Clearway Energy, Inc. - CWEN

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
BlackRock, Inc. History Added to 18,103,940 710,801 0.01% 0.01% 1 +1,194,931 7.07% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 13,110,354 428,852 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 7,221,926 283,513 0.02% 3 +7,221,926 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 5,379,281 211,131 0.01% 4 +5,379,281 New Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 5,203,971 204,464 0.18% 0.12% 5 +547,034 11.75% Q1 2026 May 13, 2026
Neuberger Berman Group LLC History Added to 4,474,949 175,811 0.13% 0.09% 6 +942,349 26.68% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 3,886,226 152,552 0.01% 0.0% 7 +100,224 2.65% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 3,641,291 142,995 0.01% 0.01% 8 +188,309 5.45% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 2,828,842 111,107 0.02% 0.02% 9 +17,108 0.61% Q1 2026 May 05, 2026
Invesco Ltd. History Added to 2,824,678 110,939 0.02% 0.01% 10 +390,887 16.06% Q1 2026 May 12, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Reduced 2,582,138 101,452 1.06% 1.11% 11 -45,122 -1.72% Q1 2026 May 15, 2026
Energy Income Partners, LLC History Added to 2,398,423 93,946 1.51% 1.36% 12 +13,431 0.56% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,262,958 88,850 0.01% 0.0% 13 +167,763 8.01% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,041,566 80,111 0.01% 0.01% 14 -179,667 -8.09% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 2,030,757 79,776 0.02% 0.02% 15 -307,056 -13.13% Q1 2026 May 08, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,618,487 63,537 0.01% 0.01% 16 +13,355 0.83% Q1 2026 May 07, 2026
FRANKLIN RESOURCES INC History Added to 1,575,937 61,915 0.02% 0.01% 17 +132,768 9.2% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Reduced 1,543,576 60,618 0.01% 0.01% 18 -177,252 -10.3% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,265,284 49,713 0.04% 0.02% 19 +749,615 145.37% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 1,219,762 47,924 0.03% 0.06% 20 -1,395,655 -53.36% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,008,558 39,606 0.0% 0.0% 21 +186,577 22.7% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 939,133 36,811 0.01% 0.01% 22 +89,613 10.55% Q1 2026 Apr 30, 2026
UBS Group AG History Reduced 869,299 34,138 0.01% 0.01% 23 -97,481 -10.08% Q1 2026 May 05, 2026
Amundi History Added to 845,872 33,233 0.01% 0.01% 24 +146,432 20.94% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Added to 844,221 33,169 0.09% 0.07% 25 +7,215 0.86% Q1 2026 Jun 18, 2026
D. E. Shaw & Co., Inc. History Reduced 842,725 33,096 0.02% 0.02% 26 -526,751 -38.46% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 754,729 29,565 0.05% 0.05% 27 -212,800 -21.99% Q1 2026 May 14, 2026
NORGES BANK History No change 907,099 29,221 0.0% 0.0% 28 0 0.0% Q4 2025 Feb 10, 2026
VANGUARD FIDUCIARY TRUST CO History New 742,205 29,135 0.01% 29 +742,205 New Q1 2026 May 08, 2026
Advisors Capital Management, LLC History Added to 735,025 28,790 0.34% 0.27% 30 +2,060 0.28% Q1 2026 May 01, 2026
JPMORGAN CHASE & CO History Added to 704,454 27,408 0.0% 0.0% 31 +16,501 2.4% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 806,768 26,285 0.04% 0.04% 32 0 0.0% Q4 2025 Feb 12, 2026
Gotham Asset Management, LLC History Added to 659,768 25,922 0.08% 0.08% 33 +8,329 1.28% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 613,768 24,081 0.0% 0.0% 34 +180,323 41.6% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 587,950 23,064 0.03% 35 +587,950 New Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 578,905 22,725 0.01% 0.01% 36 +11,522 2.03% Q1 2026 May 04, 2026
Quantinno Capital Management LP History Added to 547,746 21,492 0.04% 0.02% 37 +165,559 43.32% Q1 2026 May 15, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 531,549 20,884 0.09% 0.07% 38 +1,900 0.36% Q1 2026 May 08, 2026
FMR LLC History Added to 518,705 20,364 0.0% 0.0% 39 +66,205 14.63% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 514,621 20,200 0.05% 0.01% 40 +452,434 727.54% Q1 2026 May 14, 2026
Aberdeen Group plc History Reduced 504,495 19,821 0.03% 0.03% 41 -69,152 -12.05% Q1 2026 Apr 29, 2026
TECTONIC ADVISORS LLC History Added to 496,997 19,467 1.03% 0.81% 42 +5,613 1.14% Q1 2026 Apr 17, 2026
RWC Asset Management LLP History Reduced 478,956 18,818 0.78% 0.86% 43 -47,239 -8.98% Q1 2026 Apr 27, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 427,384 16,777 0.05% 0.05% 44 +13,678 3.31% Q1 2026 May 13, 2026
Advisors Asset Management, Inc. History Reduced 426,113 16,695 0.28% 0.24% 45 -28,873 -6.35% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 413,403 16,242 0.02% 0.02% 46 -31,043 -6.98% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 380,708 14,943 0.0% 0.0% 47 +19,916 5.52% Q1 2026 May 13, 2026
HANCOCK WHITNEY CORP History Reduced 319,527 12,894 0.22% 0.21% 48 -26,735 -7.72% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Added to 318,246 12,503 0.02% 0.01% 49 +60,346 23.4% Q1 2026 May 15, 2026
Gilman Hill Asset Management, LLC History Reduced 315,289 12,350 1.86% 1.79% 50 -46,652 -12.89% Q1 2026 Apr 08, 2026
DEUTSCHE BANK AG\ History Added to 298,745 11,730 0.0% 0.0% 51 +4,266 1.45% Q1 2026 May 06, 2026
RHUMBLINE ADVISERS History Reduced 291,088 11,426 0.01% 0.01% 52 -3,874 -1.31% Q1 2026 May 12, 2026
Foresight Group Ltd Liability Partnership History Reduced 285,575 11,220 1.98% 1.53% 53 -19,866 -6.5% Q1 2026 May 04, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 284,666 11,184 0.08% 0.06% 54 +46,627 19.59% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 280,459 11,010 0.0% 0.0% 55 -14,671 -4.97% Q1 2026 Jul 17, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 279,807 10,993 0.01% 0.01% 56 -30,119 -9.72% Q1 2026 May 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 281,383 10,985 0.01% 0.01% 57 -14,157 -4.79% Q1 2026 May 13, 2026
Yaupon Capital Management LP History Added to 277,870 10,884 0.34% 0.26% 58 +48,472 21.13% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Reduced 262,328 10,306 0.02% 0.01% 59 -7,179 -2.66% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 243,587 9,570 0.05% 0.03% 60 +58,138 31.35% Q1 2026 May 05, 2026
LPL Financial LLC History Added to 242,382 9,521 0.0% 0.0% 61 +119,406 97.1% Q1 2026 May 06, 2026
Swiss National Bank History Added to 236,200 9,272 0.01% 0.0% 62 +3,600 1.55% Q1 2026 May 07, 2026
GUGGENHEIM CAPITAL LLC History Added to 228,374 8,972 0.07% 0.05% 63 +31,586 16.05% Q1 2026 May 15, 2026
Edgemoor Investment Advisors, Inc. History Added to 215,549 8,443 0.66% 0.52% 64 +2,368 1.11% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 205,549 8,067 0.02% 0.01% 65 -10,363 -4.8% Q1 2026 May 01, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 202,906 7,965 0.0% 0.0% 66 -4,129 -1.99% Q1 2026 May 15, 2026
PEAK6 LLC History Added to 202,000 7,936 0.02% 0.01% 67 +85,800 73.84% Q1 2026 May 13, 2026
Calydon Capital History Reduced 200,835 7,890 1.29% 1.14% 68 -3,104 -1.52% Q1 2026 May 15, 2026
Fort Baker Capital Management LP History New 186,991 7,324 0.57% 69 +186,991 New Q1 2026 May 15, 2026
BESSEMER GROUP INC History Added to 181,732 7,140 0.01% 0.01% 70 +54,850 43.23% Q1 2026 May 06, 2026
Rock Point Advisors, LLC History Reduced 177,666 6,959 1.88% 1.63% 71 -29,517 -14.25% Q1 2026 May 14, 2026
ALPS ADVISORS INC History Added to 164,422 6,460 0.03% 0.03% 72 +4,988 3.13% Q1 2026 May 08, 2026
TWO SIGMA ADVISERS, LP History No change 189,196 6,292 0.01% 0.01% 73 0 0.0% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Reduced 160,426 6,284 0.01% 0.01% 74 -72,454 -31.11% Q1 2026 May 11, 2026
CANADA LIFE ASSURANCE Co History Reduced 158,460 6,231 0.01% 0.01% 75 -3,585 -2.21% Q1 2026 May 14, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 153,097 6,015 0.09% 0.08% 76 -2,200 -1.42% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 149,391 5,854 0.0% 0.0% 77 +39,779 36.29% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 147,829 5,801 0.0% 0.0% 78 -31,777 -17.69% Q1 2026 May 15, 2026
Waterloo Capital, L.P. History Added to 147,151 5,763 0.4% 0.33% 79 +1,620 1.11% Q1 2026 May 12, 2026
Aventail Capital Group, LP History Added to 143,844 5,651 0.27% 0.17% 80 +57,304 66.22% Q1 2026 May 15, 2026
Castellan Group History Added to 142,230 5,588 0.77% 0.54% 81 +11,988 9.2% Q1 2026 Apr 23, 2026
Northwest & Ethical Investments L.P. History Reduced 141,121 5,544 0.13% 0.12% 82 -15,247 -9.75% Q1 2026 May 13, 2026
ARDSLEY ADVISORY PARTNERS LP History Reduced 140,000 5,500 0.7% 0.55% 83 -10,000 -6.67% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 139,499 5,476 0.01% 0.0% 84 +27,440 24.49% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 139,181 5,467 0.0% 0.0% 85 +3,762 2.78% Q1 2026 Jul 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 139,354 5,465 0.0% 0.0% 86 +2,525 1.85% Q1 2026 May 04, 2026
Hudson Bay Capital Management LP History Added to 128,342 5,042 0.02% 0.0% 87 +116,044 943.6% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 125,115 4,903 0.0% 0.0% 88 +54,432 77.01% Q1 2026 May 11, 2026
GLENMEDE TRUST CO NA History Added to 123,715 4,851 0.02% 0.02% 89 +10,901 9.66% Q1 2026 May 26, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 123,286 4,843 0.07% 0.06% 90 +6,118 5.22% Q1 2026 May 05, 2026
Janney Montgomery Scott LLC History Reduced 121,539 4,763 0.01% 0.01% 91 -438 -0.36% Q1 2026 Apr 22, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 120,651 4,736 0.0% 0.0% 92 -60,092 -33.25% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Added to 118,723 4,659 0.0% 0.0% 93 +7,460 6.7% Q1 2026 May 12, 2026
Northside Capital Management, LLC History Reduced 117,884 4,631 0.41% 0.48% 94 -47,548 -28.74% Q1 2026 Apr 10, 2026
Tidal Investments LLC History Added to 117,856 4,627 0.01% 0.01% 95 +36,823 45.44% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 115,607 4,541 0.0% 0.0% 96 -279,871 -70.77% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 109,901 4,317 0.0% 0.0% 97 +10,759 10.85% Q1 2026 May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 109,486 4,292 0.01% 0.0% 98 +67,374 159.99% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 109,261 4,289 0.01% 0.0% 99 -940 -0.85% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 124,863 4,059 0.0% 0.0% 100 -1,318 -1.04% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 101,513 3,986 0.0% 0.0% 101 +12,611 14.19% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 99,675 3,907 0.0% 0.0% 102 +46,875 88.78% Q1 2026 May 12, 2026
Raiffeisen Bank International AG History No change 100,000 3,892 0.06% 0.04% 103 0 0.0% Q1 2026 Apr 24, 2026
AE Wealth Management LLC History Added to 96,632 3,796 0.02% 0.02% 104 +1,812 1.91% Q1 2026 May 13, 2026
Verition Fund Management LLC History Added to 96,794 3,791 0.02% 0.0% 105 +79,310 453.61% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 94,814 3,723 0.0% 0.0% 106 +40,714 75.26% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 94,426 3,708 0.0% 107 +94,426 New Q1 2026 May 08, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 92,963 3,652 0.01% 0.01% 108 +383 0.41% Q1 2026 Apr 30, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 92,473 3,629 0.01% 0.0% 109 +29,620 47.13% Q1 2026 May 15, 2026
BROOKFIELD Corp /ON/ History Reduced 91,371 3,589 0.0% 0.01% 110 -52,562 -36.52% Q1 2026 May 15, 2026
Inspire Advisors, LLC History Reduced 91,579 3,587 0.29% 0.3% 111 -11,046 -10.76% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 91,043 3,571 0.0% 0.0% 112 +76,782 538.41% Q1 2026 May 08, 2026
Informed Momentum Co LLC History New 89,997 3,535 0.41% 113 +89,997 New Q1 2026 May 13, 2026
Synergy Asset Management, LLC History Reduced 89,641 3,521 0.37% 0.31% 114 -1,006 -1.11% Q1 2026 May 13, 2026
Hilton Capital Management, LLC History Added to 88,053 3,459 0.26% 0.19% 115 +11,213 14.59% Q1 2026 May 14, 2026
Uniplan Investment Counsel, Inc. History Reduced 87,866 3,452 0.35% 0.3% 116 -2,940 -3.24% Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Reduced 87,423 3,434 0.04% 0.05% 117 -24,109 -21.62% Q1 2026 May 05, 2026
Hennion & Walsh Asset Management, Inc. History Added to 87,170 3,421 0.12% 0.08% 118 +13,731 18.7% Q1 2026 May 13, 2026
Deltroit Asset Management (UK) LLP History Reduced 86,226 3,377 0.54% 0.44% 119 -10,037 -10.43% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 85,935 3,375 0.0% 0.0% 120 +7,833 10.03% Q1 2026 May 05, 2026
Virtu Financial LLC History Added to 85,434 3,346 0.14% 0.04% 121 +49,861 140.17% Q1 2026 May 14, 2026
LMR Partners LLP History New 84,750 3,329 0.01% 122 +84,750 New Q1 2026 May 15, 2026
SummitTX Capital, L.P. History New 82,939 3,248 0.1% 123 +82,939 New Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 79,927 3,140 0.0% 0.01% 124 -52,268 -39.54% Q1 2026 May 15, 2026
EAGLE GLOBAL ADVISORS LLC History No change 79,057 3,096 0.11% 0.09% 125 0 0.0% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 76,192 2,990 0.0% 0.0% 126 0 0.0% Q1 2026 May 06, 2026
O'Connor Alternative Investments LLC History New 75,000 2,937 0.25% 127 +75,000 New Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 73,699 2,895 0.0% 0.0% 128 -872 -1.17% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 72,860 2,853 0.0% 0.0% 129 0 0.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 72,361 2,838 0.03% 0.01% 130 +41,441 134.03% Q1 2026 May 08, 2026
Oak Thistle LLC History Added to 69,364 2,725 0.26% 0.25% 131 +16,040 30.08% Q1 2026 Apr 10, 2026
Creative Planning History Added to 69,241 2,719 0.0% 0.0% 132 +3,453 5.25% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Reduced 69,209 2,717 0.0% 0.0% 133 -3,643 -5.0% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 67,407 2,647 0.01% 0.0% 134 +15,600 30.11% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 66,963 2,630 0.0% 0.0% 135 +27,429 69.38% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 66,995 2,627 0.0% 0.0% 136 0 0.0% Q1 2026 May 08, 2026
Treasurer of the State of North Carolina History Added to 66,857 2,620 0.01% 0.01% 137 +3,805 6.03% Q1 2026 May 14, 2026
Measured Risk Portfolios, Inc. History Reduced 66,204 2,601 2.85% 2.57% 138 -11,691 -15.01% Q1 2026 May 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 65,615 2,578 0.02% 0.01% 139 +6,944 11.84% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Reduced 64,234 2,519 0.03% 0.02% 140 -1,173 -1.79% Q1 2026 Apr 20, 2026
State of Tennessee, Department of Treasury History No change 61,741 2,420 0.01% 0.01% 141 0 0.0% Q1 2026 May 15, 2026
WHITEBOX ADVISORS LLC History New 60,542 2,371 0.03% 142 +60,542 New Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 59,954 2,355 0.02% 0.02% 143 -14,683 -19.67% Q1 2026 Apr 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 59,569 2,338 0.0% 0.0% 144 -4,584 -7.15% Q1 2026 Apr 27, 2026
Brooklyn Investment Group History Added to 58,070 2,275 0.07% 0.03% 145 +39,250 208.55% Q1 2026 Apr 29, 2026
State of New Jersey Common Pension Fund D History Reduced 57,454 2,257 0.01% 0.01% 146 -2,228 -3.73% Q1 2026 May 05, 2026
ABC ARBITRAGE SA History Added to 57,194 2,240 0.3% 0.06% 147 +38,560 206.93% Q1 2026 May 04, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 55,324 2,170 0.0% 0.0% 148 +77 0.14% Q1 2026 May 11, 2026
Summit Trail Advisors, LLC History Added to 55,204 2,165 0.03% 0.02% 149 +18,590 50.77% Q1 2026 May 12, 2026
Squarepoint Ops LLC History New 55,040 2,162 0.0% 150 +55,040 New Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 54,309 2,131 0.01% 0.01% 151 +3,717 7.35% Q1 2026 Apr 29, 2026
Aquatic Capital Management LLC History Added to 53,680 2,109 0.06% 0.01% 152 +39,048 266.87% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History Reduced 52,299 2,089 0.0% 0.0% 153 -1,699 -3.15% Q1 2026 May 07, 2026
Louisiana State Employees Retirement System History Reduced 53,000 2,080 0.04% 0.03% 154 -1,800 -3.28% Q1 2026 Apr 20, 2026
JANUS HENDERSON GROUP PLC History No change 52,608 2,066 0.0% 0.0% 155 0 0.0% Q1 2026 May 18, 2026
ExodusPoint Capital Management, LP History New 51,024 2,004 0.02% 156 +51,024 New Q1 2026 May 14, 2026
VAN ECK ASSOCIATES CORP History Added to 50,991 2,003 0.0% 0.0% 157 +6,063 13.49% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 50,954 2,000 0.02% 0.01% 158 +2,991 6.24% Q1 2026 Apr 29, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 50,039 1,966 0.02% 0.02% 159 +4,659 10.27% Q1 2026 Jul 24, 2026
Qube Research & Technologies Ltd History New 49,112 1,923 0.0% 160 +49,112 New Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 48,872 1,918 0.0% 0.0% 161 +11,157 29.58% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 48,130 1,889 0.0% 162 +48,130 New Q1 2026 May 08, 2026
Dana Investment Advisors, Inc. History Added to 47,703 1,874 0.06% 0.05% 163 +1,124 2.41% Q1 2026 May 14, 2026
Vectors Research Management, LLC History Added to 47,033 1,847 0.54% 0.48% 164 +164 0.35% Q1 2026 May 05, 2026
HSBC HOLDINGS PLC History Added to 46,788 1,836 0.0% 0.0% 165 +7,475 19.01% Q1 2026 Apr 30, 2026
BANK OF NOVA SCOTIA History Reduced 46,000 1,801 0.0% 0.01% 166 -69,400 -60.14% Q1 2026 May 14, 2026
Mariner, LLC History Added to 45,584 1,788 0.0% 0.0% 167 +2,883 6.75% Q1 2026 May 13, 2026
Long Run Wealth Advisors, LLC History No change 55,138 1,732 0.33% 0.33% 168 0 0.0% Q4 2025 Feb 02, 2026
Rockefeller Capital Management L.P. History Added to 43,802 1,720 0.0% 0.0% 169 +4,102 10.33% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Added to 43,862 1,718 0.01% 0.0% 170 +8,435 23.81% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History New 43,489 1,708 0.0% 171 +43,489 New Q1 2026 May 14, 2026
Vestcor Inc History Added to 43,040 1,691 0.05% 0.02% 172 +22,590 110.46% Q1 2026 May 12, 2026
BARCLAYS PLC History Added to 42,450 1,664 0.0% 0.0% 173 +10,486 32.81% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 42,381 1,663 0.0% 0.0% 174 +37,215 720.38% Q1 2026 May 01, 2026
Truvestments Capital LLC History New 42,316 1,662 0.3% 175 +42,316 New Q1 2026 May 13, 2026
Neo Ivy Capital Management History Added to 42,028 1,651 0.44% 0.09% 176 +25,095 148.2% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 50,746 1,611 0.09% 0.09% 177 0 0.0% Q4 2025 Feb 09, 2026
Abundance Wealth Counselors History Added to 40,007 1,571 0.23% 0.22% 178 +1,126 2.9% Q1 2026 Apr 22, 2026
AMALGAMATED BANK History Added to 39,867 1,565 0.01% 0.01% 179 +2,269 6.03% Q1 2026 May 08, 2026
Asset Management One Co., Ltd. History Reduced 38,714 1,521 0.0% 0.0% 180 -1,136 -2.85% Q1 2026 May 08, 2026
AMERICAN CENTURY COMPANIES INC History Added to 36,989 1,451 0.0% 0.0% 181 +1,279 3.58% Q1 2026 May 15, 2026
PFG Investments, LLC History Added to 36,658 1,440 0.07% 0.06% 182 +222 0.61% Q1 2026 Apr 27, 2026
Edgestream Partners, L.P. History New 36,316 1,426 0.05% 183 +36,316 New Q1 2026 May 18, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 35,943 1,410 0.0% 0.0% 184 -652 -1.78% Q1 2026 May 14, 2026
Allspring Global Investments Holdings, LLC History Added to 35,378 1,409 0.0% 0.0% 185 +10,369 41.46% Q1 2026 May 05, 2026
J. Safra Sarasin Holding AG History No change 35,295 1,386 0.02% 0.02% 186 0 0.0% Q1 2026 May 04, 2026
MILLINGTON SECURITIES, LLC History New 34,858 1,367 0.38% 188 +34,858 New Q1 2026 Jul 15, 2026
WBI INVESTMENTS, LLC History Added to 34,858 1,367 0.38% 0.11% 187 +21,568 162.29% Q1 2026 May 11, 2026
Diversify Advisory Services, LLC History Added to 34,601 1,323 0.2% 0.04% 189 +107 0.31% Q1 2026 May 01, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 34,389 1,315 0.02% 190 +34,389 New Q1 2026 May 01, 2026
COMERICA BANK History No change 39,855 1,307 0.01% 0.01% 191 0 0.0% Q4 2025 Jan 29, 2026
Crestwood Advisors Group, LLC History Added to 33,106 1,300 0.02% 0.02% 193 +29 0.09% Q1 2026 May 05, 2026
ING GROEP NV History No change 33,200 1,300 0.01% 0.01% 192 0 0.0% Q1 2026 May 11, 2026
COURIER CAPITAL LLC History Reduced 33,006 1,296 0.07% 0.06% 194 -187 -0.56% Q1 2026 Apr 23, 2026
Arizona State Retirement System History Reduced 32,931 1,292 0.01% 0.01% 195 -661 -1.97% Q1 2026 May 01, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 32,432 1,274 0.01% 0.01% 196 -440 -1.34% Q1 2026 May 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 31,813 1,248 0.01% 0.01% 197 -386 -1.2% Q1 2026 Apr 24, 2026
Pathstone Holdings, LLC History Added to 31,681 1,244 0.0% 0.0% 198 +1,064 3.48% Q1 2026 May 11, 2026
Vanguard Investments Australia, Ltd. History New 30,876 1,212 0.0% 199 +30,876 New Q1 2026 May 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 29,998 1,177 0.0% 0.0% 200 -136,725 -82.01% Q1 2026 May 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 29,542 1,159 0.01% 0.0% 201 -32 -0.11% Q1 2026 May 01, 2026
QUADRANT CAPITAL GROUP LLC History Added to 29,211 1,147 0.03% 0.03% 202 +31 0.11% Q1 2026 May 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 29,075 1,141 0.01% 0.01% 203 +30 0.1% Q1 2026 May 04, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 28,069 1,099 0.36% 0.34% 204 -4,845 -14.72% Q1 2026 Apr 22, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 27,340 1,073 0.01% 0.01% 205 0 0.0% Q1 2026 Apr 29, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 27,241 1,070 0.12% 0.1% 206 +6 0.02% Q1 2026 Apr 30, 2026
FIRST NATIONAL TRUST CO History No change 26,959 1,059 0.04% 0.03% 207 0 0.0% Q1 2026 May 07, 2026
Farringdon Capital, Ltd. History Added to 26,682 1,048 0.23% 0.13% 208 +11,200 72.34% Q1 2026 May 15, 2026
Fort Sheridan Advisors LLC History Reduced 26,594 1,044 0.13% 0.11% 209 -45 -0.17% Q1 2026 May 06, 2026
Essex Financial Services, Inc. History Reduced 25,792 1,010 0.06% 0.05% 210 -2,240 -7.99% Q1 2026 Apr 24, 2026
Ethic Inc. History Added to 25,758 1,010 0.02% 0.01% 211 +436 1.72% Q1 2026 Apr 27, 2026
CREDIT AGRICOLE S A History New 25,230 988 0.0% 212 +25,230 New Q1 2026 May 15, 2026
World Investment Advisors History Reduced 25,092 982 0.02% 0.03% 213 -25,342 -50.25% Q1 2026 Apr 27, 2026
Pictet Asset Management Holding SA History Added to 24,884 976 0.0% 0.0% 214 +2,152 9.47% Q1 2026 Apr 22, 2026
Maryland State Retirement & Pension System History Reduced 24,750 971 0.02% 0.02% 215 -63 -0.25% Q1 2026 May 04, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 24,226 948 0.0% 0.0% 216 -7,068 -22.59% Q1 2026 Aug 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 28,500 947 0.01% 0.01% 217 0 0.0% Q4 2025 Feb 04, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 24,076 945 0.19% 0.17% 218 +276 1.16% Q1 2026 Apr 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 23,023 929 0.05% 0.03% 219 +8,211 55.43% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 23,558 923 0.0% 0.0% 220 -9,582 -28.91% Q1 2026 Apr 16, 2026
HUB Investment Partners, LLC History Added to 23,408 918 0.02% 0.02% 221 +2,372 11.28% Q1 2026 May 15, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 23,175 907 0.07% 222 +23,175 New Q1 2026 Apr 29, 2026
Summit Global Investments History Added to 23,010 901 0.05% 0.03% 223 +5,337 30.2% Q1 2026 May 07, 2026
New England Research & Management, Inc. History Reduced 22,300 876 0.37% 0.33% 224 -200 -0.89% Q1 2026 May 07, 2026
Hilltop Holdings Inc. History Reduced 21,290 836 0.08% 0.04% 225 -790 -3.58% Q1 2026 May 14, 2026
Voleon Capital Management LP History New 21,072 825 0.02% 226 +21,072 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 20,993 824 0.0% 0.0% 227 +1,889 9.89% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 20,464 804 0.0% 0.0% 228 +1,626 8.63% Q1 2026 May 15, 2026
Quad-Cities Investment Group, LLC History Added to 20,438 803 0.32% 0.28% 229 +139 0.68% Q1 2026 Apr 21, 2026
Quantbot Technologies LP History Reduced 20,220 794 0.03% 0.05% 230 -27,629 -57.74% Q1 2026 May 13, 2026
Lazard Freres Gestion S.A.S. History Added to 19,999 785 0.02% 0.01% 231 +229 1.16% Q1 2026 May 07, 2026
Dakota Wealth Management History Reduced 19,795 775 0.02% 0.01% 232 -4,405 -18.2% Q1 2026 May 07, 2026
Optas, LLC History Reduced 19,077 748 0.11% 0.16% 233 -12,283 -39.17% Q1 2026 Apr 24, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 18,500 726 0.01% 0.0% 234 0 0.0% Q1 2026 May 04, 2026
Invst, LLC History New 18,469 725 0.08% 235 +18,469 New Q1 2026 May 13, 2026
SHELTON CAPITAL MANAGEMENT History Added to 18,394 722 0.02% 0.01% 236 +17 0.09% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 17,982 706 0.0% 0.0% 237 +5,153 40.17% Q1 2026 May 14, 2026
Walleye Capital LLC History New 17,930 704 0.0% 238 +17,930 New Q1 2026 May 13, 2026
Ballentine Partners, LLC History Added to 17,264 678 0.01% 0.01% 239 +168 0.98% Q1 2026 May 14, 2026
ALLSTATE CORP History New 17,006 668 0.01% 240 +17,006 New Q1 2026 May 11, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 16,365 642 0.2% 0.14% 241 -3,612 -18.08% Q1 2026 May 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 16,288 640 0.0% 0.0% 243 +2,399 17.27% Q1 2026 Apr 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 16,317 640 0.0% 0.0% 242 +1,085 7.12% Q1 2026 May 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 16,321 639 0.0% 0.0% 244 0 0.0% Q1 2026 May 14, 2026
Elo Mutual Pension Insurance Co History Reduced 15,794 620 0.01% 0.02% 245 -32,256 -67.13% Q1 2026 May 11, 2026
AGF MANAGEMENT LTD History Reduced 15,665 615 0.0% 0.0% 246 -743 -4.53% Q1 2026 May 07, 2026
Beacon Pointe Advisors, LLC History New 15,634 612 0.0% 247 +15,634 New Q1 2026 May 15, 2026
INTRUST BANK NA History Added to 15,421 605 0.05% 0.04% 248 +2,628 20.54% Q1 2026 May 06, 2026
Insight Advisors, LLC/ PA History Reduced 15,345 602 0.11% 0.08% 249 -156 -1.01% Q1 2026 May 11, 2026
Freestone Grove Partners LP History New 15,254 599 0.0% 250 +15,254 New Q1 2026 May 15, 2026
SIMON QUICK ADVISORS, LLC History Added to 15,000 589 0.03% 0.01% 251 +6,966 86.71% Q1 2026 May 06, 2026
NATIXIS ADVISORS, LLC History Added to 14,576 573 0.0% 0.0% 252 +2,661 22.33% Q1 2026 May 13, 2026
Transmarket Holdings LP History New 14,536 569 0.3% 253 +14,536 New Q1 2026 May 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 14,400 565 0.13% 0.11% 254 0 0.0% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 14,018 564 0.0% 0.0% 256 -6,118 -30.38% Q1 2026 Apr 08, 2026
FULTON BANK, N.A. History Reduced 14,363 564 0.02% 0.02% 255 -166 -1.14% Q1 2026 Apr 24, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 14,334 563 0.14% 0.05% 257 +8,702 154.51% Q1 2026 Apr 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 14,353 562 0.0% 0.0% 258 +6,237 76.85% Q1 2026 May 14, 2026
NATIXIS History Added to 14,184 555 0.0% 0.0% 259 +35 0.25% Q1 2026 May 14, 2026
Jackson Hole Capital Partners, LLC History Added to 14,061 552 0.09% 0.07% 261 +1,248 9.74% Q1 2026 May 08, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History Added to 14,072 552 0.01% 0.01% 260 +161 1.16% Q1 2026 Apr 30, 2026
GABELLI FUNDS LLC History Added to 14,025 551 0.0% 0.0% 262 +1,825 14.96% Q1 2026 May 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 13,900 546 0.01% 0.01% 263 0 0.0% Q1 2026 Apr 29, 2026
Jefferies Financial Group Inc. History Reduced 13,747 540 0.0% 0.01% 264 -16,148 -54.02% Q1 2026 May 07, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 13,575 531 0.0% 0.0% 265 -15,490 -53.29% Q1 2026 Apr 30, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 13,450 528 0.01% 0.0% 266 +4,212 45.59% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 13,388 523 0.0% 0.0% 267 +5,813 76.74% Q1 2026 May 15, 2026
Prudent Man Advisors, LLC History Added to 13,110 515 0.15% 0.11% 268 +4,150 46.32% Q1 2026 May 08, 2026
Private Advisor Group, LLC History Added to 13,116 513 0.0% 0.0% 269 +582 4.64% Q1 2026 Apr 24, 2026
Diametric Capital, LP History Reduced 13,080 512 0.13% 0.17% 270 -7,399 -36.13% Q1 2026 May 15, 2026
Investment Research Partners LLC History Added to 12,918 507 0.21% 0.16% 271 +1,508 13.22% Q1 2026 Apr 29, 2026
Frank, Rimerman Advisors LLC History No change 12,726 500 0.03% 0.03% 272 0 0.0% Q1 2026 Apr 29, 2026
DnB Asset Management AS History New 12,673 497 0.0% 273 +12,673 New Q1 2026 May 14, 2026
M&T BANK CORP History Reduced 12,560 493 0.0% 0.0% 274 -101 -0.8% Q1 2026 May 12, 2026
ARISTEIA CAPITAL, L.L.C. History New 12,549 491 0.01% 277 +12,549 New Q1 2026 May 15, 2026
Douglas Lane & Associates, LLC History No change 12,500 491 0.01% 0.01% 275 0 0.0% Q1 2026 Apr 15, 2026
Simmons Bank History No change 12,500 491 0.03% 0.03% 276 0 0.0% Q1 2026 Apr 23, 2026
Polymer Capital Management (US) LLC History New 12,430 488 0.05% 278 +12,430 New Q1 2026 May 13, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 12,401 487 0.01% 0.01% 279 +76 0.62% Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History No change 12,314 483 0.0% 0.0% 280 0 0.0% Q1 2026 Aug 18, 2026
Snowden Capital Advisors LLC History Added to 12,252 481 0.01% 0.01% 281 +864 7.59% Q1 2026 May 14, 2026
Empowered Funds, LLC History New 12,169 477 0.0% 283 +12,169 New Q1 2026 Jun 15, 2026
HARBOR CAPITAL ADVISORS, INC. History New 12,139 477 0.04% 282 +12,139 New Q1 2026 Apr 28, 2026
&PARTNERS History Added to 12,153 476 0.0% 0.0% 284 +3,339 37.88% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Reduced 11,976 470 0.0% 0.01% 285 -48,649 -80.25% Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 11,788 463 0.01% 0.01% 286 +124 1.06% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 11,672 458 0.01% 0.01% 287 +265 2.32% Q1 2026 Apr 07, 2026
Boxwood Ventures, Inc. History Added to 11,560 454 0.48% 0.38% 288 +132 1.16% Q1 2026 May 11, 2026
Principle Wealth Partners LLC History Reduced 11,541 452 0.03% 0.02% 289 -600 -4.94% Q1 2026 May 07, 2026
Caprock Group, LLC History Reduced 11,321 444 0.01% 0.01% 290 -3,499 -23.61% Q1 2026 May 11, 2026
Atria Investments, Inc History New 11,127 437 0.0% 291 +11,127 New Q1 2026 May 05, 2026
GAMMA Investing LLC History Added to 11,140 436 0.02% 0.02% 292 +845 8.21% Q1 2026 Apr 06, 2026
BENJAMIN EDWARDS INC History Added to 11,057 434 0.0% 0.0% 293 +1,868 20.33% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History New 11,022 432 0.0% 294 +11,022 New Q1 2026 May 13, 2026
Perigon Wealth Management, LLC History New 10,692 419 0.01% 297 +10,692 New Q1 2026 Apr 10, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 10,683 419 0.0% 0.0% 295 -4,356 -28.96% Q1 2026 May 14, 2026
XPONANCE LLC History Added to 10,687 419 0.0% 0.0% 296 +2,270 26.97% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Added to 10,621 417 0.01% 0.01% 298 +1,458 15.91% Q1 2026 Jun 02, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 10,488 412 0.01% 0.01% 299 +103 0.99% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Added to 10,393 408 0.0% 0.0% 300 +7 0.07% Q1 2026 Apr 29, 2026
Dynamic Technology Lab Private Ltd History New 10,289 403 0.07% 302 +10,289 New Q1 2026 May 15, 2026
BAILARD, INC. History No change 10,300 403 0.01% 0.01% 301 0 0.0% Q1 2026 May 11, 2026
Aaron Wealth Advisors LLC History New 10,217 401 0.02% 304 +10,217 New Q1 2026 Apr 21, 2026
FourThought Financial Partners, LLC History Reduced 10,260 401 0.03% 0.03% 303 -408 -3.82% Q1 2026 May 07, 2026
Icon Wealth Advisors, LLC History New 10,377 396 0.03% 305 +10,377 New Q1 2026 May 12, 2026
Verdence Capital Advisors LLC History Reduced 9,994 392 0.02% 0.02% 306 -49 -0.49% Q1 2026 Apr 30, 2026
Creekside Partners History No change 10,000 391 0.16% 0.13% 307 0 0.0% Q1 2026 Apr 21, 2026
GROUP ONE TRADING LLC History Added to 9,846 386 0.0% 0.0% 308 +8,946 994.0% Q1 2026 May 13, 2026
Lavaca Capital LLC History No change 9,800 385 0.07% 0.05% 309 0 0.0% Q1 2026 May 13, 2026
TCW GROUP INC History Reduced 9,754 382 0.0% 0.0% 310 -1,167 -10.69% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 9,582 376 0.0% 0.0% 311 +13 0.14% Q1 2026 May 07, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 9,521 374 0.0% 0.0% 312 -142 -1.47% Q1 2026 May 12, 2026
Walleye Trading LLC History New 9,346 367 0.0% 313 +9,346 New Q1 2026 May 08, 2026
US BANCORP \DE\ History Added to 9,195 361 0.0% 0.0% 314 +421 4.8% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,138 358 0.0% 0.0% 315 +57 0.63% Q1 2026 May 13, 2026
Daiwa Securities Group Inc. History Reduced 9,000 353 0.0% 0.0% 316 -11,500 -56.1% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Added to 8,551 341 0.0% 0.0% 317 +532 6.63% Q1 2026 Apr 07, 2026
ELCO Management Co., LLC History Reduced 8,575 336 0.16% 0.18% 318 -220 -2.5% Q1 2026 Apr 23, 2026
INVESTED ADVISORS History Added to 8,508 334 0.34% 0.26% 319 +829 10.8% Q1 2026 Apr 29, 2026
Engineers Gate Manager LP History Reduced 8,506 333 0.0% 0.03% 320 -62,265 -87.98% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 8,336 327 0.0% 321 +8,336 New Q1 2026 May 15, 2026
AlphaCore Capital LLC History Added to 8,279 325 0.01% 0.01% 322 +1,295 18.54% Q1 2026 May 15, 2026
Mitsubishi UFJ Trust & Banking Corp History New 8,108 318 0.0% 324 +8,108 New Q1 2026 May 12, 2026
NewEdge Advisors, LLC History Reduced 8,106 318 0.0% 0.0% 323 -4,718 -36.79% Q1 2026 Jun 02, 2026
CWM, LLC History Added to 7,973 312 0.0% 0.0% 326 +751 10.4% Q1 2026 May 14, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 7,966 312 0.04% 0.03% 325 0 0.0% Q1 2026 Apr 24, 2026
AXQ CAPITAL, LP History Reduced 7,693 302 0.04% 0.12% 328 -8,920 -53.69% Q1 2026 May 13, 2026
OPPENHEIMER & CO INC History Reduced 7,702 302 0.0% 0.0% 327 -1,500 -16.3% Q1 2026 Apr 23, 2026
Kestra Advisory Services, LLC History Added to 7,299 286 0.0% 0.0% 329 +3,172 76.86% Q1 2026 Apr 30, 2026
NewEdge Wealth, LLC History Reduced 7,127 280 0.0% 0.0% 331 -969 -11.97% Q1 2026 May 13, 2026
Vestmark Advisory Solutions, Inc. History Reduced 7,127 280 0.0% 0.0% 330 -437 -5.78% Q1 2026 May 15, 2026
Clear Harbor Asset Management, LLC History Added to 6,987 274 0.02% 0.01% 332 +921 15.18% Q1 2026 May 05, 2026
Chicago Partners Investment Group LLC History Reduced 6,833 262 0.01% 0.01% 333 -557 -7.54% Q1 2026 May 04, 2026
Haverford Trust Co History New 6,445 253 0.0% 334 +6,445 New Q1 2026 May 11, 2026
Mirador Capital Partners LP History New 6,338 249 0.04% 336 +6,338 New Q1 2026 Apr 08, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 6,355 249 0.16% 0.14% 335 -180 -2.75% Q1 2026 Apr 09, 2026
Frec Markets, Inc. History New 6,311 247 0.04% 338 +6,311 New Q1 2026 May 13, 2026
Hilton Head Capital Partners, LLC History Added to 6,305 247 0.14% 0.11% 337 +364 6.13% Q1 2026 Apr 20, 2026
Sequoia Financial Advisors, LLC History New 6,073 238 0.0% 339 +6,073 New Q1 2026 Apr 30, 2026
TUDOR INVESTMENT CORP ET AL History New 6,010 236 0.0% 340 +6,010 New Q1 2026 May 15, 2026
MidFirst Bank History No change 6,000 235 0.02% 0.01% 341 0 0.0% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 5,960 234 0.0% 0.0% 342 -568 -8.7% Q1 2026 May 08, 2026
GREENLEAF TRUST History New 5,859 230 0.0% 343 +5,859 New Q1 2026 Apr 27, 2026
FEDERATED HERMES, INC. History Reduced 5,862 229 0.0% 0.0% 344 -1,685 -22.33% Q1 2026 May 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 5,665 222 0.0% 345 +5,665 New Q1 2026 Apr 27, 2026
CHOREO, LLC History New 5,648 221 0.0% 346 +5,648 New Q1 2026 May 12, 2026
Swiss Life Asset Management Ltd History Reduced 5,341 209 0.0% 0.0% 347 -3,602 -40.28% Q1 2026 May 14, 2026
RPG Investment Advisory, LLC History New 5,310 208 0.03% 348 +5,310 New Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 5,292 207 0.01% 0.0% 349 +3,459 188.71% Q1 2026 May 15, 2026
TrueMark Investments, LLC History Reduced 5,276 206 0.04% 0.16% 350 -20,243 -79.33% Q1 2026 Apr 20, 2026
Capstone Capital Management Ltd History New 5,200 204 0.21% 351 +5,200 New Q1 2026 Apr 30, 2026
HB Wealth Management, LLC History New 5,179 202 0.0% 353 +5,179 New Q1 2026 Apr 27, 2026
WEDBUSH SECURITIES INC History New 5,132 202 0.01% 352 +5,132 New Q1 2026 Apr 21, 2026
KBC Group NV History No change 4,524 177 0.0% 0.0% 354 0 0.0% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History No change 4,274 167 0.0% 0.0% 355 0 0.0% Q1 2026 Apr 30, 2026
Versant Capital Management, Inc History Added to 4,221 165 0.02% 0.02% 356 +260 6.56% Q1 2026 Apr 06, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 4,128 162 0.02% 0.01% 357 +172 4.35% Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 3,959 155 0.0% 0.01% 358 -12,842 -76.44% Q1 2026 Apr 22, 2026
IFP Advisors, Inc History Added to 3,711 145 0.0% 0.0% 359 +605 19.48% Q1 2026 Apr 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 3,672 143 0.02% 0.02% 360 0 0.0% Q1 2026 May 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,528 139 0.0% 0.0% 361 +504 16.67% Q1 2026 May 01, 2026
SBI Securities Co., Ltd. History Added to 3,180 124 0.0% 0.0% 362 +8 0.25% Q1 2026 Apr 27, 2026
Ancora Advisors LLC History No change 3,069 120 0.0% 0.0% 363 0 0.0% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 2,950 115 0.0% 0.0% 364 +1,335 82.66% Q1 2026 May 15, 2026
STRS OHIO History Added to 2,821 110 0.0% 0.0% 365 +43 1.55% Q1 2026 Apr 24, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 2,708 106 0.0% 0.0% 366 -27,264 -90.96% Q1 2026 May 08, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,699 105 0.0% 0.0% 367 +628 30.32% Q1 2026 May 14, 2026
Quarry LP History Reduced 2,466 96 0.02% 0.01% 368 -265 -9.7% Q1 2026 May 15, 2026
NBT BANK N A /NY History Added to 2,333 91 0.01% 0.0% 369 +2,300 6969.7% Q1 2026 Apr 28, 2026
Covestor Ltd History Reduced 2,038 80 0.06% 0.04% 370 -412 -16.82% Q1 2026 May 05, 2026
MAI Capital Management History Added to 1,995 78 0.0% 0.0% 371 +1,384 226.51% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 1,947 76 0.0% 0.0% 372 +32 1.67% Q1 2026 May 14, 2026
Leonteq Securities AG History Added to 1,874 73 0.0% 373 +1,865 20722.22% Q1 2026 Apr 27, 2026
Quent Capital, LLC History Added to 1,781 69 0.0% 0.0% 374 +22 1.25% Q1 2026 Apr 28, 2026
Allworth Financial LP History Added to 1,704 66 0.0% 0.0% 375 +92 5.71% Q1 2026 May 14, 2026
Banque Cantonale Vaudoise History No change 1,671 66 0.0% 0.0% 376 0 0.0% Q1 2026 Apr 20, 2026
Scarborough Advisors, LLC History No change 1,661 65 0.01% 0.01% 377 0 0.0% Q1 2026 May 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,556 61 0.0% 0.0% 378 +1,040 201.55% Q1 2026 May 07, 2026
WHITTIER TRUST CO History No change 1,515 60 0.0% 0.0% 379 0 0.0% Q1 2026 Apr 28, 2026
Community Financial Services Group, LLC History New 1,500 59 0.01% 380 +1,500 New Q1 2026 Apr 08, 2026
Avalon Trust Co History No change 1,500 58 0.0% 0.0% 381 0 0.0% Q1 2026 May 06, 2026
Salomon & Ludwin, LLC History Added to 1,440 57 0.01% 0.0% 382 +496 52.54% Q1 2026 May 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,410 55 0.0% 0.0% 383 0 0.0% Q1 2026 Apr 13, 2026
Smartleaf Asset Management LLC History Reduced 1,401 54 0.0% 0.0% 384 -539 -27.78% Q1 2026 May 15, 2026
UMB Bank, n.a. History Added to 1,303 51 0.0% 0.0% 385 +14 1.09% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,213 47 0.0% 0.0% 386 +1,011 500.5% Q1 2026 May 14, 2026
Arax Advisory Partners History Reduced 1,165 45 0.0% 0.0% 387 -220 -15.88% Q1 2026 May 13, 2026
Geneos Wealth Management Inc. History Reduced 1,170 45 0.0% 0.0% 388 -65 -5.26% Q1 2026 May 04, 2026
Hilltop National Bank History No change 1,100 43 0.01% 0.01% 389 0 0.0% Q1 2026 Apr 02, 2026
Gen-Wealth Partners Inc History No change 1,100 43 0.01% 0.01% 390 0 0.0% Q1 2026 May 08, 2026
MATHER GROUP, LLC. History New 1,043 40 0.0% 391 +1,043 New Q1 2026 Apr 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 1,007 39 0.0% 0.0% 392 -21 -2.04% Q1 2026 May 08, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 899 35 0.0% 0.0% 393 0 0.0% Q1 2026 Apr 27, 2026
Costello Asset Management, INC History No change 900 35 0.01% 0.01% 394 0 0.0% Q1 2026 Apr 30, 2026
MCF Advisors LLC History No change 881 34 0.0% 0.0% 395 0 0.0% Q1 2026 May 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 860 33 0.0% 0.0% 396 -182 -17.47% Q1 2026 Apr 13, 2026
Rossby Financial, LCC History Added to 833 33 0.01% 0.01% 398 +100 13.64% Q1 2026 May 11, 2026
Millstone Evans Group, LLC History No change 858 33 0.02% 0.02% 397 0 0.0% Q1 2026 Apr 30, 2026
NBC SECURITIES, INC. History Added to 814 31 0.0% 0.0% 399 +90 12.43% Q1 2026 Apr 14, 2026
Parkside Financial Bank & Trust History Reduced 767 30 0.0% 0.0% 400 -1 -0.13% Q1 2026 May 13, 2026
Inspire Investing, LLC History Reduced 754 29 0.0% 0.12% 401 -38,387 -98.07% Q1 2026 Apr 23, 2026
Steward Partners Investment Advisory, LLC History Reduced 756 29 0.0% 0.0% 402 -218 -22.38% Q1 2026 May 08, 2026
Basecamp Wealth Advisors LLC History No change 748 29 0.01% 0.01% 403 0 0.0% Q1 2026 Jun 24, 2026
Founders Capital Management History Added to 700 27 0.01% 0.01% 404 +200 40.0% Q1 2026 Apr 21, 2026
PRIVATE TRUST CO NA History Reduced 669 26 0.0% 0.0% 405 -27 -3.88% Q1 2026 Apr 30, 2026
Torren Management, LLC History Reduced 661 25 0.01% 0.02% 406 -341 -34.03% Q1 2026 Apr 30, 2026
Clearstead Advisors, LLC History Reduced 610 23 0.0% 0.0% 407 -94 -13.35% Q1 2026 May 06, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 600 23 0.0% 0.0% 408 0 0.0% Q1 2026 May 11, 2026
Colonial Trust Advisors History No change 600 23 0.0% 0.0% 409 0 0.0% Q1 2026 May 12, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Reduced 564 22 0.01% 0.01% 411 -496 -46.79% Q1 2026 May 15, 2026
TFC Financial Management, Inc. History No change 563 22 0.0% 0.0% 410 0 0.0% Q1 2026 Apr 23, 2026
Sound Income Strategies, LLC History Added to 514 20 0.0% 0.0% 413 +5 0.98% Q1 2026 Apr 27, 2026
Capital Advisors, Ltd. LLC History No change 496 20 0.0% 0.0% 412 0 0.0% Q1 2026 Apr 16, 2026
Global Retirement Partners, LLC History No change 589 19 0.0% 0.0% 414 0 0.0% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History New 467 18 0.0% 415 +467 New Q1 2026 Jun 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 390 15 0.0% 0.0% 416 -468 -54.55% Q1 2026 May 15, 2026
Root Financial Partners, LLC History Added to 384 15 0.0% 0.0% 418 +201 109.84% Q1 2026 Apr 24, 2026
JNBA Financial Advisors History No change 400 15 0.0% 0.0% 417 0 0.0% Q1 2026 Apr 22, 2026
Keating Financial Advisory Services, Inc. History Added to 333 13 0.0% 0.0% 420 +174 109.43% Q1 2026 May 15, 2026
Itau Unibanco Holding S.A. History Added to 347 13 0.0% 0.0% 419 +1 0.29% Q1 2026 May 15, 2026
Main Street Group, LTD History New 296 11 0.0% 423 +296 New Q1 2026 May 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 289 11 0.0% 424 +289 New Q1 2026 May 08, 2026
Triumph Capital Management History No change 300 11 0.0% 0.0% 421 0 0.0% Q1 2026 May 13, 2026
Coston, McIsaac & Partners History No change 281 11 0.0% 0.0% 422 0 0.0% Q1 2026 Apr 22, 2026
AdvisorNet Financial, Inc History Added to 265 10 0.0% 0.0% 425 +111 72.08% Q1 2026 Apr 17, 2026
Bare Financial Services, Inc History Added to 259 10 0.0% 0.0% 426 +56 27.59% Q1 2026 May 14, 2026
Transce3nd, LLC History Reduced 233 9 0.08% 0.07% 427 -34 -12.73% Q1 2026 May 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 206 8 0.0% 0.0% 428 +112 119.15% Q1 2026 May 07, 2026
SJS Investment Consulting Inc. History Added to 219 8 0.0% 0.0% 430 +9 4.29% Q1 2026 Apr 23, 2026
North Star Investment Management Corp. History No change 228 8 0.0% 0.0% 429 0 0.0% Q1 2026 Apr 23, 2026
Private Wealth Management Group, LLC History No change 222 8 0.0% 0.0% 431 0 0.0% Q1 2026 Apr 23, 2026
Spire Wealth Management History New 200 7 0.0% 434 +200 New Q1 2026 Apr 22, 2026
HARBOUR INVESTMENTS, INC. History Added to 201 7 0.0% 432 +193 2412.5% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 198 7 0.0% 0.0% 433 0 0.0% Q1 2026 May 12, 2026
SALEM INVESTMENT COUNSELORS INC History New 170 6 0.0% 437 +170 New Q1 2026 Apr 29, 2026
Cedar Mountain Advisors, LLC History Added to 157 6 0.0% 435 +155 7750.0% Q1 2026 Apr 30, 2026
Fortitude Family Office, LLC History Added to 157 6 0.0% 0.0% 436 +45 40.18% Q1 2026 Apr 15, 2026
Innovative Asset Advisors Group, LLC History New 135 5 0.0% 441 +135 New Q1 2026 May 12, 2026
CVA Family Office, LLC History Added to 134 5 0.0% 440 +113 538.1% Q1 2026 Apr 29, 2026
Larson Financial Group LLC History Reduced 128 5 0.0% 0.0% 439 -26 -16.88% Q1 2026 May 15, 2026
ASSETMARK, INC History Reduced 131 5 0.0% 0.0% 438 -15 -10.27% Q1 2026 May 06, 2026
Bell Investment Advisors, Inc History No change 125 4 0.0% 0.0% 442 0 0.0% Q1 2026 Apr 17, 2026
Dorato Capital Management History No change 100 4 0.0% 0.0% 443 0 0.0% Q1 2026 Apr 09, 2026
JFS WEALTH ADVISORS, LLC History Reduced 99 3 0.0% 0.0% 445 -1,617 -94.23% Q1 2026 Apr 20, 2026
FNY Investment Advisers, LLC History Reduced 100 3 0.0% 0.0% 446 -100 -50.0% Q1 2026 Apr 15, 2026
ELEVATION WEALTH PARTNERS, LLC History New 78 3 0.0% 449 +78 New Q1 2026 Apr 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 100 3 0.0% 0.0% 444 0 0.0% Q1 2026 Apr 14, 2026
Physician Wealth Advisors, Inc. History No change 98 3 0.0% 0.0% 447 0 0.0% Q1 2026 Apr 24, 2026
Tidemark, LLC History No change 90 3 0.0% 0.0% 448 0 0.0% Q1 2026 May 07, 2026
Transamerica Financial Advisors, LLC History Added to 71 2 0.0% 453 +62 688.89% Q1 2026 May 15, 2026
Activest Wealth Management History New 59 2 0.0% 457 +59 New Q1 2026 Apr 15, 2026
Essential Partners LLC History Added to 72 2 0.0% 0.0% 456 +35 94.59% Q1 2026 May 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 68 2 0.0% 0.0% 450 0 0.0% Q1 2026 May 14, 2026
SouthState Bank Corp History No change 55 2 0.0% 0.0% 451 0 0.0% Q1 2026 May 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 65 2 0.0% 0.0% 452 0 0.0% Q1 2026 Apr 23, 2026
Clearstead Trust, LLC History No change 57 2 0.0% 0.0% 454 0 0.0% Q1 2026 May 06, 2026
CBIZ Investment Advisory Services, LLC History No change 57 2 0.0% 0.0% 455 0 0.0% Q1 2026 May 12, 2026
Whipplewood Advisors, LLC History New 28 1 0.0% 464 +28 New Q1 2026 Apr 30, 2026
FINANCIAL CONSULATE, INC History Added to 45 1 0.0% 458 +20 80.0% Q1 2026 Apr 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 34 1 0.0% 0.0% 459 0 0.0% Q1 2026 Apr 30, 2026
Kozak & Associates, Inc. History No change 32 1 0.0% 460 0 0.0% Q1 2026 Apr 14, 2026
Bruce G. Allen Investments, LLC History No change 38 1 0.0% 0.0% 461 0 0.0% Q1 2026 May 08, 2026
Ankerstar Wealth, LLC History No change 30 1 0.0% 462 0 0.0% Q1 2026 May 13, 2026
Cornerstone Financial Management LLC History No change 42 1 0.0% 0.0% 463 0 0.0% Q1 2026 May 08, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -658,640 -100.0% Q1 2026 May 15, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Closed out 0 0 0.3% -608,327 -100.0% Q1 2026 May 14, 2026
Sone Capital Management, LLC History Closed out 0 0 0.41% -162,771 -100.0% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -98,541 -100.0% Q1 2026 May 14, 2026
Maven Securities LTD History Closed out 0 0 0.04% -59,792 -100.0% Q1 2026 May 15, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.39% -42,064 -100.0% Q1 2026 May 05, 2026
Trexquant Investment LP History Closed out 0 0 0.01% -34,979 -100.0% Q1 2026 May 15, 2026
Quantum Portfolio Management LLC History Closed out 0 0 0.47% -33,614 -100.0% Q1 2026 May 01, 2026
Trium Capital LLP History Closed out 0 0 0.77% -31,482 -100.0% Q1 2026 Apr 16, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.08% -27,975 -100.0% Q1 2026 May 12, 2026
Brevan Howard Capital Management LP History Closed out 0 0 0.01% -27,605 -100.0% Q1 2026 May 15, 2026
Weiss Asset Management LP History Closed out 0 0 0.01% -26,189 -100.0% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -23,890 -100.0% Q1 2026 May 08, 2026
WINTON GROUP Ltd History Closed out 0 0 0.03% -22,810 -100.0% Q1 2026 May 12, 2026
Index Technologies Group LLC History Closed out 0 0 0.68% -20,664 -100.0% Q1 2026 Apr 29, 2026
INCEPTIONR LLC History Closed out 0 0 0.15% -15,827 -100.0% Q1 2026 May 14, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -14,558 -100.0% Q1 2026 Aug 10, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.03% -13,096 -100.0% Q1 2026 May 12, 2026
Versor Investments LP History Closed out 0 0 0.06% -12,947 -100.0% Q1 2026 May 12, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.01% -12,733 -100.0% Q1 2026 Apr 27, 2026
Odyssean, LLC History Closed out 0 0 0.23% -10,432 -100.0% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Closed out 0 0 0.01% -10,275 -100.0% Q1 2026 May 11, 2026
Entropy Technologies, LP History Closed out 0 0 0.02% -10,243 -100.0% Q1 2026 May 14, 2026
Harvest Portfolios Group Inc. History Closed out 0 0 0.01% -9,665 -100.0% Q1 2026 May 14, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -8,835 -100.0% Q1 2026 May 15, 2026
Man Group plc History Closed out 0 0 0.0% -8,705 -100.0% Q1 2026 May 15, 2026
DRW Securities, LLC History Closed out 0 0 0.01% -8,210 -100.0% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -6,907 -100.0% Q1 2026 May 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -6,855 -100.0% Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -6,224 -100.0% Q1 2026 May 01, 2026
Horizon Investments, LLC History Closed out 0 0 0.0% -2,369 -100.0% Q1 2026 May 14, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.02% -1,574 -100.0% Q1 2026 May 13, 2026
Beaird Harris Wealth Management, LLC History Closed out 0 0 0.0% -1,000 -100.0% Q1 2026 May 14, 2026
Towne Trust Company, N.A History Closed out 0 0 0.01% -700 -100.0% Q1 2026 Apr 22, 2026
Glen Eagle Advisors, LLC History Closed out 0 0 0.0% -560 -100.0% Q1 2026 May 15, 2026
SageView Advisory Group, LLC History Closed out 0 0 0.0% -176 -100.0% Q1 2026 Aug 10, 2026
Archer Investment Corp History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 04, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -52 -100.0% Q1 2026 May 06, 2026
MCGUIRE CAPITAL ADVISORS INC History Closed out 0 0 0.0% -46 -100.0% Q1 2026 May 14, 2026
Concord Wealth Partners History Closed out 0 0 -19 -100.0% Q1 2026 May 01, 2026
Wall Street Financial Group, Inc. History New 16 0 +16 New Q1 2026 May 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -16 -100.0% Q1 2026 Apr 28, 2026
Owl Creek Wealth Partners LLC History New 15 0 +15 New Q1 2026 May 13, 2026
Key Capital Management, INC History Closed out 0 0 -15 -100.0% Q1 2026 May 07, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 21 0 +10 90.91% Q1 2026 Apr 21, 2026
Prestige Wealth Management Group LLC History New 8 0 +8 New Q1 2026 May 13, 2026
Arlington Trust Co LLC History New 8 0 +8 New Q1 2026 Apr 08, 2026
Cromwell Holdings LLC History Added to 13 0 +7 116.67% Q1 2026 Apr 30, 2026
Vermillion Wealth Management, Inc. History New 7 0 +7 New Q1 2026 Apr 17, 2026
Bay Harbor Wealth Management, LLC History Added to 16 0 +4 33.33% Q1 2026 Apr 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 4 0 +4 New Q1 2026 May 06, 2026
Dunhill Financial, LLC History Reduced 1 0 -2 -66.67% Q1 2026 May 06, 2026
Hughes Financial Services, LLC History Added to 6 0 +2 50.0% Q1 2026 Apr 29, 2026
RAFFA WEALTH MANAGEMENT, LLC History New 2 0 +2 New Q1 2026 Jul 27, 2026
CURIO WEALTH, LLC History New 2 0 +2 New Q1 2026 May 11, 2026
CoreCap Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 07, 2026
Caitong International Asset Management Co., Ltd History New 1 0 +1 New Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History No change 8 0 0 0.0% Q1 2026 May 15, 2026
Avion Wealth History No change 15 0 0 0.0% Q1 2026 May 01, 2026
Key FInancial Inc History No change 17 0 0 0.0% Q1 2026 Apr 24, 2026
SHP Wealth Management History No change 10 0 0 0.0% Q1 2026 May 08, 2026
Abound Wealth Management History No change 6 0 0 0.0% Q1 2026 Apr 10, 2026
True Wealth Design, LLC History No change 7 0 0 0.0% Q1 2026 Apr 13, 2026
DiNuzzo Private Wealth, Inc. History No change 18 0 0 0.0% Q1 2026 Apr 08, 2026
Sachetta, LLC History No change 22 0 0 0.0% Q1 2026 May 01, 2026
Rialto Wealth Management, LLC History No change 22 0 0 0.0% Q1 2026 May 14, 2026
Bernard Wealth Management Corp. History No change 20 0 0 0.0% Q1 2026 May 14, 2026
HFM Investment Advisors, LLC History No change 5 0 0 0.0% Q1 2026 May 01, 2026