Diversified Energy Co - DEC

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
EIG Asset Management, LLC History No change 9,601,585 139,030 100.0% 100.0% 1 0 0.0% Q4 2025 Feb 12, 2026
Artemis Investment Management LLP History Added to 5,444,878 96,621 1.02% 0.45% 2 +2,849,301 109.78% Q1 2026 Apr 13, 2026
BlackRock, Inc. History Added to 4,921,863 85,837 0.0% 0.0% 3 +1,475,028 42.79% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Added to 4,520,272 78,833 0.02% 0.01% 4 +132,300 3.02% Q1 2026 May 15, 2026
JUPITER ASSET MANAGEMENT LTD History Reduced 3,168,559 58,915 0.31% 0.37% 5 -35,918 -1.12% Q1 2026 May 12, 2026
VANGUARD GROUP INC History No change 2,948,967 42,737 0.0% 0.0% 6 0 0.0% Q4 2025 Jan 29, 2026
Man Group plc History Added to 2,038,209 37,897 0.07% 0.05% 7 +138,909 7.31% Q1 2026 May 15, 2026
M&G Plc History Reduced 1,759,706 32,484 0.17% 0.14% 8 -155,619 -8.12% Q1 2026 May 13, 2026
BARCLAYS PLC History Added to 1,833,481 31,975 0.01% 0.0% 9 +1,493,134 438.71% Q1 2026 May 14, 2026
Tejara Capital Ltd History Reduced 1,669,831 29,121 9.6% 6.84% 10 -338,051 -16.84% Q1 2026 May 12, 2026
CITADEL ADVISORS LLC History Added to 1,531,035 26,701 0.0% 0.0% 11 +271,457 21.55% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,480,206 25,821 0.0% 0.0% 12 +727,836 96.74% Q1 2026 May 15, 2026
Millstreet Capital Management LLC History No change 1,378,421 24,039 5.76% 4.55% 13 0 0.0% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,228,281 22,923 0.01% 0.01% 14 +60,576 5.19% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,241,356 21,649 0.0% 0.0% 15 +417,483 50.67% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 966,878 16,862 0.0% 0.0% 16 -456,616 -32.08% Q1 2026 May 12, 2026
Premier Fund Managers Ltd History Added to 893,112 16,519 1.17% 0.7% 17 +54,860 6.54% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 883,465 15,407 0.0% 0.0% 18 -347,435 -28.23% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 866,459 15,111 0.01% 0.01% 19 +484,018 126.56% Q1 2026 May 15, 2026
Aberdeen Group plc History Reduced 814,061 14,197 0.02% 0.02% 20 -145,927 -15.2% Q1 2026 Apr 29, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 785,308 13,803 0.0% 21 +785,308 New Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 754,568 13,302 0.0% 0.0% 22 +303,202 67.17% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 673,141 11,739 0.0% 0.0% 23 +573,355 574.58% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 617,728 10,773 0.0% 0.0% 24 +26,978 4.57% Q1 2026 May 05, 2026
FIRST TRUST ADVISORS LP History New 604,692 10,545 0.01% 25 +604,692 New Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Added to 480,175 8,374 0.0% 0.0% 26 +178,267 59.05% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Added to 414,023 7,576 0.0% 0.0% 27 +310,034 298.14% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Added to 433,768 7,564 0.01% 0.0% 28 +247,270 132.59% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Reduced 429,272 7,486 0.0% 0.0% 29 -611,307 -58.75% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 380,327 6,663 0.0% 30 +380,327 New Q1 2026 May 08, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 364,059 6,349 0.0% 31 +364,059 New Q1 2026 May 08, 2026
Point72 Asset Management, L.P. History Added to 350,135 6,106 0.01% 0.0% 32 +292,212 504.48% Q1 2026 May 15, 2026
UBS Group AG History Added to 338,132 5,897 0.0% 0.0% 33 +273,603 424.0% Q1 2026 May 05, 2026
BANK OF AMERICA CORP /DE/ History Added to 304,613 5,312 0.0% 0.0% 34 +111,625 57.84% Q1 2026 May 15, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Added to 302,058 5,267 0.53% 0.32% 35 +67,771 28.93% Q1 2026 May 07, 2026
D. E. Shaw & Co., Inc. History Reduced 289,432 5,047 0.0% 0.0% 36 -2,101 -0.72% Q1 2026 May 15, 2026
Rathbones Group PLC History Reduced 222,305 4,132 0.02% 0.02% 37 -48,105 -17.79% Q1 2026 May 12, 2026
Alyeska Investment Group, L.P. History Reduced 232,725 4,058 0.01% 0.02% 38 -335,275 -59.03% Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 230,694 4,023 0.02% 0.0% 39 +169,198 275.14% Q1 2026 May 13, 2026
ALGERT GLOBAL LLC History Added to 197,549 3,445 0.05% 0.02% 40 +97,220 96.9% Q1 2026 May 14, 2026
Nuveen, LLC History Reduced 190,106 3,315 0.0% 0.0% 41 -296,175 -60.91% Q1 2026 Apr 30, 2026
CITIGROUP INC History Added to 189,072 3,297 0.0% 0.0% 42 +187,666 13347.51% Q1 2026 May 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 185,812 3,240 0.0% 0.0% 43 +171,650 1212.05% Q1 2026 May 12, 2026
TWO SIGMA ADVISERS, LP History No change 209,600 3,035 0.01% 0.01% 44 0 0.0% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 168,854 2,946 0.0% 0.0% 45 +126,603 299.64% Q1 2026 May 15, 2026
Mraz, Amerine & Associates, Inc. History Added to 167,445 2,920 0.43% 0.32% 46 +17,630 11.77% Q1 2026 May 05, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 142,624 2,487 0.0% 0.0% 47 +40,647 39.86% Q1 2026 May 15, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 142,124 2,478 0.04% 0.03% 48 -22,743 -13.79% Q1 2026 May 22, 2026
ROYAL BANK OF CANADA History Added to 140,160 2,445 0.0% 0.0% 49 +748 0.54% Q1 2026 May 15, 2026
Swiss National Bank History Added to 131,891 2,300 0.0% 0.0% 50 +19,941 17.81% Q1 2026 May 07, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 123,455 2,153 0.04% 0.17% 51 -434,356 -77.87% Q1 2026 May 15, 2026
Empowered Funds, LLC History Reduced 123,455 2,153 0.01% 0.09% 52 -231,814 -65.25% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 118,091 2,057 0.0% 0.0% 53 -12,779 -9.76% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 116,874 2,038 0.0% 0.0% 54 +82,286 237.9% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 95,810 1,717 0.0% 0.0% 55 -207,183 -68.38% Q1 2026 May 08, 2026
DIMENSIONAL FUND ADVISORS LP History No change 95,146 1,659 0.0% 0.0% 56 0 0.0% Q1 2026 May 07, 2026
Farringdon Capital, Ltd. History Reduced 94,134 1,641 0.36% 0.35% 57 -5,242 -5.27% Q1 2026 May 15, 2026
HighTower Advisors, LLC History New 87,872 1,532 0.0% 58 +87,872 New Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 87,762 1,530 0.0% 59 +87,762 New Q1 2026 May 15, 2026
Invesco Ltd. History Added to 86,121 1,501 0.0% 0.0% 60 +22,538 35.45% Q1 2026 May 12, 2026
RHUMBLINE ADVISERS History Added to 80,424 1,402 0.0% 0.0% 61 +188 0.23% Q1 2026 May 12, 2026
Schonfeld Strategic Advisors LLC History Added to 77,441 1,350 0.01% 0.0% 62 +30,630 65.43% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 75,334 1,313 0.0% 0.0% 63 -102,179 -57.56% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 67,940 1,267 0.0% 0.0% 64 -18,573 -21.47% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 68,178 1,189 0.0% 0.0% 65 -4,014 -5.56% Q1 2026 May 11, 2026
Quantinno Capital Management LP History Added to 66,093 1,152 0.0% 0.0% 66 +10,414 18.7% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 63,474 1,106 0.0% 0.0% 67 +62,461 6165.94% Q1 2026 May 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 61,385 1,070 0.0% 0.0% 68 +57,559 1504.42% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History New 59,960 1,045 0.03% 69 +59,960 New Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 56,790 989 0.0% 0.0% 70 +32,478 133.59% Q1 2026 May 13, 2026
SPROTT INC. History Added to 53,000 924 0.03% 0.01% 71 +28,000 112.0% Q1 2026 May 08, 2026
DEUTSCHE BANK AG\ History Reduced 52,696 919 0.0% 0.0% 72 -150,461 -74.06% Q1 2026 May 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 51,774 902 0.0% 73 +51,774 New Q1 2026 May 15, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 47,958 891 0.0% 74 +47,958 New Q1 2026 May 15, 2026
De Lisle Partners LLP History New 50,583 881 0.11% 75 +50,583 New Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 45,272 790 0.0% 0.0% 76 +9,770 27.52% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 45,219 789 0.0% 77 +45,219 New Q1 2026 May 08, 2026
Squarepoint Ops LLC History Added to 44,360 773 0.0% 0.0% 78 +30,064 210.3% Q1 2026 May 15, 2026
Quadrature Capital Ltd History New 43,546 759 0.01% 79 +43,546 New Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 49,170 711 0.0% 0.0% 80 -9,313 -15.92% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 39,669 692 0.0% 81 +39,669 New Q1 2026 May 08, 2026
Engineers Gate Manager LP History Added to 38,821 677 0.01% 0.0% 82 +28,691 283.23% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 38,664 674 0.01% 0.01% 83 +864 2.29% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 36,250 632 0.0% 0.0% 84 -5,180 -12.5% Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Added to 34,925 609 0.0% 0.0% 85 +1,496 4.48% Q1 2026 May 14, 2026
Skylands Capital, LLC History Reduced 31,550 550 0.07% 0.08% 86 -10,550 -25.06% Q1 2026 Apr 22, 2026
Centiva Capital, LP History Added to 31,171 543 0.0% 0.0% 87 +12,897 70.58% Q1 2026 May 14, 2026
Numerai GP LLC History Reduced 30,271 527 0.05% 0.06% 88 -5,511 -15.4% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 29,870 520 0.0% 0.0% 89 +1,027 3.56% Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 29,320 511 0.0% 90 +29,320 New Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 29,000 505 0.0% 0.0% 91 +16,000 123.08% Q1 2026 May 18, 2026
National Philanthropic Trust History No change 27,129 473 0.01% 0.0% 92 0 0.0% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 27,155 454 0.0% 0.0% 93 +2,818 11.58% Q1 2026 May 05, 2026
Quantbot Technologies LP History Reduced 25,535 445 0.02% 0.03% 94 -28,902 -53.09% Q1 2026 May 13, 2026
PANAGORA ASSET MANAGEMENT INC History New 24,736 431 0.0% 95 +24,736 New Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 23,979 418 0.0% 0.0% 96 -8,344 -25.81% Q1 2026 May 11, 2026
Optiver Holding B.V. History New 23,766 414 0.0% 97 +23,766 New Q1 2026 May 15, 2026
Counterpoint Mutual Funds LLC History Added to 22,606 394 0.06% 0.02% 98 +4,967 28.16% Q1 2026 Apr 27, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 20,768 362 0.0% 0.0% 99 -1,108 -5.06% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 20,593 359 0.0% 0.0% 100 -86,308 -80.74% Q1 2026 May 08, 2026
IEQ CAPITAL, LLC History New 19,462 339 0.0% 101 +19,462 New Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History New 16,963 334 0.0% 102 +16,963 New Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 19,095 333 0.0% 0.0% 103 +11,456 149.97% Q1 2026 Apr 16, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 18,979 330 0.0% 104 +18,979 New Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 18,514 322 0.0% 105 +18,514 New Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 18,400 320 0.0% 0.0% 106 0 0.0% Q1 2026 May 06, 2026
Arizona State Retirement System History New 18,222 317 0.0% 108 +18,222 New Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History Added to 18,195 317 0.0% 0.0% 107 +3,021 19.91% Q1 2026 Apr 29, 2026
Transmarket Holdings LP History New 17,492 305 0.16% 109 +17,492 New Q1 2026 May 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,331 302 0.0% 0.0% 110 -6,430 -27.06% Q1 2026 May 08, 2026
BAILARD, INC. History Reduced 17,000 296 0.01% 0.01% 111 -1,800 -9.57% Q1 2026 May 11, 2026
Glendon Capital Management LP History No change 17,009 296 0.04% 0.01% 112 0 0.0% Q1 2026 May 11, 2026
CWM, LLC History Added to 16,536 288 0.0% 0.0% 113 +14,051 565.43% Q1 2026 May 14, 2026
Creative Planning History Added to 15,820 275 0.0% 0.0% 114 +511 3.34% Q1 2026 May 12, 2026
Caitong International Asset Management Co., Ltd History Added to 15,731 274 0.05% 0.02% 115 +9,195 140.68% Q1 2026 May 11, 2026
VIKING FUND MANAGEMENT LLC History No change 15,000 261 0.03% 0.03% 116 0 0.0% Q1 2026 Apr 10, 2026
Voleon Capital Management LP History Reduced 14,914 260 0.01% 0.01% 117 -11,101 -42.67% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History New 14,885 259 0.01% 118 +14,885 New Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History New 14,600 254 0.0% 120 +14,600 New Q1 2026 Apr 29, 2026
OLD MISSION CAPITAL LLC History New 7,167 254 0.0% 119 +7,167 New Q1 2026 May 15, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 14,462 252 0.01% 121 +14,462 New Q1 2026 Apr 28, 2026
SEI INVESTMENTS CO History Reduced 14,287 249 0.0% 0.0% 122 -47,651 -76.93% Q1 2026 May 13, 2026
LPL Financial LLC History New 14,222 248 0.0% 123 +14,222 New Q1 2026 May 06, 2026
Pictet Asset Management Holding SA History Added to 13,515 246 0.0% 0.0% 124 +2,686 24.8% Q1 2026 Apr 22, 2026
Mariner, LLC History New 13,696 239 0.0% 125 +13,696 New Q1 2026 May 13, 2026
Allworth Financial LP History Added to 13,554 236 0.0% 0.0% 126 +9,539 237.58% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History No change 11,811 205 0.0% 0.0% 127 0 0.0% Q1 2026 Apr 20, 2026
XTX Topco Ltd History Reduced 11,739 204 0.0% 0.01% 128 -24,975 -68.03% Q1 2026 May 15, 2026
Purkiss Capital Advisors LLC History Reduced 11,463 199 0.09% 0.1% 129 -3,257 -22.13% Q1 2026 May 04, 2026
AXQ CAPITAL, LP History New 10,992 191 0.02% 130 +10,992 New Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 10,678 186 0.0% 131 +10,678 New Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History New 10,313 180 0.0% 132 +10,313 New Q1 2026 Apr 30, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 10,278 179 0.0% 0.0% 133 -208 -1.98% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 10,356 176 0.0% 134 +10,356 New Q1 2026 Apr 08, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 7,709 134 0.0% 0.01% 135 -7,158 -48.15% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 7,290 127 0.0% 0.0% 136 +7,190 7190.0% Q1 2026 May 15, 2026
FMR LLC History Added to 5,910 103 0.0% 0.0% 137 +271 4.81% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Reduced 5,478 95 0.0% 0.0% 138 -414 -7.03% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History New 6,276 84 0.03% 140 +6,276 New Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History No change 4,832 84 0.0% 0.0% 139 0 0.0% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Reduced 3,366 58 0.0% 0.0% 141 -149 -4.24% Q1 2026 Apr 07, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History New 3,000 49 0.03% 142 +3,000 New Q1 2026 May 11, 2026
Ensign Peak Advisors, Inc History No change 2,451 42 0.0% 0.0% 143 0 0.0% Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 2,099 36 0.0% 0.01% 144 -29,563 -93.37% Q1 2026 Apr 22, 2026
Arax Advisory Partners History Reduced 256 30 0.0% 0.0% 145 -10,385 -97.59% Q1 2026 May 13, 2026
Versant Capital Management, Inc History Reduced 1,653 28 0.0% 0.0% 146 -321 -16.26% Q1 2026 Apr 06, 2026
MCF Advisors LLC History New 1,500 26 0.0% 147 +1,500 New Q1 2026 May 11, 2026
HARBOUR INVESTMENTS, INC. History New 1,000 17 0.0% 148 +1,000 New Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 940 16 0.0% 0.0% 149 +268 39.88% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 900 15 0.0% 0.0% 150 -18,433 -95.34% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History New 846 15 0.0% 151 +846 New Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History No change 792 13 0.0% 0.0% 152 0 0.0% Q1 2026 Apr 30, 2026
US BANCORP \DE\ History Reduced 687 11 0.0% 0.0% 153 -156 -18.51% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 575 10 0.0% 0.0% 155 +270 88.52% Q1 2026 Apr 06, 2026
Parallel Advisors, LLC History Reduced 624 10 0.0% 0.0% 154 -181 -22.48% Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Reduced 557 9 0.0% 0.0% 156 -3 -0.54% Q1 2026 Apr 07, 2026
SBI Securities Co., Ltd. History Added to 467 8 0.0% 157 +461 7683.33% Q1 2026 Apr 27, 2026
Essential Partners LLC History Added to 441 7 0.0% 159 +422 2221.05% Q1 2026 May 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 428 7 0.0% 0.0% 158 -250 -36.87% Q1 2026 May 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 302 5 0.0% 0.0% 160 -60 -16.57% Q1 2026 Apr 13, 2026
Root Financial Partners, LLC History New 255 4 0.0% 163 +255 New Q1 2026 Apr 24, 2026
Quarry LP History Added to 275 4 0.0% 0.0% 161 +30 12.24% Q1 2026 May 15, 2026
WPG Advisers, LLC History No change 278 4 0.0% 0.0% 162 0 0.0% Q1 2026 Apr 29, 2026
ROTHSCHILD INVESTMENT LLC History Added to 182 3 0.0% 0.0% 164 +52 40.0% Q1 2026 May 07, 2026
Global Retirement Partners, LLC History No change 175 2 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 06, 2026
EFG International AG History No change 154 2 0.0% 0.0% 166 0 0.0% Q1 2026 May 15, 2026
True Wealth Design, LLC History Added to 107 1 0.0% 170 +87 435.0% Q1 2026 Apr 13, 2026
MAI Capital Management History Added to 68 1 0.0% 167 +16 30.77% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History No change 100 1 0.0% 0.0% 168 0 0.0% Q1 2026 May 08, 2026
Cornerstone Planning Group LLC History No change 102 1 0.0% 0.0% 169 0 0.0% Q1 2026 May 06, 2026
Murphy & Mullick Capital Management Corp History No change 100 1 0.0% 0.0% 171 0 0.0% Q1 2026 Apr 17, 2026
Keating Financial Advisory Services, Inc. History No change 84 1 0.0% 0.0% 172 0 0.0% Q1 2026 May 15, 2026
GILDER GAGNON HOWE & CO LLC History Closed out 0 0 0.06% -405,290 -100.0% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -123,878 -100.0% Q1 2026 May 15, 2026
Amundi History Closed out 0 0 0.0% -83,402 -100.0% Q1 2026 May 15, 2026
Burkehill Global Management, LP History Closed out 0 0 0.07% -75,000 -100.0% Q1 2026 May 15, 2026
Penn Capital Management Company, LLC History Closed out 0 0 0.06% -52,282 -100.0% Q1 2026 May 06, 2026
SIH Partners, LLLP History Closed out 0 0 0.01% -35,312 -100.0% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Closed out 0 0 0.0% -27,037 -100.0% Q1 2026 May 15, 2026
BESSEMER GROUP INC History Closed out 0 0 0.0% -27,000 -100.0% Q1 2026 May 06, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -23,568 -100.0% Q1 2026 Apr 30, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -22,222 -100.0% Q1 2026 May 13, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -21,900 -100.0% Q1 2026 May 14, 2026
Ballentine Partners, LLC History Closed out 0 0 0.0% -12,341 -100.0% Q1 2026 May 14, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -11,359 -100.0% Q1 2026 Apr 24, 2026
ABC ARBITRAGE SA History Closed out 0 0 0.02% -11,333 -100.0% Q1 2026 May 04, 2026
Guinness Asset Management LTD History Closed out 0 0 0.0% -7,512 -100.0% Q1 2026 Apr 21, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -3,625 -100.0% Q1 2026 May 14, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,953 -100.0% Q1 2026 May 08, 2026
Guinness Atkinson Asset Management Inc History Closed out 0 0 0.0% -348 -100.0% Q1 2026 Apr 21, 2026
WealthCollab, LLC History Reduced 50 0 0.0% -124 -71.26% Q1 2026 May 13, 2026
IFP Advisors, Inc History Reduced 49 0 0.0% -43 -46.74% Q1 2026 Apr 13, 2026
Private Wealth Management Group, LLC History New 42 0 +42 New Q1 2026 Apr 23, 2026
GHP Investment Advisors, Inc. History New 32 0 +32 New Q1 2026 Apr 21, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 20 0 +20 New Q1 2026 May 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 16 0 +16 New Q1 2026 May 08, 2026
Sunbelt Securities, Inc. History Added to 40 0 +15 60.0% Q1 2026 May 15, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 -10 -100.0% Q1 2026 May 05, 2026
CIBC Private Wealth Group LLC History No change 2 0 0 0.0% Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History No change 18 0 0 0.0% Q1 2026 May 13, 2026
FINANCIAL CONSULATE, INC History No change 10 0 0 0.0% Q1 2026 Apr 21, 2026
Covestor Ltd History No change 7 0 0 0.0% Q1 2026 May 05, 2026
Smartleaf Asset Management LLC History No change 45 0 0 0.0% Q1 2026 May 15, 2026