +10,255 77.42% Q1 2026 Apr 27, 2026
Magnetar Financial LLC History New 23,332 572 0.01% 87 +23,332 New Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 23,184 569 0.0% 0.0% 88 -6,551 -22.03% Q1 2026 May 08, 2026
Quantbot Technologies LP History Added to 22,060 541 0.02% 0.0% 89 +22,013 46836.17% Q1 2026 May 13, 2026
Inspire Investing, LLC History Added to 21,045 516 0.04% 0.04% 90 +9,034 75.21% Q1 2026 Apr 23, 2026
XTX Topco Ltd History Reduced 20,283 497 0.01% 0.02% 91 -1,842 -8.33% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 18,820 462 0.0% 0.0% 92 -1,380 -6.83% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 18,560 455 0.0% 93 +18,560 New Q1 2026 May 15, 2026
Engineers Gate Manager LP History Reduced 18,256 448 0.01% 0.01% 94 -4,693 -20.45% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 17,653 433 0.0% 95 +17,653 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Added to 16,722 410 0.0% 0.0% 96 +841 5.3% Q1 2026 May 14, 2026
First Bank & Trust History Reduced 16,504 405 0.07% 0.11% 97 -202 -1.21% Q1 2026 Apr 10, 2026
Dynamic Technology Lab Private Ltd History New 15,913 390 0.06% 98 +15,913 New Q1 2026 May 15, 2026
HRT FINANCIAL LP History Reduced 15,858 389 0.0% 0.01% 99 -31,796 -66.72% Q1 2026 May 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 15,760 382 0.01% 0.02% 100 +4,172 36.0% Q1 2026 May 01, 2026
PERKINS CAPITAL MANAGEMENT INC History Reduced 15,415 378 0.35% 0.87% 101 -12,630 -45.03% Q1 2026 Apr 23, 2026
JANUS HENDERSON GROUP PLC History No change 15,037 369 0.0% 0.0% 102 0 0.0% Q1 2026 May 18, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 15,028 368 0.0% 0.0% 103 +3,218 27.25% Q1 2026 May 15, 2026
Summit Global Investments History Added to 13,718 337 0.02% 0.03% 104 +1,353 10.94% Q1 2026 May 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 13,676 335 0.0% 0.0% 105 +453 3.43% Q1 2026 May 15, 2026
Oak Harvest Investment Services History No change 13,485 331 0.03% 0.06% 106 0 0.0% Q1 2026 Apr 22, 2026
Parallel Advisors, LLC History Reduced 13,301 326 0.01% 0.01% 107 -685 -4.9% Q1 2026 May 07, 2026
GLENMEDE TRUST CO NA History No change 8,190 318 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 17, 2026
Birchview Capital, LP History Reduced 12,900 316 0.18% 1.84% 110 -67,700 -84.0% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 12,892 316 0.0% 0.0% 109 -21,320 -62.32% Q1 2026 May 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 12,728 312 0.0% 0.0% 111 -10,903 -46.14% Q1 2026 May 08, 2026
Creative Planning History Reduced 12,479 306 0.0% 0.0% 112 -3,662 -22.69% Q1 2026 May 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 12,438 305 0.0% 0.0% 113 +3,951 46.55% Q1 2026 May 15, 2026
Jump Financial, LLC History Added to 12,300 301 0.0% 0.0% 114 +6,800 123.64% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History New 12,236 300 0.02% 115 +12,236 New Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 11,502 282 0.0% 116 +11,502 New Q1 2026 May 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 11,400 279 0.0% 0.0% 117 +5,100 80.95% Q1 2026 May 15, 2026
Jackson Creek Investment Advisors LLC History Reduced 11,214 275 0.08% 0.13% 118 -21 -0.19% Q1 2026 May 05, 2026
Graham Capital Management, L.P. History Added to 11,133 273 0.01% 0.01% 119 +205 1.88% Q1 2026 May 15, 2026
TritonPoint Partners, LLC History No change 10,777 264 0.1% 0.22% 120 0 0.0% Q1 2026 Apr 28, 2026
Lido Advisors, LLC History Reduced 10,031 246 0.0% 0.0% 121 -5 -0.05% Q1 2026 May 13, 2026
Green Alpha Advisors, LLC History Reduced 9,945 244 0.24% 0.36% 122 -291 -2.84% Q1 2026 Apr 07, 2026
LPL Financial LLC History Reduced 9,700 238 0.0% 0.0% 123 -1,177 -10.82% Q1 2026 May 06, 2026
State of Wyoming History Added to 9,522 233 0.03% 0.01% 124 +6,508 215.93% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Added to 9,315 228 0.0% 0.0% 125 +6,827 274.4% Q1 2026 May 08, 2026
Cetera Investment Advisers History Added to 9,208 226 0.0% 0.0% 126 +273 3.06% Q1 2026 May 13, 2026
SIMON QUICK ADVISORS, LLC History No change 8,561 210 0.01% 0.01% 127 0 0.0% Q1 2026 May 06, 2026
Numerai GP LLC History New 8,307 203 0.02% 128 +8,307 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,829 192 0.0% 0.0% 129 0 0.0% Q1 2026 Apr 29, 2026
Vanguard Investments Australia, Ltd. History New 7,553 185 0.0% 130 +7,553 New Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 6,200 152 0.0% 0.0% 131 0 0.0% Q1 2026 Apr 29, 2026
ASSETMARK, INC History Added to 5,779 141 0.0% 0.0% 132 +492 9.31% Q1 2026 May 06, 2026
China Universal Asset Management Co., Ltd. History Added to 5,276 129 0.01% 0.01% 133 +520 10.93% Q1 2026 Apr 27, 2026
CITIGROUP INC History Reduced 4,027 98 0.0% 0.0% 134 -28,395 -87.58% Q1 2026 May 11, 2026
GLOBEFLEX CAPITAL L P History No change 3,759 92 0.01% 0.02% 135 0 0.0% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History No change 3,244 80 0.0% 0.0% 136 0 0.0% Q1 2026 May 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 3,248 79 0.0% 0.0% 137 +111 3.54% Q1 2026 May 15, 2026
CWM, LLC History Added to 3,010 73 0.0% 0.0% 138 +708 30.76% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Reduced 2,388 59 0.0% 0.0% 139 -949 -28.44% Q1 2026 Apr 07, 2026
Ameritas Investment Partners, Inc. History No change 2,373 58 0.0% 0.0% 140 0 0.0% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 1,100 42 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 1,604 39 0.0% 0.0% 142 -409 -20.32% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 1,551 38 0.0% 0.0% 144 +133 9.38% Q1 2026 May 04, 2026
State of Alaska, Department of Revenue History No change 1,553 38 0.0% 0.0% 143 0 0.0% Q1 2026 Apr 20, 2026
FEDERATED HERMES, INC. History Added to 1,249 30 0.0% 0.0% 145 +589 89.24% Q1 2026 May 11, 2026
Covestor Ltd History Added to 1,096 27 0.02% 0.02% 146 +98 9.82% Q1 2026 May 05, 2026
Sterling Capital Management LLC History Reduced 971 23 0.0% 0.0% 147 -666 -40.68% Q1 2026 Apr 22, 2026
OSAIC HOLDINGS, INC. History Reduced 857 21 0.0% 0.0% 148 -35,547 -97.65% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 761 18 0.0% 0.0% 149 -1,078 -58.62% Q1 2026 May 14, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 648 15 0.0% 0.0% 150 +75 13.09% Q1 2026 Apr 15, 2026
FIRST HORIZON CORP History Reduced 587 14 0.0% 0.0% 151 -91 -13.42% Q1 2026 Apr 30, 2026
Rockefeller Capital Management L.P. History Added to 433 10 0.0% 0.0% 152 +346 397.7% Q1 2026 May 14, 2026
Hughes Financial Services, LLC History Added to 446 10 0.0% 0.0% 153 +10 2.29% Q1 2026 Apr 29, 2026
Rossby Financial, LCC History No change 429 10 0.0% 0.0% 154 0 0.0% Q1 2026 May 11, 2026
MEEDER ASSET MANAGEMENT INC History New 387 9 0.0% 155 +387 New Q1 2026 May 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 336 8 0.0% 0.0% 156 0 0.0% Q1 2026 May 13, 2026
GROUP ONE TRADING LLC History New 292 7 0.0% 157 +292 New Q1 2026 May 13, 2026
Advisory Services Network, LLC History New 287 7 0.0% 158 +287 New Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 246 6 0.0% 0.0% 160 +65 35.91% Q1 2026 Apr 06, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 256 6 0.0% 0.0% 159 -25 -8.9% Q1 2026 Apr 30, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 250 5 0.0% 0.0% 161 -265 -51.46% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 177 4 0.0% 0.0% 163 -688 -79.54% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 163 4 0.0% 0.0% 162 -383 -70.15% Q1 2026 May 08, 2026
MassMutual Private Wealth & Trust, FSB History New 202 4 0.0% 164 +202 New Q1 2026 Apr 13, 2026
HUNTINGTON NATIONAL BANK History No change 139 3 0.0% 0.0% 165 0 0.0% Q1 2026 May 15, 2026
Destiny Wealth Partners, LLC History New 88 2 0.0% 168 +88 New Q1 2026 May 11, 2026
US BANCORP \DE\ History Added to 92 2 0.0% 0.0% 166 +44 91.67% Q1 2026 May 14, 2026
BFSG, LLC History No change 90 2 0.0% 0.0% 167 0 0.0% Q1 2026 Apr 28, 2026
Allworth Financial LP History Added to 63 1 0.0% 0.0% 171 +33 110.0% Q1 2026 May 14, 2026
GAMMA Investing LLC History Reduced 46 1 0.0% 0.0% 175 -6 -11.54% Q1 2026 Apr 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 58 1 0.0% 0.0% 169 +5 9.43% Q1 2026 May 07, 2026
SBI Securities Co., Ltd. History Reduced 47 1 0.0% 0.0% 173 -5 -9.62% Q1 2026 Apr 27, 2026
SIGNATUREFD, LLC History No change 45 1 0.0% 0.0% 170 0 0.0% Q1 2026 Apr 07, 2026
IFP Advisors, Inc History No change 52 1 0.0% 0.0% 172 0 0.0% Q1 2026 Apr 13, 2026
Spire Wealth Management History No change 50 1 0.0% 0.0% 174 0 0.0% Q1 2026 Apr 22, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -218,560 -100.0% Q1 2026 May 15, 2026
BRAIDWELL LP History Closed out 0 0 0.22% -177,183 -100.0% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.01% -119,458 -100.0% Q1 2026 May 15, 2026
Informed Momentum Co LLC History Closed out 0 0 0.32% -74,138 -100.0% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -55,118 -100.0% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -35,368 -100.0% Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.02% -22,464 -100.0% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -19,486 -100.0% Q1 2026 Apr 30, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -16,811 -100.0% Q1 2026 May 15, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 0.04% -12,952 -100.0% Q1 2026 Apr 27, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -11,718 -100.0% Q1 2026 May 08, 2026
STEPHENS INC /AR/ History Closed out 0 0 0.01% -11,122 -100.0% Q1 2026 Apr 28, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -10,570 -100.0% Q1 2026 May 15, 2026
Arizona State Retirement System History Closed out 0 0 0.0% -8,071 -100.0% Q1 2026 May 01, 2026
INTRUST BANK NA History Closed out 0 0 0.02% -7,378 -100.0% Q1 2026 May 06, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Closed out 0 0 0.0% -7,154 -100.0% Q1 2026 May 08, 2026
Verdad Advisers, LP History Closed out 0 0 0.31% -7,085 -100.0% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -6,591 -100.0% Q1 2026 Apr 27, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -6,478 -100.0% Q1 2026 Apr 24, 2026
Blueshift Asset Management, LLC History Closed out 0 0 0.07% -6,458 -100.0% Q1 2026 May 14, 2026
Capstone Capital Management Ltd History Closed out 0 0 0.24% -6,446 -100.0% Q1 2026 Apr 30, 2026
Cornerstone Investment Partners, LLC History Closed out 0 0 0.01% -6,078 -100.0% Q1 2026 May 08, 2026
Portside Wealth Group, LLC History Closed out 0 0 0.03% -5,942 -100.0% Q1 2026 May 12, 2026
Pictet Asset Management Holding SA History Closed out 0 0 0.0% -5,899 -100.0% Q1 2026 Apr 22, 2026
VOYA INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -5,246 -100.0% Q1 2026 May 12, 2026
RAYMOND JAMES FINANCIAL INC History Closed out 0 0 0.0% -5,238 -100.0% Q1 2026 May 14, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.04% -4,198 -100.0% Q1 2026 May 11, 2026
Persistent Asset Partners Ltd History Closed out 0 0 0.04% -2,463 -100.0% Q1 2026 May 12, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -892 -100.0% Q1 2026 May 08, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 0.01% -889 -100.0% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -151 -100.0% Q1 2026 May 13, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -86 -100.0% Q1 2026 May 13, 2026
Arax Advisory Partners History Reduced 4 0 0.0% -33 -89.19% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -28 -100.0% Q1 2026 May 07, 2026
Torren Management, LLC History Closed out 0 0 -21 -100.0% Q1 2026 Apr 30, 2026
MAI Capital Management History New 19 0 +19 New Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History New 19 0 +19 New Q1 2026 Apr 23, 2026
Investors Portfolio Services LLC History New 18 0 +18 New Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Reduced 20 0 0.0% -8 -28.57% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History New 8 0 +8 New Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History New 4 0 +4 New Q1 2026 May 15, 2026
True Wealth Design, LLC History Reduced 2 0 -3 -60.0% Q1 2026 Apr 13, 2026
Sunbelt Securities, Inc. History Added to 3 0 +2 200.0% Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1 0 +1 New Q1 2026 May 08, 2026
Parkside Financial Bank & Trust History No change 25 0 0 0.0% Q1 2026 May 13, 2026
Larson Financial Group LLC History No change 1 0 0 0.0% Q1 2026 May 15, 2026
Missouri Trust & Investment Co History No change 19 0 0 0.0% Q1 2026 May 14, 2026
Signature Equity Partners, LLC History No change 16 0 0 0.0% Q1 2026 May 13, 2026