Excelerate Energy, Inc. - EE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
GEORGE KAISER FAMILY FOUNDATION History No change 7,854,167 262,486 29.73% 29.48% 1 0 0.0% Q1 2026 May 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,634,172 88,034 0.02% 0.02% 2 -973,010 -26.97% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 2,405,120 67,463 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 1,892,184 63,236 0.0% 0.0% 4 -15,178 -0.8% Q1 2026 May 13, 2026
Copeland Capital Management, LLC History Added to 1,584,618 52,957 1.18% 0.68% 5 +491,653 44.98% Q1 2026 May 06, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,290,165 43,117 0.0% 6 +1,290,165 New Q1 2026 May 08, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 1,183,147 39,540 0.41% 0.42% 7 +17,684 1.52% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,056,670 35,313 0.0% 8 +1,056,670 New Q1 2026 May 15, 2026
Ranger Investment Management, L.P. History Reduced 897,041 29,979 2.17% 2.35% 9 -323,565 -26.51% Q1 2026 May 15, 2026
FMR LLC History Added to 838,987 28,038 0.0% 0.0% 10 +4,938 0.59% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 749,180 25,037 0.02% 0.01% 11 +46,091 6.56% Q1 2026 May 14, 2026
TimesSquare Capital Management, LLC History Reduced 671,942 22,456 0.38% 0.4% 12 -277,781 -29.25% Q1 2026 May 07, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History Reduced 646,535 21,607 0.41% 0.58% 13 -264,586 -29.04% Q1 2026 May 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 584,151 19,526 0.0% 0.0% 14 -50,121 -7.9% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 552,117 18,451 0.0% 0.0% 15 +30,171 5.78% Q1 2026 May 15, 2026
HITE Hedge Asset Management LLC History Added to 528,015 17,646 1.0% 0.34% 16 +336,085 175.11% Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History Added to 505,266 16,885 0.02% 0.01% 17 +127,250 33.66% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 496,849 16,604 0.0% 0.0% 18 -11,092 -2.18% Q1 2026 May 07, 2026
JPMORGAN CHASE & CO History Added to 439,660 14,645 0.0% 0.0% 19 +101,714 30.1% Q1 2026 May 13, 2026
MORGAN STANLEY History Added to 400,830 13,395 0.0% 0.0% 20 +43,695 12.23% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 343,491 11,479 0.01% 0.0% 21 +206,587 150.9% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 343,366 11,475 0.02% 0.0% 22 +332,313 3006.54% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 325,431 10,875 0.01% 0.01% 23 -46,995 -12.62% Q1 2026 May 08, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History New 325,000 10,861 0.54% 24 +325,000 New Q1 2026 Apr 28, 2026
EMERALD ADVISERS, LLC History Reduced 315,665 10,549 0.33% 0.27% 25 -2,353 -0.74% Q1 2026 May 04, 2026
NORTHERN TRUST CORP History Reduced 305,766 10,218 0.0% 0.0% 26 -11,149 -3.52% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 285,519 9,542 0.01% 0.01% 27 +162,919 132.89% Q1 2026 May 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 243,927 8,152 0.03% 0.03% 28 -118,220 -32.64% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 242,837 8,115 0.0% 0.0% 29 -4,381 -1.77% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 230,176 7,692 0.0% 0.0% 30 +51,022 28.48% Q1 2026 May 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 197,634 6,604 0.0% 0.0% 31 -1,255 -0.63% Q1 2026 May 15, 2026
Yaupon Capital Management LP History New 196,990 6,583 0.21% 32 +196,990 New Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 195,532 6,534 0.0% 0.0% 33 +633 0.32% Q1 2026 May 05, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 189,165 6,321 0.31% 0.25% 34 +4,827 2.62% Q1 2026 May 04, 2026
Invesco Ltd. History Added to 168,633 5,635 0.0% 0.0% 35 +149,747 792.9% Q1 2026 May 12, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 166,349 5,559 0.02% 0.02% 36 +4,570 2.82% Q1 2026 May 15, 2026
UBS Group AG History Reduced 155,139 5,184 0.0% 0.0% 37 -260,943 -62.71% Q1 2026 May 05, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 155,050 5,181 0.0% 0.0% 38 +129,421 504.98% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 154,333 5,157 0.0% 39 +154,333 New Q1 2026 May 08, 2026
BANK OF AMERICA CORP /DE/ History Added to 150,160 5,018 0.0% 0.0% 40 +10,541 7.55% Q1 2026 May 15, 2026
Caption Management, LLC History Reduced 149,690 5,002 0.03% 0.05% 41 -94,310 -38.65% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History New 130,542 4,362 0.0% 42 +130,542 New Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 130,130 4,348 0.0% 0.0% 43 -24,184 -15.67% Q1 2026 May 12, 2026
Counterpoint Mutual Funds LLC History Added to 125,387 4,190 0.63% 0.02% 44 +113,984 999.6% Q1 2026 Apr 27, 2026
Hiddenite Capital Partners LP History New 125,000 4,177 1.1% 45 +125,000 New Q1 2026 May 07, 2026
AMERIPRISE FINANCIAL INC History Reduced 102,549 3,427 0.0% 0.0% 46 -33,102 -24.4% Q1 2026 May 15, 2026
NFJ INVESTMENT GROUP, LLC History No change 92,320 3,085 0.12% 0.09% 47 0 0.0% Q1 2026 May 13, 2026
Trexquant Investment LP History New 83,299 2,783 0.02% 48 +83,299 New Q1 2026 May 15, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 81,964 2,739 0.07% 0.05% 49 +7,772 10.48% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Added to 81,382 2,719 0.0% 0.0% 50 +23,091 39.61% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History New 80,646 2,695 0.0% 51 +80,646 New Q1 2026 May 13, 2026
Squarepoint Ops LLC History Reduced 78,774 2,632 0.0% 0.01% 52 -205,663 -72.31% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 78,385 2,619 0.0% 0.0% 53 +17,107 27.92% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 69,655 2,327 0.0% 0.0% 54 -22,485 -24.4% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 66,762 2,231 0.0% 0.0% 55 -1,897 -2.76% Q1 2026 May 12, 2026
Susquehanna Portfolio Strategies, LLC History No change 66,057 2,207 0.03% 0.03% 56 0 0.0% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 65,719 2,197 0.0% 0.0% 57 -3,987 -5.72% Q1 2026 May 15, 2026
XTX Topco Ltd History Added to 64,954 2,170 0.04% 0.03% 58 +18,969 41.25% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 63,208 2,112 0.0% 0.0% 59 +25,282 66.66% Q1 2026 May 11, 2026
Y-Intercept (Hong Kong) Ltd History Added to 62,018 2,072 0.04% 0.02% 60 +35,078 130.21% Q1 2026 Apr 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 61,261 2,047 0.01% 0.01% 61 -1,358 -2.17% Q1 2026 May 13, 2026
Knights of Columbus Asset Advisors LLC History Reduced 50,576 1,690 0.1% 0.11% 62 -20,280 -28.62% Q1 2026 May 11, 2026
Swiss National Bank History Added to 47,500 1,587 0.0% 0.0% 63 +900 1.93% Q1 2026 May 07, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 47,465 1,586 0.0% 0.0% 64 -931 -1.92% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 44,650 1,492 0.0% 0.0% 65 -1,267 -2.76% Q1 2026 Apr 30, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 43,676 1,459 0.0% 0.0% 66 -18,352 -29.59% Q1 2026 May 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 41,301 1,380 0.0% 0.0% 67 +5,383 14.99% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 41,281 1,379 0.0% 0.0% 68 +8,875 27.39% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History New 40,339 1,348 0.0% 69 +40,339 New Q1 2026 May 15, 2026
Man Group plc History Added to 39,951 1,335 0.0% 0.0% 70 +16,398 69.62% Q1 2026 May 15, 2026
Bridgewater Associates, LP History New 38,675 1,292 0.01% 71 +38,675 New Q1 2026 May 15, 2026
Voleon Capital Management LP History New 37,476 1,252 0.03% 72 +37,476 New Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 33,333 1,113 0.0% 0.0% 73 0 0.0% Q1 2026 May 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 32,441 1,084 0.0% 0.0% 74 -28,649 -46.9% Q1 2026 May 04, 2026
RHUMBLINE ADVISERS History Reduced 32,014 1,069 0.0% 0.0% 75 -394 -1.22% Q1 2026 May 12, 2026
RAYMOND JAMES FINANCIAL INC History New 31,432 1,050 0.0% 76 +31,432 New Q1 2026 May 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 31,324 1,046 0.01% 0.01% 77 +3,684 13.33% Q1 2026 Apr 14, 2026
Empowered Funds, LLC History New 30,765 1,028 0.01% 78 +30,765 New Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History New 30,000 1,002 0.01% 79 +30,000 New Q1 2026 May 15, 2026
CREDIT AGRICOLE S A History New 30,000 1,002 0.0% 80 +30,000 New Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 28,892 965 0.0% 81 +28,892 New Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History New 28,368 944 0.17% 82 +28,368 New Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 27,397 915 0.0% 0.0% 83 +1,893 7.42% Q1 2026 May 06, 2026
MILLENNIUM MANAGEMENT LLC History New 26,844 897 0.0% 84 +26,844 New Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 25,282 844 0.0% 0.0% 85 -6,583 -20.66% Q1 2026 May 13, 2026
Cadence Bank History No change 30,000 841 0.05% 0.05% 86 0 0.0% Q4 2025 Jan 30, 2026
BAILARD, INC. History Reduced 24,000 802 0.02% 0.02% 87 -1,500 -5.88% Q1 2026 May 11, 2026
WELLS FARGO & COMPANY/MN History Reduced 23,049 770 0.0% 0.0% 88 -17,845 -43.64% Q1 2026 May 11, 2026
F/m Investments LLC History Added to 22,712 759 0.05% 0.02% 89 +4,827 26.99% Q1 2026 May 11, 2026
ALLIANCEBERNSTEIN L.P. History No change 26,150 733 0.0% 0.0% 90 0 0.0% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 21,800 728 0.0% 0.0% 91 -177 -0.81% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 21,295 712 0.0% 0.0% 92 +13,681 179.68% Q1 2026 Apr 16, 2026
Schonfeld Strategic Advisors LLC History New 21,259 710 0.0% 93 +21,259 New Q1 2026 May 15, 2026
Abacus Planning Group, Inc. History No change 21,000 701 0.09% 0.08% 94 0 0.0% Q1 2026 Apr 07, 2026
STRS OHIO History Reduced 19,100 638 0.0% 0.0% 95 -5,100 -21.07% Q1 2026 Apr 24, 2026
DRW Securities, LLC History New 18,870 630 0.01% 96 +18,870 New Q1 2026 May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 18,030 603 0.0% 0.0% 97 +4,458 32.85% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 18,013 601 0.0% 0.0% 98 -32,015 -63.99% Q1 2026 May 08, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 17,532 585 0.05% 0.03% 99 -2,741 -13.52% Q1 2026 May 15, 2026
Atom Investors LP History New 16,931 565 0.04% 100 +16,931 New Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 16,793 561 0.0% 101 +16,793 New Q1 2026 May 15, 2026
Vident Advisory, LLC History New 16,297 544 0.0% 102 +16,297 New Q1 2026 May 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 16,135 539 0.04% 0.0% 103 +15,708 3678.69% Q1 2026 Apr 28, 2026
Vestcor Inc History New 15,754 526 0.01% 104 +15,754 New Q1 2026 May 12, 2026
Dynamic Technology Lab Private Ltd History Reduced 15,465 516 0.08% 0.13% 105 -4,477 -22.45% Q1 2026 May 15, 2026
Magnetar Financial LLC History New 15,324 512 0.01% 106 +15,324 New Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 14,670 490 0.0% 0.0% 107 -5,617 -27.69% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 14,355 479 0.0% 108 +14,355 New Q1 2026 May 08, 2026
MetLife Investment Management, LLC History Reduced 13,908 464 0.0% 0.0% 109 -162 -1.15% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 13,700 457 0.0% 0.0% 110 -20,000 -59.35% Q1 2026 May 15, 2026
Quantbot Technologies LP History Reduced 13,686 457 0.02% 0.01% 111 -212 -1.53% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 15,300 429 0.0% 0.0% 112 0 0.0% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 12,151 406 0.0% 0.0% 113 -814 -6.28% Q1 2026 May 13, 2026
State of Alaska, Department of Revenue History No change 12,047 402 0.0% 0.0% 114 0 0.0% Q1 2026 Apr 20, 2026
Vanguard Global Advisers, LLC History New 11,887 397 0.0% 115 +11,887 New Q1 2026 May 08, 2026
FEDERATED HERMES, INC. History New 11,697 390 0.0% 116 +11,697 New Q1 2026 May 11, 2026
Snowden Capital Advisors LLC History Reduced 11,664 389 0.01% 0.01% 117 -3,318 -22.15% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History Reduced 11,426 381 0.02% 0.06% 118 -30,862 -72.98% Q1 2026 May 15, 2026
BESSEMER GROUP INC History No change 11,225 375 0.0% 0.0% 119 0 0.0% Q1 2026 May 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 11,203 374 0.0% 120 +11,203 New Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 11,025 368 0.0% 0.0% 121 +690 6.68% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 10,713 358 0.0% 0.0% 122 +3,411 46.71% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 10,383 347 0.03% 123 +10,383 New Q1 2026 May 12, 2026
Lighthouse Investment Partners, LLC History Reduced 10,000 334 0.01% 0.01% 124 -2,473 -19.83% Q1 2026 May 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 9,947 332 0.0% 125 +9,947 New Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History No change 9,576 320 0.0% 0.0% 126 0 0.0% Q1 2026 May 11, 2026
Inspire Advisors, LLC History New 9,340 312 0.03% 127 +9,340 New Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 9,105 304 0.0% 0.0% 128 0 0.0% Q1 2026 May 18, 2026
CAXTON ASSOCIATES LLP History New 8,272 276 0.01% 129 +8,272 New Q1 2026 May 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 8,258 275 0.0% 0.0% 130 -457 -5.24% Q1 2026 Apr 20, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 8,235 275 0.01% 0.01% 131 -136 -1.62% Q1 2026 May 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 8,166 272 0.0% 0.0% 132 +236 2.98% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 8,048 268 0.0% 0.0% 133 -4,539 -36.06% Q1 2026 May 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 7,329 244 0.0% 0.0% 134 -3,542 -32.58% Q1 2026 May 15, 2026
AUGUSTINE ASSET MANAGEMENT INC History New 7,000 233 0.05% 135 +7,000 New Q1 2026 Apr 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 6,899 230 0.03% 0.03% 136 -330 -4.56% Q1 2026 Apr 30, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 6,753 225 0.0% 0.0% 137 0 0.0% Q1 2026 May 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 6,692 223 0.0% 0.0% 138 +1,131 20.34% Q1 2026 May 15, 2026
Arizona State Retirement System History New 6,595 220 0.0% 139 +6,595 New Q1 2026 May 01, 2026
Police & Firemen's Retirement System of New Jersey History No change 6,573 219 0.0% 0.0% 140 0 0.0% Q1 2026 Apr 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 6,498 217 0.0% 0.0% 141 -4,882 -42.9% Q1 2026 May 08, 2026
BARCLAYS PLC History Reduced 6,468 216 0.0% 0.0% 142 -30,703 -82.6% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History New 6,404 214 0.0% 143 +6,404 New Q1 2026 May 13, 2026
SIMON QUICK ADVISORS, LLC History New 6,402 213 0.01% 145 +6,402 New Q1 2026 May 06, 2026
Vanguard Investments Australia, Ltd. History New 6,390 213 0.0% 144 +6,390 New Q1 2026 May 08, 2026
Virtu Financial LLC History New 6,358 212 0.01% 146 +6,358 New Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History New 6,309 210 0.0% 147 +6,309 New Q1 2026 May 01, 2026
Amundi History New 6,226 208 0.0% 148 +6,226 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 5,878 196 0.0% 0.0% 149 +776 15.21% Q1 2026 May 12, 2026
KLP KAPITALFORVALTNING AS History Reduced 5,800 193 0.0% 0.01% 150 -64,400 -91.74% Q1 2026 Apr 29, 2026
Inspire Investing, LLC History New 5,767 192 0.02% 151 +5,767 New Q1 2026 Apr 23, 2026
COMERICA BANK History No change 5,320 149 0.0% 0.0% 152 0 0.0% Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Added to 4,033 134 0.0% 0.0% 153 +3,217 394.24% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History No change 3,902 131 0.0% 0.0% 154 0 0.0% Q1 2026 May 14, 2026
Freestone Grove Partners LP History New 3,628 121 0.0% 155 +3,628 New Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Reduced 2,840 94 0.0% 0.0% 156 -260 -8.39% Q1 2026 May 13, 2026
SBI Okasan Asset Management Co.Ltd. History No change 2,700 89 0.0% 0.0% 157 0 0.0% Q1 2026 Apr 27, 2026
10Elms LLP History No change 2,500 83 0.05% 0.06% 158 0 0.0% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 2,202 74 0.0% 0.0% 159 +121 5.81% Q1 2026 Apr 27, 2026
Aquatic Capital Management LLC History Reduced 2,142 71 0.0% 0.02% 160 -18,671 -89.71% Q1 2026 May 15, 2026
BOKF, NA History No change 2,000 66 0.0% 0.0% 161 0 0.0% Q1 2026 May 08, 2026
Ameritas Investment Partners, Inc. History No change 1,924 64 0.0% 0.0% 162 0 0.0% Q1 2026 May 13, 2026
Arax Advisory Partners History Added to 1,693 58 0.0% 0.0% 163 +810 91.73% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Reduced 1,746 58 0.0% 0.0% 164 -36 -2.02% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 2,000 56 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 12, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 1,475 49 0.01% 0.01% 166 0 0.0% Q1 2026 May 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 1,300 43 0.0% 0.0% 167 0 0.0% Q1 2026 May 11, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,268 42 0.0% 0.0% 168 +323 34.18% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 1,150 38 0.0% 0.0% 169 +32 2.86% Q1 2026 Apr 07, 2026
CWM, LLC History Added to 1,083 36 0.0% 0.0% 170 +321 42.13% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 1,174 32 0.0% 0.0% 171 0 0.0% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History No change 934 31 0.0% 0.0% 172 0 0.0% Q1 2026 Apr 27, 2026
Harvest Fund Management Co., Ltd History Added to 819 27 0.0% 0.0% 173 +406 98.31% Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 789 26 0.0% 0.0% 174 -584 -42.53% Q1 2026 Apr 22, 2026
Smartleaf Asset Management LLC History Added to 747 24 0.0% 0.0% 175 +326 77.43% Q1 2026 May 15, 2026
Advisory Services Network, LLC History New 710 23 0.0% 176 +710 New Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 659 22 0.0% 0.0% 177 +335 103.4% Q1 2026 May 14, 2026
Cornerstone Planning Group LLC History Added to 571 20 0.0% 0.0% 178 +109 23.59% Q1 2026 May 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 494 16 0.0% 0.0% 179 -1,025 -67.48% Q1 2026 May 08, 2026
GAMMA Investing LLC History Added to 446 14 0.0% 0.0% 180 +95 27.07% Q1 2026 Apr 06, 2026
Centerpoint Advisors, LLC History New 398 13 0.0% 182 +398 New Q1 2026 May 07, 2026
EASTERN BANK History No change 417 13 0.0% 0.0% 181 0 0.0% Q1 2026 Apr 07, 2026
Larson Financial Group LLC History Reduced 306 10 0.0% 0.0% 184 -290 -48.66% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History No change 302 10 0.0% 0.0% 183 0 0.0% Q1 2026 Apr 30, 2026
BARD ASSOCIATES INC History No change 250 8 0.0% 0.0% 185 0 0.0% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Added to 239 7 0.0% 0.0% 186 +164 218.67% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 210 7 0.0% 0.0% 187 +7 3.45% Q1 2026 Apr 06, 2026
BROWN BROTHERS HARRIMAN & CO History New 154 5 0.0% 190 +154 New Q1 2026 May 14, 2026
UMB Bank, n.a. History Reduced 175 5 0.0% 0.0% 188 -75 -30.0% Q1 2026 May 11, 2026
SageView Advisory Group, LLC History No change 200 5 0.0% 0.0% 189 0 0.0% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History No change 135 4 0.0% 0.0% 191 0 0.0% Q1 2026 Apr 30, 2026
AlphaQuest LLC History No change 165 4 0.0% 0.0% 192 0 0.0% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 103 3 0.0% 0.0% 193 -145 -58.47% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History New 76 2 0.0% 194 +76 New Q1 2026 Apr 27, 2026
SIMPLEX TRADING, LLC History New 52 1 0.0% 203 +52 New Q1 2026 May 14, 2026
Whipplewood Advisors, LLC History New 38 1 0.0% 206 +38 New Q1 2026 Apr 30, 2026
Trium Capital LLP History New 36 1 0.0% 205 +36 New Q1 2026 Apr 16, 2026
Caitong International Asset Management Co., Ltd History New 33 1 0.0% 204 +33 New Q1 2026 May 11, 2026
Covestor Ltd History Reduced 24 1 0.0% 0.0% 200 -24 -50.0% Q1 2026 May 05, 2026
Allworth Financial LP History Added to 47 1 0.0% 197 +21 80.77% Q1 2026 May 14, 2026
Farther Finance Advisors, LLC History Added to 49 1 0.0% 0.0% 202 +10 25.64% Q1 2026 Apr 07, 2026
Root Financial Partners, LLC History Added to 32 1 0.0% 201 +7 28.0% Q1 2026 Apr 24, 2026
ROTHSCHILD INVESTMENT LLC History Added to 31 1 0.0% 195 +3 10.71% Q1 2026 May 07, 2026
HARBOUR INVESTMENTS, INC. History No change 51 1 0.0% 0.0% 196 0 0.0% Q1 2026 May 15, 2026
Capital Advisors, Ltd. LLC History No change 21 1 0.0% 0.0% 198 0 0.0% Q1 2026 Apr 16, 2026
Parallel Advisors, LLC History No change 49 1 0.0% 0.0% 199 0 0.0% Q1 2026 May 07, 2026
Sourcerock Group LLC History Closed out 0 0 0.61% -388,200 -100.0% Q1 2026 May 15, 2026
GeoSphere Capital Management, LLC History Closed out 0 0 1.89% -205,000 -100.0% Q1 2026 May 15, 2026
Hartree Partners, LP History Closed out 0 0 1.99% -195,663 -100.0% Q1 2026 May 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.06% -136,026 -100.0% Q1 2026 May 15, 2026
Oceanic Investment Management LTD History Closed out 0 0 3.59% -122,208 -100.0% Q1 2026 May 13, 2026
VIKING FUND MANAGEMENT LLC History Closed out 0 0 0.29% -90,000 -100.0% Q1 2026 Apr 10, 2026
Jain Global LLC History Closed out 0 0 0.01% -89,475 -100.0% Q1 2026 May 15, 2026
SIR Capital Management, L.P. History Closed out 0 0 0.27% -86,035 -100.0% Q1 2026 May 15, 2026
Jackson Creek Investment Advisors LLC History Closed out 0 0 0.44% -53,318 -100.0% Q1 2026 May 05, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -52,937 -100.0% Q1 2026 May 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -37,593 -100.0% Q1 2026 May 15, 2026
CenterBook Partners LP History Closed out 0 0 0.05% -36,782 -100.0% Q1 2026 May 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Closed out 0 0 0.0% -28,403 -100.0% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -25,357 -100.0% Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -23,300 -100.0% Q1 2026 Apr 30, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -21,219 -100.0% Q1 2026 May 14, 2026
OP Asset Management Ltd History Closed out 0 0 0.01% -15,135 -100.0% Q1 2026 Apr 10, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -13,925 -100.0% Q1 2026 May 15, 2026
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 0.0% -11,974 -100.0% Q1 2026 May 14, 2026
Versor Investments LP History Closed out 0 0 0.05% -11,500 -100.0% Q1 2026 May 12, 2026
Summit Global Investments History Closed out 0 0 0.02% -11,256 -100.0% Q1 2026 May 07, 2026
Private Advisor Group, LLC History Closed out 0 0 0.0% -8,042 -100.0% Q1 2026 Apr 24, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -7,369 -100.0% Q1 2026 May 07, 2026
IFP Advisors, Inc History Reduced 11 0 0.0% -997 -98.91% Q1 2026 Apr 13, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 0.0% -801 -100.0% Q1 2026 May 12, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -748 -100.0% Q1 2026 May 08, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -92 -100.0% Q1 2026 May 15, 2026
Quarry LP History Closed out 0 0 0.0% -91 -100.0% Q1 2026 May 15, 2026
ASSETMARK, INC History New 18 0 +18 New Q1 2026 May 06, 2026
CVA Family Office, LLC History New 17 0 +17 New Q1 2026 Apr 29, 2026
MAI Capital Management History New 15 0 +15 New Q1 2026 May 15, 2026
Fortitude Family Office, LLC History Added to 14 0 +13 1300.0% Q1 2026 Apr 15, 2026
Stone House Investment Management, LLC History New 12 0 +12 New Q1 2026 Apr 22, 2026
Blue Trust, Inc. History New 12 0 +12 New Q1 2026 Apr 20, 2026
Bare Financial Services, Inc History New 12 0 +12 New Q1 2026 May 14, 2026
Financial Network Wealth Advisors LLC History Reduced 23 0 -7 -23.33% Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History Added to 11 0 +7 175.0% Q1 2026 May 15, 2026
Essential Partners LLC History Added to 21 0 +7 50.0% Q1 2026 May 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 6 0 +6 New Q1 2026 Apr 13, 2026
Vermillion Wealth Management, Inc. History New 1 0 +1 New Q1 2026 Apr 17, 2026
Rialto Wealth Management, LLC History New 1 0 +1 New Q1 2026 May 14, 2026
PRIVATE TRUST CO NA History No change 5 0 0 0.0% Q1 2026 Apr 30, 2026
Rockefeller Capital Management L.P. History No change 22 0 0 0.0% Q1 2026 May 14, 2026
SJS Investment Consulting Inc. History No change 2 0 0 0.0% Q1 2026 Apr 23, 2026
MidFirst Bank History No change 14 0 0 0.0% Q1 2026 May 15, 2026