DT Midstream, Inc. - DTM

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 10,917,048 1,470,198 0.03% 0.02% 1 +76,356 0.7% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 11,078,802 1,325,911 0.02% 0.02% 2 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 5,884,239 792,430 0.04% 3 +5,884,239 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 4,564,584 614,712 0.02% 4 +4,564,584 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 3,246,345 440,002 0.02% 0.01% 5 +51,514 1.61% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 3,056,441 411,610 0.14% 0.12% 6 -33,924 -1.1% Q1 2026 May 06, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 3,007,559 405,027 4.22% 4.54% 7 +26,614 0.89% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 2,937,408 395,581 0.3% 0.25% 8 +154,672 5.56% Q1 2026 May 14, 2026
Blackstone Inc. History Added to 2,680,256 360,950 1.41% 1.05% 9 +449,609 20.16% Q1 2026 May 15, 2026
59 North Capital Management, LP History Reduced 2,621,909 353,092 10.53% 11.36% 10 -428,411 -14.04% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,310,954 311,277 0.02% 0.02% 11 -96,658 -4.01% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,276,844 306,622 0.06% 0.07% 12 -347,768 -13.25% Q1 2026 May 07, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,166,206 291,722 0.03% 0.04% 13 -410,736 -15.94% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Added to 2,025,612 272,790 0.19% 0.04% 14 +1,678,017 482.75% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 1,399,117 188,419 0.03% 0.03% 15 -34,761 -2.42% Q1 2026 May 15, 2026
Capital Research Global Investors History Reduced 1,136,963 153,114 0.02% 0.03% 16 -112,455 -9.0% Q1 2026 May 13, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 1,075,249 144,803 1.05% 1.1% 17 -52,089 -4.62% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 1,058,772 142,584 0.19% 0.18% 18 +35,411 3.46% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 1,014,931 136,680 0.01% 0.01% 19 -26,266 -2.52% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 991,956 133,586 0.02% 0.02% 20 -53,798 -5.14% Q1 2026 May 12, 2026
REAVES W H & CO INC History Added to 932,483 125,577 2.08% 1.6% 21 +169,730 22.25% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 908,248 122,313 0.02% 0.01% 22 +26,981 3.06% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Added to 892,353 120,173 0.02% 0.02% 23 +3,689 0.42% Q1 2026 May 05, 2026
TrinityBridge Ltd History No change 881,000 118,684 3.22% 2.34% 24 0 0.0% Q1 2026 May 12, 2026
NORGES BANK History No change 966,869 115,714 0.01% 0.01% 25 0 0.0% Q4 2025 Feb 10, 2026
Merewether Investment Management, LP History Reduced 835,006 112,450 2.18% 2.87% 26 -207,594 -19.91% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 806,857 108,659 0.02% 0.01% 27 +33,978 4.4% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 768,186 103,451 0.03% 0.02% 28 -1,535 -0.2% Q1 2026 May 13, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History Reduced 727,100 97,918 4.85% 5.14% 29 -22,200 -2.96% Q1 2026 Apr 28, 2026
TWO SIGMA INVESTMENTS, LP History Added to 676,611 91,119 0.07% 0.11% 30 +9,244 1.39% Q1 2026 May 15, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 649,976 87,532 1.68% 2.35% 31 -213,550 -24.73% Q1 2026 May 11, 2026
VANGUARD FIDUCIARY TRUST CO History New 630,119 84,858 0.02% 32 +630,119 New Q1 2026 May 08, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 625,121 84,185 3.03% 2.19% 33 +130,710 26.44% Q1 2026 May 15, 2026
UBS Group AG History Added to 621,314 83,672 0.01% 0.01% 34 +92,739 17.55% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Reduced 608,094 81,916 0.01% 0.0% 35 -44,540 -6.82% Q1 2026 May 13, 2026
BAHL & GAYNOR INC History Added to 593,514 79,928 0.4% 0.34% 36 +30,899 5.49% Q1 2026 May 07, 2026
BANK OF AMERICA CORP /DE/ History Reduced 572,628 77,115 0.01% 0.01% 37 -90,437 -13.64% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 543,107 73,200 0.02% 38 +543,107 New Q1 2026 May 14, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 523,289 70,471 0.17% 0.18% 39 -126,788 -19.5% Q1 2026 May 12, 2026
Russell Investments Group, Ltd. History Reduced 514,717 69,317 0.07% 0.07% 40 -13,755 -2.6% Q1 2026 May 08, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 506,253 68,178 0.04% 0.03% 41 -7,288 -1.42% Q1 2026 May 04, 2026
BROOKFIELD Corp /ON/ History Reduced 505,281 68,046 0.09% 0.08% 42 -5,001 -0.98% Q1 2026 May 15, 2026
Energy Income Partners, LLC History Added to 429,858 57,888 0.93% 0.92% 43 +4,189 0.98% Q1 2026 May 15, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 420,186 56,586 0.59% 0.5% 44 +51,138 13.86% Q1 2026 Apr 28, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Added to 401,951 54,131 0.9% 0.74% 45 +7,227 1.83% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 391,579 52,733 0.01% 0.01% 46 +184,157 88.78% Q1 2026 Apr 30, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History Added to 391,282 52,694 1.86% 1.38% 47 +111,342 39.77% Q1 2026 Apr 13, 2026
CIBC Bancorp USA Inc. History New 362,852 48,867 0.07% 48 +362,852 New Q1 2026 May 12, 2026
Recurrent Investment Advisors LLC History Added to 355,156 47,828 2.88% 3.13% 49 +1,370 0.39% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 350,989 47,267 0.03% 0.03% 50 +18,843 5.67% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 390,100 46,687 0.09% 0.09% 51 0 0.0% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 341,665 46,012 0.14% 0.12% 52 +56,426 19.78% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 383,668 45,917 0.08% 0.08% 53 0 0.0% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 375,461 44,935 0.01% 0.01% 54 +240,335 177.86% Q1 2026 May 15, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 323,922 43,623 2.09% 1.92% 55 -5,946 -1.8% Q1 2026 Apr 27, 2026
Focus Partners Wealth History Added to 288,217 38,815 0.04% 0.03% 56 +26,424 10.09% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 287,734 38,749 0.01% 0.01% 57 -30,435 -9.57% Q1 2026 May 04, 2026
RHUMBLINE ADVISERS History Added to 286,141 38,534 0.03% 0.03% 58 +6,073 2.17% Q1 2026 May 12, 2026
JENNISON ASSOCIATES LLC History Added to 258,277 34,782 0.02% 0.02% 59 +10,637 4.3% Q1 2026 May 06, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 256,680 34,567 0.02% 0.02% 60 -17,205 -6.28% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Added to 255,875 34,458 0.0% 0.0% 61 +232,090 975.78% Q1 2026 May 12, 2026
Retirement Systems of Alabama History Added to 245,046 33,000 0.11% 0.09% 62 +2,620 1.08% Q1 2026 Apr 24, 2026
Clearbridge Investments, LLC History Added to 243,438 32,783 0.03% 0.02% 63 +10,040 4.3% Q1 2026 May 13, 2026
Copeland Capital Management, LLC History Reduced 239,039 32,191 0.72% 0.66% 64 -6,218 -2.54% Q1 2026 May 06, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 238,616 32,134 0.88% 0.79% 65 +20,077 9.19% Q1 2026 Apr 20, 2026
Qube Research & Technologies Ltd History New 232,613 31,325 0.03% 66 +232,613 New Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 232,546 31,316 0.01% 0.01% 67 +2,060 0.89% Q1 2026 May 13, 2026
Fractal Investments LLC History No change 230,999 31,108 3.68% 3.86% 68 0 0.0% Q1 2026 Apr 13, 2026
ALPS ADVISORS INC History Added to 225,658 30,389 0.14% 0.14% 69 +24,217 12.02% Q1 2026 May 08, 2026
ProShare Advisors LLC History Reduced 224,434 30,224 0.04% 0.07% 70 -90,766 -28.8% Q1 2026 Apr 24, 2026
BARCLAYS PLC History Reduced 221,597 29,842 0.01% 0.01% 71 -22,324 -9.15% Q1 2026 May 14, 2026
Swiss National Bank History Added to 201,300 27,109 0.02% 0.01% 72 +1,000 0.5% Q1 2026 May 07, 2026
Yaupon Capital Management LP History New 187,062 25,191 0.79% 73 +187,062 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 179,461 24,168 0.01% 0.01% 74 +40,126 28.8% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 151,012 20,336 0.0% 0.0% 75 -19,050 -11.2% Q1 2026 May 08, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 148,826 20,042 0.01% 0.01% 76 -10,248 -6.44% Q1 2026 May 14, 2026
HENNESSY ADVISORS INC History Reduced 148,080 19,941 0.72% 0.64% 77 -1,660 -1.11% Q1 2026 Apr 21, 2026
LPL Financial LLC History Reduced 145,985 19,659 0.01% 0.01% 78 -15,333 -9.5% Q1 2026 May 06, 2026
NEOS Investment Management LLC History Added to 139,718 18,815 0.1% 0.01% 79 +127,342 1028.94% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 137,390 18,502 0.28% 0.25% 80 0 0.0% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 134,709 18,141 0.07% 0.09% 81 -75,303 -35.86% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 134,467 18,108 0.02% 0.09% 82 -560,009 -80.64% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 125,200 16,860 0.01% 0.0% 83 +86,800 226.04% Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 120,551 16,234 0.02% 0.01% 84 +25,099 26.29% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 115,676 15,578 0.11% 0.08% 85 +22,944 24.74% Q1 2026 Apr 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 109,387 14,747 0.0% 0.0% 86 -2,052 -1.84% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History Added to 103,683 13,962 0.46% 0.02% 87 +97,209 1501.53% Q1 2026 May 18, 2026
Dorsey Wright & Associates History Added to 102,768 13,839 1.71% 1.62% 88 +39,958 63.62% Q1 2026 May 06, 2026
Man Group plc History Added to 102,756 13,838 0.03% 0.02% 89 +11,178 12.21% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 101,247 13,635 0.01% 0.01% 91 +38,261 60.75% Q1 2026 Apr 16, 2026
WELLS FARGO & COMPANY/MN History Added to 101,251 13,635 0.0% 0.0% 90 +331 0.33% Q1 2026 May 11, 2026
Catalyst Capital Advisors LLC History Reduced 99,205 13,359 0.25% 0.27% 92 -11,103 -10.07% Q1 2026 May 06, 2026
Maryland State Retirement & Pension System History Reduced 96,476 12,992 0.26% 0.25% 93 -4,153 -4.13% Q1 2026 May 04, 2026
ROYAL BANK OF CANADA History Added to 95,701 12,889 0.0% 0.0% 94 +2,104 2.25% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 90,943 12,247 0.01% 0.01% 95 -3,981 -4.19% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 90,621 12,204 0.02% 0.03% 96 -17,480 -16.17% Q1 2026 Apr 27, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 90,082 12,132 0.0% 0.0% 97 +9,383 11.63% Q1 2026 May 15, 2026
Ceredex Value Advisors LLC History Reduced 88,800 11,958 0.38% 0.44% 98 -32,650 -26.88% Q1 2026 May 14, 2026
Bridgewater Associates, LP History Reduced 88,674 11,941 0.05% 0.12% 99 -181,471 -67.18% Q1 2026 May 15, 2026
FMR LLC History Added to 86,973 11,712 0.0% 0.0% 100 +6,272 7.77% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 84,449 11,372 0.02% 0.02% 101 0 0.0% Q1 2026 May 08, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 83,470 11,240 0.01% 0.0% 102 +22,993 38.02% Q1 2026 May 15, 2026
Creative Planning History Added to 78,831 10,616 0.01% 0.01% 103 +7,722 10.86% Q1 2026 May 12, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 77,547 10,443 0.11% 0.15% 104 -22,286 -22.32% Q1 2026 May 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 77,516 10,439 0.01% 105 +77,516 New Q1 2026 May 08, 2026
Aventail Capital Group, LP History Reduced 72,579 9,774 0.47% 0.61% 106 -15,533 -17.63% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 69,406 9,346 0.01% 0.01% 107 +20,428 41.71% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 68,850 9,272 0.02% 0.01% 108 +22,566 48.76% Q1 2026 May 11, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 68,550 9,231 0.01% 0.01% 109 +6,800 11.01% Q1 2026 May 06, 2026
Ensign Peak Advisors, Inc History Reduced 64,279 8,656 0.02% 0.02% 110 -6,719 -9.46% Q1 2026 May 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 63,995 8,618 0.01% 0.0% 111 +38,997 156.0% Q1 2026 May 15, 2026
RR Advisors, LLC History No change 61,733 8,313 2.31% 2.31% 112 0 0.0% Q1 2026 May 13, 2026
Allianz Asset Management GmbH History Added to 61,726 8,312 0.01% 0.01% 113 +18,555 42.98% Q1 2026 May 11, 2026
Cetera Investment Advisers History Reduced 60,836 8,192 0.01% 0.01% 114 -4,046 -6.24% Q1 2026 May 13, 2026
Tidal Investments LLC History Added to 57,610 7,758 0.02% 0.0% 115 +55,663 2858.91% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 56,640 7,627 0.01% 0.01% 116 +815 1.46% Q1 2026 May 12, 2026
TWINBEECH CAPITAL LP History New 56,600 7,622 0.79% 117 +56,600 New Q1 2026 May 15, 2026
Ancora Advisors LLC History Reduced 55,901 7,528 0.16% 0.17% 118 -11,224 -16.72% Q1 2026 May 15, 2026
NBC SECURITIES, INC. History Reduced 52,709 7,098 0.53% 0.47% 119 -5 -0.01% Q1 2026 Apr 14, 2026
Clark Capital Management Group, Inc. History Reduced 51,869 6,985 0.04% 0.27% 120 -316,032 -85.9% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 50,013 6,735 0.03% 0.03% 121 +336 0.68% Q1 2026 May 14, 2026
VAN ECK ASSOCIATES CORP History Added to 49,232 6,630 0.0% 0.0% 122 +15,908 47.74% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 49,067 6,607 0.01% 0.01% 123 +3,307 7.23% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 48,964 6,593 0.0% 0.0% 124 -345 -0.7% Q1 2026 May 15, 2026
Aptus Capital Advisors, LLC History New 47,894 6,449 0.05% 125 +47,894 New Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History New 47,280 6,367 0.0% 126 +47,280 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 46,770 6,298 0.0% 127 +46,770 New Q1 2026 May 08, 2026
BANK OF MONTREAL /CAN/ History Reduced 46,295 6,234 0.0% 0.01% 128 -162,097 -77.78% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History Added to 46,270 6,233 0.0% 0.0% 129 +2,200 4.99% Q1 2026 May 18, 2026
AMALGAMATED BANK History Added to 45,994 6,194 0.05% 0.04% 130 +1,147 2.56% Q1 2026 May 08, 2026
Yost Capital Management, LP History No change 50,000 5,984 8.68% 8.68% 131 0 0.0% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 43,707 5,886 0.01% 0.01% 132 -32,076 -42.33% Q1 2026 May 14, 2026
Treasurer of the State of North Carolina History Added to 43,435 5,849 0.02% 0.02% 133 +930 2.19% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 43,058 5,798 0.05% 0.04% 134 +113 0.26% Q1 2026 Apr 29, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 42,021 5,659 0.1% 0.16% 135 -40,326 -48.97% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 41,801 5,629 0.02% 0.02% 136 -2,887 -6.46% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 41,064 5,531 0.01% 0.01% 137 +2,166 5.57% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Added to 41,011 5,522 0.06% 0.05% 138 +180 0.44% Q1 2026 Apr 20, 2026
AMERICAN CENTURY COMPANIES INC History Added to 40,383 5,438 0.0% 0.0% 139 +1,346 3.45% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 40,353 5,434 0.01% 0.01% 140 +12 0.03% Q1 2026 May 01, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 39,464 5,314 0.01% 0.01% 141 +2,215 5.95% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 38,963 5,247 0.06% 0.05% 142 -3,352 -7.92% Q1 2026 May 07, 2026
HighTower Advisors, LLC History Added to 38,448 5,177 0.01% 0.0% 143 +5,847 17.94% Q1 2026 May 05, 2026
FIFTH THIRD BANCORP History Added to 38,293 5,156 0.01% 0.0% 144 +36,463 1992.51% Q1 2026 May 01, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 36,367 4,917 0.0% 0.0% 145 +24,903 217.23% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 36,163 4,870 0.01% 0.01% 146 -1,170 -3.13% Q1 2026 Apr 27, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 35,533 4,785 0.01% 0.01% 147 +5,528 18.42% Q1 2026 May 15, 2026
CWM, LLC History Added to 35,063 4,721 0.01% 0.01% 148 +519 1.5% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Added to 34,955 4,707 0.01% 0.01% 149 +15,000 75.17% Q1 2026 May 15, 2026
Holocene Advisors, LP History Reduced 34,379 4,629 0.01% 0.09% 150 -335,359 -90.7% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Added to 34,237 4,610 0.02% 0.01% 151 +3,372 10.92% Q1 2026 May 13, 2026
COMERICA BANK History No change 38,256 4,578 0.02% 0.02% 152 0 0.0% Q4 2025 Jan 29, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 33,613 4,526 0.03% 0.02% 153 -2,614 -7.22% Q1 2026 Apr 22, 2026
Sanctuary Advisors, LLC History Added to 32,851 4,423 0.02% 0.02% 154 +122 0.37% Q1 2026 May 05, 2026
Sagefield Capital LP History Reduced 32,767 4,412 0.32% 0.49% 155 -15,346 -31.9% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 32,759 4,411 0.0% 0.0% 156 -113,974 -77.67% Q1 2026 May 15, 2026
Premier Fund Managers Ltd History Reduced 32,500 4,378 0.31% 0.29% 157 -8,500 -20.73% Q1 2026 May 14, 2026
Trexquant Investment LP History New 32,268 4,345 0.03% 158 +32,268 New Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 32,039 4,314 0.01% 0.01% 159 +4,000 14.27% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History No change 30,044 4,046 0.02% 0.01% 160 0 0.0% Q1 2026 May 05, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 29,987 4,038 0.09% 0.08% 161 +125 0.42% Q1 2026 May 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 29,965 4,035 0.05% 0.04% 162 -1,614 -5.11% Q1 2026 Apr 24, 2026
Ameritas Investment Partners, Inc. History Added to 29,561 3,980 0.12% 0.11% 163 +97 0.33% Q1 2026 May 13, 2026
Louisiana State Employees Retirement System History Added to 29,500 3,972 0.07% 0.06% 164 +1,400 4.98% Q1 2026 Apr 20, 2026
CITY HOLDING CO History Added to 29,410 3,960 0.5% 0.41% 165 +1,267 4.5% Q1 2026 Apr 15, 2026
Informed Momentum Co LLC History New 29,381 3,956 0.46% 166 +29,381 New Q1 2026 May 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 29,270 3,942 0.03% 0.03% 167 0 0.0% Q1 2026 May 04, 2026
Brevan Howard Capital Management LP History Added to 29,044 3,911 0.03% 0.01% 168 +24,240 504.58% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 28,617 3,867 0.02% 0.01% 169 +279 0.98% Q1 2026 May 11, 2026
NATIXIS ADVISORS, LLC History Added to 28,523 3,841 0.01% 0.0% 170 +1,467 5.42% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History Reduced 28,024 3,773 0.21% 0.19% 171 -4,739 -14.46% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 27,931 3,761 0.02% 0.02% 172 -482 -1.7% Q1 2026 May 01, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 25,570 3,443 0.03% 0.03% 173 -338 -1.3% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 25,495 3,433 0.01% 174 +25,495 New Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 25,475 3,430 0.02% 0.02% 175 +32 0.13% Q1 2026 May 01, 2026
GLENMEDE TRUST CO NA History Added to 24,685 3,324 0.02% 0.01% 176 +89 0.36% Q1 2026 May 26, 2026
CITIGROUP INC History Reduced 24,560 3,307 0.0% 0.0% 177 -14,934 -37.81% Q1 2026 May 11, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 24,455 3,293 0.02% 0.01% 178 +400 1.66% Q1 2026 May 04, 2026
Hudson Bay Capital Management LP History New 24,431 3,290 0.01% 179 +24,431 New Q1 2026 May 13, 2026
Janney Montgomery Scott LLC History Added to 24,062 3,240 0.01% 0.01% 180 +1,786 8.02% Q1 2026 Apr 22, 2026
TUDOR INVESTMENT CORP ET AL History New 23,897 3,218 0.01% 181 +23,897 New Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 23,300 3,154 0.01% 0.01% 182 +800 3.56% Q1 2026 Apr 29, 2026
Verition Fund Management LLC History Reduced 23,037 3,102 0.02% 0.09% 183 -175,397 -88.39% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 22,779 3,067 0.05% 0.03% 184 +31 0.14% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 22,406 3,017 0.0% 0.0% 185 +2,267 11.26% Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 21,541 2,900 0.02% 0.02% 186 +3,972 22.61% Q1 2026 May 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 21,233 2,859 0.02% 0.03% 187 -10,005 -32.03% Q1 2026 May 01, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 20,915 2,816 0.04% 0.03% 188 +600 2.95% Q1 2026 Apr 29, 2026
Harvest Investment Services, LLC History New 20,609 2,775 0.51% 189 +20,609 New Q1 2026 May 14, 2026
COMMERCE BANK History Added to 20,423 2,750 0.01% 0.01% 190 +400 2.0% Q1 2026 May 11, 2026
Ausbil Investment Management Ltd History No change 20,152 2,697 1.34% 1.37% 191 0 0.0% Q1 2026 Apr 07, 2026
TD Waterhouse Canada Inc. History Added to 19,979 2,675 0.01% 0.01% 192 +9,639 93.22% Q1 2026 May 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 19,748 2,659 0.08% 0.07% 193 0 0.0% Q1 2026 May 04, 2026
Amundi History Added to 19,508 2,627 0.0% 0.0% 194 +10,409 114.4% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 19,875 2,481 0.0% 0.0% 195 +2,309 13.14% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Reduced 18,410 2,479 0.0% 0.03% 196 -185,832 -90.99% Q1 2026 May 15, 2026
First American Bank History Added to 18,311 2,465 0.15% 0.13% 197 +238 1.32% Q1 2026 Apr 20, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 18,197 2,450 0.03% 0.01% 198 +14,955 461.29% Q1 2026 May 08, 2026
Heights Point Management, LP History New 17,780 2,394 2.22% 199 +17,780 New Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 17,767 2,392 0.0% 0.0% 200 +1,965 12.44% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 17,767 2,392 0.0% 0.0% 201 +163 0.93% Q1 2026 May 11, 2026
New Age Alpha Advisors, LLC History Reduced 17,703 2,384 0.11% 0.1% 202 -2,119 -10.69% Q1 2026 May 11, 2026
Bernard Wealth Management Corp. History Added to 17,616 2,372 1.01% 0.84% 203 +363 2.1% Q1 2026 May 14, 2026
Blue Chip Partners, LLC History Reduced 17,477 2,353 0.17% 0.15% 204 -244 -1.38% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 16,734 2,253 0.0% 0.0% 205 +856 5.39% Q1 2026 Apr 22, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 16,521 2,239 0.01% 0.01% 206 +5 0.03% Q1 2026 Apr 30, 2026
Sigma Planning Corp History Reduced 16,415 2,210 0.06% 0.06% 207 -398 -2.37% Q1 2026 May 04, 2026
MML INVESTORS SERVICES, LLC History Reduced 16,297 2,194 0.01% 0.01% 208 -9,248 -36.2% Q1 2026 May 04, 2026
COOKSON PEIRCE & CO INC History Added to 16,273 2,191 0.09% 0.08% 209 +615 3.93% Q1 2026 Apr 30, 2026
Cambridge Investment Research Advisors, Inc. History Added to 16,237 2,187 0.01% 0.0% 210 +1,226 8.17% Q1 2026 Apr 30, 2026
Covalis Capital LLP History Reduced 15,814 2,129 0.13% 0.7% 211 -67,031 -80.91% Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 15,701 2,114 0.02% 0.02% 212 +687 4.58% Q1 2026 May 05, 2026
MILLENNIUM MANAGEMENT LLC History New 15,465 2,082 0.0% 213 +15,465 New Q1 2026 May 15, 2026
COHEN & STEERS, INC. History Reduced 15,182 2,045 0.0% 0.04% 214 -147,921 -90.69% Q1 2026 May 15, 2026
ALLSTATE CORP History New 15,132 2,037 0.02% 215 +15,132 New Q1 2026 May 11, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History No change 15,000 2,020 0.4% 0.35% 216 0 0.0% Q1 2026 Apr 16, 2026
Linden Thomas Advisory Services, LLC History Added to 14,734 1,984 0.19% 0.18% 217 +109 0.75% Q1 2026 Apr 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 14,716 1,981 0.0% 0.0% 218 -130 -0.88% Q1 2026 May 08, 2026
Orion Porfolio Solutions, LLC History Reduced 14,541 1,958 0.02% 0.02% 219 -2,571 -15.02% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Added to 14,449 1,945 0.07% 0.06% 220 +1,166 8.78% Q1 2026 Apr 07, 2026
NewEdge Advisors, LLC History Added to 14,383 1,936 0.01% 0.01% 221 +492 3.54% Q1 2026 Jun 02, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 13,939 1,877 0.04% 0.04% 222 -515 -3.56% Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Reduced 13,893 1,870 0.0% 0.0% 223 -486 -3.38% Q1 2026 Apr 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 13,841 1,863 0.0% 0.0% 224 -10,276 -42.61% Q1 2026 May 12, 2026
NATIXIS History Reduced 13,693 1,844 0.01% 0.02% 225 -24,158 -63.82% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Reduced 13,644 1,837 0.02% 0.03% 226 -1,524 -10.05% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 13,422 1,807 0.01% 0.01% 227 -404 -2.92% Q1 2026 Apr 29, 2026
XPONANCE LLC History Added to 13,219 1,780 0.01% 0.01% 228 +2,908 28.2% Q1 2026 May 13, 2026
Bridgewater Advisors Inc. History Reduced 12,257 1,774 0.11% 0.1% 229 -1,318 -9.71% Q1 2026 May 14, 2026
&PARTNERS History Reduced 12,998 1,753 0.01% 0.01% 230 -2,128 -14.07% Q1 2026 May 15, 2026
AE Wealth Management LLC History Added to 12,842 1,729 0.01% 0.01% 231 +120 0.94% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 12,551 1,690 0.03% 0.02% 232 +1,161 10.19% Q1 2026 May 01, 2026
Merit Financial Group, LLC History Added to 12,518 1,685 0.01% 0.01% 233 +2,430 24.09% Q1 2026 Apr 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 12,423 1,673 0.01% 0.01% 234 +3,367 37.18% Q1 2026 May 07, 2026
Walleye Capital LLC History New 12,395 1,669 0.01% 235 +12,395 New Q1 2026 May 13, 2026
Cresset Asset Management, LLC History Added to 12,303 1,667 0.01% 0.0% 236 +4,257 52.91% Q1 2026 May 15, 2026
Zurich Insurance Group Ltd/FI History No change 12,300 1,656 0.01% 0.01% 237 0 0.0% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 12,046 1,624 0.0% 0.0% 238 +10 0.08% Q1 2026 May 05, 2026
PRUDENTIAL FINANCIAL INC History Added to 11,607 1,563 0.0% 0.0% 239 +4,926 73.73% Q1 2026 May 13, 2026
Gilliland Jeter Wealth Management LLC History No change 11,212 1,509 0.45% 0.41% 240 0 0.0% Q1 2026 Apr 24, 2026
Sequoia Financial Advisors, LLC History Reduced 10,954 1,475 0.01% 0.01% 241 -2,480 -18.46% Q1 2026 Apr 30, 2026
SIT INVESTMENT ASSOCIATES INC History No change 10,875 1,465 0.03% 0.03% 242 0 0.0% Q1 2026 May 13, 2026
AXQ CAPITAL, LP History Added to 10,820 1,457 0.19% 0.09% 243 +7,472 223.18% Q1 2026 May 13, 2026
Frank, Rimerman Advisors LLC History No change 10,749 1,447 0.09% 0.08% 244 0 0.0% Q1 2026 Apr 29, 2026
Drucker Wealth 3.0, LLC History Added to 10,624 1,430 0.25% 0.21% 245 +703 7.09% Q1 2026 Apr 23, 2026
Rockefeller Capital Management L.P. History Added to 10,541 1,419 0.0% 0.0% 246 +3,068 41.05% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History Added to 10,288 1,385 0.04% 0.04% 247 +295 2.95% Q1 2026 May 13, 2026
RETIREMENT GUYS FORMULA LLC History New 10,257 1,381 0.64% 248 +10,257 New Q1 2026 Apr 22, 2026
BRASADA CAPITAL MANAGEMENT, LP History Reduced 10,190 1,358 0.25% 0.21% 249 -103 -1.0% Q1 2026 May 15, 2026
Spartan Wealth Advisory Services LLC History New 10,065 1,355 0.12% 250 +10,065 New Q1 2026 May 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 10,048 1,353 0.01% 0.0% 251 +3,160 45.88% Q1 2026 Apr 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 10,015 1,342 0.0% 0.0% 253 -4,080 -28.95% Q1 2026 Apr 08, 2026
Metis Global Partners, LLC History Reduced 9,970 1,342 0.03% 0.03% 252 -122 -1.21% Q1 2026 May 07, 2026
FEDERATED HERMES, INC. History Reduced 9,842 1,325 0.0% 0.0% 254 -1,815 -15.57% Q1 2026 May 11, 2026
CASTLEARK MANAGEMENT LLC History No change 9,830 1,323 0.04% 0.03% 255 0 0.0% Q1 2026 May 15, 2026
VestGen Advisors, LLC History New 8,869 1,286 0.03% 256 +8,869 New Q1 2026 May 14, 2026
Turtle Creek Wealth Advisors, LLC History Added to 9,479 1,276 0.1% 0.09% 257 +147 1.58% Q1 2026 Apr 27, 2026
J.W. COLE ADVISORS, INC. History Reduced 9,461 1,274 0.04% 0.03% 258 -3 -0.03% Q1 2026 Apr 23, 2026
Summit Trail Advisors, LLC History Added to 9,333 1,256 0.02% 0.01% 259 +3,957 73.6% Q1 2026 May 12, 2026
US BANCORP \DE\ History Reduced 8,941 1,204 0.0% 0.0% 260 -315 -3.4% Q1 2026 May 14, 2026
TWO SIGMA SECURITIES, LLC History New 8,658 1,165 0.14% 261 +8,658 New Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Added to 8,509 1,145 0.01% 0.0% 262 +3,844 82.4% Q1 2026 May 07, 2026
GABELLI FUNDS LLC History No change 8,500 1,144 0.01% 0.01% 263 0 0.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 8,397 1,130 0.01% 0.03% 264 -15,024 -64.15% Q1 2026 May 08, 2026
Crossmark Global Holdings, Inc. History Reduced 8,329 1,121 0.02% 0.01% 265 -87 -1.03% Q1 2026 May 11, 2026
Palo Duro Investment Partners, LP History Added to 8,223 1,107 0.22% 0.24% 266 +1,522 22.71% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 8,127 1,094 0.0% 0.0% 267 +439 5.71% Q1 2026 Apr 30, 2026
M&T BANK CORP History Reduced 8,121 1,093 0.0% 0.0% 268 -480 -5.58% Q1 2026 May 12, 2026
Eurizon Capital SGR S.p.A. History Added to 7,965 1,074 0.0% 0.0% 269 +5,094 177.43% Q1 2026 May 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,916 1,066 0.0% 0.0% 270 0 0.0% Q1 2026 May 14, 2026
Modern Wealth Management, LLC History Added to 7,923 1,060 0.02% 0.02% 271 +362 4.79% Q1 2026 May 14, 2026
PDT Partners, LLC History No change 7,746 1,043 0.06% 0.06% 272 0 0.0% Q1 2026 May 15, 2026
Caprock Group, LLC History Reduced 7,506 1,020 0.02% 0.03% 274 -2,893 -27.82% Q1 2026 May 11, 2026
BLAIR WILLIAM & CO/IL History Added to 7,578 1,020 0.0% 0.0% 273 +626 9.0% Q1 2026 May 08, 2026
BOKF, NA History Added to 7,505 1,010 0.02% 0.01% 275 +56 0.75% Q1 2026 May 08, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 7,494 1,009 0.04% 0.03% 276 +114 1.54% Q1 2026 May 01, 2026
VestGen Investment Management History Reduced 7,459 1,004 0.55% 0.51% 277 -239 -3.1% Q1 2026 May 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 7,397 996 0.0% 0.0% 278 -34,213 -82.22% Q1 2026 May 12, 2026
Ethic Inc. History Reduced 7,392 995 0.02% 0.01% 279 -449 -5.73% Q1 2026 Apr 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,341 988 0.0% 0.0% 280 +795 12.14% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,240 980 0.0% 0.0% 281 +4,390 154.04% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 7,268 978 0.0% 0.0% 283 +1,321 22.21% Q1 2026 May 14, 2026
PRUDENTIAL PLC History No change 7,269 978 0.01% 0.01% 282 0 0.0% Q1 2026 May 13, 2026
Savant Capital, LLC History Added to 7,256 977 0.0% 0.0% 284 +76 1.06% Q1 2026 May 04, 2026
WNY Asset Management, LLC History New 7,234 974 0.1% 285 +7,234 New Q1 2026 May 22, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 7,057 950 0.03% 0.03% 286 -1,321 -15.77% Q1 2026 May 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 7,028 946 0.08% 0.05% 287 +2,153 44.16% Q1 2026 Apr 28, 2026
Williamson Legacy Group, LLC History Added to 7,021 945 0.71% 0.62% 288 +407 6.15% Q1 2026 May 13, 2026
Independent Advisor Alliance History Reduced 6,650 895 0.01% 0.02% 289 -1,494 -18.34% Q1 2026 May 12, 2026
XTX Topco Ltd History New 6,582 886 0.02% 290 +6,582 New Q1 2026 May 15, 2026
Brooklyn Investment Group History Added to 6,572 885 0.03% 0.02% 291 +2,378 56.7% Q1 2026 Apr 29, 2026
Y-Intercept (Hong Kong) Ltd History New 6,493 874 0.02% 292 +6,493 New Q1 2026 Apr 27, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 6,442 867 0.01% 0.01% 293 +509 8.58% Q1 2026 Apr 23, 2026
Parallel Advisors, LLC History Added to 6,310 849 0.02% 0.01% 294 +215 3.53% Q1 2026 Jun 02, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 6,265 843 0.0% 0.0% 295 +3 0.05% Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History Added to 6,054 815 0.0% 0.0% 296 +1,375 29.39% Q1 2026 May 14, 2026
DAVENPORT & Co LLC History Added to 6,000 808 0.0% 0.0% 297 +4,250 242.86% Q1 2026 Apr 15, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 5,994 807 0.21% 0.16% 298 +1,105 22.6% Q1 2026 Apr 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 5,981 805 0.01% 0.01% 299 +1,094 22.39% Q1 2026 Apr 20, 2026
FSA Advisors, Inc. History Added to 5,971 804 0.53% 0.46% 300 +435 7.86% Q1 2026 May 06, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 5,674 764 0.01% 0.01% 301 -1,225 -17.76% Q1 2026 Apr 27, 2026
GAMMA Investing LLC History Added to 5,657 761 0.04% 0.03% 302 +414 7.9% Q1 2026 Apr 06, 2026
SIMON QUICK ADVISORS, LLC History Added to 5,610 755 0.03% 0.03% 303 +8 0.14% Q1 2026 May 06, 2026
Private Advisor Group, LLC History Added to 5,546 746 0.0% 0.0% 304 +130 2.4% Q1 2026 Apr 24, 2026
EverSource Wealth Advisors, LLC History Added to 5,399 727 0.02% 0.02% 306 +883 19.55% Q1 2026 May 15, 2026
Utah Retirement Systems History No change 5,401 727 0.01% 0.01% 305 0 0.0% Q1 2026 May 15, 2026
PFG Investments, LLC History Added to 5,271 709 0.03% 0.03% 307 +17 0.32% Q1 2026 Apr 27, 2026
SS&H Financial Advisors, Inc. History No change 5,900 706 0.21% 0.21% 308 0 0.0% Q4 2025 Jan 20, 2026
MARSHALL WACE, LLP History Added to 5,200 700 0.0% 0.0% 309 +1,985 61.74% Q1 2026 May 14, 2026
Dockside LLC History Reduced 5,152 693 0.17% 0.24% 310 -2,820 -35.37% Q1 2026 May 08, 2026
Vestmark Advisory Solutions, Inc. History Reduced 5,092 685 0.01% 0.01% 311 -476 -8.55% Q1 2026 May 15, 2026
DnB Asset Management AS History New 5,084 684 0.0% 312 +5,084 New Q1 2026 May 14, 2026
Sculati Wealth Management, LLC History Reduced 5,014 675 0.25% 0.22% 313 -166 -3.2% Q1 2026 Apr 09, 2026
GUGGENHEIM CAPITAL LLC History Added to 5,003 673 0.01% 0.0% 314 +2,523 101.73% Q1 2026 May 15, 2026
HB Wealth Management, LLC History Added to 5,001 673 0.0% 0.0% 315 +637 14.6% Q1 2026 Apr 27, 2026
Callan Family Office, LLC History Reduced 4,979 670 0.02% 0.01% 316 -124 -2.43% Q1 2026 May 13, 2026
Azimuth Capital Investment Management LLC History No change 4,796 645 0.02% 0.02% 317 0 0.0% Q1 2026 May 12, 2026
Elm3 Financial Group, LLC History Added to 4,772 642 0.54% 0.47% 318 +8 0.17% Q1 2026 Apr 13, 2026
Meeder Advisory Services, Inc. History Reduced 4,710 634 0.03% 0.02% 319 -37 -0.78% Q1 2026 May 07, 2026
Hardy Reed LLC History Added to 4,700 632 0.05% 0.03% 320 +1,230 35.45% Q1 2026 Apr 28, 2026
Tower Research Capital LLC (TRC) History Added to 4,653 626 0.02% 0.01% 321 +1,427 44.23% Q1 2026 May 15, 2026
Legacy Wealth Asset Management, LLC History Reduced 4,557 613 0.15% 0.13% 322 -35 -0.76% Q1 2026 Apr 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 4,395 595 0.01% 0.01% 323 -15 -0.34% Q1 2026 May 14, 2026
Plante Moran Financial Advisors, LLC History No change 4,358 586 0.04% 0.03% 324 0 0.0% Q1 2026 May 05, 2026
PINNACLE ASSOCIATES LTD History Added to 4,344 585 0.01% 0.01% 325 +140 3.33% Q1 2026 Apr 21, 2026
MQS Management LLC History New 4,313 580 0.39% 326 +4,313 New Q1 2026 Apr 23, 2026
M1 Capital Management LLC History Added to 4,102 552 0.25% 0.2% 327 +7 0.17% Q1 2026 May 08, 2026
Burns Matteson Capital Management, LLC History Added to 4,082 549 0.2% 0.17% 328 +110 2.77% Q1 2026 May 15, 2026
Impact Capital Partners LLC History Added to 4,009 539 0.16% 0.14% 329 +12 0.3% Q1 2026 Apr 10, 2026
Asset Management One Co., Ltd. History No change 3,976 535 0.0% 0.0% 330 0 0.0% Q1 2026 May 08, 2026
INCEPTIONR LLC History New 3,958 533 0.13% 331 +3,958 New Q1 2026 May 14, 2026
Legacy Capital Group California, Inc. History Reduced 3,923 528 0.2% 0.13% 332 -708 -15.29% Q1 2026 May 04, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 3,920 527 0.01% 0.01% 333 +486 14.15% Q1 2026 Apr 20, 2026
Procyon Advisors, LLC History Added to 3,905 525 0.03% 0.02% 334 +342 9.6% Q1 2026 May 04, 2026
Foguth Wealth Management, LLC. History Added to 3,702 518 0.06% 0.07% 335 +131 3.67% Q1 2026 Jun 01, 2026
Strategic Financial Group, LLC History New 3,772 507 0.52% 336 +3,772 New Q1 2026 Apr 29, 2026
Strategic Investment Advisors / MI History Added to 3,701 498 0.03% 0.04% 337 +18 0.49% Q1 2026 May 18, 2026
HARBOUR INVESTMENTS, INC. History Added to 3,651 491 0.01% 0.01% 338 +1,469 67.32% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 3,646 490 0.0% 0.0% 339 +297 8.87% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 3,646 488 0.0% 0.0% 340 +818 28.93% Q1 2026 Apr 07, 2026
PANAGORA ASSET MANAGEMENT INC History No change 3,623 487 0.0% 0.0% 341 0 0.0% Q1 2026 May 14, 2026
GREAT LAKES ADVISORS, LLC History Reduced 3,578 481 0.0% 0.0% 342 -173 -4.61% Q1 2026 May 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 3,494 470 0.0% 0.0% 343 +925 36.01% Q1 2026 Apr 24, 2026
OPPENHEIMER & CO INC History Added to 3,466 466 0.01% 0.01% 344 +305 9.65% Q1 2026 Apr 23, 2026
Integrated Wealth Concepts LLC History New 3,436 462 0.0% 346 +3,436 New Q1 2026 May 15, 2026
Fifth Third Wealth Advisors LLC History Added to 3,435 462 0.02% 0.01% 345 +365 11.89% Q1 2026 Apr 17, 2026
Sterling Capital Management LLC History Reduced 3,426 461 0.01% 0.01% 347 -2,589 -43.04% Q1 2026 Apr 22, 2026
Wedmont Private Capital History Added to 3,435 461 0.01% 0.01% 350 +75 2.23% Q1 2026 Apr 09, 2026
MGO ONE SEVEN LLC History Added to 3,428 461 0.01% 0.01% 348 +22 0.65% Q1 2026 May 14, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 3,407 461 0.2% 0.18% 349 0 0.0% Q1 2026 Apr 29, 2026
SHELTON CAPITAL MANAGEMENT History No change 3,389 456 0.01% 0.01% 351 0 0.0% Q1 2026 May 15, 2026
CX Institutional History Reduced 3,372 454 0.01% 0.01% 352 -212 -5.92% Q1 2026 Apr 06, 2026
LeClair Wealth Partners LLC History New 3,353 451 0.16% 354 +3,353 New Q1 2026 May 05, 2026
Blue Water Asset Management History Reduced 3,353 451 0.16% 0.15% 353 -53 -1.56% Q1 2026 May 05, 2026
SBI Okasan Asset Management Co.Ltd. History No change 3,300 444 0.02% 0.02% 355 0 0.0% Q1 2026 Apr 27, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 3,296 443 0.02% 0.02% 356 -88 -2.6% Q1 2026 Apr 29, 2026
KBC Group NV History Added to 3,282 442 0.0% 0.0% 357 +279 9.29% Q1 2026 May 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 3,213 435 0.01% 0.02% 358 +306 10.53% Q1 2026 Apr 27, 2026
WHALEROCK POINT PARTNERS, LLC History New 3,200 430 0.08% 360 +3,200 New Q1 2026 May 15, 2026
CENTAURUS FINANCIAL, INC. History No change 3,191 430 0.02% 0.02% 359 0 0.0% Q1 2026 May 18, 2026
CIBC Asset Management Inc History No change 3,170 426 0.0% 0.0% 361 0 0.0% Q1 2026 May 12, 2026
ELCO Management Co., LLC History No change 3,150 424 0.2% 0.24% 362 0 0.0% Q1 2026 Apr 23, 2026
Dougherty & Associates, LLC History Added to 3,140 422 0.39% 0.33% 363 +22 0.71% Q1 2026 Apr 21, 2026
Cranbrook Wealth Management, LLC History No change 3,107 418 0.09% 0.07% 364 0 0.0% Q1 2026 Apr 15, 2026
Secure Asset Management, LLC History Reduced 3,024 407 0.06% 0.07% 365 -660 -17.92% Q1 2026 Apr 09, 2026
North Dakota State Investment Board History Reduced 2,966 399 0.02% 0.02% 366 -619 -17.27% Q1 2026 May 08, 2026
Acorn Wealth Advisors, LLC History Added to 2,948 396 0.12% 0.07% 367 +867 41.66% Q1 2026 Apr 30, 2026
Equitable Holdings, Inc. History Added to 3,171 389 0.0% 0.0% 368 +205 6.91% Q1 2026 May 15, 2026
Lakeshore Financial Planning, Inc. History Added to 2,864 385 0.14% 0.12% 370 +55 1.96% Q1 2026 May 07, 2026
Parcion Private Wealth LLC History Reduced 2,864 385 0.02% 0.02% 369 -14 -0.49% Q1 2026 Apr 22, 2026
NewEdge Wealth, LLC History Reduced 2,825 380 0.0% 0.0% 371 -788 -21.81% Q1 2026 May 13, 2026
NORDEN GROUP LLC History Added to 2,817 379 0.04% 0.03% 372 +243 9.44% Q1 2026 Apr 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 2,774 373 0.0% 373 +2,774 New Q1 2026 May 15, 2026
Pinnacle Wealth Management Group, Inc. History Added to 2,753 370 0.18% 0.16% 374 +12 0.44% Q1 2026 Apr 14, 2026
Capital Investment Advisors, LLC History Reduced 2,732 367 0.01% 0.01% 375 -50 -1.8% Q1 2026 Apr 17, 2026
Icon Wealth Advisors, LLC History Added to 2,647 367 0.02% 0.02% 376 +28 1.07% Q1 2026 May 12, 2026
MAI Capital Management History Added to 2,720 366 0.0% 0.0% 377 +83 3.15% Q1 2026 May 15, 2026
Prospera Financial Services Inc History Reduced 2,707 364 0.01% 0.01% 378 -13 -0.48% Q1 2026 Apr 14, 2026
Blue Trust, Inc. History Reduced 2,689 362 0.0% 0.0% 379 -942 -25.94% Q1 2026 Apr 20, 2026
Advance Capital Management, Inc. History Reduced 2,672 359 0.01% 0.02% 380 -719 -21.2% Q1 2026 Apr 29, 2026
Hudson Value Partners, LLC History No change 2,651 357 0.11% 0.09% 381 0 0.0% Q1 2026 Apr 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 2,644 356 0.0% 383 +2,644 New Q1 2026 May 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 2,645 356 0.0% 0.0% 382 +42 1.61% Q1 2026 Apr 13, 2026
Advisory Alpha, LLC History New 2,625 353 0.01% 384 +2,625 New Q1 2026 May 14, 2026
Waverly Advisors, LLC History New 2,614 352 0.0% 385 +2,614 New Q1 2026 May 15, 2026
Stonebrook Private Inc. History Added to 2,559 344 0.07% 0.06% 386 +302 13.38% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Added to 2,542 342 0.01% 0.0% 388 +122 5.04% Q1 2026 Apr 07, 2026
Ballentine Partners, LLC History Reduced 2,544 342 0.0% 0.0% 387 -16 -0.63% Q1 2026 May 14, 2026
Princeton Global Asset Management LLC History Added to 2,529 340 0.06% 0.05% 389 +4 0.16% Q1 2026 Apr 22, 2026
Rehmann Capital Advisory Group History Reduced 2,523 339 0.02% 0.02% 390 -353 -12.27% Q1 2026 May 15, 2026
XML Financial, LLC History No change 2,503 337 0.03% 0.02% 391 0 0.0% Q1 2026 Apr 16, 2026
Apella Capital, LLC History New 2,496 335 0.0% 392 +2,496 New Q1 2026 Apr 20, 2026
OneAscent Investment Solutions LLC History Added to 2,465 331 0.33% 0.29% 394 +186 8.16% Q1 2026 Apr 29, 2026
GREENLEAF TRUST History Added to 2,463 331 0.0% 0.0% 393 +62 2.58% Q1 2026 Apr 27, 2026
EP Wealth Advisors, LLC History New 2,435 327 0.0% 396 +2,435 New Q1 2026 May 14, 2026
Dynamic Technology Lab Private Ltd History New 2,430 327 0.05% 395 +2,430 New Q1 2026 May 15, 2026
STRS OHIO History Reduced 2,427 326 0.0% 0.0% 397 -3 -0.12% Q1 2026 Apr 24, 2026
Lido Advisors, LLC History Reduced 2,402 325 0.0% 0.0% 398 -888 -26.99% Q1 2026 May 13, 2026
Mutual Advisors, LLC History Reduced 2,418 325 0.01% 0.01% 399 -10 -0.41% Q1 2026 May 01, 2026
Center for Financial Planning, Inc. History Added to 2,410 324 0.03% 0.03% 400 +50 2.12% Q1 2026 May 04, 2026
Valmark Advisers, Inc. History Reduced 2,392 322 0.0% 0.0% 401 -129 -5.12% Q1 2026 May 01, 2026
Signal Advisors Wealth, LLC History Added to 2,377 320 0.02% 0.02% 402 +272 12.92% Q1 2026 Apr 17, 2026
PROFUND ADVISORS LLC History Added to 2,349 316 0.01% 0.01% 403 +137 6.19% Q1 2026 Apr 24, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,342 315 0.0% 0.0% 405 +568 32.02% Q1 2026 May 14, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 2,346 315 0.02% 0.01% 404 +13 0.56% Q1 2026 May 14, 2026
Jump Financial, LLC History New 2,328 313 0.0% 406 +2,328 New Q1 2026 May 14, 2026
Empowered Funds, LLC History New 2,312 311 0.0% 408 +2,312 New Q1 2026 May 14, 2026
AlphaCore Capital LLC History Added to 2,307 311 0.01% 0.0% 407 +469 25.52% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,305 310 0.0% 0.0% 409 -3 -0.13% Q1 2026 May 15, 2026
Mariner, LLC History New 2,296 309 0.0% 411 +2,296 New Q1 2026 May 13, 2026
MORTON COMMUNITY BANK History No change 2,300 309 0.07% 0.06% 410 0 0.0% Q1 2026 May 14, 2026
Numerai GP LLC History Reduced 2,289 308 0.03% 0.3% 412 -18,271 -88.87% Q1 2026 May 15, 2026
BTG Pactual Asset Management US LLC History New 2,243 302 0.03% 413 +2,243 New Q1 2026 May 14, 2026
Hummer Financial Advisory Services Inc History Added to 2,205 298 0.21% 0.18% 414 +100 4.75% Q1 2026 Apr 08, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 2,195 295 0.0% 0.0% 415 +156 7.65% Q1 2026 May 15, 2026
Finward Bancorp History No change 2,185 294 0.24% 0.2% 416 0 0.0% Q1 2026 Apr 10, 2026
Kingsview Wealth Management, LLC History Added to 2,148 289 0.0% 0.0% 417 +8 0.37% Q1 2026 May 12, 2026
D.A. DAVIDSON & CO. History Added to 2,079 280 0.0% 0.0% 418 +111 5.64% Q1 2026 May 05, 2026
Steward Partners Investment Advisory, LLC History Added to 2,075 279 0.0% 0.0% 419 +1,201 137.41% Q1 2026 May 08, 2026
EntryPoint Capital, LLC History Added to 2,057 277 0.08% 0.09% 420 +186 9.94% Q1 2026 May 14, 2026
Antonelli Financial Advisors, LLC History New 2,051 276 0.19% 421 +2,051 New Q1 2026 Apr 28, 2026
MONEY CONCEPTS CAPITAL CORP History New 2,046 275 0.02% 422 +2,046 New Q1 2026 Apr 30, 2026
Values First Advisors, Inc. History Added to 2,038 274 0.14% 0.11% 425 +338 19.88% Q1 2026 Apr 17, 2026
INGALLS & SNYDER LLC History No change 2,038 274 0.01% 0.01% 423 0 0.0% Q1 2026 May 13, 2026
Vise Technologies, Inc. History No change 2,292 274 0.01% 0.01% 424 0 0.0% Q1 2026 Apr 21, 2026
Snowden Capital Advisors LLC History Added to 2,000 271 0.01% 0.01% 426 +198 10.99% Q1 2026 May 14, 2026
Wealthfront Advisers LLC History Reduced 2,008 270 0.0% 0.0% 427 -34 -1.67% Q1 2026 May 05, 2026
McMillan Office, Inc. History No change 2,009 270 0.03% 0.03% 428 0 0.0% Q1 2026 Apr 23, 2026
Venture Visionary Partners LLC History Reduced 1,988 267 0.01% 0.01% 429 -65 -3.17% Q1 2026 May 14, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 1,969 266 0.01% 0.01% 430 -721 -26.8% Q1 2026 May 15, 2026
Global Retirement Partners, LLC History No change 2,195 262 0.0% 0.0% 431 0 0.0% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,950 261 0.02% 0.02% 432 -319 -14.06% Q1 2026 May 01, 2026
FOREFRONT WEALTH MANAGEMENT INC. History No change 2,169 259 0.19% 0.19% 433 0 0.0% Q4 2025 Jan 23, 2026
Quantum Financial Advisors, LLC History No change 1,924 259 0.03% 0.03% 434 0 0.0% Q1 2026 Apr 08, 2026
Compound Planning, Inc. History New 1,917 258 0.01% 435 +1,917 New Q1 2026 May 14, 2026
Arbor Wealth Advisors LLC History No change 1,904 256 0.18% 0.16% 436 0 0.0% Q1 2026 Apr 22, 2026
CHOREO, LLC History Added to 1,886 255 0.0% 0.0% 437 +20 1.07% Q1 2026 May 12, 2026
Horizon Investments, LLC History Reduced 1,872 252 0.0% 0.04% 438 -23,746 -92.69% Q1 2026 May 14, 2026
Redwood Wealth Management Group, LLC History No change 1,850 249 0.11% 0.09% 439 0 0.0% Q1 2026 Apr 24, 2026
SJS Investment Consulting Inc. History Added to 1,846 248 0.03% 0.03% 441 +3 0.16% Q1 2026 Apr 23, 2026
McKinley Carter Wealth Services, Inc. History No change 1,848 248 0.01% 0.01% 440 0 0.0% Q1 2026 Apr 20, 2026
Advisors Capital Management, LLC History No change 1,839 247 0.0% 0.0% 442 0 0.0% Q1 2026 May 01, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 1,822 245 0.0% 445 +1,822 New Q1 2026 May 15, 2026
BRIGHTON SECURITIES CORP. History Reduced 1,823 245 0.12% 0.12% 443 -186 -9.26% Q1 2026 Apr 29, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 1,824 245 0.04% 0.04% 444 -108 -5.59% Q1 2026 May 12, 2026
GSA CAPITAL PARTNERS LLP History Reduced 1,801 243 0.02% 0.03% 446 -1,147 -38.91% Q1 2026 May 08, 2026
GEM Asset Management, LLC History No change 1,810 243 0.11% 0.1% 447 0 0.0% Q1 2026 Apr 10, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 1,795 241 0.02% 449 +1,795 New Q1 2026 May 12, 2026
Sound View Wealth Advisors Group, LLC History Reduced 1,791 241 0.02% 0.02% 448 -400 -18.26% Q1 2026 May 06, 2026
Gladstone Institutional Advisory LLC History No change 1,785 240 0.01% 0.01% 450 0 0.0% Q1 2026 May 14, 2026
Discipline Wealth Solutions, LLC History New 1,777 239 0.03% 451 +1,777 New Q1 2026 Apr 17, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 1,772 238 0.06% 0.05% 452 +24 1.37% Q1 2026 Apr 09, 2026
OneAscent Financial Services LLC History New 1,758 236 0.01% 453 +1,758 New Q1 2026 Apr 21, 2026
Kovack Advisors, Inc. History New 1,758 235 0.01% 455 +1,758 New Q1 2026 May 12, 2026
Wellington Shields & Co., LLC History No change 1,750 235 0.06% 0.05% 454 0 0.0% Q1 2026 May 04, 2026
Checchi Capital Advisers, LLC History New 1,745 234 0.01% 457 +1,745 New Q1 2026 May 04, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 1,742 234 0.06% 458 +1,742 New Q1 2026 May 15, 2026
Stephens Consulting, LLC History No change 1,960 234 0.08% 0.08% 456 0 0.0% Q4 2025 Jan 13, 2026
Concurrent Investment Advisors, LLC History New 1,732 233 0.0% 459 +1,732 New Q1 2026 Apr 20, 2026
Curated Wealth Partners LLC History No change 1,722 231 0.03% 0.02% 460 0 0.0% Q1 2026 Apr 09, 2026
Capital Asset Advisory Services LLC History New 1,747 230 0.01% 463 +1,747 New Q1 2026 Apr 24, 2026
William Mack & Associates, Inc. History Reduced 1,711 230 0.13% 0.13% 462 -624 -26.72% Q1 2026 Apr 14, 2026
Inscription Capital, LLC History Added to 1,715 230 0.02% 0.02% 461 +13 0.76% Q1 2026 Apr 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 1,704 229 0.0% 0.0% 464 -564 -24.87% Q1 2026 May 01, 2026
OneDigital Investment Advisors LLC History Reduced 1,700 228 0.0% 0.0% 467 -858 -33.54% Q1 2026 May 08, 2026
Mesirow Financial Investment Management, Inc. History Added to 1,694 228 0.0% 0.0% 465 +6 0.36% Q1 2026 Apr 21, 2026
Amplify Investments, LLC History No change 1,700 228 4.09% 4.19% 466 0 0.0% Q1 2026 May 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,675 225 0.01% 0.0% 468 0 0.0% Q1 2026 Apr 29, 2026
BALANCED WEALTH GROUP LLC History New 1,648 221 0.08% 469 +1,648 New Q1 2026 Apr 23, 2026
Columbia Asset Management History New 1,633 219 0.04% 470 +1,633 New Q1 2026 Apr 20, 2026
C2C Wealth Management, LLC History New 1,632 219 0.19% 471 +1,632 New Q1 2026 Apr 20, 2026
Quadrature Capital Ltd History New 1,606 216 0.0% 474 +1,606 New Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History Reduced 1,605 216 0.0% 0.0% 472 -585 -26.71% Q1 2026 May 01, 2026
Chicago Capital, LLC History Reduced 1,608 216 0.01% 0.01% 473 -250 -13.46% Q1 2026 Apr 23, 2026
Candriam S.C.A. History New 1,599 215 0.0% 475 +1,599 New Q1 2026 Apr 30, 2026
Perigon Wealth Management, LLC History New 1,598 215 0.0% 476 +1,598 New Q1 2026 Apr 10, 2026
Diversified Trust Co History Reduced 1,578 212 0.0% 0.0% 477 -297 -15.84% Q1 2026 Apr 16, 2026
Midwest Capital Advisors, LLC History No change 1,576 212 0.1% 0.09% 478 0 0.0% Q1 2026 Apr 24, 2026
Essex Financial Services, Inc. History Reduced 1,558 209 0.01% 0.01% 479 -410 -20.83% Q1 2026 Apr 24, 2026
Sovereign Financial Group, Inc. History New 1,541 207 0.04% 481 +1,541 New Q1 2026 Apr 17, 2026
Patriot Financial Group Insurance Agency, LLC History New 1,540 207 0.01% 480 +1,540 New Q1 2026 Apr 22, 2026
Aristotle Capital Management, LLC History New 1,532 206 0.0% 483 +1,532 New Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 1,537 206 0.0% 0.0% 482 +15 0.99% Q1 2026 Apr 13, 2026
NorthCoast Asset Management LLC History New 1,527 205 0.0% 485 +1,527 New Q1 2026 May 13, 2026
Brookstone Capital Management History Reduced 1,526 205 0.0% 0.0% 484 -214 -12.3% Q1 2026 Apr 16, 2026
Forvis Mazars Wealth Advisors, LLC History New 1,513 203 0.0% 487 +1,513 New Q1 2026 May 01, 2026
NBT BANK N A /NY History Added to 1,509 203 0.01% 0.01% 486 +7 0.47% Q1 2026 Apr 28, 2026
Greenland Capital Management LP History Reduced 1,500 202 0.03% 0.05% 489 -2,500 -62.5% Q1 2026 May 15, 2026
Palisade Asset Management, LLC History New 1,500 202 0.02% 490 +1,500 New Q1 2026 Apr 14, 2026
Williams Jones Wealth Management, LLC. History New 1,500 202 0.0% 491 +1,500 New Q1 2026 May 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,506 202 0.0% 0.0% 488 +328 27.84% Q1 2026 May 07, 2026
Smartleaf Asset Management LLC History Added to 1,437 193 0.01% 0.01% 492 +59 4.28% Q1 2026 May 15, 2026
Nemes Rush Group LLC History Reduced 1,412 190 0.02% 0.02% 493 -56 -3.81% Q1 2026 Apr 21, 2026
SBI Securities Co., Ltd. History Added to 1,386 186 0.01% 0.0% 494 +17 1.24% Q1 2026 Apr 27, 2026
Virtus Investment Advisers, LLC History Added to 1,374 185 0.05% 0.04% 495 +14 1.03% Q1 2026 May 14, 2026
CENTRAL TRUST Co History No change 1,374 185 0.0% 0.0% 496 0 0.0% Q1 2026 Apr 17, 2026
True Link Financial Advisors, LLC History Reduced 1,361 183 0.01% 0.01% 497 -520 -27.64% Q1 2026 Apr 29, 2026
Larson Financial Group LLC History Added to 1,346 181 0.01% 0.0% 498 +238 21.48% Q1 2026 May 15, 2026
UMB Bank, n.a. History Added to 1,208 162 0.0% 0.0% 499 +66 5.78% Q1 2026 May 11, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 1,110 149 0.01% 0.01% 500 -65 -5.53% Q1 2026 Apr 23, 2026
Venturi Wealth Management, LLC History New 1,100 148 0.01% 502 +1,100 New Q1 2026 Apr 21, 2026
North Star Investment Management Corp. History Added to 1,104 148 0.01% 0.01% 501 +1 0.09% Q1 2026 Apr 23, 2026
MCF Advisors LLC History No change 1,005 136 0.01% 0.01% 503 0 0.0% Q1 2026 May 11, 2026
Geneos Wealth Management Inc. History Reduced 992 133 0.0% 0.0% 504 -17 -1.68% Q1 2026 May 04, 2026
Harvest Fund Management Co., Ltd History No change 952 128 0.01% 0.0% 505 0 0.0% Q1 2026 May 13, 2026
Rialto Wealth Management, LLC History Added to 870 117 0.03% 0.0% 506 +848 3854.55% Q1 2026 May 14, 2026
Aster Capital Management (DIFC) Ltd History New 1,184 114 0.04% 507 +1,184 New Q1 2026 May 13, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 802 108 0.04% 0.03% 508 0 0.0% Q1 2026 Apr 01, 2026
SageView Advisory Group, LLC History No change 884 105 0.0% 0.0% 509 0 0.0% Q4 2025 Feb 17, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 764 102 0.01% 0.01% 510 0 0.0% Q1 2026 May 11, 2026
GeoWealth Management, LLC History Added to 726 97 0.0% 0.0% 512 +30 4.31% Q1 2026 May 13, 2026
WEBSTER BANK, N. A. History No change 725 97 0.01% 0.01% 511 0 0.0% Q1 2026 Apr 17, 2026
ASSETMARK, INC History Added to 712 95 0.0% 0.0% 513 +276 63.3% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 704 94 0.0% 0.0% 514 +22 3.23% Q1 2026 May 07, 2026
GHP Investment Advisors, Inc. History No change 679 91 0.0% 0.0% 515 0 0.0% Q1 2026 Apr 21, 2026
Clearstead Advisors, LLC History Reduced 657 88 0.0% 0.0% 516 -355 -35.08% Q1 2026 May 06, 2026
Sound Income Strategies, LLC History No change 656 87 0.0% 0.0% 517 0 0.0% Q1 2026 Apr 27, 2026
Financial Perspectives, Inc History Added to 641 86 0.02% 0.02% 518 +2 0.31% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 570 76 0.0% 0.0% 519 0 0.0% Q1 2026 May 11, 2026
Ascentis Independent Advisors History New 555 74 0.01% 521 +555 New Q1 2026 Apr 28, 2026
BALLAST ADVISORS LLC History New 546 74 0.02% 520 +546 New Q1 2026 May 12, 2026
Versant Capital Management, Inc History Added to 542 72 0.01% 0.01% 522 +7 1.31% Q1 2026 Apr 06, 2026
Quent Capital, LLC History No change 537 72 0.01% 0.0% 523 0 0.0% Q1 2026 Apr 28, 2026
Crews Bank & Trust History No change 533 71 0.01% 0.01% 524 0 0.0% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History Reduced 512 68 0.01% 0.01% 525 -83 -13.95% Q1 2026 Apr 30, 2026
Global Assets Advisory, LLC History New 500 67 0.02% 528 +500 New Q1 2026 May 01, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 500 67 0.01% 0.01% 526 0 0.0% Q1 2026 May 11, 2026
Sunbelt Securities, Inc. History No change 500 67 0.0% 0.0% 527 0 0.0% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 487 65 0.0% 0.0% 529 -241 -33.1% Q1 2026 Apr 13, 2026
Daiwa Securities Group Inc. History Reduced 490 65 0.0% 0.0% 530 -13 -2.58% Q1 2026 May 13, 2026
Covestor Ltd History Reduced 475 64 0.04% 0.06% 531 -422 -47.05% Q1 2026 May 05, 2026
Keating Financial Advisory Services, Inc. History Added to 469 63 0.01% 0.01% 532 +2 0.43% Q1 2026 May 15, 2026
Pacific Center for Financial Services History No change 459 61 0.02% 0.01% 533 0 0.0% Q1 2026 May 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 440 59 0.0% 0.0% 534 0 0.0% Q1 2026 May 08, 2026
First Command Advisory Services, Inc. History No change 439 59 0.0% 0.0% 535 0 0.0% Q1 2026 May 07, 2026
Root Financial Partners, LLC History Added to 432 58 0.0% 0.0% 536 +102 30.91% Q1 2026 Apr 24, 2026
Scarborough Advisors, LLC History Added to 416 56 0.01% 0.01% 537 +3 0.73% Q1 2026 May 07, 2026
Gen-Wealth Partners Inc History No change 417 56 0.02% 0.02% 538 0 0.0% Q1 2026 May 08, 2026
RHL GROUP, LLC History No change 418 56 0.05% 0.04% 539 0 0.0% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Reduced 375 52 0.0% 0.0% 540 -4 -1.06% Q1 2026 May 06, 2026
Spire Wealth Management History Reduced 349 47 0.0% 0.0% 543 -57 -14.04% Q1 2026 Apr 22, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 355 47 0.01% 0.01% 541 -9 -2.47% Q1 2026 May 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 350 47 0.0% 0.0% 542 0 0.0% Q1 2026 Apr 15, 2026
FIRST HORIZON CORP History Added to 343 46 0.0% 0.0% 544 +4 1.18% Q1 2026 Apr 30, 2026
AdvisorNet Financial, Inc History No change 307 41 0.0% 0.0% 545 0 0.0% Q1 2026 Apr 17, 2026
Westside Investment Management, Inc. History No change 308 41 0.01% 0.01% 546 0 0.0% Q1 2026 May 04, 2026
Destiny Wealth Partners, LLC History New 304 40 0.0% 548 +304 New Q1 2026 May 11, 2026
Cassaday & Co Wealth Management LLC History New 301 40 0.0% 549 +301 New Q1 2026 May 07, 2026
LRI Investments, LLC History No change 298 40 0.0% 0.0% 547 0 0.0% Q1 2026 Apr 30, 2026
MATHER GROUP, LLC. History New 295 39 0.0% 550 +295 New Q1 2026 Apr 13, 2026
Owl Creek Wealth Partners LLC History New 275 37 0.01% 552 +275 New Q1 2026 May 13, 2026
SOA Wealth Advisors, LLC. History Added to 276 37 0.01% 0.01% 551 +2 0.73% Q1 2026 May 20, 2026
Centerpoint Advisors, LLC History No change 269 36 0.01% 0.01% 553 0 0.0% Q1 2026 May 07, 2026
Bell Investment Advisors, Inc History No change 265 35 0.01% 0.0% 554 0 0.0% Q1 2026 Apr 17, 2026
Crewe Advisors LLC History No change 254 34 0.0% 0.0% 555 0 0.0% Q1 2026 May 07, 2026
Parkside Financial Bank & Trust History Reduced 252 33 0.0% 0.0% 557 -95 -27.38% Q1 2026 May 13, 2026
GODSEY & GIBB, INC History No change 250 33 0.0% 0.0% 556 0 0.0% Q1 2026 Apr 20, 2026
Oakworth Capital, Inc. History No change 249 33 0.0% 0.0% 558 0 0.0% Q1 2026 Apr 24, 2026
Tidemark, LLC History No change 250 33 0.01% 0.01% 559 0 0.0% Q1 2026 May 07, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 250 33 0.03% 0.02% 560 0 0.0% Q1 2026 May 14, 2026
Western Wealth Management, LLC History New 240 32 0.0% 563 +240 New Q1 2026 May 19, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 240 32 0.01% 0.01% 561 0 0.0% Q1 2026 Apr 20, 2026
V-Square Quantitative Management LLC History No change 238 32 0.0% 0.0% 562 0 0.0% Q1 2026 Apr 27, 2026
HHM Wealth Advisors, LLC History No change 220 29 0.0% 0.0% 564 0 0.0% Q1 2026 Apr 17, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 215 28 0.0% 0.0% 565 0 0.0% Q1 2026 May 12, 2026
Leo H. Evart, Inc. History New 205 27 0.02% 566 +205 New Q1 2026 May 13, 2026
Magnolia Wealth Management, LLC History New 197 26 0.02% 567 +197 New Q1 2026 May 06, 2026
Pinnacle Bancorp, Inc. History No change 193 25 0.01% 0.01% 568 0 0.0% Q1 2026 Apr 22, 2026
SITTNER & NELSON, LLC History No change 181 24 0.01% 0.01% 569 0 0.0% Q1 2026 May 11, 2026
Arax Advisory Partners History Reduced 146 23 0.0% 0.01% 571 -2,259 -93.93% Q1 2026 May 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 174 23 0.0% 0.0% 570 0 0.0% Q1 2026 Apr 16, 2026
Dakota Community Bank & Trust NA History No change 200 23 0.08% 0.08% 572 0 0.0% Q4 2025 Jan 26, 2026
Centennial Bank/AR/ History No change 175 23 0.01% 0.01% 573 0 0.0% Q1 2026 May 06, 2026
Salomon & Ludwin, LLC History No change 159 21 0.0% 0.0% 574 0 0.0% Q1 2026 May 11, 2026
HM PAYSON & CO History No change 150 20 0.0% 0.0% 575 0 0.0% Q1 2026 Apr 13, 2026
Coastline Trust Co History No change 150 20 0.0% 0.0% 576 0 0.0% Q1 2026 Apr 03, 2026
Heritage Wealth Advisors History No change 150 20 0.0% 0.0% 577 0 0.0% Q1 2026 May 13, 2026
Bayforest Capital Ltd History New 146 19 0.02% 578 +146 New Q1 2026 Apr 15, 2026
TIAA Wealth Investment Management LLC History New 139 18 0.0% 580 +139 New Q1 2026 May 12, 2026
Fortitude Family Office, LLC History Added to 140 18 0.0% 0.0% 579 +41 41.41% Q1 2026 Apr 15, 2026
CVA Family Office, LLC History New 121 16 0.0% 590 +121 New Q1 2026 Apr 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 124 16 0.01% 0.01% 584 -120 -49.18% Q1 2026 May 01, 2026
Stone House Investment Management, LLC History Added to 126 16 0.0% 0.0% 582 +85 207.32% Q1 2026 Apr 22, 2026
Atlantic Union Bankshares Corp History Added to 125 16 0.0% 0.0% 581 +50 66.67% Q1 2026 May 12, 2026
Retirement Wealth Solutions LLC History Reduced 122 16 0.01% 0.01% 585 -46 -27.38% Q1 2026 Apr 07, 2026
Hughes Financial Services, LLC History Added to 125 16 0.0% 0.0% 586 +1 0.81% Q1 2026 Apr 29, 2026
TSFG, LLC History No change 117 16 0.0% 0.0% 583 0 0.0% Q1 2026 Apr 27, 2026
Caldwell Trust Co History No change 125 16 0.0% 0.0% 587 0 0.0% Q1 2026 Apr 22, 2026
CDKV HOLDINGS LLC History No change 119 16 0.01% 0.01% 588 0 0.0% Q1 2026 May 01, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 125 16 0.01% 0.01% 589 0 0.0% Q1 2026 May 14, 2026
Mascoma Wealth Management LLC History No change 107 14 0.0% 0.0% 591 0 0.0% Q1 2026 Apr 30, 2026
Clearstead Trust, LLC History No change 106 14 0.0% 0.0% 592 0 0.0% Q1 2026 May 06, 2026
Key FInancial Inc History New 98 13 0.0% 595 +98 New Q1 2026 Apr 24, 2026
JFS WEALTH ADVISORS, LLC History Added to 98 13 0.0% 0.0% 593 +6 6.52% Q1 2026 Apr 20, 2026
Global Wealth Strategies & Associates History No change 100 13 0.0% 0.0% 594 0 0.0% Q1 2026 Apr 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 96 12 0.0% 0.0% 596 +9 10.34% Q1 2026 Apr 13, 2026
Smithfield Trust Co History No change 87 12 0.0% 0.0% 597 0 0.0% Q1 2026 May 08, 2026
Grove Bank & Trust History No change 93 12 0.0% 0.0% 598 0 0.0% Q1 2026 Apr 08, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 85 11 0.0% 603 +85 New Q1 2026 May 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 88 11 0.0% 0.0% 599 0 0.0% Q1 2026 Apr 23, 2026
Asset Dedication, LLC History No change 83 11 0.0% 0.0% 600 0 0.0% Q1 2026 May 29, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 82 11 0.0% 0.0% 601 0 0.0% Q1 2026 May 06, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 82 11 0.0% 0.0% 602 0 0.0% Q1 2026 Apr 07, 2026
Cedar Mountain Advisors, LLC History New 75 10 0.0% 606 +75 New Q1 2026 Apr 30, 2026
S&T BANK/PA History No change 78 10 0.0% 0.0% 604 0 0.0% Q1 2026 May 13, 2026
Strategic Wealth Partners, Ltd. History No change 80 10 0.0% 0.0% 605 0 0.0% Q1 2026 May 12, 2026
MEEDER ASSET MANAGEMENT INC History Added to 70 9 0.0% 0.0% 607 +24 52.17% Q1 2026 May 07, 2026
N.E.W. Advisory Services LLC History No change 72 9 0.0% 0.0% 608 0 0.0% Q1 2026 May 04, 2026
Smallwood Wealth Investment Management, LLC History No change 71 9 0.0% 0.0% 609 0 0.0% Q1 2026 Apr 22, 2026
WPG Advisers, LLC History No change 68 9 0.01% 0.01% 610 0 0.0% Q1 2026 Apr 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 65 8 0.0% 0.0% 611 -6 -8.45% Q1 2026 Apr 27, 2026
Hilltop National Bank History No change 60 8 0.0% 0.0% 612 0 0.0% Q1 2026 Apr 02, 2026
Breakwater Investment Management History No change 64 8 0.0% 0.0% 613 0 0.0% Q1 2026 May 14, 2026
BankPlus Trust Department History No change 60 8 0.0% 0.0% 614 0 0.0% Q1 2026 May 11, 2026
Clark Wealth Partners History No change 64 8 0.01% 0.0% 615 0 0.0% Q1 2026 May 11, 2026
Walsh & Associates, LLC History No change 66 8 0.01% 0.01% 616 0 0.0% Q1 2026 May 15, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 56 7 0.0% 0.0% 617 -14 -20.0% Q1 2026 Apr 28, 2026
Bare Financial Services, Inc History Added to 54 7 0.0% 0.0% 619 +3 5.88% Q1 2026 May 14, 2026
Capital Analysts, LLC History No change 54 7 0.0% 0.0% 618 0 0.0% Q1 2026 May 14, 2026
IFS Advisors, LLC History New 48 6 0.0% 631 +48 New Q1 2026 Apr 06, 2026
Cornerstone Planning Group LLC History Added to 46 6 0.0% 0.0% 624 +16 53.33% Q1 2026 May 06, 2026
ALBION FINANCIAL GROUP /UT History Added to 51 6 0.0% 0.0% 620 +6 13.33% Q1 2026 Apr 27, 2026
EASTERN BANK History No change 50 6 0.0% 0.0% 621 0 0.0% Q1 2026 Apr 07, 2026
Manchester Capital Management LLC History No change 45 6 0.0% 0.0% 622 0 0.0% Q1 2026 May 11, 2026
1 NORTH WEALTH SERVICES LLC History No change 50 6 0.0% 0.0% 623 0 0.0% Q1 2026 May 04, 2026
1620 INVESTMENT ADVISORS, INC. History No change 47 6 0.0% 0.0% 625 0 0.0% Q1 2026 May 13, 2026
Beaird Harris Wealth Management, LLC History No change 50 6 0.0% 0.0% 626 0 0.0% Q1 2026 May 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 50 6 0.0% 0.0% 627 0 0.0% Q1 2026 Apr 10, 2026
CGC Financial Services, LLC History No change 50 6 0.0% 0.0% 628 0 0.0% Q1 2026 Apr 13, 2026
Atlantic Edge Private Wealth Management, LLC History No change 45 6 0.0% 0.0% 629 0 0.0% Q1 2026 Apr 22, 2026
Private Wealth Management Group, LLC History No change 49 6 0.0% 0.0% 630 0 0.0% Q1 2026 Apr 23, 2026
Clean Yield Group History Reduced 42 5 0.0% 0.0% 633 -94 -69.12% Q1 2026 Apr 14, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 44 5 0.0% 634 +44 New Q1 2026 Apr 28, 2026
Kemnay Advisory Services Inc. History New 41 5 0.0% 635 +41 New Q1 2026 May 15, 2026
Whipplewood Advisors, LLC History New 40 5 0.0% 636 +40 New Q1 2026 Apr 30, 2026
Wilmington Savings Fund Society, FSB History No change 39 5 0.0% 0.0% 632 0 0.0% Q1 2026 Apr 30, 2026
HORIZON BANCORP INC /IN/ History Reduced 33 4 0.0% 0.0% 638 -16 -32.65% Q1 2026 Apr 22, 2026
Avion Wealth History Reduced 32 4 0.0% 0.0% 639 -4 -11.11% Q1 2026 May 01, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 30 4 0.0% 0.0% 637 0 0.0% Q1 2026 May 05, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 34 4 0.0% 0.0% 640 0 0.0% Q1 2026 May 06, 2026
Wealth Preservation Advisors, LLC History No change 32 4 0.0% 0.0% 641 0 0.0% Q1 2026 May 15, 2026
JPL Wealth Management, LLC History New 25 3 0.0% 649 +25 New Q1 2026 May 08, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 23 3 0.0% 0.0% 643 +6 35.29% Q1 2026 May 08, 2026
HAZLETT, BURT & WATSON, INC. History No change 22 3 0.0% 0.0% 642 0 0.0% Q1 2026 May 14, 2026
TRUST CO OF VERMONT History No change 33 3 0.0% 0.0% 644 0 0.0% Q4 2025 Jan 16, 2026
BFSG, LLC History No change 25 3 0.0% 0.0% 645 0 0.0% Q1 2026 Apr 28, 2026
Physician Wealth Advisors, Inc. History No change 28 3 0.0% 0.0% 646 0 0.0% Q1 2026 Apr 24, 2026
True Wealth Design, LLC History No change 24 3 0.0% 0.0% 647 0 0.0% Q1 2026 Apr 13, 2026
Cornerstone Financial Management LLC History No change 24 3 0.0% 0.0% 648 0 0.0% Q1 2026 May 08, 2026
Rakuten Securities, Inc. History New 20 2 0.0% 661 +20 New Q1 2026 May 01, 2026
Arlington Trust Co LLC History New 19 2 0.0% 660 +19 New Q1 2026 Apr 08, 2026
JDM Financial Group LLC History New 18 2 0.0% 659 +18 New Q1 2026 May 20, 2026
BAYBAN History New 15 2 0.0% 662 +15 New Q1 2026 Apr 24, 2026
Rachor Investment Advisory Services, LLC History Added to 22 2 0.0% 0.0% 658 +11 100.0% Q1 2026 May 07, 2026
Bay Harbor Wealth Management, LLC History Added to 15 2 0.0% 0.0% 653 +6 66.67% Q1 2026 Apr 14, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 21 2 0.0% 0.0% 652 +1 5.0% Q1 2026 May 11, 2026
Capital Advisors, Ltd. LLC History No change 15 2 0.0% 0.0% 650 0 0.0% Q1 2026 Apr 16, 2026
Anchor Investment Management, LLC History No change 17 2 0.0% 0.0% 651 0 0.0% Q1 2026 May 01, 2026
SHP Wealth Management History No change 19 2 0.0% 0.0% 654 0 0.0% Q1 2026 May 08, 2026
Cromwell Holdings LLC History No change 15 2 0.0% 0.0% 655 0 0.0% Q1 2026 Apr 30, 2026
Strengthening Families & Communities, LLC History No change 15 2 0.0% 0.0% 656 0 0.0% Q1 2026 May 11, 2026
DiNuzzo Private Wealth, Inc. History No change 16 2 0.0% 0.0% 657 0 0.0% Q1 2026 Apr 08, 2026
Vanguard National Trust Co History New 14 1 0.0% 674 +14 New Q1 2026 May 08, 2026
Sachetta, LLC History Reduced 10 1 0.0% 0.0% 669 -13 -56.52% Q1 2026 May 01, 2026
Torren Management, LLC History Reduced 11 1 0.0% 0.0% 672 -8 -42.11% Q1 2026 Apr 30, 2026
BROWN, LISLE/CUMMINGS, INC. History New 8 1 0.0% 673 +8 New Q1 2026 Apr 17, 2026
HFM Investment Advisors, LLC History Added to 8 1 0.0% 671 +1 14.29% Q1 2026 May 01, 2026
Marquette Asset Management, LLC History No change 14 1 0.0% 0.0% 663 0 0.0% Q1 2026 Apr 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 10 1 0.0% 0.0% 664 0 0.0% Q1 2026 Apr 23, 2026
Financial Management Professionals, Inc. History No change 12 1 0.0% 0.0% 665 0 0.0% Q1 2026 Apr 15, 2026
Inspire Investing, LLC History No change 9 1 0.0% 0.0% 666 0 0.0% Q1 2026 Apr 23, 2026
Prestige Wealth Management Group LLC History No change 9 1 0.0% 0.0% 667 0 0.0% Q1 2026 May 13, 2026
Bruce G. Allen Investments, LLC History No change 12 1 0.0% 0.0% 668 0 0.0% Q1 2026 May 08, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 10 1 0.0% 0.0% 670 0 0.0% Q1 2026 Apr 06, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.08% -253,942 -100.0% Q1 2026 May 06, 2026
Freestone Grove Partners LP History Closed out 0 0 0.21% -244,914 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.13% -218,047 -100.0% Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 0.07% -205,567 -100.0% Q1 2026 May 15, 2026
LMR Partners LLP History Closed out 0 0 0.02% -102,901 -100.0% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.17% -100,000 -100.0% Q1 2026 May 15, 2026
Capital Innovations LLC History Closed out 0 0 1.85% -54,239 -100.0% Q1 2026 May 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.18% -33,121 -100.0% Q1 2026 May 15, 2026
Nishkama Capital, LLC History Closed out 0 0 0.12% -25,165 -100.0% Q1 2026 May 15, 2026
Vestcor Inc History Closed out 0 0 0.03% -9,431 -100.0% Q1 2026 May 12, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.04% -8,947 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -7,996 -100.0% Q1 2026 May 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.15% -7,892 -100.0% Q1 2026 May 12, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.04% -7,561 -100.0% Q1 2026 May 14, 2026
Invst, LLC History Closed out 0 0 0.09% -7,085 -100.0% Q1 2026 May 13, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -7,000 -100.0% Q1 2026 Apr 30, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.01% -6,874 -100.0% Q1 2026 May 13, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.01% -6,101 -100.0% Q1 2026 Apr 07, 2026
U.S. Capital Wealth Advisors, LLC History Closed out 0 0 0.02% -5,477 -100.0% Q1 2026 Apr 07, 2026
Forum Financial Management, LP History Closed out 0 0 0.01% -4,321 -100.0% Q1 2026 Apr 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -3,052 -100.0% Q1 2026 May 12, 2026
Ameritas Advisory Services, LLC History Closed out 0 0 0.01% -3,007 -100.0% Q1 2026 May 12, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.04% -2,963 -100.0% Q1 2026 May 13, 2026
Fieldview Capital Management, LLC History Closed out 0 0 0.06% -2,789 -100.0% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Closed out 0 0 0.0% -2,660 -100.0% Q1 2026 May 15, 2026
FORA Capital, LLC History Closed out 0 0 0.04% -2,619 -100.0% Q1 2026 May 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -2,547 -100.0% Q1 2026 Apr 29, 2026
Perbak Capital Partners LLP History Closed out 0 0 0.09% -2,507 -100.0% Q1 2026 May 15, 2026
Glenview Trust Co History Closed out 0 0 0.0% -2,065 -100.0% Q1 2026 May 08, 2026
Impact Partnership Wealth, LLC History Closed out 0 0 0.03% -2,050 -100.0% Q1 2026 Apr 23, 2026
Alpine Global Management, LLC History Closed out 0 0 0.05% -1,993 -100.0% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -1,884 -100.0% Q1 2026 May 13, 2026
World Investment Advisors History Closed out 0 0 0.0% -1,824 -100.0% Q1 2026 Apr 27, 2026
Krane Funds Advisors LLC History Closed out 0 0 0.01% -1,740 -100.0% Q1 2026 May 11, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -1,709 -100.0% Q1 2026 May 15, 2026
MeadowBrook Investment Advisors LLC History Closed out 0 0 0.16% -1,552 -100.0% Q1 2026 Apr 22, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -610 -100.0% Q1 2026 May 04, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 0.01% -500 -100.0% Q1 2026 May 01, 2026
Concord Wealth Partners History Closed out 0 0 0.01% -410 -100.0% Q1 2026 May 01, 2026
Battery Global Advisors, LLC History Closed out 0 0 0.0% -408 -100.0% Q1 2026 May 14, 2026
WFA of San Diego, LLC History Closed out 0 0 0.03% -301 -100.0% Q1 2026 May 11, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.01% -300 -100.0% Q1 2026 May 11, 2026
Bank of New Hampshire History Closed out 0 0 0.01% -200 -100.0% Q1 2026 Apr 13, 2026
Estate Planners Group, LLC History Closed out 0 0 0.01% -184 -100.0% Q1 2026 May 11, 2026
Eagle Bay Advisors LLC History Closed out 0 0 0.01% -172 -100.0% Q1 2026 Apr 24, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -139 -100.0% Q1 2026 Apr 28, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -132 -100.0% Q1 2026 May 06, 2026
DV Trading LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -60 -100.0% Q1 2026 Apr 28, 2026
ST GERMAIN D J CO INC History Closed out 0 0 0.0% -40 -100.0% Q1 2026 Apr 13, 2026
Luminist Capital LLC History Closed out 0 0 0.0% -37 -100.0% Q1 2026 Apr 24, 2026
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 0.0% -30 -100.0% Q1 2026 Apr 14, 2026
Signature Equity Partners, LLC History Reduced 2 0 0.0% -23 -92.0% Q1 2026 May 13, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -23 -100.0% Q1 2026 May 15, 2026
Noble Wealth Management PBC History Closed out 0 0 0.0% -21 -100.0% Q1 2026 Apr 02, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 15, 2026
Rossby Financial, LCC History Reduced 5 0 0.0% -7 -58.33% Q1 2026 May 11, 2026
Vermillion Wealth Management, Inc. History New 7 0 +7 New Q1 2026 Apr 17, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -7 -100.0% Q1 2026 May 04, 2026
Intentional Wealth Strategies, LLC History New 4 0 +4 New Q1 2026 May 05, 2026
CURIO WEALTH, LLC History New 3 0 +3 New Q1 2026 May 11, 2026
Burk Holdings LLC History New 3 0 +3 New Q1 2026 May 07, 2026
Carolina Wealth Advisors, LLC History Closed out 0 0 -3 -100.0% Q1 2026 Apr 07, 2026
TopTier Wealth Management, LLC History New 2 0 +2 New Q1 2026 May 05, 2026
Transamerica Financial Advisors, LLC History New 1 0 +1 New Q1 2026 May 15, 2026
MV CAPITAL MANAGEMENT, INC. History Closed out 0 0 -1 -100.0% Q1 2026 Apr 30, 2026
Elevated Capital Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 30, 2026
SouthState Bank Corp History No change 1 0 0 0.0% Q1 2026 May 05, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2 0 0 0.0% Q1 2026 May 11, 2026
Triumph Capital Management History No change 4 0 0 0.0% Q1 2026 May 13, 2026
TFC Financial Management, Inc. History No change 5 0 0 0.0% Q1 2026 Apr 23, 2026
DecisionPoint Financial, LLC History No change 5 0 0 0.0% Q1 2026 May 06, 2026
Dunhill Financial, LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
Valued Wealth Advisors LLC History No change 4 0 0 0.0% Q1 2026 Apr 30, 2026
American Capital Advisory, LLC History No change 3 0 0 0.0% Q1 2026 Apr 29, 2026
Principia Wealth Advisory, LLC History No change 6 0 0 0.0% Q4 2025 Feb 10, 2026
Sunrise Financial Services, LLC History No change 7 0 0 0.0% Q1 2026 Apr 29, 2026