ELBIT SYSTEMS LTD - ESLT

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Clal Insurance Enterprises Holdings Ltd History Added to 1,619,783 1,351,958 8.14% 5.77% 1 +69,165 4.46% Q1 2026 May 12, 2026
BANK OF MONTREAL /CAN/ History Reduced 12,554 1,048,635 0.39% 0.25% 2 -124 -0.98% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 713,771 601,788 0.02% 3 +713,771 New Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 998,267 573,131 0.01% 0.01% 4 0 0.0% Q4 2025 Jan 29, 2026
VAN ECK ASSOCIATES CORP History Added to 621,675 527,858 0.4% 0.29% 5 +6,551 1.06% Q1 2026 May 15, 2026
Y.D. More Investments Ltd History Reduced 551,017 459,144 17.98% 17.07% 6 -67,308 -10.89% Q1 2026 May 04, 2026
Altshuler Shaham Ltd History Reduced 456,061 379,978 6.86% 4.48% 7 -55,659 -10.88% Q1 2026 May 18, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 397,089 332,985 3.65% 2.42% 8 +32,617 8.95% Q1 2026 Apr 29, 2026
Invesco Ltd. History Added to 389,890 331,051 0.05% 0.03% 9 +43,786 12.65% Q1 2026 May 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 378,968 316,496 0.43% 0.22% 10 +119,078 45.82% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 354,104 298,174 0.16% 0.16% 11 -118,469 -25.07% Q1 2026 May 14, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 269,599 228,914 1.55% 0.44% 12 +181,524 206.1% Q1 2026 May 05, 2026
Phoenix Financial Ltd. History New 251,137 213,237 2.02% 13 +251,137 New Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Added to 241,893 205,388 0.03% 0.0% 14 +185,522 329.11% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 229,606 193,583 0.05% 15 +229,606 New Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 198,494 168,539 0.02% 0.0% 16 +136,013 217.69% Q1 2026 May 15, 2026
UBS Group AG History Added to 196,633 166,959 0.03% 0.01% 17 +69,769 55.0% Q1 2026 May 05, 2026
GOLDMAN SACHS GROUP INC History Reduced 184,112 156,327 0.02% 0.02% 18 -51,658 -21.91% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 181,635 154,224 0.01% 0.01% 19 -57,070 -23.91% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 172,027 146,066 0.0% 0.0% 20 +52,514 43.94% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History Added to 166,512 141,383 0.02% 0.01% 21 +85,037 104.37% Q1 2026 May 12, 2026
MORGAN STANLEY History Reduced 164,226 139,444 0.01% 0.01% 22 -48,024 -22.63% Q1 2026 May 15, 2026
JENNISON ASSOCIATES LLC History New 150,909 128,135 0.09% 23 +150,909 New Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History Added to 120,112 101,958 0.02% 0.01% 24 +39,573 49.14% Q1 2026 May 13, 2026
Legal & General Group Plc History Added to 120,271 100,444 0.02% 0.02% 25 +733 0.61% Q1 2026 May 08, 2026
GILDER GAGNON HOWE & CO LLC History Added to 111,684 94,829 1.14% 0.65% 26 +4,560 4.26% Q1 2026 May 15, 2026
Heard Capital LLC History Reduced 108,391 92,033 4.76% 4.84% 27 -70,180 -39.3% Q1 2026 May 15, 2026
Swiss National Bank History Added to 102,740 85,619 0.05% 0.03% 28 +22,315 27.75% Q1 2026 May 07, 2026
DEUTSCHE BANK AG\ History Reduced 82,136 69,740 0.02% 0.02% 29 -9,198 -10.07% Q1 2026 May 06, 2026
MILLENNIUM MANAGEMENT LLC History Added to 77,744 66,011 0.03% 0.0% 30 +71,259 1098.83% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 73,739 61,583 0.02% 0.01% 31 +9,182 14.22% Q1 2026 Apr 30, 2026
JPMORGAN CHASE & CO History Added to 73,939 60,391 0.0% 0.0% 32 +15,201 25.88% Q1 2026 May 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 68,679 57,357 0.06% 0.04% 33 +2,645 4.01% Q1 2026 May 12, 2026
D. E. Shaw & Co., Inc. History Added to 63,408 53,839 0.03% 0.01% 34 +19,875 45.66% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 61,105 51,883 0.0% 0.0% 35 +1,456 2.44% Q1 2026 May 15, 2026
ARK Investment Management LLC History Added to 60,281 51,183 0.4% 0.22% 36 +3,236 5.67% Q1 2026 May 12, 2026
Bank of New York Mellon Corp History Reduced 51,650 43,855 0.01% 0.01% 37 -1,518 -2.86% Q1 2026 May 05, 2026
Qube Research & Technologies Ltd History Added to 43,901 37,275 0.04% 0.01% 38 +22,728 107.34% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 41,616 34,755 0.01% 0.01% 39 -8,748 -17.37% Q1 2026 May 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 39,720 33,488 0.03% 40 +39,720 New Q1 2026 May 08, 2026
Russell Investments Group, Ltd. History Reduced 40,066 33,478 0.04% 0.04% 41 -26,621 -39.92% Q1 2026 May 08, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 39,172 33,260 0.0% 0.0% 42 +187 0.48% Q1 2026 May 15, 2026
FMR LLC History Reduced 37,791 31,693 0.0% 0.0% 43 -3,346 -8.13% Q1 2026 May 15, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 32,100 27,255 0.24% 0.16% 44 0 0.0% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 26,540 22,534 0.04% 0.04% 45 -20,634 -43.74% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Reduced 26,000 22,076 0.06% 0.02% 46 -116 -0.44% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 25,247 21,436 0.03% 0.0% 47 +20,558 438.43% Q1 2026 May 15, 2026
Amundi History Added to 22,319 18,950 0.01% 0.0% 48 +6,728 43.15% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 21,431 18,196 0.01% 0.01% 49 +8,640 67.55% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 21,070 17,890 0.01% 0.01% 50 +3,835 22.25% Q1 2026 May 12, 2026
Capital Wealth Planning, LLC History Added to 21,032 17,858 0.1% 0.06% 51 +4,473 27.01% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 19,814 16,823 0.01% 0.01% 52 -172 -0.86% Q1 2026 Apr 30, 2026
Amova Asset Management Americas, Inc. History Added to 18,689 15,870 0.22% 0.12% 53 +271 1.47% Q1 2026 May 07, 2026
HWG Holdings LP History Reduced 18,266 15,509 4.03% 2.98% 54 -3,002 -14.12% Q1 2026 May 06, 2026
Tidal Investments LLC History Added to 18,062 15,336 0.03% 0.02% 55 +2,681 17.43% Q1 2026 May 15, 2026
LORD, ABBETT & CO. LLC History New 17,500 14,859 0.05% 56 +17,500 New Q1 2026 May 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 17,101 14,520 0.52% 0.37% 57 0 0.0% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 17,196 14,517 0.02% 0.02% 58 +905 5.56% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 16,081 13,597 0.01% 0.01% 59 +7,274 82.59% Q1 2026 May 05, 2026
Korea Investment CORP History Added to 15,418 12,876 0.03% 0.02% 60 +199 1.31% Q1 2026 May 12, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 15,406 12,868 0.04% 0.03% 61 +917 6.33% Q1 2026 May 13, 2026
NAVELLIER & ASSOCIATES INC History Added to 14,733 12,509 1.3% 0.94% 62 +180 1.24% Q1 2026 May 07, 2026
Legal Advantage Investments, Inc. History Reduced 14,670 12,456 6.44% 3.94% 63 -60 -0.41% Q1 2026 Apr 20, 2026
Fogel Capital Management, Inc. History Added to 13,358 11,342 5.19% 3.41% 64 +551 4.3% Q1 2026 May 13, 2026
Vanguard Investments Australia, Ltd. History New 13,007 10,966 0.03% 65 +13,007 New Q1 2026 May 08, 2026
LPL Financial LLC History Added to 12,415 10,541 0.0% 0.0% 66 +3,111 33.44% Q1 2026 May 06, 2026
RAYMOND JAMES FINANCIAL INC History Added to 12,370 10,503 0.0% 0.0% 67 +3,264 35.84% Q1 2026 May 14, 2026
TD ASSET MANAGEMENT INC History Added to 12,381 10,340 0.01% 0.01% 68 +976 8.56% Q1 2026 May 11, 2026
SIMPLEX TRADING, LLC History Added to 11,042 9,375 0.01% 0.0% 69 +10,222 1246.59% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 10,722 9,103 0.0% 0.0% 70 +60 0.56% Q1 2026 May 14, 2026
Quadrature Capital Ltd History Reduced 10,587 8,989 0.11% 0.22% 71 -27,534 -72.23% Q1 2026 May 15, 2026
Creative Planning History Added to 10,358 8,794 0.01% 0.0% 72 +431 4.34% Q1 2026 May 12, 2026
Yelin Lapidot Holdings Management Ltd. History No change 10,281 8,729 1.82% 1.19% 73 0 0.0% Q1 2026 Apr 22, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 10,501 8,727 0.01% 0.01% 74 -1,746 -14.26% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History No change 9,719 8,116 0.03% 0.02% 75 0 0.0% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 9,698 8,107 0.01% 0.01% 76 +304 3.24% Q1 2026 May 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 8,783 7,808 0.02% 0.02% 77 -15,652 -64.06% Q1 2026 Apr 08, 2026
BFSG, LLC History Reduced 9,187 7,800 0.74% 0.52% 78 -74 -0.8% Q1 2026 Apr 28, 2026
Eos Management, L.P. History No change 8,673 7,364 3.16% 1.96% 79 0 0.0% Q1 2026 May 05, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 8,790 7,341 0.02% 0.01% 80 -1,758 -16.67% Q1 2026 May 15, 2026
Catalyst Funds Management Pty Ltd History New 8,300 7,047 1.19% 81 +8,300 New Q1 2026 May 11, 2026
Baird Financial Group, Inc. History Reduced 8,205 6,966 0.01% 0.01% 82 -680 -7.65% Q1 2026 May 14, 2026
Pictet Asset Management Holding SA History Added to 8,150 6,808 0.01% 0.0% 83 +89 1.1% Q1 2026 Apr 22, 2026
Trexquant Investment LP History Added to 7,987 6,781 0.05% 0.02% 84 +3,604 82.23% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 8,054 6,726 0.01% 0.01% 85 +961 13.55% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Reduced 7,828 6,646 0.01% 0.03% 86 -41,059 -83.99% Q1 2026 May 14, 2026
PDT Partners, LLC History Reduced 7,509 6,375 0.38% 0.51% 87 -6,055 -44.64% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History New 7,588 6,297 0.06% 88 +7,588 New Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 7,417 6,253 0.0% 89 +7,417 New Q1 2026 May 08, 2026
BANQUE PICTET & CIE SA History New 6,950 5,901 0.04% 90 +6,950 New Q1 2026 Apr 14, 2026
Kestra Advisory Services, LLC History Added to 6,610 5,612 0.02% 0.02% 91 +18 0.27% Q1 2026 Apr 30, 2026
CVFG LLC History New 6,488 5,508 0.68% 92 +6,488 New Q1 2026 Apr 29, 2026
Corient Private Wealth LLC History Added to 6,202 5,257 0.01% 0.0% 93 +2,530 68.9% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 8,980 5,187 0.01% 0.01% 94 0 0.0% Q4 2025 Feb 17, 2026
Cardinal Capital Management History Reduced 6,086 5,167 0.67% 0.6% 95 -1,803 -22.85% Q1 2026 Apr 08, 2026
Advisors Asset Management, Inc. History Reduced 6,063 5,148 0.09% 0.08% 96 -2,466 -28.91% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 6,039 5,127 0.0% 0.0% 97 +1,898 45.83% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 5,995 5,076 0.0% 0.0% 99 +3,165 111.84% Q1 2026 May 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 5,979 5,076 0.0% 0.0% 98 +671 12.64% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 5,605 4,759 0.01% 0.0% 100 +17 0.3% Q1 2026 May 15, 2026
Mariner, LLC History Added to 5,397 4,576 0.01% 0.0% 101 +89 1.68% Q1 2026 May 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,379 4,567 0.0% 0.0% 102 -2,192 -28.95% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 5,356 4,547 0.01% 0.0% 103 +4,685 698.21% Q1 2026 May 15, 2026
Henry James International Management Inc. History Reduced 5,356 4,547 1.64% 1.8% 104 -4,554 -45.95% Q1 2026 Apr 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 5,346 4,464 0.04% 0.02% 105 +1,955 57.65% Q1 2026 May 08, 2026
Chicago Capital, LLC History Added to 4,733 4,018 0.11% 0.06% 106 +227 5.04% Q1 2026 Apr 23, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 4,783 4,013 0.01% 0.01% 107 -418 -8.04% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,594 3,900 0.0% 0.0% 108 -199 -4.15% Q1 2026 May 08, 2026
GHP Investment Advisors, Inc. History No change 4,463 3,789 0.16% 0.11% 109 0 0.0% Q1 2026 Apr 21, 2026
FIRST TRUST ADVISORS LP History Added to 4,502 3,777 0.0% 0.0% 110 +435 10.7% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,391 3,702 0.0% 111 +4,391 New Q1 2026 May 08, 2026
AMERIPRISE FINANCIAL INC History Reduced 4,346 3,690 0.0% 0.0% 112 -776 -15.15% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 4,138 3,513 0.01% 0.0% 113 +1,836 79.76% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Added to 4,122 3,480 0.01% 0.0% 114 +1,874 83.36% Q1 2026 May 15, 2026
Informed Momentum Co LLC History Reduced 4,034 3,369 0.39% 0.45% 115 -2,937 -42.13% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Added to 3,961 3,363 0.0% 0.0% 116 +1,686 74.11% Q1 2026 May 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 4,020 3,357 0.0% 0.0% 117 -1,486 -26.99% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 3,773 3,203 0.01% 0.01% 118 +11 0.29% Q1 2026 May 11, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,755 3,187 0.03% 0.02% 119 -142 -3.64% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,737 3,120 0.03% 0.02% 120 0 0.0% Q1 2026 Apr 29, 2026
Walleye Capital LLC History Added to 3,673 3,118 0.01% 0.0% 121 +2,466 204.31% Q1 2026 May 13, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 3,520 2,988 0.07% 0.08% 122 -3,435 -49.39% Q1 2026 May 15, 2026
US BANCORP \DE\ History Added to 3,451 2,930 0.0% 0.0% 123 +40 1.17% Q1 2026 May 14, 2026
Dorsey Wright & Associates History New 3,375 2,865 0.36% 124 +3,375 New Q1 2026 May 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 4,917 2,840 0.0% 0.0% 125 +1 0.02% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 3,341 2,834 0.0% 0.0% 126 +471 16.41% Q1 2026 May 15, 2026
PEAK6 LLC History New 3,300 2,801 0.01% 127 +3,300 New Q1 2026 May 13, 2026
ExodusPoint Capital Management, LP History Added to 3,187 2,706 0.02% 0.0% 128 +2,251 240.49% Q1 2026 May 14, 2026
Redhawk Wealth Advisors, Inc. History Reduced 3,104 2,635 0.29% 0.24% 129 -642 -17.14% Q1 2026 Apr 15, 2026
Aquatic Capital Management LLC History New 3,065 2,602 0.07% 130 +3,065 New Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,916 2,529 0.0% 0.0% 131 +2,397 461.85% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History New 2,800 2,377 0.0% 132 +2,800 New Q1 2026 May 15, 2026
SIG BROKERAGE, LP History New 2,577 2,188 0.06% 133 +2,577 New Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 2,572 2,183 0.03% 0.02% 134 +734 39.93% Q1 2026 Apr 23, 2026
MetLife Investment Management, LLC History Added to 2,614 2,183 0.01% 0.01% 135 +227 9.51% Q1 2026 May 14, 2026
Virtu Financial LLC History New 2,525 2,143 0.09% 136 +2,525 New Q1 2026 May 14, 2026
Vident Advisory, LLC History Added to 2,496 2,119 0.02% 0.01% 137 +416 20.0% Q1 2026 May 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 2,493 2,043 0.04% 138 +2,493 New Q1 2026 May 01, 2026
GABELLI FUNDS LLC History Added to 2,245 1,906 0.01% 0.01% 139 +94 4.37% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 2,169 1,841 0.01% 0.01% 140 +214 10.95% Q1 2026 May 13, 2026
Mezzasalma Advisors, LLC History New 2,138 1,815 0.46% 141 +2,138 New Q1 2026 Apr 17, 2026
Sequoia Financial Advisors, LLC History Added to 2,088 1,773 0.01% 0.01% 142 +32 1.56% Q1 2026 Apr 30, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Reduced 2,065 1,753 0.15% 0.1% 143 -75 -3.5% Q1 2026 May 05, 2026
Allianz Asset Management GmbH History Added to 2,092 1,747 0.0% 0.0% 144 +24 1.16% Q1 2026 May 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 2,054 1,744 0.0% 0.0% 145 -138 -6.3% Q1 2026 Apr 27, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 2,028 1,721 0.09% 146 +2,028 New Q1 2026 Apr 15, 2026
Advisory Services Network, LLC History Added to 1,992 1,691 0.02% 0.02% 147 +24 1.22% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Added to 1,993 1,673 0.0% 0.0% 148 +74 3.86% Q1 2026 May 13, 2026
SteelPeak Wealth, LLC History Added to 1,949 1,654 0.05% 0.02% 149 +740 61.21% Q1 2026 May 05, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,935 1,642 0.05% 0.03% 150 +1 0.05% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 1,838 1,560 0.02% 0.02% 151 +8 0.44% Q1 2026 Apr 07, 2026
Atlantic Union Bankshares Corp History No change 1,801 1,529 0.03% 0.02% 152 0 0.0% Q1 2026 May 12, 2026
Walleye Trading LLC History New 1,800 1,528 0.0% 153 +1,800 New Q1 2026 May 08, 2026
CreativeOne Wealth, LLC History Reduced 1,773 1,505 0.03% 0.03% 154 -235 -11.7% Q1 2026 May 15, 2026
Krane Financial Solutions LLC History New 1,700 1,443 0.98% 155 +1,700 New Q1 2026 May 29, 2026
Callan Family Office, LLC History Added to 1,661 1,410 0.03% 0.02% 156 +87 5.53% Q1 2026 May 13, 2026
AdvisorShares Investments LLC History New 1,603 1,361 0.25% 157 +1,603 New Q1 2026 Apr 28, 2026
Y-Intercept (Hong Kong) Ltd History New 1,600 1,358 0.03% 158 +1,600 New Q1 2026 Apr 27, 2026
Main Management ETF Advisors, LLC History New 1,586 1,347 0.05% 159 +1,586 New Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History New 1,584 1,345 0.0% 160 +1,584 New Q1 2026 May 04, 2026
Ashton Thomas Private Wealth, LLC History Added to 1,552 1,296 0.03% 0.02% 161 +195 14.37% Q1 2026 May 11, 2026
J.W. COLE ADVISORS, INC. History New 1,516 1,287 0.04% 162 +1,516 New Q1 2026 Apr 23, 2026
Rockefeller Capital Management L.P. History Added to 1,497 1,271 0.0% 0.0% 163 +507 51.21% Q1 2026 May 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 1,470 1,248 0.02% 0.01% 164 -1 -0.07% Q1 2026 May 01, 2026
Steward Partners Investment Advisory, LLC History Added to 1,435 1,218 0.01% 0.0% 165 +204 16.57% Q1 2026 May 08, 2026
Lester Murray Antman dba SimplyRich History No change 1,351 1,147 0.29% 0.2% 166 0 0.0% Q1 2026 May 01, 2026
Havemeyer Place LP History New 1,319 1,119 0.13% 167 +1,319 New Q1 2026 May 13, 2026
Hummer Financial Advisory Services Inc History New 1,300 1,103 0.78% 168 +1,300 New Q1 2026 Apr 08, 2026
ACADIAN ASSET MANAGEMENT LLC History New 1,320 1,101 0.0% 169 +1,320 New Q1 2026 May 13, 2026
Frank, Rimerman Advisors LLC History Reduced 1,277 1,084 0.07% 0.05% 170 -2 -0.16% Q1 2026 Apr 29, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 1,275 1,082 0.0% 0.0% 171 -68 -5.06% Q1 2026 May 01, 2026
Flatrock Wealth Partners LLC History No change 1,264 1,073 0.48% 0.35% 172 0 0.0% Q1 2026 Apr 29, 2026
Neuberger Berman Group LLC History Added to 1,182 994 0.0% 0.0% 173 +722 156.96% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,161 985 0.0% 0.0% 174 +930 402.6% Q1 2026 May 13, 2026
Polymer Capital Management (HK) LTD History New 1,131 960 0.08% 175 +1,131 New Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 1,103 936 0.01% 0.0% 176 +476 75.92% Q1 2026 Apr 27, 2026
TD Waterhouse Canada Inc. History Added to 1,025 916 0.0% 0.0% 177 +657 178.53% Q1 2026 May 12, 2026
Assenagon Asset Management S.A. History Reduced 1,072 895 0.0% 0.0% 178 -363 -25.3% Q1 2026 Apr 20, 2026
Inspire Advisors, LLC History Reduced 1,049 891 0.07% 0.07% 179 -178 -14.51% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Added to 1,045 887 0.01% 0.01% 180 +280 36.6% Q1 2026 May 06, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 1,000 849 0.04% 0.03% 181 0 0.0% Q1 2026 May 07, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 978 829 0.0% 0.0% 182 +265 37.17% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 928 787 0.01% 0.0% 183 +441 90.55% Q1 2026 May 05, 2026
Cannell & Spears LLC History Reduced 916 777 0.02% 0.01% 184 -50 -5.18% Q1 2026 May 15, 2026
CWM, LLC History Added to 889 755 0.0% 0.0% 185 +274 44.55% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Added to 883 750 0.01% 0.01% 186 +17 1.96% Q1 2026 Jun 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 875 741 0.0% 0.0% 187 +495 130.26% Q1 2026 Apr 30, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 872 740 0.24% 0.28% 188 -564 -39.28% Q1 2026 Apr 21, 2026
SEI INVESTMENTS CO History New 861 731 0.0% 189 +861 New Q1 2026 May 13, 2026
Focus Partners Wealth History Added to 851 723 0.0% 0.0% 190 +77 9.95% Q1 2026 May 14, 2026
Fort Sheridan Advisors LLC History No change 850 721 0.09% 0.06% 191 0 0.0% Q1 2026 May 06, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 855 716 0.09% 0.09% 192 -270 -24.0% Q1 2026 Apr 27, 2026
BankChampaign, National Association History Added to 836 697 0.69% 0.45% 193 +46 5.82% Q1 2026 May 21, 2026
AXIOM INVESTORS LLC /DE History New 809 686 0.01% 194 +809 New Q1 2026 May 14, 2026
Jump Financial, LLC History New 808 686 0.01% 195 +808 New Q1 2026 May 14, 2026
Centiva Capital, LP History New 807 685 0.01% 196 +807 New Q1 2026 May 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 780 662 0.04% 0.0% 197 -101 -11.46% Q1 2026 May 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 769 652 0.02% 0.01% 198 0 0.0% Q1 2026 Apr 29, 2026
NewEdge Advisors, LLC History Added to 763 647 0.0% 0.0% 199 +3 0.39% Q1 2026 Jun 02, 2026
GSA CAPITAL PARTNERS LLP History New 758 644 0.04% 200 +758 New Q1 2026 May 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 750 637 0.0% 0.0% 201 -12 -1.57% Q1 2026 May 15, 2026
Total Clarity Wealth Management, Inc. History Reduced 746 633 0.15% 0.21% 202 -727 -49.36% Q1 2026 Apr 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 743 631 0.0% 0.0% 203 +328 79.04% Q1 2026 May 15, 2026
Capital Investment Counsel, Inc History No change 755 630 0.08% 0.05% 204 0 0.0% Q1 2026 Apr 21, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 721 612 0.0% 0.0% 205 -20 -2.7% Q1 2026 May 14, 2026
Clarius Group, LLC History No change 1,050 606 0.03% 0.03% 206 0 0.0% Q4 2025 Jan 14, 2026
Burns Matteson Capital Management, LLC History New 711 603 0.22% 207 +711 New Q1 2026 May 15, 2026
IMC-Chicago, LLC History New 706 599 0.0% 208 +706 New Q1 2026 May 05, 2026
Metis Global Partners, LLC History Added to 711 593 0.01% 0.01% 209 +26 3.8% Q1 2026 May 07, 2026
CIBC WORLD MARKET INC. History Added to 691 580 0.0% 0.0% 210 +83 13.65% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 674 572 0.0% 0.0% 211 -3 -0.44% Q1 2026 Apr 22, 2026
Summit Trail Advisors, LLC History New 673 563 0.01% 212 +673 New Q1 2026 May 12, 2026
M&T BANK CORP History Added to 657 556 0.0% 0.0% 213 +27 4.29% Q1 2026 May 12, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 650 551 0.11% 0.11% 214 -350 -35.0% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Reduced 649 551 0.0% 0.0% 215 -32 -4.7% Q1 2026 May 13, 2026
REGIONS FINANCIAL CORP History New 637 540 0.0% 216 +637 New Q1 2026 May 05, 2026
Versant Capital Management, Inc History Added to 641 535 0.05% 0.04% 217 +30 4.91% Q1 2026 Apr 06, 2026
SIH Partners, LLLP History Reduced 627 532 0.01% 0.04% 218 -3,372 -84.32% Q1 2026 May 15, 2026
5th Street Advisors, LLC History No change 624 529 0.23% 0.17% 219 0 0.0% Q1 2026 May 04, 2026
Caprock Group, LLC History Added to 618 524 0.01% 0.01% 220 +91 17.27% Q1 2026 May 11, 2026
BROWN ADVISORY INC History Added to 608 516 0.0% 0.0% 221 +37 6.48% Q1 2026 May 15, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 606 514 0.11% 0.08% 222 -72 -10.62% Q1 2026 Apr 13, 2026
PDS Planning, Inc History Reduced 605 513 0.03% 0.02% 223 -19 -3.04% Q1 2026 Apr 21, 2026
Gibson Capital, LLC History No change 600 509 0.09% 0.06% 224 0 0.0% Q1 2026 Apr 17, 2026
Dana Investment Advisors, Inc. History No change 600 509 0.02% 0.01% 225 0 0.0% Q1 2026 May 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 591 501 0.01% 0.01% 226 -15 -2.48% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History New 567 481 0.0% 227 +567 New Q1 2026 May 15, 2026
Penserra Capital Management LLC History Reduced 557 472 0.01% 0.01% 228 -1,500 -72.92% Q1 2026 May 11, 2026
Defiance ETFs, LLC History Reduced 557 472 0.01% 0.04% 229 -1,500 -72.92% Q1 2026 May 15, 2026
CHOREO, LLC History Added to 552 468 0.01% 0.0% 230 +44 8.66% Q1 2026 May 12, 2026
EWA, LLC History Reduced 539 457 0.1% 0.08% 231 -1 -0.19% Q1 2026 Apr 23, 2026
SYON CAPITAL LLC History Added to 533 452 0.02% 0.02% 232 +5 0.95% Q1 2026 May 13, 2026
MGO ONE SEVEN LLC History Reduced 530 450 0.01% 0.01% 233 -29 -5.19% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History New 523 444 0.0% 234 +523 New Q1 2026 May 15, 2026
Brooklyn Investment Group History Added to 521 442 0.01% 0.01% 236 +149 40.05% Q1 2026 Apr 29, 2026
Ballentine Partners, LLC History No change 521 442 0.01% 0.0% 235 0 0.0% Q1 2026 May 14, 2026
West Family Investments, Inc. History Reduced 516 438 0.15% 0.18% 237 -781 -60.22% Q1 2026 May 07, 2026
Cooper Capital Advisors LLC History Reduced 510 433 0.3% 0.26% 238 -210 -29.17% Q1 2026 May 11, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 510 433 0.13% 0.11% 239 -40 -7.27% Q1 2026 May 05, 2026
CIBC Bancorp USA Inc. History New 500 424 0.0% 240 +500 New Q1 2026 May 12, 2026
SkyOak Wealth, LLC History New 500 424 0.08% 241 +500 New Q1 2026 Apr 30, 2026
CIGNA INVESTMENTS INC /NEW History No change 498 416 0.06% 0.04% 242 0 0.0% Q1 2026 May 11, 2026
DGS Capital Management, LLC History New 488 414 0.07% 243 +488 New Q1 2026 Apr 28, 2026
Gladstone Institutional Advisory LLC History New 486 412 0.02% 244 +486 New Q1 2026 May 14, 2026
WESTWOOD HOLDINGS GROUP INC History New 479 400 0.0% 245 +479 New Q1 2026 May 15, 2026
Inspire Investing, LLC History Reduced 468 397 0.03% 0.03% 246 -73 -13.49% Q1 2026 Apr 23, 2026
GREENLEAF TRUST History No change 466 395 0.0% 0.0% 247 0 0.0% Q1 2026 Apr 27, 2026
CREDIT AGRICOLE S A History No change 450 382 0.0% 0.0% 248 0 0.0% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 440 373 0.0% 0.0% 249 0 0.0% Q1 2026 May 26, 2026
AVIVA PLC History No change 445 371 0.0% 0.0% 250 0 0.0% Q1 2026 May 14, 2026
Dorsey & Whitney Trust CO LLC History Added to 416 352 0.02% 0.01% 251 +22 5.58% Q1 2026 May 14, 2026
PERSONAL CFO SOLUTIONS, LLC History New 413 350 0.05% 252 +413 New Q1 2026 Apr 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 413 345 0.0% 0.0% 253 +14 3.51% Q1 2026 May 01, 2026
180 WEALTH ADVISORS, LLC History Reduced 403 342 0.04% 0.03% 254 -7 -1.71% Q1 2026 May 01, 2026
Glass Jacobson Investment Advisors llc History No change 403 342 0.12% 0.08% 255 0 0.0% Q1 2026 Apr 23, 2026
Gotham Asset Management, LLC History New 399 338 0.0% 256 +399 New Q1 2026 May 15, 2026
Balboa Wealth Partners History New 399 338 0.06% 257 +399 New Q1 2026 Apr 16, 2026
Rockline Wealth Management, LLC History No change 395 335 0.07% 0.05% 258 0 0.0% Q1 2026 Apr 30, 2026
Orion Porfolio Solutions, LLC History Reduced 394 334 0.0% 0.0% 259 -220 -35.83% Q1 2026 May 13, 2026
Engineers Gate Manager LP History Reduced 390 331 0.0% 0.01% 261 -1,575 -80.15% Q1 2026 May 15, 2026
Sigma Planning Corp History Added to 390 331 0.01% 0.01% 260 +8 2.09% Q1 2026 May 04, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 384 326 0.01% 0.01% 262 +33 9.4% Q1 2026 May 11, 2026
Savant Capital, LLC History New 383 325 0.0% 263 +383 New Q1 2026 May 04, 2026
Focus Partners Advisor Solutions, LLC History Added to 371 315 0.0% 0.0% 264 +1 0.27% Q1 2026 May 13, 2026
Canopy Partners, LLC History Added to 369 313 0.11% 0.07% 265 +6 1.65% Q1 2026 May 11, 2026
Bridgewater Advisors Inc. History Added to 391 304 0.02% 0.02% 266 +5 1.3% Q1 2026 May 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 358 303 0.0% 0.01% 267 -325 -47.58% Q1 2026 Apr 24, 2026
IHT Wealth Management, LLC History Reduced 355 301 0.01% 0.01% 268 -15 -4.05% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 514 296 0.0% 0.0% 269 0 0.0% Q4 2025 Feb 12, 2026
Plan A Wealth LLC History Reduced 347 294 0.14% 0.11% 270 -31 -8.2% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History New 327 293 0.01% 271 +327 New Q1 2026 May 14, 2026
MAI Capital Management History No change 340 288 0.0% 0.0% 272 0 0.0% Q1 2026 May 15, 2026
OneDigital Investment Advisors LLC History Reduced 339 287 0.0% 0.0% 273 -15 -4.24% Q1 2026 May 08, 2026
Prospera Financial Services Inc History New 335 284 0.0% 275 +335 New Q1 2026 Apr 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 335 284 0.0% 0.0% 274 -56 -14.32% Q1 2026 May 05, 2026
EverSource Wealth Advisors, LLC History Added to 330 280 0.01% 0.0% 276 +96 41.03% Q1 2026 May 15, 2026
FIRST MANHATTAN CO. LLC. History New 329 274 0.0% 277 +329 New Q1 2026 May 15, 2026
Wealthcare Advisory Partners LLC History New 310 263 0.01% 278 +310 New Q1 2026 Apr 14, 2026
Avior Wealth Management, LLC History New 308 261 0.01% 279 +308 New Q1 2026 Apr 09, 2026
Calydon Capital History New 308 261 0.04% 280 +308 New Q1 2026 May 15, 2026
Sound View Wealth Advisors Group, LLC History New 300 254 0.02% 282 +300 New Q1 2026 May 06, 2026
Manchester Capital Management LLC History No change 300 254 0.04% 0.02% 281 0 0.0% Q1 2026 May 11, 2026
LM Advisors LLC History New 212 250 0.0% 283 +212 New Q1 2026 May 13, 2026
StoneX Group Inc. History New 286 243 0.01% 284 +286 New Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History New 286 242 0.0% 285 +286 New Q1 2026 May 07, 2026
KEB ASSET MANAGEMENT, LLC History New 282 239 0.05% 286 +282 New Q1 2026 Apr 24, 2026
Westmount Partners, LLC History New 280 237 0.06% 287 +280 New Q1 2026 Apr 16, 2026
INTEGRITY ALLIANCE, LLC. History New 280 233 0.01% 288 +280 New Q1 2026 May 11, 2026
Hennion & Walsh Asset Management, Inc. History New 275 233 0.01% 289 +275 New Q1 2026 May 13, 2026
Smith Salley Wealth Management History New 270 229 0.01% 290 +270 New Q1 2026 Apr 16, 2026
AXQ CAPITAL, LP History New 260 220 0.03% 291 +260 New Q1 2026 May 13, 2026
Cornerstone Select Advisors, LLC History New 259 219 0.14% 292 +259 New Q1 2026 May 13, 2026
Westside Investment Management, Inc. History New 245 217 0.03% 293 +245 New Q1 2026 May 04, 2026
Chesley Taft & Associates LLC History New 254 215 0.01% 294 +254 New Q1 2026 Apr 13, 2026
Checchi Capital Advisers, LLC History New 254 215 0.01% 295 +254 New Q1 2026 May 04, 2026
PARK AVENUE SECURITIES LLC History New 251 209 0.0% 296 +251 New Q1 2026 Apr 07, 2026
Curi Capital, LLC History New 241 204 0.0% 297 +241 New Q1 2026 May 15, 2026
JMN Financial LLC History New 241 204 0.2% 298 +241 New Q1 2026 May 15, 2026
Wolff Financial Management LLC History New 238 202 0.04% 299 +238 New Q1 2026 Apr 15, 2026
TRUIST FINANCIAL CORP History New 237 201 0.0% 300 +237 New Q1 2026 Apr 27, 2026
Optas, LLC History New 236 200 0.03% 301 +236 New Q1 2026 Apr 24, 2026
Caitong International Asset Management Co., Ltd History Reduced 224 190 0.04% 0.07% 302 -244 -52.14% Q1 2026 May 11, 2026
ASSETMARK, INC History Added to 223 189 0.0% 0.0% 303 +10 4.69% Q1 2026 May 06, 2026
HM PAYSON & CO History Reduced 200 169 0.0% 0.0% 304 -14 -6.54% Q1 2026 Apr 13, 2026
ATWOOD & PALMER INC History No change 200 169 0.01% 0.01% 305 0 0.0% Q1 2026 Apr 15, 2026
Morse Asset Management, Inc History No change 200 169 0.04% 0.02% 306 0 0.0% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History No change 202 164 0.01% 0.0% 307 0 0.0% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 183 163 0.0% 0.0% 308 -299 -62.03% Q1 2026 Apr 07, 2026
GeoWealth Management, LLC History New 187 159 0.01% 309 +187 New Q1 2026 May 13, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History Reduced 186 157 0.04% 0.77% 310 -6,239 -97.11% Q1 2026 May 13, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 183 155 0.02% 0.01% 311 -5 -2.66% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 174 147 0.0% 0.0% 312 +10 6.1% Q1 2026 May 07, 2026
Byrne Asset Management LLC History Reduced 173 146 0.09% 0.11% 313 -162 -48.36% Q1 2026 Apr 02, 2026
Gen-Wealth Partners Inc History Added to 169 143 0.05% 0.03% 314 +9 5.63% Q1 2026 May 08, 2026
HARBOUR INVESTMENTS, INC. History New 166 141 0.0% 315 +166 New Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 162 136 0.0% 0.0% 316 +12 8.0% Q1 2026 May 13, 2026
SBI Securities Co., Ltd. History Added to 158 134 0.0% 0.0% 317 +11 7.48% Q1 2026 Apr 27, 2026
Blue Trust, Inc. History Reduced 154 130 0.0% 0.0% 318 -46 -23.0% Q1 2026 Apr 20, 2026
Employees Retirement System of Texas History Reduced 150 127 0.0% 0.0% 319 -41 -21.47% Q1 2026 May 13, 2026
Allworth Financial LP History Reduced 143 121 0.0% 0.0% 320 -43 -23.12% Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 138 117 0.0% 0.0% 321 -27 -16.36% Q1 2026 Apr 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 132 112 0.01% 0.0% 322 -37 -21.89% Q1 2026 Apr 29, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 123 104 0.0% 323 +123 New Q1 2026 May 12, 2026
Cromwell Holdings LLC History No change 122 103 0.06% 0.04% 324 0 0.0% Q1 2026 Apr 30, 2026
Hilton Head Capital Partners, LLC History No change 120 101 0.06% 0.04% 325 0 0.0% Q1 2026 Apr 20, 2026
Hurley Capital, LLC History New 102 86 0.05% 326 +102 New Q1 2026 May 06, 2026
Centerpoint Advisors, LLC History No change 100 85 0.03% 0.02% 327 0 0.0% Q1 2026 May 07, 2026
Archer Investment Corp History New 100 84 0.02% 329 +100 New Q1 2026 May 04, 2026
Spire Wealth Management History Reduced 100 84 0.0% 0.0% 328 -97 -49.24% Q1 2026 Apr 22, 2026
Tower Research Capital LLC (TRC) History Added to 87 73 0.0% 0.0% 330 +52 148.57% Q1 2026 May 15, 2026
Larson Financial Group LLC History Reduced 87 73 0.0% 0.0% 331 -10 -10.31% Q1 2026 May 15, 2026
FINANCIAL CONSULATE, INC History Reduced 80 67 0.01% 0.01% 332 -38 -32.2% Q1 2026 Apr 21, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 58 49 0.0% 0.41% 334 -30,055 -99.81% Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 58 49 0.0% 0.0% 333 -3 -4.92% Q1 2026 May 07, 2026
Optiver Holding B.V. History New 54 45 0.0% 335 +54 New Q1 2026 Jun 02, 2026
Grove Bank & Trust History No change 50 42 0.0% 0.0% 336 0 0.0% Q1 2026 Apr 08, 2026
Signature Equity Partners, LLC History No change 50 42 0.02% 0.02% 337 0 0.0% Q1 2026 May 13, 2026
Trifecta Capital Advisors, LLC History No change 40 33 0.01% 0.0% 338 0 0.0% Q1 2026 May 01, 2026
Sound Income Strategies, LLC History No change 35 31 0.0% 0.0% 339 0 0.0% Q1 2026 Apr 27, 2026
FIFTH THIRD BANCORP History Added to 36 30 0.0% 0.0% 340 +7 24.14% Q1 2026 May 01, 2026
Key FInancial Inc History No change 36 30 0.01% 0.0% 341 0 0.0% Q1 2026 Apr 24, 2026
Harvest Fund Management Co., Ltd History Added to 34 29 0.0% 0.0% 342 +17 100.0% Q1 2026 May 13, 2026
Owl Creek Wealth Partners LLC History New 34 28 0.01% 343 +34 New Q1 2026 May 13, 2026
WPG Advisers, LLC History New 31 26 0.02% 345 +31 New Q1 2026 Apr 29, 2026
Salomon & Ludwin, LLC History Added to 30 26 0.0% 0.0% 344 +17 130.77% Q1 2026 May 11, 2026
Bogart Wealth, LLC History No change 30 25 0.0% 0.0% 346 0 0.0% Q1 2026 Apr 28, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 29 24 0.01% 0.01% 347 0 0.0% Q1 2026 May 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 27 22 0.01% 0.0% 348 +2 8.0% Q1 2026 Apr 29, 2026
JNBA Financial Advisors History New 25 21 0.0% 349 +25 New Q1 2026 Apr 22, 2026
GAMMA Investing LLC History Reduced 24 20 0.0% 0.0% 351 -1 -4.0% Q1 2026 Apr 06, 2026
KELLEHER FINANCIAL ADVISORS History No change 45 20 0.01% 0.01% 350 0 0.0% Q1 2026 May 08, 2026
Ascentis Independent Advisors History New 22 18 0.0% 352 +22 New Q1 2026 Apr 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 20 16 0.0% 0.0% 353 -5 -20.0% Q1 2026 Apr 13, 2026
Parkside Financial Bank & Trust History No change 19 16 0.0% 0.0% 354 0 0.0% Q1 2026 May 13, 2026
IFP Advisors, Inc History No change 20 16 0.0% 0.0% 355 0 0.0% Q1 2026 Apr 13, 2026
Geneos Wealth Management Inc. History No change 20 16 0.0% 0.0% 356 0 0.0% Q1 2026 May 04, 2026
BESSEMER GROUP INC History No change 15 13 0.0% 0.0% 357 0 0.0% Q1 2026 May 06, 2026
Ascentis Wealth Management, LLC History New 15 12 0.0% 359 +15 New Q1 2026 Apr 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 15 12 0.0% 0.0% 358 +3 25.0% Q1 2026 May 08, 2026
Federation des caisses Desjardins du Quebec History New 14 11 0.0% 362 +14 New Q1 2026 May 13, 2026
Bell Investment Advisors, Inc History Added to 13 11 0.0% 0.0% 361 +1 8.33% Q1 2026 Apr 17, 2026
JFS WEALTH ADVISORS, LLC History No change 14 11 0.0% 0.0% 360 0 0.0% Q1 2026 Apr 20, 2026
Groupe la Francaise History New 13 10 0.0% 364 +13 New Q1 2026 May 21, 2026
ORG Partners LLC History No change 18 10 0.0% 0.0% 363 0 0.0% Q4 2025 Jan 14, 2026
Addison Advisors LLC History No change 11 9 0.0% 0.0% 365 0 0.0% Q1 2026 May 08, 2026
TRUST CO OF TOLEDO NA /OH/ History New 10 8 0.0% 369 +10 New Q1 2026 Apr 15, 2026
Ares Financial Consulting, LLC History New 10 8 0.01% 370 +10 New Q1 2026 Apr 02, 2026
GW&K Investment Management, LLC History Added to 9 8 0.0% 0.0% 366 +1 12.5% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History No change 10 8 0.0% 0.0% 367 0 0.0% Q1 2026 Apr 30, 2026
TFC Financial Management, Inc. History No change 10 8 0.0% 0.0% 368 0 0.0% Q1 2026 Apr 23, 2026
Ancora Advisors LLC History New 9 7 0.0% 371 +9 New Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History New 8 6 0.0% 374 +8 New Q1 2026 Apr 23, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8 6 0.0% 0.0% 372 0 0.0% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 12 6 0.0% 0.0% 373 0 0.0% Q4 2025 Feb 06, 2026
Rakuten Securities, Inc. History Reduced 7 5 0.0% 0.0% 377 -16 -69.57% Q1 2026 May 01, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 6 5 0.0% 379 +6 New Q1 2026 May 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 6 5 0.0% 380 +6 New Q1 2026 May 08, 2026
Cornerstone Financial Management LLC History Added to 6 5 0.0% 0.0% 378 +3 100.0% Q1 2026 May 08, 2026
NBC SECURITIES, INC. History No change 6 5 0.0% 0.0% 375 0 0.0% Q1 2026 Apr 14, 2026
Physician Wealth Advisors, Inc. History No change 6 5 0.0% 0.0% 376 0 0.0% Q1 2026 Apr 24, 2026
Quantbot Technologies LP History Reduced 5 4 0.0% 0.04% 381 -2,018 -99.75% Q1 2026 May 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 5 4 0.0% 0.0% 382 0 0.0% Q1 2026 Apr 10, 2026
Arlington Trust Co LLC History New 4 3 0.0% 387 +4 New Q1 2026 Apr 08, 2026
UMB Bank, n.a. History No change 4 3 0.0% 0.0% 383 0 0.0% Q1 2026 May 11, 2026
Cornerstone Planning Group LLC History No change 4 3 0.0% 0.0% 384 0 0.0% Q1 2026 May 06, 2026
Private Wealth Asset Management, LLC History No change 4 3 0.0% 0.0% 385 0 0.0% Q1 2026 May 06, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 4 3 0.0% 0.0% 386 0 0.0% Q1 2026 Apr 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 3 2 0.0% 0.0% 388 +1 50.0% Q1 2026 Apr 27, 2026
SHP Wealth Management History No change 3 2 0.0% 0.0% 389 0 0.0% Q1 2026 May 08, 2026
SageView Advisory Group, LLC History No change 4 2 0.0% 0.0% 390 0 0.0% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History New 2 1 0.0% 393 +2 New Q1 2026 Apr 17, 2026
Rachor Investment Advisory Services, LLC History No change 2 1 0.0% 0.0% 391 0 0.0% Q1 2026 May 07, 2026
Principia Wealth Advisory, LLC History No change 2 1 0.0% 0.0% 392 0 0.0% Q4 2025 Feb 10, 2026
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.13% -129,441 -100.0% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History Closed out 0 0 0.41% -35,530 -100.0% Q1 2026 Apr 14, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.01% -9,696 -100.0% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Closed out 0 0 0.01% -8,933 -100.0% Q1 2026 Apr 16, 2026
Independent Advisor Alliance History Closed out 0 0 0.08% -5,987 -100.0% Q1 2026 May 12, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 0.25% -5,857 -100.0% Q1 2026 Apr 27, 2026
SPHERA FUNDS MANAGEMENT LTD. History Closed out 0 0 0.6% -5,340 -100.0% Q1 2026 May 15, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 0.38% -2,585 -100.0% Q1 2026 Apr 08, 2026
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.0% -1,140 -100.0% Q1 2026 May 04, 2026
AM INVESTMENT STRATEGIES LLC History Closed out 0 0 0.13% -1,069 -100.0% Q1 2026 Apr 29, 2026
FORA Capital, LLC History Closed out 0 0 0.06% -934 -100.0% Q1 2026 May 14, 2026
Scientech Research LLC History Closed out 0 0 0.31% -843 -100.0% Q1 2026 May 15, 2026
Numerai GP LLC History Closed out 0 0 0.05% -735 -100.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -708 -100.0% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Closed out 0 0 0.0% -651 -100.0% Q1 2026 Apr 30, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -530 -100.0% Q1 2026 May 13, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -454 -100.0% Q1 2026 Apr 23, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.0% -415 -100.0% Q1 2026 May 13, 2026
AlphaCore Capital LLC History Closed out 0 0 0.01% -399 -100.0% Q1 2026 May 15, 2026
PharVision Advisers, LLC History Closed out 0 0 0.11% -368 -100.0% Q1 2026 May 11, 2026
Fullerton Fund Management Co Ltd. History Closed out 0 0 0.01% -364 -100.0% Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.04% -358 -100.0% Q1 2026 May 12, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Closed out 0 0 0.0% -199 -100.0% Q1 2026 May 15, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.09% -148 -100.0% Q1 2026 May 14, 2026
Leonteq Securities AG History Closed out 0 0 0.0% -118 -100.0% Q1 2026 Apr 27, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.01% -64 -100.0% Q1 2026 May 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 13, 2026
CoreCap Advisors, LLC History Closed out 0 0 0.0% -45 -100.0% Q1 2026 Apr 07, 2026
Quarry LP History Closed out 0 0 0.0% -25 -100.0% Q1 2026 May 15, 2026
Darwin Wealth Management, LLC History Closed out 0 0 0.0% -20 -100.0% Q1 2026 May 01, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -13 -100.0% Q1 2026 Apr 28, 2026
Acumen Wealth Advisors, LLC History Closed out 0 0 0.0% -11 -100.0% Q1 2026 May 13, 2026
Bangor Savings Bank History Closed out 0 0 0.0% -7 -100.0% Q1 2026 Apr 01, 2026
Asset Dedication, LLC History New 1 0 +1 New Q1 2026 May 29, 2026
Root Financial Partners, LLC History New 1 0 +1 New Q1 2026 Apr 24, 2026
American Capital Advisory, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
Investors Portfolio Services LLC History New 1 0 +1 New Q1 2026 May 14, 2026
Burk Holdings LLC History New 1 0 +1 New Q1 2026 May 07, 2026
Intentional Wealth Strategies, LLC History New 1 0 +1 New Q1 2026 May 05, 2026
Innovative Asset Advisors Group, LLC History New 1 0 +1 New Q1 2026 May 12, 2026
ST GERMAIN D J CO INC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 13, 2026
Abound Wealth Management History Closed out 0 0 -1 -100.0% Q1 2026 Apr 10, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 0 0.0% Q1 2026 May 15, 2026
North Star Investment Management Corp. History No change 1 0 0 0.0% Q1 2026 Apr 23, 2026
TD Capital Management LLC History No change 1 0 0 0.0% Q1 2026 May 11, 2026
Independence Bank of Kentucky History No change 1 0 0 0.0% Q1 2026 Apr 30, 2026
True Wealth Design, LLC History No change 1 0 0 0.0% Q1 2026 Apr 13, 2026
Godfrey Financial Associates, Inc. History No change 1 0 0 0.0% Q1 2026 May 11, 2026