Doximity, Inc. - DOCS

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
VANGUARD GROUP INC History No change 13,285,485 588,281 0.01% 0.01% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 14,256,525 332,177 0.01% 0.01% 2 -103,666 -0.72% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 6,394,107 148,982 0.01% 3 +6,394,107 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 5,765,063 134,325 0.0% 4 +5,765,063 New Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Reduced 4,975,398 115,926 0.1% 0.18% 5 -91,443 -1.8% Q1 2026 May 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 4,834,220 112,637 0.37% 0.67% 6 -622,765 -11.41% Q1 2026 May 08, 2026
STATE STREET CORP History Added to 4,039,510 94,120 0.0% 0.01% 7 +10,550 0.26% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,944,586 91,923 0.01% 0.01% 8 +155,164 4.09% Q1 2026 May 15, 2026
BAILLIE GIFFORD & CO History Added to 3,839,627 89,463 0.09% 0.14% 9 +128,287 3.46% Q1 2026 May 08, 2026
Carmignac Gestion History No change 1,893,026 83,831 1.13% 1.13% 10 0 0.0% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 3,059,749 71,292 0.11% 0.16% 11 +694,300 29.35% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 2,922,774 68,100 0.02% 0.02% 12 +1,408,091 92.96% Q1 2026 May 06, 2026
D. E. Shaw & Co., Inc. History Added to 2,901,207 67,598 0.04% 0.02% 13 +2,012,639 226.5% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,513,649 58,568 0.01% 0.0% 14 +2,494,670 13144.37% Q1 2026 May 15, 2026
Walleye Capital LLC History Added to 2,481,525 57,819 0.24% 0.03% 15 +2,270,913 1078.24% Q1 2026 May 13, 2026
Capital World Investors History Reduced 2,430,679 56,634 0.01% 0.03% 16 -3,224,196 -57.02% Q1 2026 May 13, 2026
MORGAN STANLEY History Added to 2,194,749 51,137 0.0% 0.0% 17 +744,842 51.37% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Added to 2,040,107 47,534 0.08% 0.09% 18 +791,022 63.33% Q1 2026 May 11, 2026
LOOMIS SAYLES & CO L P History Added to 2,036,984 47,461 0.06% 0.11% 19 +6,642 0.33% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,831,887 42,682 0.01% 0.02% 20 +51,432 2.89% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 1,762,757 41,072 0.0% 0.0% 21 +1,158,773 191.85% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,595,527 36,130 0.02% 0.01% 22 +1,320,678 480.51% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 1,497,177 35,528 0.0% 0.0% 23 +237,318 18.84% Q1 2026 May 13, 2026
Invesco Ltd. History Reduced 1,502,533 35,009 0.01% 0.02% 24 -924,286 -38.09% Q1 2026 May 12, 2026
SG Americas Securities, LLC History Added to 1,408,597 32,820 0.04% 0.0% 25 +1,368,388 3403.19% Q1 2026 Apr 16, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,371,723 31,964 0.01% 0.01% 26 -16,304 -1.17% Q1 2026 May 07, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,370,153 31,924 0.03% 0.0% 27 +1,341,103 4616.53% Q1 2026 May 15, 2026
Iron Triangle Partners LP History No change 686,568 30,401 3.48% 3.48% 28 0 0.0% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 1,304,653 30,398 0.09% 0.06% 29 +943,906 261.65% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,256,270 29,271 0.0% 0.01% 30 -20,249 -1.59% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Reduced 1,177,910 27,445 0.0% 0.01% 31 -132,912 -10.14% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,142,530 26,620 0.0% 0.0% 32 +275,650 31.8% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 1,040,534 24,244 0.0% 0.01% 33 +4,271 0.41% Q1 2026 May 05, 2026
Swedbank AB History Added to 1,010,559 23,546 0.02% 0.0% 34 +929,576 1147.87% Q1 2026 Apr 29, 2026
CITADEL ADVISORS LLC History Reduced 995,236 23,188 0.0% 0.02% 35 -1,855,445 -65.09% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 930,015 21,669 0.03% 0.06% 36 -407,519 -30.47% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 479,377 21,226 0.01% 0.0% 37 +320,486 201.7% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 910,183 21,207 0.02% 0.06% 38 -373,071 -29.07% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 846,686 19,727 0.01% 39 +846,686 New Q1 2026 May 08, 2026
CITIGROUP INC History Added to 835,267 19,461 0.01% 0.0% 40 +795,543 2002.68% Q1 2026 May 11, 2026
FMR LLC History Reduced 834,221 19,437 0.0% 0.0% 41 -1,329,851 -61.45% Q1 2026 May 15, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 792,191 18,458 0.1% 0.11% 42 +335,490 73.46% Q1 2026 Apr 22, 2026
Fundsmith LLP History Reduced 691,786 16,118 0.13% 0.43% 43 -958,216 -58.07% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 673,554 15,921 0.0% 0.01% 44 -51,350 -7.08% Q1 2026 May 14, 2026
UBS Group AG History Reduced 654,262 15,244 0.0% 0.0% 45 -25,998 -3.82% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Added to 644,279 15,011 0.0% 0.0% 46 +205,628 46.88% Q1 2026 May 15, 2026
Amundi History Added to 569,095 13,259 0.0% 0.0% 47 +563,436 9956.46% Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History No change 566,500 13,199 0.31% 0.59% 48 0 0.0% Q1 2026 Apr 30, 2026
Nuveen, LLC History Added to 515,892 12,020 0.0% 0.01% 49 +33,105 6.86% Q1 2026 Apr 30, 2026
HRT FINANCIAL LP History Added to 514,278 11,982 0.03% 0.0% 50 +503,268 4571.01% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 512,249 11,935 0.02% 51 +512,249 New Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 498,782 11,621 0.0% 0.02% 52 -360,282 -41.94% Q1 2026 May 15, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 489,742 11,410 0.28% 0.44% 53 -38,836 -7.35% Q1 2026 Apr 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 481,186 11,211 0.01% 0.01% 54 -84,882 -15.0% Q1 2026 May 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 455,285 10,608 0.0% 0.0% 55 -349,085 -43.4% Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 443,073 10,323 0.05% 0.05% 56 +233,244 111.16% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History New 434,751 10,129 0.02% 57 +434,751 New Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 398,380 9,284 0.0% 0.0% 58 -131,543 -24.82% Q1 2026 May 15, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 392,241 9,139 0.51% 0.95% 59 +3,446 0.89% Q1 2026 May 15, 2026
EMERGENCE GP PARTNERS, LLC History No change 387,500 9,028 8.1% 11.14% 60 0 0.0% Q1 2026 May 08, 2026
Retirement Systems of Alabama History Reduced 379,515 8,842 0.03% 0.05% 61 -823 -0.22% Q1 2026 Apr 24, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 369,264 8,603 0.04% 0.04% 62 +79,543 27.46% Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Reduced 364,486 8,492 0.01% 0.01% 63 -622 -0.17% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Added to 351,400 8,187 0.01% 0.0% 64 +342,600 3893.18% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 349,644 8,146 0.0% 0.0% 65 +8,370 2.45% Q1 2026 May 14, 2026
Voleon Capital Management LP History Added to 346,161 8,065 0.17% 0.01% 66 +335,710 3212.23% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 309,548 7,212 0.0% 0.0% 67 -62,484 -16.8% Q1 2026 May 11, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 306,979 7,152 0.01% 0.03% 68 -56,613 -15.57% Q1 2026 May 15, 2026
M&G Plc History Added to 307,950 7,082 0.04% 0.07% 69 +5,998 1.99% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 301,052 7,014 0.0% 0.01% 70 +6,781 2.3% Q1 2026 May 04, 2026
Jump Financial, LLC History New 295,124 6,876 0.09% 71 +295,124 New Q1 2026 May 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 285,254 6,646 0.0% 0.01% 72 +46,898 19.68% Q1 2026 May 06, 2026
Y-Intercept (Hong Kong) Ltd History Added to 284,368 6,625 0.13% 0.2% 73 +81,186 39.96% Q1 2026 Apr 27, 2026
Edgestream Partners, L.P. History Added to 252,555 5,884 0.19% 0.15% 74 +132,733 110.78% Q1 2026 May 18, 2026
Engineers Gate Manager LP History Added to 245,975 5,731 0.07% 0.09% 75 +68,129 38.31% Q1 2026 May 15, 2026
Swiss National Bank History Added to 244,600 5,699 0.0% 0.01% 76 +2,500 1.03% Q1 2026 May 07, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 231,958 5,404 0.01% 0.02% 77 -103,922 -30.94% Q1 2026 May 14, 2026
ALGERT GLOBAL LLC History Reduced 231,296 5,389 0.08% 0.16% 78 -3,209 -1.37% Q1 2026 May 14, 2026
NORGES BANK History No change 114,272 5,059 0.0% 0.0% 79 0 0.0% Q4 2025 Feb 10, 2026
WINTON GROUP Ltd History Added to 214,373 4,994 0.18% 0.02% 80 +201,433 1556.67% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Reduced 211,155 4,919 0.0% 0.02% 81 -1,211,836 -85.16% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History New 209,823 4,888 0.14% 82 +209,823 New Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 206,282 4,806 0.0% 0.0% 83 +45,618 28.39% Q1 2026 May 15, 2026
ING GROEP NV History New 192,200 4,478 0.03% 84 +192,200 New Q1 2026 May 11, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 188,269 4,386 0.01% 0.01% 85 +47,436 33.68% Q1 2026 May 12, 2026
CHILTON INVESTMENT CO INC. History Added to 184,293 4,294 0.1% 0.13% 86 +48,202 35.42% Q1 2026 May 15, 2026
Rhenman & Partners Asset Management AB History Reduced 183,808 4,282 0.53% 1.54% 87 -188,942 -50.69% Q1 2026 May 14, 2026
Legal & General Group Plc History Reduced 182,848 4,260 0.0% 0.0% 88 -20,221 -9.96% Q1 2026 May 08, 2026
WHITTIER TRUST CO History Added to 183,950 4,241 0.05% 0.0% 89 +183,733 84669.59% Q1 2026 Apr 28, 2026
EVOKE WEALTH, LLC History Reduced 180,820 4,213 0.08% 0.23% 90 -98,615 -35.29% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Added to 178,982 4,170 0.02% 0.01% 91 +118,184 194.39% Q1 2026 May 14, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 175,402 4,087 0.03% 0.07% 92 +1,781 1.03% Q1 2026 May 05, 2026
Capula Management Ltd History New 163,030 3,798 0.03% 93 +163,030 New Q1 2026 May 14, 2026
Man Group plc History Added to 161,584 3,764 0.01% 0.01% 94 +750 0.47% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 149,368 3,480 0.06% 0.17% 95 +2,586 1.76% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 146,899 3,422 0.0% 0.08% 96 -1,761,839 -92.3% Q1 2026 May 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 144,369 3,363 0.01% 0.02% 97 -155,753 -51.9% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 144,001 3,355 0.0% 0.01% 98 +27,050 23.13% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 143,100 3,334 0.0% 0.0% 99 +119,900 516.81% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 140,345 3,270 0.01% 0.0% 100 +113,380 420.47% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 137,121 3,194 0.0% 0.02% 101 -805,910 -85.46% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 136,978 3,191 0.02% 0.05% 102 0 0.0% Q1 2026 May 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 132,951 3,097 0.0% 0.0% 103 +35,271 36.11% Q1 2026 May 15, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History New 130,000 3,029 0.08% 104 +130,000 New Q1 2026 May 15, 2026
Creative Planning History Added to 129,961 3,028 0.0% 0.0% 105 +96,462 287.95% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 128,753 2,999 0.01% 0.02% 106 -10,516 -7.55% Q1 2026 May 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 127,871 2,979 0.01% 0.01% 107 0 0.0% Q1 2026 May 08, 2026
Sparta 24 Ltd. History New 126,266 2,941 3.36% 108 +126,266 New Q1 2026 May 06, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 124,306 2,896 0.0% 0.0% 109 -7,227 -5.49% Q1 2026 May 04, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 120,733 2,813 0.0% 110 +120,733 New Q1 2026 May 08, 2026
Bridgewater Associates, LP History Added to 120,019 2,796 0.01% 0.0% 111 +97,430 431.32% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 114,935 2,677 0.01% 0.01% 112 +4,687 4.25% Q1 2026 May 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 114,106 2,658 0.0% 0.0% 113 +12,108 11.87% Q1 2026 May 15, 2026
NATIXIS History Added to 111,674 2,602 0.01% 0.0% 114 +108,540 3463.31% Q1 2026 May 14, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 58,133 2,574 0.02% 0.02% 115 0 0.0% Q4 2025 Feb 04, 2026
JANE STREET GROUP, LLC History Reduced 109,000 2,539 0.0% 0.01% 116 -790,237 -87.88% Q1 2026 May 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 106,223 2,474 0.01% 0.01% 117 -4,042 -3.67% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 103,984 2,423 0.0% 0.0% 118 +3,386 3.37% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Added to 103,581 2,413 0.02% 0.0% 119 +96,240 1310.99% Q1 2026 May 15, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 97,843 2,256 0.05% 0.0% 120 +97,542 32405.98% Q1 2026 Apr 28, 2026
SEI INVESTMENTS CO History Added to 96,808 2,255 0.0% 0.0% 121 +18,216 23.18% Q1 2026 May 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 94,087 2,181 0.0% 0.0% 122 +16,060 20.58% Q1 2026 May 13, 2026
State of New Jersey Common Pension Fund D History Added to 89,137 2,076 0.01% 0.01% 123 +43,653 95.97% Q1 2026 May 05, 2026
COMERICA BANK History No change 45,311 2,006 0.01% 0.01% 124 0 0.0% Q4 2025 Jan 29, 2026
Ensign Peak Advisors, Inc History Reduced 84,679 1,973 0.0% 0.05% 125 -599,942 -87.63% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 83,120 1,936 0.0% 0.0% 126 +4,630 5.9% Q1 2026 May 06, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 82,916 1,932 0.0% 0.01% 127 -13,280 -13.81% Q1 2026 Apr 27, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 78,648 1,922 0.1% 128 +78,648 New Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 79,501 1,852 0.0% 0.01% 129 +7,390 10.25% Q1 2026 May 11, 2026
Main Management ETF Advisors, LLC History New 78,397 1,827 0.07% 130 +78,397 New Q1 2026 May 14, 2026
GLENMEDE TRUST CO NA History No change 41,181 1,823 0.01% 0.01% 131 0 0.0% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 77,650 1,809 0.04% 132 +77,650 New Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 76,243 1,778 0.0% 0.01% 133 -6,721 -8.1% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Reduced 71,846 1,674 0.01% 0.02% 134 -1,652 -2.25% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Reduced 71,351 1,662 0.0% 0.01% 135 -48,980 -40.7% Q1 2026 May 08, 2026
UniSuper Management Pty Ltd History No change 71,133 1,657 0.01% 0.02% 136 0 0.0% Q1 2026 May 11, 2026
CWM, LLC History Added to 69,432 1,617 0.0% 0.0% 137 +63,949 1166.31% Q1 2026 May 14, 2026
PRUDENTIAL PLC History Reduced 68,931 1,606 0.01% 0.03% 138 -26,207 -27.55% Q1 2026 May 13, 2026
AMALGAMATED BANK History Reduced 64,102 1,494 0.01% 0.02% 139 -1,689 -2.57% Q1 2026 May 08, 2026
Quantbot Technologies LP History Added to 64,049 1,492 0.06% 0.05% 140 +33,112 107.03% Q1 2026 May 13, 2026
Summit Trail Advisors, LLC History Added to 62,504 1,456 0.02% 0.04% 141 +7,852 14.37% Q1 2026 May 12, 2026
Apella Capital, LLC History Reduced 58,849 1,454 0.02% 0.05% 142 -2,173 -3.56% Q1 2026 Apr 20, 2026
PEAK6 LLC History Reduced 62,300 1,451 0.0% 0.01% 143 -33,506 -34.97% Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 62,270 1,450 0.0% 0.0% 144 -4,200 -6.32% Q1 2026 May 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 62,223 1,449 0.0% 0.0% 145 +30,163 94.08% Q1 2026 May 15, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History New 60,002 1,398 0.18% 146 +60,002 New Q1 2026 May 14, 2026
Oak Thistle LLC History New 59,763 1,392 0.14% 147 +59,763 New Q1 2026 Apr 10, 2026
NATIXIS ADVISORS, LLC History Added to 59,061 1,376 0.0% 0.0% 148 +9,059 18.12% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 57,928 1,349 0.0% 0.01% 149 -43,745 -43.03% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 57,925 1,349 0.01% 0.02% 150 +1,124 1.98% Q1 2026 Apr 29, 2026
Treasurer of the State of North Carolina History Added to 57,154 1,332 0.0% 0.01% 151 +1,219 2.18% Q1 2026 May 14, 2026
Family Legacy Financial Solutions, LLC History Added to 57,526 1,319 1.07% 1.15% 152 +23,657 69.85% Q1 2026 Apr 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 57,378 1,306 0.0% 0.0% 153 +44,453 343.93% Q1 2026 Apr 08, 2026
Allianz Asset Management GmbH History Reduced 56,015 1,305 0.0% 0.0% 154 -19,335 -25.66% Q1 2026 May 11, 2026
JANUS HENDERSON GROUP PLC History Reduced 55,690 1,297 0.0% 0.01% 155 -462,468 -89.25% Q1 2026 May 18, 2026
Baird Financial Group, Inc. History Reduced 55,373 1,290 0.0% 0.0% 156 -11,934 -17.73% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 55,253 1,287 0.0% 157 +55,253 New Q1 2026 May 08, 2026
Strategic Global Advisors, LLC History Reduced 55,195 1,286 0.21% 0.38% 158 -760 -1.36% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 53,741 1,252 0.0% 0.0% 159 +28,322 111.42% Q1 2026 May 15, 2026
Occam Crest Management LP History New 52,000 1,211 0.74% 160 +52,000 New Q1 2026 May 15, 2026
Entropy Technologies, LP History Added to 51,414 1,197 0.06% 0.11% 161 +5,476 11.92% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 51,281 1,194 0.01% 0.03% 162 -5,890 -10.3% Q1 2026 May 07, 2026
Blackstone Inc. History New 50,872 1,185 0.0% 163 +50,872 New Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 49,881 1,181 0.0% 0.0% 164 +45,610 1067.9% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 47,670 1,110 0.0% 0.0% 165 -1,839 -3.71% Q1 2026 May 12, 2026
Neuberger Berman Group LLC History Added to 47,098 1,097 0.0% 0.0% 166 +8,131 20.87% Q1 2026 May 14, 2026
Montanaro Asset Management Ltd History Added to 45,300 1,055 0.32% 0.51% 167 +4,100 9.95% Q1 2026 May 11, 2026
FIFTH THIRD BANCORP History Added to 44,703 1,041 0.0% 0.0% 168 +42,512 1940.3% Q1 2026 May 01, 2026
KLP KAPITALFORVALTNING AS History Added to 44,500 1,036 0.0% 0.01% 169 +13,700 44.48% Q1 2026 Apr 29, 2026
Mariner, LLC History Added to 43,361 1,010 0.0% 0.0% 170 +17,903 70.32% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Added to 42,717 995 0.0% 0.0% 171 +16,261 61.46% Q1 2026 May 05, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 40,591 945 0.01% 0.02% 172 -2,890 -6.65% Q1 2026 Apr 24, 2026
Brevan Howard Capital Management LP History New 39,354 916 0.01% 173 +39,354 New Q1 2026 May 15, 2026
Elo Mutual Pension Insurance Co History Reduced 39,213 913 0.02% 0.03% 174 -1,051 -2.61% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 39,029 909 0.0% 0.01% 175 -1,154 -2.87% Q1 2026 May 14, 2026
Louisiana State Employees Retirement System History Added to 38,800 904 0.02% 0.03% 176 +800 2.11% Q1 2026 Apr 20, 2026
Handelsbanken Fonder AB History Reduced 37,300 869 0.0% 0.04% 177 -270,000 -87.86% Q1 2026 Apr 28, 2026
State of Tennessee, Department of Treasury History No change 35,451 826 0.0% 0.0% 178 0 0.0% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Added to 34,269 798 0.01% 0.01% 179 +13,414 64.32% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Added to 34,180 796 0.0% 0.0% 180 +14,666 75.16% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 33,987 791 0.0% 0.01% 181 -271 -0.79% Q1 2026 May 01, 2026
Bridgefront Capital, LLC History Added to 33,529 781 0.19% 0.35% 183 +2,509 8.09% Q1 2026 May 15, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 33,527 781 0.0% 0.01% 182 -850 -2.47% Q1 2026 May 01, 2026
QUADRANT CAPITAL GROUP LLC History Added to 33,430 778 0.02% 0.02% 184 +17,623 111.49% Q1 2026 May 13, 2026
Vanguard Investments Australia, Ltd. History New 32,945 767 0.0% 185 +32,945 New Q1 2026 May 08, 2026
Dynamic Technology Lab Private Ltd History New 32,800 764 0.12% 186 +32,800 New Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 32,239 751 0.0% 0.01% 187 +20,006 163.54% Q1 2026 May 14, 2026
GSA CAPITAL PARTNERS LLP History Added to 32,189 750 0.05% 0.09% 189 +7,467 30.2% Q1 2026 May 08, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 32,200 750 0.0% 0.01% 188 -300 -0.92% Q1 2026 May 04, 2026
New Age Alpha Advisors, LLC History Reduced 32,000 745 0.03% 0.06% 190 -687 -2.1% Q1 2026 May 11, 2026
HSBC HOLDINGS PLC History Reduced 30,778 727 0.0% 0.0% 191 -93,579 -75.25% Q1 2026 Apr 30, 2026
KBC Group NV History No change 30,934 721 0.0% 0.0% 192 0 0.0% Q1 2026 May 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 30,149 702 0.0% 0.0% 193 -6,563 -17.88% Q1 2026 May 01, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 29,977 698 0.01% 0.02% 194 -759 -2.47% Q1 2026 May 08, 2026
Atom Investors LP History New 29,813 694 0.05% 195 +29,813 New Q1 2026 May 15, 2026
XPONANCE LLC History Added to 29,601 689 0.0% 0.01% 196 +3,335 12.7% Q1 2026 May 13, 2026
Employees Retirement System of Texas History Reduced 29,203 680 0.01% 0.01% 197 -804 -2.68% Q1 2026 May 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 27,700 645 0.02% 0.04% 198 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 27,400 638 0.01% 0.02% 199 0 0.0% Q1 2026 Apr 29, 2026
Focus Partners Wealth History Added to 26,580 619 0.0% 0.0% 200 +11,905 81.12% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 26,042 606 0.0% 0.0% 201 -8,812 -25.28% Q1 2026 May 15, 2026
Weiss Asset Management LP History New 25,204 587 0.01% 202 +25,204 New Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Added to 24,886 579 0.0% 0.0% 203 +17,590 241.09% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 24,841 578 0.0% 0.01% 204 -308,124 -92.54% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History Reduced 24,651 574 0.02% 0.03% 205 -525 -2.09% Q1 2026 May 13, 2026
Freestone Capital Holdings, LLC History Reduced 24,534 571 0.02% 0.06% 206 -20,190 -45.14% Q1 2026 May 13, 2026
Cresset Asset Management, LLC History Added to 24,310 566 0.0% 0.0% 207 +380 1.59% Q1 2026 May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 23,662 551 0.0% 0.01% 209 -62,624 -72.58% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Added to 23,702 551 0.01% 0.01% 208 +3,000 14.49% Q1 2026 Apr 20, 2026
MACKENZIE FINANCIAL CORP History Added to 23,485 547 0.0% 0.0% 210 +4,220 21.91% Q1 2026 May 13, 2026
Quadrature Capital Ltd History New 23,394 545 0.01% 211 +23,394 New Q1 2026 May 15, 2026
Sciencast Management LP History New 22,486 523 0.07% 212 +22,486 New Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History Added to 22,342 520 0.0% 0.0% 213 +5,242 30.65% Q1 2026 May 07, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 21,508 510 0.09% 0.13% 214 +2,062 10.6% Q1 2026 May 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 21,732 506 0.0% 0.0% 215 +15,071 226.26% Q1 2026 May 14, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 21,000 489 0.11% 0.22% 216 0 0.0% Q1 2026 May 11, 2026
MRA Advisory Group History Added to 20,374 474 0.19% 0.29% 217 +4,594 29.11% Q1 2026 Apr 22, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 20,000 466 0.25% 0.43% 218 0 0.0% Q1 2026 Apr 20, 2026
BANK OF MONTREAL /CAN/ History Reduced 19,536 455 0.0% 0.0% 219 -43,482 -69.0% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Added to 19,224 447 0.0% 0.0% 220 +1,156 6.4% Q1 2026 Apr 22, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 18,969 441 0.0% 0.0% 221 +14,259 302.74% Q1 2026 May 15, 2026
nVerses Capital, LLC History New 18,907 440 0.4% 222 +18,907 New Q1 2026 May 13, 2026
Perbak Capital Partners LLP History Added to 18,864 439 0.11% 0.07% 223 +13,563 255.86% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 17,963 418 0.01% 0.02% 224 -382 -2.08% Q1 2026 Apr 27, 2026
Trexquant Investment LP History Reduced 17,845 415 0.0% 0.1% 225 -241,945 -93.13% Q1 2026 May 15, 2026
AVIVA PLC History Added to 17,691 412 0.0% 0.0% 226 +7,443 72.63% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History New 17,500 407 0.0% 227 +17,500 New Q1 2026 May 11, 2026
Diametric Capital, LP History Added to 17,374 404 0.1% 0.14% 228 +5,966 52.3% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 16,903 393 0.0% 0.02% 229 -43,472 -72.0% Q1 2026 May 08, 2026
Brooklyn Investment Group History New 16,680 388 0.01% 230 +16,680 New Q1 2026 Apr 29, 2026
Allspring Global Investments Holdings, LLC History Reduced 16,760 384 0.0% 0.0% 231 -721 -4.12% Q1 2026 May 05, 2026
M&T BANK CORP History Added to 16,170 376 0.0% 0.0% 232 +8,260 104.42% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 15,630 364 0.0% 0.0% 233 +8,729 126.49% Q1 2026 Apr 27, 2026
Nemes Rush Group LLC History Reduced 15,598 363 0.03% 0.07% 234 -116 -0.74% Q1 2026 Apr 21, 2026
Campbell & CO Investment Adviser LLC History Added to 15,493 360 0.02% 0.03% 235 +2,479 19.05% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 15,438 359 0.03% 236 +15,438 New Q1 2026 May 15, 2026
SEB Asset Management AB History New 14,970 348 0.0% 237 +14,970 New Q1 2026 May 07, 2026
SHERBROOKE PARK ADVISERS LLC History No change 7,815 346 0.89% 0.89% 238 0 0.0% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 14,507 338 0.0% 0.0% 239 -819 -5.34% Q1 2026 Apr 22, 2026
Integrated Wealth Concepts LLC History Added to 14,258 332 0.0% 0.01% 240 +2,225 18.49% Q1 2026 May 15, 2026
CSS LLC/IL History New 14,210 331 0.02% 242 +14,210 New Q1 2026 May 15, 2026
Tidal Investments LLC History Reduced 14,215 331 0.0% 0.0% 241 -1,568 -9.93% Q1 2026 May 15, 2026
Archer Investment Corp History New 14,150 329 0.07% 243 +14,150 New Q1 2026 May 04, 2026
Cetera Investment Advisers History Added to 14,018 326 0.0% 0.0% 244 +3,873 38.18% Q1 2026 May 13, 2026
ASSETMARK, INC History Reduced 13,835 322 0.0% 0.0% 245 -18,710 -57.49% Q1 2026 May 06, 2026
Marex Group plc History Added to 13,738 320 0.0% 0.0% 246 +5,938 76.13% Q1 2026 May 13, 2026
Merit Financial Group, LLC History New 13,638 317 0.0% 247 +13,638 New Q1 2026 Apr 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 12,806 298 0.01% 249 +12,806 New Q1 2026 May 14, 2026
Torrey Growth & Income Advisors History Reduced 12,846 298 0.12% 0.21% 248 -800 -5.86% Q1 2026 Apr 21, 2026
Senvest Management, LLC History New 12,700 295 0.01% 250 +12,700 New Q1 2026 May 14, 2026
Lido Advisors, LLC History Added to 12,657 294 0.0% 0.0% 251 +1,822 16.82% Q1 2026 May 13, 2026
Belpointe Asset Management LLC History New 12,521 291 0.01% 252 +12,521 New Q1 2026 Apr 28, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 12,228 285 0.0% 0.0% 253 0 0.0% Q1 2026 May 14, 2026
AXQ CAPITAL, LP History New 12,172 283 0.04% 254 +12,172 New Q1 2026 May 13, 2026
Krilogy Financial LLC History New 11,597 281 0.01% 256 +11,597 New Q1 2026 Apr 17, 2026
Solstein Capital, LLC History No change 12,090 281 0.12% 0.21% 255 0 0.0% Q1 2026 May 14, 2026
Cache Advisors, LLC History No change 11,896 277 0.03% 0.06% 257 0 0.0% Q1 2026 Apr 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 11,751 273 0.0% 258 +11,751 New Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History No change 11,661 271 0.0% 0.0% 259 0 0.0% Q1 2026 Apr 30, 2026
Pallas Capital Advisors LLC History New 11,603 270 0.01% 260 +11,603 New Q1 2026 Apr 21, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 11,495 267 0.0% 0.01% 261 -1,076 -8.56% Q1 2026 Apr 23, 2026
Vident Advisory, LLC History Reduced 11,386 265 0.0% 0.01% 263 -19,393 -63.01% Q1 2026 May 14, 2026
MAI Capital Management History Added to 11,401 265 0.0% 0.0% 262 +1,888 19.85% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Added to 11,257 262 0.0% 0.0% 264 +2,109 23.05% Q1 2026 May 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 11,153 258 0.0% 0.0% 265 -6,602 -37.18% Q1 2026 May 13, 2026
Meeder Advisory Services, Inc. History New 10,670 248 0.01% 266 +10,670 New Q1 2026 May 07, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 10,457 243 0.0% 0.01% 267 -73,276 -87.51% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 10,380 241 0.0% 0.0% 268 -448 -4.14% Q1 2026 May 13, 2026
Gallacher Capital Management LLC History New 10,320 240 0.09% 269 +10,320 New Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Added to 10,199 237 0.0% 0.0% 270 +1,897 22.85% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 10,257 235 0.0% 0.0% 271 +2,189 27.13% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History New 10,017 233 0.0% 272 +10,017 New Q1 2026 May 05, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 9,842 229 0.01% 0.02% 273 -100 -1.01% Q1 2026 May 01, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 9,713 226 0.0% 274 +9,713 New Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Reduced 9,685 225 0.0% 0.01% 275 -18,056 -65.09% Q1 2026 May 05, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 9,536 222 0.02% 276 +9,536 New Q1 2026 May 12, 2026
Dynasty Wealth Management, LLC History New 9,504 221 0.0% 277 +9,504 New Q1 2026 May 14, 2026
Vestcor Inc History Reduced 9,237 215 0.01% 0.02% 278 -3,080 -25.01% Q1 2026 May 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 9,112 212 0.0% 0.0% 279 +2,726 42.69% Q1 2026 May 08, 2026
Alternative Investment Advisors, LLC. History Reduced 9,045 210 0.09% 0.18% 280 -621 -6.42% Q1 2026 May 15, 2026
Essential Partners LLC History Added to 8,980 209 0.07% 0.0% 281 +8,954 34438.46% Q1 2026 May 21, 2026
Crossmark Global Holdings, Inc. History No change 8,849 206 0.0% 0.01% 282 0 0.0% Q1 2026 May 11, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 8,858 206 0.02% 0.04% 283 0 0.0% Q1 2026 May 15, 2026
RETIREMENT GUYS FORMULA LLC History New 8,697 202 0.09% 284 +8,697 New Q1 2026 Apr 22, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 8,413 196 0.0% 0.0% 285 +5,574 196.34% Q1 2026 May 01, 2026
GAMMA Investing LLC History Added to 8,394 195 0.01% 0.01% 286 +5,731 215.21% Q1 2026 Apr 06, 2026
US BANCORP \DE\ History Added to 8,189 190 0.0% 0.0% 287 +1,362 19.95% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 8,059 187 0.0% 0.0% 288 -2,487 -23.58% Q1 2026 May 13, 2026
Rakuten Securities, Inc. History Added to 7,147 166 0.07% 0.0% 289 +6,898 2770.28% Q1 2026 May 01, 2026
Tower Research Capital LLC (TRC) History Added to 6,819 158 0.0% 0.01% 290 +1,402 25.88% Q1 2026 May 15, 2026
BOKF, NA History Added to 6,066 141 0.0% 0.0% 291 +1,914 46.1% Q1 2026 May 08, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 5,936 138 0.03% 292 +5,936 New Q1 2026 May 08, 2026
AlphaQuest LLC History No change 3,116 137 0.01% 0.01% 293 0 0.0% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History Added to 5,756 134 0.0% 0.0% 294 +1,524 36.01% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 5,360 124 0.0% 0.0% 295 +4,578 585.42% Q1 2026 Apr 07, 2026
Daytona Street Capital LLC History Added to 5,167 120 0.09% 0.16% 297 +650 14.39% Q1 2026 Apr 10, 2026
Central Pacific Bank - Trust Division History Added to 5,192 120 0.02% 0.03% 296 +440 9.26% Q1 2026 Apr 07, 2026
SBI Okasan Asset Management Co.Ltd. History No change 5,000 118 0.0% 0.01% 298 0 0.0% Q1 2026 Apr 27, 2026
Steward Partners Investment Advisory, LLC History Added to 3,628 84 0.0% 0.0% 299 +232 6.83% Q1 2026 May 08, 2026
Allworth Financial LP History Reduced 3,583 83 0.0% 0.01% 300 -33,504 -90.34% Q1 2026 May 14, 2026
Corient IA LLC History New 3,540 82 0.08% 301 +3,540 New Q1 2026 May 14, 2026
STRS OHIO History Reduced 3,193 74 0.0% 0.0% 302 -5 -0.16% Q1 2026 Apr 24, 2026
Leonteq Securities AG History Added to 2,912 67 0.0% 0.0% 303 +1,154 65.64% Q1 2026 Apr 27, 2026
State of Wyoming History Reduced 2,854 66 0.01% 0.04% 305 -6,370 -69.06% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Added to 2,833 66 0.0% 0.0% 304 +2,560 937.73% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 2,829 65 0.0% 0.0% 306 -185 -6.14% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Added to 2,560 59 0.0% 0.0% 307 +1,347 111.05% Q1 2026 May 07, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 2,428 56 0.0% 0.0% 308 +13 0.54% Q1 2026 May 05, 2026
Farther Finance Advisors, LLC History Added to 2,414 55 0.0% 0.0% 309 +875 56.86% Q1 2026 Apr 07, 2026
Quarry LP History Added to 2,129 49 0.01% 0.0% 310 +1,882 761.94% Q1 2026 May 15, 2026
DARA CAPITAL US, INC. History No change 2,066 48 0.05% 0.08% 311 0 0.0% Q1 2026 Apr 30, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 2,000 46 0.01% 0.0% 312 +1,000 100.0% Q1 2026 Apr 16, 2026
Aster Capital Management (DIFC) Ltd History New 794 46 0.02% 313 +794 New Q1 2026 May 13, 2026
McMillan Office, Inc. History Reduced 1,950 45 0.01% 0.01% 314 -200 -9.3% Q1 2026 Apr 23, 2026
UMB Bank, n.a. History Added to 1,717 40 0.0% 0.0% 315 +716 71.53% Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 1,608 37 0.0% 316 +1,590 8833.33% Q1 2026 Apr 06, 2026
Forum Finance Group S.A. History New 2,000 36 0.02% 318 +2,000 New Q1 2026 May 07, 2026
Advisory Services Network, LLC History New 1,557 36 0.0% 317 +1,557 New Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,474 34 0.0% 0.0% 319 -2,626 -64.05% Q1 2026 Apr 30, 2026
Gen-Wealth Partners Inc History Reduced 1,256 29 0.01% 0.03% 320 -837 -39.99% Q1 2026 May 08, 2026
Covestor Ltd History Added to 1,048 25 0.02% 0.0% 321 +844 413.73% Q1 2026 May 05, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,018 23 0.0% 323 +1,001 5888.24% Q1 2026 May 11, 2026
Westside Investment Management, Inc. History Added to 1,000 23 0.0% 0.0% 322 +300 42.86% Q1 2026 May 04, 2026
Blue Trust, Inc. History Reduced 1,005 23 0.0% 0.0% 324 -257 -20.36% Q1 2026 Apr 20, 2026
Sterling Capital Management LLC History No change 956 22 0.0% 0.0% 325 0 0.0% Q1 2026 Apr 22, 2026
SMA Capital LLC History New 895 20 0.01% 326 +895 New Q1 2026 May 14, 2026
LRI Investments, LLC History No change 782 18 0.0% 0.0% 327 0 0.0% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History Added to 691 16 0.0% 0.0% 328 +212 44.26% Q1 2026 Apr 13, 2026
Arax Advisory Partners History Added to 678 15 0.0% 0.0% 330 +470 225.96% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 347 15 0.0% 0.0% 329 0 0.0% Q4 2025 Feb 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 631 14 0.0% 0.0% 331 -13,589 -95.56% Q1 2026 May 08, 2026
Larson Financial Group LLC History Reduced 610 14 0.0% 0.0% 332 -205 -25.15% Q1 2026 May 15, 2026
SageView Advisory Group, LLC History No change 325 14 0.0% 0.0% 333 0 0.0% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 600 13 0.0% 335 +600 New Q1 2026 Apr 13, 2026
Eurizon Capital SGR S.p.A. History Added to 594 13 0.0% 0.0% 334 +185 45.23% Q1 2026 May 08, 2026
Clearstead Advisors, LLC History Reduced 530 12 0.0% 0.0% 336 -500 -48.54% Q1 2026 May 06, 2026
Parkside Financial Bank & Trust History Added to 519 12 0.0% 0.0% 337 +24 4.85% Q1 2026 May 13, 2026
Center for Financial Planning, Inc. History New 480 11 0.0% 340 +480 New Q1 2026 May 04, 2026
MassMutual Private Wealth & Trust, FSB History Added to 473 11 0.0% 0.0% 339 +183 63.1% Q1 2026 Apr 13, 2026
CULLEN/FROST BANKERS, INC. History No change 500 11 0.0% 0.0% 338 0 0.0% Q1 2026 May 05, 2026
Salomon & Ludwin, LLC History New 444 10 0.0% 343 +444 New Q1 2026 May 11, 2026
Global Retirement Partners, LLC History No change 245 10 0.0% 0.0% 341 0 0.0% Q4 2025 Feb 06, 2026
Plato Investment Management Ltd History No change 459 10 0.0% 0.0% 342 0 0.0% Q1 2026 May 04, 2026
Y.D. More Investments Ltd History No change 400 9 0.0% 0.0% 344 0 0.0% Q1 2026 May 04, 2026
EFG International AG History Reduced 368 8 0.0% 0.09% 346 -107,157 -99.66% Q1 2026 May 15, 2026
Spire Wealth Management History Added to 359 8 0.0% 0.0% 345 +2 0.56% Q1 2026 Apr 22, 2026
True Wealth Design, LLC History New 321 7 0.0% 348 +321 New Q1 2026 Apr 13, 2026
Root Financial Partners, LLC History Reduced 307 7 0.0% 0.0% 347 -72 -19.0% Q1 2026 Apr 24, 2026
BESSEMER GROUP INC History Reduced 253 6 0.0% 0.0% 350 -1,456 -85.2% Q1 2026 May 06, 2026
Smartleaf Asset Management LLC History Reduced 260 6 0.0% 0.0% 352 -303 -53.82% Q1 2026 May 15, 2026
VSM Wealth Advisory, LLC History Reduced 300 6 0.0% 0.01% 354 -200 -40.0% Q1 2026 May 05, 2026
HARBOUR INVESTMENTS, INC. History Reduced 300 6 0.0% 0.0% 349 -141 -31.97% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 261 6 0.0% 0.0% 351 0 0.0% Q1 2026 May 12, 2026
BankPlus Trust Department History No change 268 6 0.0% 0.0% 353 0 0.0% Q1 2026 May 11, 2026
Atlantic Union Bankshares Corp History Reduced 250 5 0.0% 0.0% 356 -366 -59.42% Q1 2026 May 12, 2026
JPL Wealth Management, LLC History New 250 5 0.0% 361 +250 New Q1 2026 May 08, 2026
Private Wealth Management Group, LLC History New 240 5 0.0% 362 +240 New Q1 2026 Apr 23, 2026
Owl Creek Wealth Partners LLC History New 230 5 0.0% 363 +230 New Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 240 5 0.0% 355 +223 1311.76% Q1 2026 May 07, 2026
Quent Capital, LLC History Added to 236 5 0.0% 0.0% 358 +206 686.67% Q1 2026 Apr 28, 2026
Kilter Group LLC History Added to 250 5 0.0% 0.0% 359 +197 371.7% Q1 2026 May 14, 2026
Medallion Wealth Advisors, LLC History Reduced 225 5 0.0% 0.01% 360 -174 -43.61% Q1 2026 Apr 24, 2026
Asset Dedication, LLC History No change 126 5 0.0% 0.0% 357 0 0.0% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 213 4 0.0% 0.0% 364 -583 -73.24% Q1 2026 May 07, 2026
Arlington Trust Co LLC History New 191 4 0.0% 368 +191 New Q1 2026 Apr 08, 2026
Bell Investment Advisors, Inc History Added to 202 4 0.0% 0.0% 365 +157 348.89% Q1 2026 Apr 17, 2026
Fortitude Family Office, LLC History Reduced 190 4 0.0% 0.0% 366 -14 -6.86% Q1 2026 Apr 15, 2026
Advocate Investing Services LLC History No change 200 4 0.0% 0.01% 367 0 0.0% Q1 2026 Apr 22, 2026
HUNTINGTON NATIONAL BANK History Reduced 139 3 0.0% 0.0% 370 -849 -85.93% Q1 2026 May 15, 2026
Wealth Preservation Advisors, LLC History New 165 3 0.0% 374 +165 New Q1 2026 May 15, 2026
Rossby Financial, LCC History Added to 137 3 0.0% 373 +122 813.33% Q1 2026 May 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 149 3 0.0% 0.0% 369 0 0.0% Q1 2026 May 14, 2026
PRIVATE TRUST CO NA History No change 154 3 0.0% 0.0% 371 0 0.0% Q1 2026 Apr 30, 2026
TD Capital Management LLC History No change 161 3 0.0% 0.0% 372 0 0.0% Q1 2026 May 11, 2026
Clearstead Trust, LLC History Added to 126 2 0.0% 377 +120 2000.0% Q1 2026 May 06, 2026
SHP Wealth Management History New 99 2 0.0% 382 +99 New Q1 2026 May 08, 2026
RMG Wealth Management LLC History New 95 2 0.0% 383 +95 New Q1 2026 May 14, 2026
Innovative Asset Advisors Group, LLC History New 91 2 0.0% 384 +91 New Q1 2026 May 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 127 2 0.0% 0.0% 375 +67 111.67% Q1 2026 May 08, 2026
Bogart Wealth, LLC History Added to 99 2 0.0% 0.0% 378 +40 67.8% Q1 2026 Apr 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 113 2 0.0% 0.0% 376 0 0.0% Q1 2026 Apr 23, 2026
Strategic Wealth Partners, Ltd. History No change 107 2 0.0% 0.0% 379 0 0.0% Q1 2026 May 12, 2026
Rosenberg Matthew Hamilton History No change 99 2 0.0% 0.0% 380 0 0.0% Q1 2026 Apr 06, 2026
Glen Eagle Advisors, LLC History No change 100 2 0.0% 0.0% 381 0 0.0% Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History New 63 1 0.0% 395 +63 New Q1 2026 Apr 17, 2026
Physician Wealth Advisors, Inc. History New 60 1 0.0% 396 +60 New Q1 2026 Apr 24, 2026
POM Investment Strategies, LLC History New 59 1 0.0% 397 +59 New Q1 2026 May 11, 2026
Caitong International Asset Management Co., Ltd History New 47 1 0.0% 398 +47 New Q1 2026 May 11, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 71 1 0.0% 0.0% 387 +46 184.0% Q1 2026 Apr 30, 2026
CVA Family Office, LLC History Added to 64 1 0.0% 388 +46 255.56% Q1 2026 Apr 29, 2026
Aspect Partners, LLC History Added to 83 1 0.0% 0.0% 389 +23 38.33% Q1 2026 Apr 02, 2026
Dogwood Wealth Management LLC History Reduced 85 1 0.0% 0.0% 391 -9 -9.57% Q1 2026 May 12, 2026
Ancora Advisors LLC History No change 49 1 0.0% 0.0% 385 0 0.0% Q1 2026 May 15, 2026
FINANCIAL CONSULATE, INC History No change 50 1 0.0% 0.0% 386 0 0.0% Q1 2026 Apr 21, 2026
Sachetta, LLC History No change 51 1 0.0% 0.0% 390 0 0.0% Q1 2026 May 01, 2026
AMERIFLEX GROUP, INC. History No change 53 1 0.0% 0.0% 392 0 0.0% Q1 2026 May 15, 2026
MASECO LLP History No change 43 1 0.0% 0.0% 393 0 0.0% Q1 2026 Apr 21, 2026
Torren Management, LLC History No change 45 1 0.0% 0.0% 394 0 0.0% Q1 2026 Apr 30, 2026
Freestone Grove Partners LP History Closed out 0 0 0.27% -838,057 -100.0% Q1 2026 May 15, 2026
E. Ohman J:or Asset Management AB History Closed out 0 0 0.57% -557,793 -100.0% Q1 2026 Apr 16, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.01% -522,191 -100.0% Q1 2026 May 14, 2026
Twin Tree Management, LP History Closed out 0 0 0.17% -447,664 -100.0% Q1 2026 May 14, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.05% -436,966 -100.0% Q1 2026 May 06, 2026
ArrowMark Colorado Holdings LLC History Closed out 0 0 0.41% -421,830 -100.0% Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 0.05% -408,718 -100.0% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Closed out 0 0 0.03% -400,000 -100.0% Q1 2026 May 15, 2026
Integral Health Asset Management, LLC History Closed out 0 0 0.88% -400,000 -100.0% Q1 2026 May 15, 2026
FARALLON CAPITAL MANAGEMENT LLC History Closed out 0 0 0.06% -311,000 -100.0% Q1 2026 May 15, 2026
Sand Hill Global Advisors, LLC History Closed out 0 0 0.37% -240,301 -100.0% Q1 2026 May 14, 2026
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.01% -204,346 -100.0% Q1 2026 Apr 21, 2026
Parkman Healthcare Partners LLC History Closed out 0 0 0.68% -162,276 -100.0% Q1 2026 May 15, 2026
Liontrust Investment Partners LLP History Closed out 0 0 0.1% -146,004 -100.0% Q1 2026 May 20, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.36% -115,937 -100.0% Q1 2026 May 15, 2026
Tairen Capital Ltd History Closed out 0 0 0.46% -100,000 -100.0% Q1 2026 May 15, 2026
LMCG INVESTMENTS, LLC History Closed out 0 0 0.24% -94,535 -100.0% Q1 2026 Apr 29, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.03% -93,595 -100.0% Q1 2026 May 14, 2026
DEERFIELD MANAGEMENT COMPANY, L.P. History Closed out 0 0 0.03% -51,942 -100.0% Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.01% -51,101 -100.0% Q1 2026 Apr 30, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -46,563 -100.0% Q1 2026 May 15, 2026
MARINER INVESTMENT GROUP LLC History Closed out 0 0 0.0% -40,000 -100.0% Q1 2026 May 05, 2026
Walleye Trading LLC History Closed out 0 0 0.0% -38,800 -100.0% Q1 2026 May 08, 2026
Decatur Capital Management, Inc. History Closed out 0 0 0.65% -36,255 -100.0% Q1 2026 May 13, 2026
CIM, LLC History Closed out 0 0 0.2% -34,737 -100.0% Q1 2026 May 18, 2026
Fieldview Capital Management, LLC History Closed out 0 0 0.23% -30,729 -100.0% Q1 2026 May 14, 2026
Qsemble Capital Management, LP History Closed out 0 0 0.11% -30,689 -100.0% Q1 2026 May 07, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.55% -30,664 -100.0% Q1 2026 May 15, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.12% -25,011 -100.0% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -24,000 -100.0% Q1 2026 May 14, 2026
PINEBRIDGE INVESTMENTS LLC History Closed out 0 0 0.01% -23,700 -100.0% Q1 2026 May 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Closed out 0 0 0.04% -20,000 -100.0% Q1 2026 May 11, 2026
Illinois Municipal Retirement Fund History Closed out 0 0 0.01% -18,359 -100.0% Q1 2026 May 05, 2026
SHAKER INVESTMENTS LLC/OH History Closed out 0 0 0.31% -16,922 -100.0% Q1 2026 May 05, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Closed out 0 0 0.01% -16,884 -100.0% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.02% -16,252 -100.0% Q1 2026 May 15, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.15% -14,928 -100.0% Q1 2026 May 15, 2026
PDT Partners, LLC History Closed out 0 0 0.04% -14,627 -100.0% Q1 2026 May 15, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.02% -13,967 -100.0% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -13,309 -100.0% Q1 2026 May 13, 2026
one8zero8, LLC History Closed out 0 0 0.12% -12,100 -100.0% Q1 2026 May 07, 2026
Bellevue Group AG History Closed out 0 0 0.01% -11,817 -100.0% Q1 2026 May 14, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.02% -11,319 -100.0% Q1 2026 May 15, 2026
LECAP ASSET MANAGEMENT LTD History Closed out 0 0 0.2% -11,089 -100.0% Q1 2026 Apr 30, 2026
CIBC WORLD MARKET INC. History Closed out 0 0 0.0% -11,083 -100.0% Q1 2026 May 14, 2026
111 Capital History Closed out 0 0 0.11% -11,077 -100.0% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.0% -10,916 -100.0% Q1 2026 May 11, 2026
Blueshift Asset Management, LLC History Closed out 0 0 0.13% -9,847 -100.0% Q1 2026 May 14, 2026
Ethic Inc. History Closed out 0 0 0.01% -9,112 -100.0% Q1 2026 Apr 27, 2026
Equitable Holdings, Inc. History Closed out 0 0 0.0% -8,864 -100.0% Q1 2026 May 15, 2026
J2 Capital Management Inc History Closed out 0 0 0.27% -8,363 -100.0% Q1 2026 Apr 21, 2026
&PARTNERS History Closed out 0 0 0.0% -7,801 -100.0% Q1 2026 May 15, 2026
Proem Advisors LLC History Closed out 0 0 0.04% -7,500 -100.0% Q1 2026 May 13, 2026
Tevis Investment Management History Closed out 0 0 0.32% -7,229 -100.0% Q1 2026 May 01, 2026
Yorktown Management & Research Co Inc History Closed out 0 0 0.25% -7,200 -100.0% Q1 2026 Apr 20, 2026
Qtron Investments LLC History Closed out 0 0 0.04% -7,167 -100.0% Q1 2026 May 15, 2026
Lifestyle Asset Management, Inc. History Closed out 0 0 0.1% -7,083 -100.0% Q1 2026 Apr 10, 2026
Utah Retirement Systems History Closed out 0 0 0.0% -7,002 -100.0% Q1 2026 May 15, 2026
Perigon Wealth Management, LLC History Closed out 0 0 0.01% -6,920 -100.0% Q1 2026 Apr 10, 2026
Empower Advisory Group, LLC History Closed out 0 0 0.0% -6,859 -100.0% Q1 2026 May 14, 2026
Maryland State Retirement & Pension System History Closed out 0 0 0.01% -6,541 -100.0% Q1 2026 May 04, 2026
ALPS ADVISORS INC History Closed out 0 0 0.0% -6,494 -100.0% Q1 2026 May 08, 2026
Smith Group Asset Management, LLC History Closed out 0 0 0.02% -6,427 -100.0% Q1 2026 May 15, 2026
Algorithmic Investment Models, LLC History Closed out 0 0 0.33% -6,100 -100.0% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Closed out 0 0 0.0% -6,038 -100.0% Q1 2026 Apr 30, 2026
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -5,990 -100.0% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Closed out 0 0 0.0% -5,947 -100.0% Q1 2026 May 05, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -5,897 -100.0% Q1 2026 May 15, 2026
Fielder Capital Group LLC History Closed out 0 0 0.05% -5,844 -100.0% Q1 2026 May 12, 2026
Atria Investments, Inc History Closed out 0 0 0.0% -5,807 -100.0% Q1 2026 May 05, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 0.0% -5,521 -100.0% Q1 2026 May 13, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -5,508 -100.0% Q1 2026 Apr 24, 2026
Legato Capital Management LLC History Closed out 0 0 0.02% -5,397 -100.0% Q1 2026 May 14, 2026
Abacus Wealth Partners, LLC History Closed out 0 0 0.02% -5,045 -100.0% Q1 2026 Apr 24, 2026
EP Wealth Advisors, LLC History Closed out 0 0 0.0% -5,015 -100.0% Q1 2026 May 14, 2026
COMMERCE BANK History Closed out 0 0 0.0% -4,912 -100.0% Q1 2026 May 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.0% -4,818 -100.0% Q1 2026 Apr 14, 2026
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 0.0% -4,662 -100.0% Q1 2026 May 15, 2026
North Dakota State Investment Board History Closed out 0 0 0.01% -4,648 -100.0% Q1 2026 May 08, 2026
Edge Wealth Management LLC History Closed out 0 0 0.04% -4,647 -100.0% Q1 2026 Apr 20, 2026
MGO ONE SEVEN LLC History Closed out 0 0 0.0% -4,552 -100.0% Q1 2026 May 14, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Closed out 0 0 0.01% -4,161 -100.0% Q1 2026 May 06, 2026
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 0.08% -3,990 -100.0% Q1 2026 May 14, 2026
Asset Management One Co., Ltd. History Closed out 0 0 0.0% -3,398 -100.0% Q1 2026 May 08, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,962 -100.0% Q1 2026 Apr 30, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.0% -1,695 -100.0% Q1 2026 May 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -1,628 -100.0% Q1 2026 Apr 28, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -1,600 -100.0% Q1 2026 May 12, 2026
FIRST HORIZON CORP History Reduced 35 0 0.0% -548 -94.0% Q1 2026 Apr 30, 2026
EASTERN BANK History Closed out 0 0 0.0% -400 -100.0% Q1 2026 Apr 07, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Closed out 0 0 0.0% -366 -100.0% Q1 2026 May 06, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 0.01% -233 -100.0% Q1 2026 May 12, 2026
Triumph Capital Management History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -125 -100.0% Q1 2026 Apr 28, 2026
CURIO WEALTH, LLC History Reduced 1 0 0.0% -124 -99.2% Q1 2026 May 11, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 11, 2026
Roxbury Financial LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 Apr 17, 2026
Quattro Advisors LLC History Closed out 0 0 0.0% -82 -100.0% Q1 2026 May 14, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -71 -100.0% Q1 2026 May 06, 2026
Stone House Investment Management, LLC History Reduced 9 0 0.0% -66 -88.0% Q1 2026 Apr 22, 2026
CITY HOLDING CO History Closed out 0 0 0.0% -66 -100.0% Q1 2026 Apr 15, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -66 -100.0% Q1 2026 May 15, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 0.0% -59 -100.0% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History Reduced 34 0 0.0% -58 -63.04% Q1 2026 May 15, 2026
High Note Wealth, LLC History Closed out 0 0 0.0% -54 -100.0% Q1 2026 May 11, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -49 -100.0% Q1 2026 May 07, 2026
Signature Resources Capital Management, LLC History Closed out 0 0 0.0% -43 -100.0% Q1 2026 May 01, 2026
Kingdom Financial Group LLC. History Closed out 0 0 0.0% -43 -100.0% Q1 2026 May 13, 2026
Washington Trust Advisors, Inc. History Reduced 19 0 0.0% -42 -68.85% Q1 2026 Apr 06, 2026
Western Wealth Management, LLC History New 40 0 +40 New Q1 2026 May 19, 2026
Avion Wealth History New 40 0 +40 New Q1 2026 May 01, 2026
Global Trust Asset Management, LLC History Closed out 0 0 0.0% -32 -100.0% Q1 2026 Apr 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.0% -32 -100.0% Q1 2026 May 06, 2026
Cornerstone Planning Group LLC History Added to 32 0 +30 1500.0% Q1 2026 May 06, 2026
Lodestone Wealth Management LLC History Closed out 0 0 0.0% -27 -100.0% Q1 2026 May 01, 2026
Signature Equity Partners, LLC History Closed out 0 0 0.0% -24 -100.0% Q1 2026 May 13, 2026
SouthState Bank Corp History Added to 35 0 +21 150.0% Q1 2026 May 05, 2026
TORONTO DOMINION BANK History Closed out 0 0 -21 -100.0% Q1 2026 May 15, 2026
Bare Financial Services, Inc History New 20 0 +20 New Q1 2026 May 14, 2026
Cornerstone Financial Management LLC History New 20 0 +20 New Q1 2026 May 08, 2026
JFS WEALTH ADVISORS, LLC History Closed out 0 0 -19 -100.0% Q1 2026 Apr 20, 2026
Ascentis Independent Advisors History New 17 0 +17 New Q1 2026 Apr 28, 2026
Strive Financial Group ,LLC History Closed out 0 0 -17 -100.0% Q1 2026 May 15, 2026
Quaker Wealth Management, LLC History New 15 0 +15 New Q1 2026 Apr 10, 2026
NFSG Corp History Closed out 0 0 -15 -100.0% Q1 2026 May 05, 2026
Transamerica Financial Advisors, LLC History Added to 14 0 +13 1300.0% Q1 2026 May 15, 2026
PayPay Securities Corp History Added to 40 0 0.03% +13 48.15% Q1 2026 Apr 23, 2026
American Capital Advisory, LLC History New 13 0 +13 New Q1 2026 Apr 29, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 -13 -100.0% Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History Reduced 23 0 0.0% -12 -34.29% Q1 2026 Apr 23, 2026
Acumen Wealth Advisors, LLC History Closed out 0 0 -12 -100.0% Q1 2026 May 13, 2026
Marquette Asset Management, LLC History Added to 33 0 +11 50.0% Q1 2026 Apr 23, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -11 -100.0% Q1 2026 May 04, 2026
USA FINANCIAL FORMULAS History Closed out 0 0 -9 -100.0% Q1 2026 Apr 14, 2026
Hughes Financial Services, LLC History Added to 9 0 +8 800.0% Q1 2026 Apr 29, 2026
IMA Advisory Services, Inc. History Reduced 17 0 0.0% -7 -29.17% Q1 2026 May 06, 2026
Rialto Wealth Management, LLC History Closed out 0 0 -6 -100.0% Q1 2026 May 14, 2026
DiNuzzo Private Wealth, Inc. History Reduced 1 0 -5 -83.33% Q1 2026 Apr 08, 2026
Bay Harbor Wealth Management, LLC History Closed out 0 0 -5 -100.0% Q1 2026 Apr 14, 2026
3 FACTOR INDEXING, LLC History New 3 0 +3 New Q1 2026 May 14, 2026
Truvestments Capital LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 13, 2026
GHP Investment Advisors, Inc. History New 2 0 +2 New Q1 2026 Apr 21, 2026
Vermillion Wealth Management, Inc. History New 2 0 +2 New Q1 2026 Apr 17, 2026
HFM Investment Advisors, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 01, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 28 0 0.0% 0 0.0% Q1 2026 Apr 14, 2026
PROSPERITY BANCSHARES INC History No change 11 0 0 0.0% Q1 2026 May 12, 2026
Capital Advisors, Ltd. LLC History No change 13 0 0.0% 0 0.0% Q1 2026 Apr 16, 2026
McIlrath & Eck, LLC History No change 40 0 0.0% 0 0.0% Q1 2026 May 19, 2026
CoreCap Advisors, LLC History No change 37 0 0.0% 0 0.0% Q1 2026 Apr 07, 2026
Missouri Trust & Investment Co History No change 31 0 0.0% 0 0.0% Q1 2026 May 14, 2026
DecisionPoint Financial, LLC History No change 6 0 0 0.0% Q1 2026 May 06, 2026
Dunhill Financial, LLC History No change 4 0 0 0.0% Q1 2026 May 06, 2026
TD Waterhouse Canada Inc. History No change 2 0 0 0.0% Q1 2026 May 12, 2026
Fairscale Capital, LLC History No change 31 0 0.0% 0 0.0% Q1 2026 May 11, 2026
Greykasell Wealth Strategies, Inc. History No change 24 0 0.0% 0 0.0% Q1 2026 May 07, 2026
Principia Wealth Advisory, LLC History No change 3 0 0 0.0% Q4 2025 Feb 10, 2026