Esperion Therapeutics, Inc. - ESPR

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
VANGUARD GROUP INC History No change 14,945,454 55,298 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 17,852,427 48,915 0.0% 0.0% 2 +170,226 0.96% Q1 2026 May 13, 2026
WASATCH ADVISORS LP History Added to 15,768,897 43,206 0.29% 0.21% 3 +6,323,138 66.94% Q1 2026 Apr 21, 2026
Two Seas Capital LP History Reduced 11,394,833 31,221 0.44% 0.91% 4 -507,688 -4.27% Q1 2026 May 15, 2026
ORBIMED ADVISORS LLC History Added to 10,570,300 28,962 0.57% 0.45% 5 +4,604,802 77.19% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 10,433,760 28,588 0.0% 6 +10,433,760 New Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 9,458,779 25,917 0.02% 0.02% 7 +4,716,697 99.46% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Added to 7,075,083 19,385 0.02% 0.02% 8 +1,603,472 29.31% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 7,055,794 19,332 0.0% 0.0% 9 +1,125,498 18.98% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 6,540,785 17,921 0.01% 0.01% 10 -362,698 -5.25% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 5,955,739 16,322 0.0% 0.0% 11 +218,088 3.8% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 3,505,200 12,969 0.03% 0.03% 12 0 0.0% Q4 2025 Feb 17, 2026
AIGH Capital Management LLC History Added to 4,400,000 12,056 1.64% 3.58% 13 +400,000 10.0% Q1 2026 Apr 30, 2026
UBS Group AG History Added to 4,291,711 11,759 0.0% 0.0% 14 +3,978,358 1269.61% Q1 2026 May 05, 2026
ARMISTICE CAPITAL, LLC History New 3,930,125 10,768 0.19% 15 +3,930,125 New Q1 2026 May 15, 2026
PenderFund Capital Management Ltd. History Reduced 3,891,926 10,663 1.67% 2.56% 16 -500,000 -11.38% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 3,613,709 9,901 0.0% 0.0% 17 +1,596 0.04% Q1 2026 Apr 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 3,532,563 9,679 0.0% 18 +3,532,563 New Q1 2026 May 08, 2026
Privium Fund Management B.V. History New 3,299,441 9,040 1.88% 19 +3,299,441 New Q1 2026 May 05, 2026
MORGAN STANLEY History Reduced 2,735,644 7,495 0.0% 0.0% 20 -778,583 -22.16% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History Reduced 2,626,995 7,197 0.07% 0.14% 21 -974,528 -27.06% Q1 2026 May 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,410,454 6,604 0.0% 0.0% 22 -437,762 -15.37% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,135,741 5,851 0.0% 0.0% 23 +41,329 1.97% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 2,104,008 5,764 0.0% 0.0% 24 +108,302 5.43% Q1 2026 May 14, 2026
Caption Management, LLC History Reduced 2,074,000 5,682 0.03% 0.05% 25 -68,500 -3.2% Q1 2026 May 15, 2026
Voleon Capital Management LP History Added to 1,916,698 5,251 0.11% 0.09% 26 +762,308 66.04% Q1 2026 May 15, 2026
Eversept Partners, LP History Reduced 1,735,963 4,756 0.25% 0.72% 27 -2,115,170 -54.92% Q1 2026 May 15, 2026
Velan Capital Investment Management LP History Added to 1,720,000 4,712 2.95% 2.6% 28 +510,000 42.15% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,715,005 4,699 0.0% 0.0% 29 +59,086 3.57% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 1,689,372 4,628 0.01% 30 +1,689,372 New Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,620,100 4,439 0.01% 0.01% 31 -574,500 -26.18% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,564,234 4,286 0.0% 32 +1,564,234 New Q1 2026 May 08, 2026
BARCLAYS PLC History Added to 1,301,911 3,567 0.0% 0.0% 33 +858,572 193.66% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 1,093,291 2,995 0.0% 0.0% 34 +21,088 1.97% Q1 2026 May 06, 2026
Rhenman & Partners Asset Management AB History New 985,000 2,698 0.33% 35 +985,000 New Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Reduced 946,010 2,592 0.0% 0.0% 36 -568,593 -37.54% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 742,640 2,034 0.0% 0.0% 37 -22,478 -2.94% Q1 2026 May 12, 2026
Squarepoint Ops LLC History New 700,153 1,918 0.0% 38 +700,153 New Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 695,848 1,906 0.0% 0.0% 39 +54,670 8.53% Q1 2026 May 15, 2026
Jump Financial, LLC History New 689,874 1,890 0.03% 40 +689,874 New Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 670,285 1,836 0.0% 0.0% 41 -45,041 -6.3% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Added to 659,120 1,805 0.0% 0.0% 42 +322,128 95.59% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 685,666 1,803 0.0% 0.0% 43 -279,393 -28.95% Q1 2026 May 13, 2026
HRT FINANCIAL LP History Added to 626,922 1,717 0.0% 0.0% 44 +387,562 161.92% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 620,740 1,700 0.0% 0.0% 45 -1,363,096 -68.71% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 604,345 1,655 0.0% 0.01% 46 -3,327,929 -84.63% Q1 2026 May 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 580,705 1,591 0.0% 0.0% 47 +546,964 1621.07% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 555,177 1,521 0.0% 0.0% 48 +6,083 1.11% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History New 521,081 1,427 0.0% 49 +521,081 New Q1 2026 May 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 422,776 1,158 0.0% 0.0% 50 +146,484 53.02% Q1 2026 May 04, 2026
Summit Wealth Group, LLC History Added to 405,369 1,110 0.25% 0.29% 51 +64,763 19.01% Q1 2026 May 04, 2026
Burkehill Global Management, LP History No change 400,000 1,096 0.05% 0.1% 52 0 0.0% Q1 2026 May 15, 2026
FMR LLC History Added to 374,481 1,026 0.0% 0.0% 53 +294,083 365.78% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 261,760 968 0.0% 0.0% 54 0 0.0% Q1 2026 May 15, 2026
Man Group plc History New 339,775 930 0.0% 55 +339,775 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 314,866 862 0.0% 0.0% 56 +24,352 8.38% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 307,096 841 0.0% 0.0% 57 +186,002 153.6% Q1 2026 May 11, 2026
LPL Financial LLC History Added to 292,267 800 0.0% 0.0% 58 +262,957 897.16% Q1 2026 May 06, 2026
RHUMBLINE ADVISERS History Added to 276,401 757 0.0% 0.0% 59 +6,663 2.47% Q1 2026 May 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 260,029 712 0.0% 60 +260,029 New Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 257,427 706 0.0% 0.0% 61 +68,788 36.47% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 249,395 683 0.0% 0.0% 62 -447,395 -64.21% Q1 2026 May 15, 2026
Virtus Investment Advisers, LLC History Added to 219,293 600 0.17% 0.18% 63 +41,785 23.54% Q1 2026 May 14, 2026
XTX Topco Ltd History Added to 214,231 586 0.01% 0.02% 64 +52,257 32.26% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History New 208,451 571 0.0% 65 +208,451 New Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History New 208,161 570 0.0% 66 +208,161 New Q1 2026 May 15, 2026
Eleva Capital SAS History New 183,047 501 0.15% 67 +183,047 New Q1 2026 Apr 15, 2026
Mariner, LLC History Reduced 173,793 476 0.0% 0.0% 68 -104,868 -37.63% Q1 2026 May 13, 2026
UMB Bank, n.a. History No change 170,000 465 0.01% 0.01% 69 0 0.0% Q1 2026 May 11, 2026
Engineers Gate Manager LP History New 164,773 451 0.01% 70 +164,773 New Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 152,340 417 0.0% 0.0% 71 -61,325 -28.7% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 148,790 407 0.0% 72 +148,790 New Q1 2026 May 08, 2026
HighTower Advisors, LLC History Added to 141,152 386 0.0% 0.0% 73 +27,253 23.93% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Added to 127,983 351 0.0% 0.0% 74 +76,986 150.96% Q1 2026 Apr 16, 2026
Woodline Partners LP History Reduced 127,028 348 0.0% 0.0% 75 -2 -0.0% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History New 126,374 346 0.0% 77 +126,374 New Q1 2026 May 13, 2026
Summit Financial, LLC History Added to 126,373 346 0.0% 0.01% 76 +19,110 17.82% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 125,942 343 0.0% 0.0% 78 +114,830 1033.39% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Added to 116,229 318 0.0% 0.0% 79 +40,237 52.95% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 112,469 308 0.0% 0.0% 80 +3,842 3.54% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 108,100 296 0.0% 81 +108,100 New Q1 2026 May 15, 2026
State of Wyoming History Added to 105,182 288 0.03% 0.03% 82 +41,830 66.03% Q1 2026 May 13, 2026
Diametric Capital, LP History Reduced 102,955 282 0.07% 0.17% 83 -66,051 -39.08% Q1 2026 May 15, 2026
Round Rock Advisors LLC History No change 101,553 278 0.04% 0.06% 84 0 0.0% Q1 2026 May 15, 2026
Lido Advisors, LLC History New 99,139 271 0.0% 85 +99,139 New Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Reduced 96,652 264 0.0% 0.0% 86 -33,083 -25.5% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Reduced 96,254 263 0.0% 0.01% 87 -10,430 -9.78% Q1 2026 Jun 02, 2026
AXQ CAPITAL, LP History New 94,159 257 0.03% 88 +94,159 New Q1 2026 May 13, 2026
Creative Planning History Reduced 93,492 256 0.0% 0.0% 89 -23,875 -20.34% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 92,880 254 0.0% 0.0% 90 -170,308 -64.71% Q1 2026 May 11, 2026
PROFUND ADVISORS LLC History Added to 90,444 247 0.01% 0.01% 91 +20,732 29.74% Q1 2026 Apr 24, 2026
Capital Advisors Wealth Management, LLC History Added to 87,555 239 0.03% 0.03% 92 +20,000 29.61% Q1 2026 Apr 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 87,000 238 0.0% 0.01% 93 -20,000 -18.69% Q1 2026 May 12, 2026
OSAIC HOLDINGS, INC. History Reduced 84,434 231 0.0% 0.0% 94 -2,009 -2.32% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 77,607 212 0.0% 0.0% 95 +1,380 1.81% Q1 2026 May 14, 2026
Graham Capital Management, L.P. History Reduced 71,062 194 0.0% 0.01% 96 -90,495 -56.01% Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History Added to 68,798 188 0.0% 0.0% 97 +11,180 19.4% Q1 2026 Apr 29, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 64,523 176 0.0% 0.0% 98 -5,517 -7.88% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 63,900 175 0.0% 0.0% 99 0 0.0% Q1 2026 May 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 62,620 171 0.0% 0.0% 100 -42,318 -40.33% Q1 2026 May 08, 2026
PRUDENTIAL FINANCIAL INC History Added to 60,330 165 0.0% 0.0% 101 +25,700 74.21% Q1 2026 May 13, 2026
Savvy Advisors, Inc. History No change 60,000 164 0.0% 0.01% 102 0 0.0% Q1 2026 May 11, 2026
PINNACLE ASSOCIATES LTD History Reduced 59,807 163 0.0% 0.0% 103 -774 -1.28% Q1 2026 Apr 21, 2026
Rafferty Asset Management, LLC History Reduced 54,545 149 0.0% 0.0% 104 -6,500 -10.65% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History No change 51,923 142 0.0% 0.0% 105 0 0.0% Q1 2026 May 13, 2026
ADVENT CAPITAL MANAGEMENT /DE/ History Reduced 50,000 137 0.0% 0.01% 106 -140,000 -73.68% Q1 2026 May 07, 2026
HSBC HOLDINGS PLC History Added to 48,141 131 0.0% 0.0% 107 +29,631 160.08% Q1 2026 Apr 30, 2026
ACT CAPITAL MANAGEMENT, LLC History No change 47,500 130 0.1% 0.14% 108 0 0.0% Q1 2026 May 08, 2026
Eaton Financial Holdings Company, LLC History No change 46,595 127 0.04% 0.05% 109 0 0.0% Q1 2026 Apr 15, 2026
Brevan Howard Capital Management LP History Reduced 46,138 126 0.0% 0.01% 110 -122,892 -72.7% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 45,615 124 0.0% 0.0% 111 -7,700 -14.44% Q1 2026 Apr 24, 2026
Boomfish Wealth Group, LLC History No change 45,306 124 0.07% 0.09% 112 0 0.0% Q1 2026 Apr 22, 2026
Excelsior Advisor Network LLC History New 45,000 123 0.05% 114 +45,000 New Q1 2026 May 15, 2026
North Star Investment Management Corp. History No change 45,000 123 0.01% 0.01% 113 0 0.0% Q1 2026 Apr 23, 2026
China Universal Asset Management Co., Ltd. History Added to 42,424 116 0.01% 0.01% 115 +3,469 8.91% Q1 2026 Apr 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 39,818 109 0.0% 0.0% 116 -705 -1.74% Q1 2026 May 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 40,000 109 0.0% 0.0% 117 -108 -0.27% Q1 2026 May 11, 2026
SLT Holdings LLC History No change 40,000 109 0.07% 0.1% 118 0 0.0% Q1 2026 Apr 21, 2026
Private Advisor Group, LLC History No change 38,606 105 0.0% 0.0% 119 0 0.0% Q1 2026 Apr 24, 2026
SIMPLEX TRADING, LLC History New 36,467 99 0.0% 120 +36,467 New Q1 2026 May 14, 2026
LMR Partners LLP History New 35,859 98 0.0% 121 +35,859 New Q1 2026 May 15, 2026
Equitable Holdings, Inc. History Added to 26,176 96 0.0% 0.0% 122 +2,776 11.86% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 34,993 95 0.0% 0.0% 123 -142,970 -80.34% Q1 2026 May 08, 2026
Scientech Research LLC History Added to 33,009 90 0.08% 0.07% 124 +3,163 10.6% Q1 2026 May 15, 2026
BOKF, NA History Added to 32,298 88 0.0% 0.0% 125 +8,275 34.45% Q1 2026 May 08, 2026
Cetera Investment Advisers History Reduced 31,681 86 0.0% 0.0% 127 -122 -0.38% Q1 2026 May 13, 2026
J.W. COLE ADVISORS, INC. History No change 31,415 86 0.0% 0.0% 126 0 0.0% Q1 2026 Apr 23, 2026
Walleye Capital LLC History Reduced 29,531 80 0.0% 0.02% 128 -1,875,685 -98.45% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 28,207 77 0.0% 0.0% 129 -567,775 -95.27% Q1 2026 May 15, 2026
TWO SIGMA SECURITIES, LLC History New 27,909 76 0.01% 130 +27,909 New Q1 2026 May 15, 2026
OXFORD ASSET MANAGEMENT LLP History New 27,330 74 0.03% 131 +27,330 New Q1 2026 May 15, 2026
Sivia Capital Partners, LLC History Reduced 25,738 70 0.01% 0.03% 132 -12,191 -32.14% Q1 2026 May 12, 2026
SJS Investment Consulting Inc. History No change 25,000 68 0.01% 0.01% 133 0 0.0% Q1 2026 Apr 23, 2026
Tower Research Capital LLC (TRC) History Added to 24,183 66 0.0% 0.0% 134 +3,717 18.16% Q1 2026 May 15, 2026
EntryPoint Capital, LLC History No change 23,500 64 0.02% 0.03% 135 0 0.0% Q1 2026 May 14, 2026
WINTON GROUP Ltd History Reduced 22,811 62 0.0% 0.01% 136 -35,534 -60.9% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 23,968 62 0.0% 0.0% 137 -4,370 -15.42% Q1 2026 Apr 08, 2026
Azimuth Capital Investment Management LLC History No change 22,000 60 0.0% 0.0% 138 0 0.0% Q1 2026 May 12, 2026
ADAR1 Capital Management, LLC History New 21,400 58 0.0% 140 +21,400 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 21,483 58 0.0% 0.0% 139 -90 -0.42% Q1 2026 May 08, 2026
XPONANCE LLC History Added to 20,974 57 0.0% 0.0% 144 +2,888 15.97% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 21,050 57 0.0% 0.0% 141 -1,959 -8.51% Q1 2026 Apr 27, 2026
Legal & General Group Plc History Reduced 20,876 57 0.0% 0.0% 142 -1,257 -5.68% Q1 2026 May 08, 2026
CIBC WORLD MARKETS CORP History No change 15,477 57 0.0% 0.0% 143 0 0.0% Q4 2025 Feb 12, 2026
Mesirow Financial Investment Management, Inc. History New 20,000 54 0.0% 146 +20,000 New Q1 2026 Apr 21, 2026
CWM, LLC History Reduced 19,918 54 0.0% 0.0% 145 -22 -0.11% Q1 2026 May 14, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 18,858 51 0.0% 147 +18,858 New Q1 2026 May 12, 2026
Ameritas Investment Partners, Inc. History No change 18,512 50 0.0% 0.0% 148 0 0.0% Q1 2026 May 13, 2026
CFS Investment Advisory Services, LLC History No change 24,551 50 0.0% 0.01% 149 0 0.0% Q1 2026 Apr 29, 2026
Spire Wealth Management History No change 17,767 48 0.0% 0.0% 150 0 0.0% Q1 2026 Apr 22, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 15,670 42 0.0% 0.01% 151 -11,388 -42.09% Q1 2026 May 15, 2026
Headlands Technologies LLC History Reduced 14,157 38 0.0% 0.07% 152 -206,931 -93.6% Q1 2026 May 13, 2026
Traynor Capital Management, Inc. History No change 14,386 37 0.0% 0.0% 153 0 0.0% Q1 2026 May 14, 2026
BANTAMAC CAPITAL, LLC History New 13,000 35 0.02% 156 +13,000 New Q1 2026 May 11, 2026
Neuberger Berman Group LLC History Reduced 12,842 35 0.0% 0.0% 155 -1,613 -11.16% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 13,076 35 0.0% 0.0% 154 -1,330 -9.23% Q1 2026 May 15, 2026
Abel Hall, LLC History Reduced 12,496 34 0.01% 0.02% 158 -16,447 -56.83% Q1 2026 Apr 28, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 12,469 34 0.0% 0.0% 157 +852 7.33% Q1 2026 May 04, 2026
CIBC Bancorp USA Inc. History New 12,131 33 0.0% 160 +12,131 New Q1 2026 May 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 12,181 33 0.0% 0.0% 159 +769 6.74% Q1 2026 May 14, 2026
Hudson Bay Capital Management LP History Reduced 11,850 32 0.0% 0.0% 161 -6,380 -35.0% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 11,705 32 0.0% 0.0% 162 +847 7.8% Q1 2026 May 14, 2026
Sanchez Gaunt Capital Management, LLC History New 11,312 30 0.02% 164 +11,312 New Q1 2026 Apr 14, 2026
SANDERS MORRIS HARRIS LLC History New 11,100 30 0.0% 163 +11,100 New Q1 2026 Apr 09, 2026
Cerity Partners LLC History Reduced 10,063 27 0.0% 0.0% 165 -6,358 -38.72% Q1 2026 May 15, 2026
Independent Advisor Alliance History Added to 10,053 27 0.0% 0.0% 166 +53 0.53% Q1 2026 May 12, 2026
Avion Wealth History No change 10,000 27 0.01% 0.01% 167 0 0.0% Q1 2026 May 01, 2026
Affinity Capital Advisors, LLC History No change 10,000 27 0.0% 0.01% 168 0 0.0% Q1 2026 Apr 13, 2026
KFG WEALTH MANAGEMENT, LLC History No change 10,000 27 0.0% 0.0% 169 0 0.0% Q1 2026 Apr 20, 2026
Cassaday & Co Wealth Management LLC History No change 10,200 27 0.0% 0.0% 170 0 0.0% Q1 2026 May 07, 2026
Pandora Wealth, Inc. History No change 7,500 27 0.02% 0.02% 171 0 0.0% Q4 2025 Feb 04, 2026
DHJJ Financial Advisors, Ltd. History No change 9,430 25 0.01% 0.01% 172 0 0.0% Q1 2026 Apr 09, 2026
Sterling Capital Management LLC History Reduced 5,847 16 0.0% 0.0% 173 -3,513 -37.53% Q1 2026 Apr 22, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 5,345 14 0.0% 0.0% 174 +649 13.82% Q1 2026 Apr 15, 2026
Corient Private Wealth LLC History New 11,821 13 0.0% 175 +11,821 New Q1 2026 May 15, 2026
Raiffeisen Bank International AG History No change 4,400 12 0.0% 0.0% 176 0 0.0% Q1 2026 Apr 24, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 3,864 10 0.0% 0.0% 177 +368 10.53% Q1 2026 May 15, 2026
Allworth Financial LP History Reduced 3,366 9 0.0% 0.0% 178 -83 -2.41% Q1 2026 May 14, 2026
Optiver Holding B.V. History Added to 3,199 8 0.0% 0.0% 180 +1,981 162.64% Q1 2026 Jun 02, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,054 8 0.0% 0.0% 179 +5 0.16% Q1 2026 Apr 30, 2026
Rockefeller Capital Management L.P. History Added to 2,611 7 0.0% 0.0% 181 +1,891 262.64% Q1 2026 May 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 2,500 6 0.0% 0.0% 182 +1,268 102.92% Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 2,050 5 0.0% 184 +2,050 New Q1 2026 May 15, 2026
HOERTKORN RICHARD CHARLES History No change 2,000 5 0.0% 0.0% 183 0 0.0% Q1 2026 Apr 29, 2026
Versant Capital Management, Inc History No change 1,500 4 0.0% 0.0% 185 0 0.0% Q1 2026 Apr 06, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,600 4 0.0% 0.0% 186 0 0.0% Q1 2026 Apr 22, 2026
ROYAL BANK OF CANADA History Reduced 831 2 0.0% 0.0% 188 -7,745 -90.31% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 1,030 2 0.0% 0.0% 187 -53 -4.89% Q1 2026 May 14, 2026
EverSource Wealth Advisors, LLC History Added to 947 2 0.0% 0.0% 189 +33 3.61% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History No change 1,000 2 0.0% 0.0% 190 0 0.0% Q1 2026 May 08, 2026
Asset Planning,Inc History No change 900 2 0.0% 0.0% 191 0 0.0% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History Reduced 433 1 0.0% 0.0% 194 -1,000 -69.78% Q1 2026 Apr 27, 2026
FIFTH THIRD BANCORP History New 523 1 0.0% 196 +523 New Q1 2026 May 01, 2026
SIGNATUREFD, LLC History Added to 471 1 0.0% 0.0% 193 +29 6.56% Q1 2026 Apr 07, 2026
Parkside Financial Bank & Trust History No change 400 1 0.0% 0.0% 192 0 0.0% Q1 2026 May 13, 2026
Rialto Wealth Management, LLC History No change 593 1 0.0% 0.0% 195 0 0.0% Q1 2026 May 14, 2026
Quadrature Capital Ltd History Closed out 0 0 0.01% -259,563 -100.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Closed out 0 0 0.03% -244,292 -100.0% Q1 2026 May 13, 2026
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -116,292 -100.0% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.0% -75,238 -100.0% Q1 2026 May 15, 2026
Caitong International Asset Management Co., Ltd History Reduced 39 0 0.07% -73,449 -99.95% Q1 2026 May 11, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 0.06% -72,249 -100.0% Q1 2026 May 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -67,751 -100.0% Q1 2026 May 08, 2026
nVerses Capital, LLC History Closed out 0 0 0.56% -67,450 -100.0% Q1 2026 May 13, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.01% -66,890 -100.0% Q1 2026 May 14, 2026
Versor Investments LP History Closed out 0 0 0.03% -51,800 -100.0% Q1 2026 May 12, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.0% -34,815 -100.0% Q1 2026 May 14, 2026
PSI Advisors, LLC History Closed out 0 0 0.02% -22,344 -100.0% Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Closed out 0 0 0.0% -21,511 -100.0% Q1 2026 May 04, 2026
R Squared Ltd History Closed out 0 0 0.03% -15,173 -100.0% Q1 2026 Apr 29, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -14,050 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.0% -12,549 -100.0% Q1 2026 May 08, 2026
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -12,050 -100.0% Q1 2026 Apr 22, 2026
Larson Financial Group LLC History Closed out 0 0 0.0% -10,500 -100.0% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Closed out 0 0 0.0% -10,175 -100.0% Q1 2026 Apr 29, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -9,570 -100.0% Q1 2026 Apr 30, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -7,350 -100.0% Q1 2026 May 08, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -2,500 -100.0% Q1 2026 May 12, 2026
FEDERATED HERMES, INC. History Closed out 0 0 0.0% -1,716 -100.0% Q1 2026 May 11, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -650 -100.0% Q1 2026 May 13, 2026
GAMMA Investing LLC History Reduced 70 0 0.0% -453 -86.62% Q1 2026 Apr 06, 2026
C M BIDWELL & ASSOCIATES LTD History Closed out 0 0 0.0% -300 -100.0% Q1 2026 May 14, 2026
Fortitude Family Office, LLC History New 243 0 +243 New Q1 2026 Apr 15, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 -165 -100.0% Q1 2026 May 14, 2026
Bare Financial Services, Inc History New 141 0 +141 New Q1 2026 May 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 139 0 +100 256.41% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Closed out 0 0 -90 -100.0% Q1 2026 Apr 07, 2026
MAI Capital Management History Added to 88 0 +58 193.33% Q1 2026 May 15, 2026
Root Financial Partners, LLC History New 44 0 +44 New Q1 2026 Apr 24, 2026
Arax Advisory Partners History Closed out 0 0 -15 -100.0% Q1 2026 May 13, 2026
Sunbelt Securities, Inc. History Closed out 0 0 -7 -100.0% Q1 2026 May 15, 2026
True Wealth Design, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 13, 2026
COMERICA BANK History No change 15 0 0 0.0% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History No change 6 0 0 0.0% Q1 2026 Apr 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 281 0 0.0% 0 0.0% Q1 2026 May 13, 2026
City State Bank History No change 200 0 0 0.0% Q1 2026 Apr 20, 2026
Wealth Preservation Advisors, LLC History No change 102 0 0 0.0% Q1 2026 May 15, 2026
Gen-Wealth Partners Inc History No change 130 0 0 0.0% Q1 2026 May 08, 2026
Banque Transatlantique SA History No change 260 0 0 0.0% Q1 2026 May 13, 2026
Cornerstone Financial Management LLC History No change 238 0 0 0.0% Q1 2026 May 08, 2026
Essential Partners LLC History No change 213 0 0 0.0% Q1 2026 May 21, 2026