ESSEX PROPERTY TRUST, INC. - ESS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 10,296,863 2,694,483 0.04% 0.04% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 7,255,490 1,755,828 0.03% 0.03% 2 +306,293 4.41% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 5,488,047 1,328,107 0.07% 3 +5,488,047 New Q1 2026 May 08, 2026
STATE STREET CORP History Reduced 5,225,506 1,277,795 0.04% 0.05% 4 -22,242 -0.42% Q1 2026 May 15, 2026
COHEN & STEERS, INC. History Reduced 4,843,126 1,172,039 2.04% 2.84% 5 -1,156,704 -19.28% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 4,198,276 1,015,982 0.03% 6 +4,198,276 New Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 3,348,709 810,390 0.09% 0.09% 7 -9,611 -0.29% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,924,456 464,142 0.03% 0.03% 8 +50,758 2.71% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,668,036 403,668 0.22% 0.22% 9 -11,571 -0.69% Q1 2026 May 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 995,810 240,989 0.05% 0.05% 10 +57,173 6.09% Q1 2026 May 07, 2026
NORGES BANK History No change 881,574 230,690 0.02% 0.02% 11 0 0.0% Q4 2025 Feb 10, 2026
Invesco Ltd. History Added to 939,236 227,295 0.03% 0.03% 12 +104,229 12.48% Q1 2026 May 12, 2026
Daiwa Securities Group Inc. History Reduced 924,804 223,802 0.64% 0.92% 13 -181,169 -16.38% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 902,919 218,506 0.05% 0.06% 14 -47,829 -5.03% Q1 2026 May 08, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 887,501 214,775 0.03% 0.03% 15 +39,800 4.7% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 849,523 210,527 0.07% 0.07% 16 -38,473 -4.33% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Reduced 844,377 204,339 0.03% 0.03% 17 -68,891 -7.54% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 840,702 203,450 0.01% 0.01% 18 -117,388 -12.25% Q1 2026 May 15, 2026
RUSH ISLAND MANAGEMENT, LP History Added to 807,893 195,510 13.12% 10.42% 19 +170,682 26.79% Q1 2026 May 15, 2026
Resolution Capital Ltd History Reduced 673,020 162,870 3.42% 3.96% 20 -11,959 -1.75% Q1 2026 May 15, 2026
ProShare Advisors LLC History Added to 656,067 158,768 0.24% 0.29% 21 +36,822 5.95% Q1 2026 Apr 24, 2026
Boston Partners History Reduced 609,847 147,592 0.15% 0.17% 22 -26,621 -4.18% Q1 2026 May 11, 2026
JPMORGAN CHASE & CO History Reduced 543,968 131,972 0.01% 0.01% 23 -109,216 -16.72% Q1 2026 May 13, 2026
Nuveen, LLC History Reduced 508,466 123,048 0.03% 0.04% 24 -29,316 -5.45% Q1 2026 Apr 30, 2026
GOLDMAN SACHS GROUP INC History Added to 483,617 117,035 0.01% 0.02% 25 +8,110 1.71% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 464,465 112,400 0.02% 0.02% 26 -2,929 -0.63% Q1 2026 May 05, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 423,870 102,576 0.43% 0.44% 27 -12,143 -2.79% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 381,042 92,212 0.15% 0.14% 28 +113,861 42.62% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 362,491 87,722 0.02% 29 +362,491 New Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Added to 361,694 87,529 0.08% 0.09% 30 +8,654 2.45% Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Added to 327,264 79,197 0.01% 0.0% 31 +271,411 485.94% Q1 2026 May 15, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 326,257 78,954 0.82% 0.97% 32 -2,400 -0.73% Q1 2026 Apr 28, 2026
AMERICAN CENTURY COMPANIES INC History Added to 314,243 76,047 0.04% 0.03% 33 +51,200 19.46% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 307,232 74,365 0.08% 0.11% 34 -82,226 -21.11% Q1 2026 May 08, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 302,319 73,161 0.01% 0.02% 35 -48,276 -13.77% Q1 2026 May 15, 2026
AEW CAPITAL MANAGEMENT L P History Added to 298,934 72,342 5.25% 0.54% 36 +270,274 943.04% Q1 2026 Apr 28, 2026
Route One Investment Company, L.P. History Reduced 297,912 72,094 3.07% 5.18% 37 -235,065 -44.1% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 286,027 69,218 0.03% 0.03% 38 +38,223 15.42% Q1 2026 May 11, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 268,985 65,094 0.17% 0.17% 39 +13,452 5.26% Q1 2026 May 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 251,888 60,956 0.0% 0.0% 40 +41,846 19.92% Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History New 251,464 60,854 0.17% 41 +251,464 New Q1 2026 May 15, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 244,402 59,145 0.25% 0.14% 42 +86,964 55.24% Q1 2026 Apr 30, 2026
Amundi History Added to 238,761 57,780 0.02% 0.01% 43 +66,517 38.62% Q1 2026 May 15, 2026
Woodline Partners LP History Added to 233,342 56,468 0.21% 0.0% 44 +232,464 26476.54% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 232,496 56,264 0.01% 0.01% 45 +64,562 38.44% Q1 2026 May 14, 2026
State of Tennessee, Department of Treasury History Added to 225,901 54,668 0.18% 0.16% 46 +23,455 11.59% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 223,756 54,148 0.04% 0.04% 47 -5,912 -2.57% Q1 2026 Apr 30, 2026
HSBC HOLDINGS PLC History Added to 219,383 53,109 0.03% 0.03% 48 +6,764 3.18% Q1 2026 Apr 30, 2026
CENTERSQUARE INVESTMENT MANAGEMENT LLC History Reduced 216,616 52,421 0.54% 1.42% 49 -331,401 -60.47% Q1 2026 May 08, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 214,949 52,017 0.03% 0.04% 50 +11,870 5.85% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Reduced 206,368 49,941 0.02% 0.03% 51 -118,701 -36.52% Q1 2026 May 06, 2026
Vest Financial, LLC History Added to 201,308 48,716 0.59% 0.62% 52 +14,614 7.83% Q1 2026 Apr 23, 2026
Swiss National Bank History Added to 189,032 45,745 0.03% 0.03% 53 +12,560 7.12% Q1 2026 May 07, 2026
UBS Group AG History Reduced 182,801 44,237 0.01% 0.01% 54 -49,101 -21.17% Q1 2026 May 05, 2026
Lido Advisors, LLC History Reduced 169,913 41,556 0.13% 0.14% 55 -659 -0.39% Q1 2026 May 13, 2026
FMR LLC History Reduced 167,787 40,604 0.0% 0.0% 56 -10,519 -5.9% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 163,856 39,653 0.07% 0.08% 57 -16,924 -9.36% Q1 2026 May 11, 2026
APG Asset Management US Inc. History Reduced 159,780 38,839 0.3% 0.43% 58 -52,268 -24.65% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 153,552 37,159 0.02% 0.02% 59 -6,570 -4.1% Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History Added to 150,774 36,588 0.07% 0.07% 60 +1,418 0.95% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Added to 149,247 36,117 0.03% 0.0% 61 +137,810 1204.95% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 149,589 35,359 0.01% 0.05% 62 -731,236 -83.02% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 140,880 34,092 0.02% 63 +140,880 New Q1 2026 May 08, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 129,070 33,775 0.2% 0.2% 64 0 0.0% Q4 2025 Feb 04, 2026
HEITMAN REAL ESTATE SECURITIES LLC History Added to 139,229 33,693 2.42% 2.41% 65 +8,055 6.14% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 136,643 33,067 0.02% 0.02% 66 -103 -0.08% Q1 2026 May 06, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 131,983 31,940 0.05% 0.08% 67 -78,004 -37.15% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History New 131,966 31,935 0.05% 68 +131,966 New Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Added to 131,585 31,843 0.03% 0.03% 69 +528 0.4% Q1 2026 May 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 128,860 30,928 0.03% 0.03% 70 -5,471 -4.07% Q1 2026 May 14, 2026
Asset Management One Co., Ltd. History Reduced 117,355 28,399 0.08% 0.09% 71 -771 -0.65% Q1 2026 May 08, 2026
ROYAL BANK OF CANADA History Added to 112,166 27,144 0.0% 0.0% 72 +6,605 6.26% Q1 2026 May 15, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History Added to 110,098 26,643 0.17% 0.16% 73 +10,098 10.1% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 108,335 26,217 0.02% 74 +108,335 New Q1 2026 May 08, 2026
Investure, LLC History Added to 100,821 24,398 1.2% 1.07% 75 +27,790 38.05% Q1 2026 May 08, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 100,000 24,200 0.81% 0.98% 76 0 0.0% Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 94,055 22,761 0.0% 0.0% 77 -10,283 -9.86% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 93,595 22,649 0.07% 0.09% 78 -15,121 -13.91% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 92,424 22,366 0.02% 0.02% 79 -2,989 -3.13% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 91,254 22,083 0.02% 0.02% 80 +28,527 45.48% Q1 2026 Apr 16, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 87,193 21,073 0.01% 0.01% 81 +8,537 10.85% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 86,517 20,937 0.02% 0.01% 82 +14,471 20.09% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 79,037 20,682 0.01% 0.01% 83 -4,348 -5.21% Q1 2026 May 15, 2026
Aberdeen Group plc History Reduced 83,404 20,183 0.03% 0.08% 84 -101,771 -54.96% Q1 2026 Apr 29, 2026
Sophron Capital Management L.P. History Added to 79,068 19,134 5.64% 6.48% 85 +1,979 2.57% Q1 2026 May 15, 2026
Solel Partners LP History No change 76,700 18,561 3.97% 3.25% 86 0 0.0% Q1 2026 May 15, 2026
Capital World Investors History Added to 74,778 18,096 0.0% 0.0% 87 +69,456 1305.07% Q1 2026 May 13, 2026
Susquehanna Portfolio Strategies, LLC History New 74,586 18,049 0.27% 88 +74,586 New Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 74,417 18,008 0.05% 89 +74,417 New Q1 2026 May 08, 2026
Gotham Asset Management, LLC History Reduced 74,388 18,001 0.06% 0.09% 90 -15,095 -16.87% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Reduced 71,846 17,386 0.02% 0.02% 91 -9,385 -11.55% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 68,880 16,668 0.02% 0.04% 92 -60,000 -46.55% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 68,046 16,467 0.01% 0.01% 93 +40,764 149.42% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Added to 66,945 16,200 0.01% 0.0% 94 +28,294 73.2% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 66,430 15,980 0.02% 0.0% 95 -59,766 -47.36% Q1 2026 May 15, 2026
STRS OHIO History Reduced 64,342 15,570 0.06% 0.08% 96 -17,803 -21.67% Q1 2026 Apr 24, 2026
MACQUARIE GROUP LTD History Reduced 64,046 15,499 0.09% 0.08% 97 -5,511 -7.92% Q1 2026 May 15, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History Reduced 60,685 14,685 0.22% 0.25% 98 -3,665 -5.7% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Added to 60,255 14,581 0.0% 0.0% 99 +2,994 5.23% Q1 2026 May 11, 2026
American Assets Investment Management, LLC History No change 59,500 14,399 0.98% 1.07% 100 0 0.0% Q1 2026 May 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 55,556 13,445 0.03% 0.03% 101 0 0.0% Q1 2026 Apr 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 54,732 13,245 0.02% 0.03% 102 -3,511 -6.03% Q1 2026 May 08, 2026
BROOKFIELD Corp /ON/ History Reduced 53,076 12,844 0.02% 0.02% 103 -21,844 -29.16% Q1 2026 May 15, 2026
AVIVA PLC History Added to 52,845 12,788 0.02% 0.02% 104 +1,761 3.45% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 52,167 12,624 0.03% 0.03% 105 -7,731 -12.91% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Added to 51,421 12,443 0.01% 0.01% 106 +9,577 22.89% Q1 2026 May 14, 2026
DekaBank Deutsche Girozentrale History No change 50,197 12,384 0.02% 0.02% 107 0 0.0% Q1 2026 May 07, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 51,036 12,350 0.0% 0.0% 108 -205 -0.4% Q1 2026 May 04, 2026
CIBC WORLD MARKET INC. History Reduced 50,978 12,336 0.02% 0.03% 109 -11,183 -17.99% Q1 2026 May 14, 2026
D. E. Shaw & Co., Inc. History Added to 50,467 12,213 0.01% 0.0% 110 +46,171 1074.74% Q1 2026 May 15, 2026
Uniplan Investment Counsel, Inc. History Reduced 50,157 12,138 1.25% 1.41% 111 -3,646 -6.78% Q1 2026 May 15, 2026
Retirement Systems of Alabama History Reduced 49,622 12,008 0.04% 0.04% 112 -71 -0.14% Q1 2026 Apr 24, 2026
APG Asset Management N.V. History Reduced 56,620 11,892 0.04% 0.04% 113 -4,160 -6.84% Q1 2026 May 13, 2026
Apollo Management Holdings, L.P. History Reduced 48,060 11,630 0.15% 0.11% 114 -4,520 -8.6% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Added to 47,195 11,421 0.05% 0.05% 115 +658 1.41% Q1 2026 May 15, 2026
Robeco Institutional Asset Management B.V. History Reduced 46,834 11,333 0.02% 0.02% 116 -3,549 -7.04% Q1 2026 Apr 21, 2026
Resona Asset Management Co.,Ltd. History Added to 46,497 11,275 0.06% 0.06% 117 +2,348 5.32% Q1 2026 Apr 29, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 45,092 10,912 0.02% 0.03% 118 -834 -1.82% Q1 2026 May 01, 2026
DANSKE BANK A/S History Reduced 44,768 10,833 0.03% 0.03% 119 -1,176 -2.56% Q1 2026 May 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 43,989 10,645 0.05% 0.05% 120 +8,164 22.79% Q1 2026 May 01, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 43,883 10,619 0.01% 0.02% 121 -1,000 -2.23% Q1 2026 May 06, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 42,590 10,306 0.02% 0.02% 122 +248 0.59% Q1 2026 May 15, 2026
FORSTA AP-FONDEN History No change 39,020 10,210 0.06% 0.06% 123 0 0.0% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 41,814 10,118 0.01% 0.01% 124 -422 -1.0% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Reduced 41,169 9,963 0.03% 0.03% 125 -1,002 -2.38% Q1 2026 Apr 28, 2026
VAN ECK ASSOCIATES CORP History Added to 40,788 9,871 0.01% 0.01% 126 +4,935 13.76% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 39,645 9,594 0.01% 0.01% 127 -628 -1.56% Q1 2026 May 13, 2026
State of Alaska, Department of Revenue History Added to 38,287 9,264 0.1% 0.11% 128 +345 0.91% Q1 2026 Apr 20, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 37,094 8,976 0.45% 0.43% 129 +3,121 9.19% Q1 2026 May 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 33,339 8,805 0.16% 0.24% 130 +12,400 59.22% Q1 2026 May 01, 2026
BANK OF MONTREAL /CAN/ History Reduced 36,211 8,763 0.0% 0.0% 131 -7,538 -17.23% Q1 2026 May 13, 2026
State of New Jersey Common Pension Fund D History No change 36,124 8,742 0.03% 0.03% 132 0 0.0% Q1 2026 May 05, 2026
KBC Group NV History Reduced 36,019 8,716 0.02% 0.04% 133 -23,633 -39.62% Q1 2026 May 07, 2026
Janney Montgomery Scott LLC History Added to 35,998 8,712 0.02% 0.02% 134 +3,530 10.87% Q1 2026 Apr 22, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 35,797 8,662 0.06% 0.14% 135 -32,322 -47.45% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 35,430 8,574 0.01% 0.01% 136 +9,746 37.95% Q1 2026 May 13, 2026
CIBC Bancorp USA Inc. History New 35,007 8,471 0.01% 137 +35,007 New Q1 2026 May 12, 2026
Cresset Asset Management, LLC History Added to 34,571 8,424 0.04% 0.03% 138 +11,238 48.16% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 34,770 8,414 0.01% 0.01% 139 +5,967 20.72% Q1 2026 May 14, 2026
Korea Investment CORP History Added to 34,543 8,359 0.02% 0.01% 140 +5,510 18.98% Q1 2026 May 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 33,401 8,083 0.01% 0.0% 141 +538 1.64% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 33,189 8,031 0.0% 0.0% 142 -726 -2.14% Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History Added to 32,312 7,819 0.0% 0.0% 143 +7,483 30.14% Q1 2026 May 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 32,201 7,792 0.09% 0.09% 144 -22 -0.07% Q1 2026 Apr 24, 2026
Chevy Chase Trust Holdings, LLC History Reduced 31,747 7,682 0.02% 0.02% 145 -906 -2.77% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 31,574 7,640 0.01% 0.01% 146 +966 3.16% Q1 2026 Apr 22, 2026
Leeward Investments, LLC - MA History Reduced 31,556 7,636 0.38% 0.43% 147 -1,072 -3.29% Q1 2026 Apr 17, 2026
Vert Asset Management LLC History Reduced 30,462 7,371 2.34% 2.67% 148 -188 -0.61% Q1 2026 Apr 16, 2026
SEB Asset Management AB History New 30,011 7,262 0.03% 149 +30,011 New Q1 2026 May 07, 2026
TORONTO DOMINION BANK History Reduced 29,567 7,155 0.01% 0.02% 150 -9,583 -24.48% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 29,532 7,146 0.01% 0.02% 151 -8,804 -22.97% Q1 2026 May 15, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 28,668 6,937 0.02% 0.02% 152 -1,054 -3.55% Q1 2026 May 12, 2026
Metis Global Partners, LLC History Added to 27,991 6,773 0.17% 0.17% 153 +1,087 4.04% Q1 2026 May 07, 2026
Perigon Wealth Management, LLC History Added to 27,781 6,723 0.12% 0.13% 154 +141 0.51% Q1 2026 Apr 10, 2026
Vestcor Inc History Reduced 27,778 6,722 0.19% 0.21% 155 -558 -1.97% Q1 2026 May 12, 2026
Treasurer of the State of North Carolina History Added to 27,284 6,603 0.02% 0.02% 156 +579 2.17% Q1 2026 May 14, 2026
CIBC WORLD MARKETS CORP History No change 25,191 6,591 0.03% 0.03% 157 0 0.0% Q4 2025 Feb 12, 2026
GSI Capital Advisors LLC History Reduced 26,084 6,312 3.43% 3.84% 158 -95 -0.36% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 25,543 6,181 0.0% 0.0% 159 -640 -2.44% Q1 2026 May 14, 2026
Tredje AP-fonden History Added to 25,012 6,052 0.03% 0.01% 160 +18,201 267.23% Q1 2026 May 12, 2026
Quilter Plc History Reduced 24,734 5,985 0.11% 0.11% 161 -580 -2.29% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History No change 24,451 5,970 0.02% 0.02% 162 0 0.0% Q1 2026 Apr 29, 2026
LM Advisors LLC History Reduced 1,437 5,876 0.09% 0.11% 163 -182 -11.24% Q1 2026 May 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 24,205 5,857 0.05% 0.05% 164 +385 1.62% Q1 2026 Apr 24, 2026
IFM Investors Pty Ltd History Added to 23,693 5,733 0.05% 0.05% 165 +860 3.77% Q1 2026 Apr 23, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC History No change 23,605 5,712 0.23% 0.25% 166 0 0.0% Q1 2026 May 13, 2026
Creative Planning History Added to 23,332 5,646 0.0% 0.0% 167 +9,427 67.8% Q1 2026 May 12, 2026
TD ASSET MANAGEMENT INC History Added to 23,056 5,579 0.0% 0.0% 168 +533 2.37% Q1 2026 May 11, 2026
UniSuper Management Pty Ltd History Reduced 21,940 5,309 0.03% 0.03% 169 -194 -0.88% Q1 2026 May 11, 2026
NEOS Investment Management LLC History Added to 20,788 5,030 0.03% 0.02% 170 +10,529 102.63% Q1 2026 May 15, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 20,688 5,006 0.03% 0.03% 171 +638 3.18% Q1 2026 Apr 23, 2026
MACKENZIE FINANCIAL CORP History Added to 20,620 4,990 0.01% 0.0% 172 +8,091 64.58% Q1 2026 May 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 20,603 4,985 0.0% 0.01% 173 +2,831 15.93% Q1 2026 May 04, 2026
MIZUHO MARKETS AMERICAS LLC History New 20,217 4,892 0.13% 174 +20,217 New Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 20,199 4,888 0.0% 0.01% 175 -2,916 -12.62% Q1 2026 May 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 19,661 4,757 0.67% 0.77% 176 -1,045 -5.05% Q1 2026 May 15, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 19,608 4,745 0.03% 0.02% 177 +8,350 74.17% Q1 2026 Apr 27, 2026
USS Investment Management Ltd History Added to 19,504 4,721 0.02% 0.02% 178 +2,208 12.77% Q1 2026 Apr 24, 2026
JANE STREET GROUP, LLC History Reduced 19,484 4,715 0.0% 0.0% 179 -50,548 -72.18% Q1 2026 May 12, 2026
CREDIT AGRICOLE S A History Reduced 19,346 4,681 0.01% 0.01% 180 -3,332 -14.69% Q1 2026 May 15, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 19,087 4,619 0.02% 0.03% 181 +509 2.74% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 18,346 4,439 0.01% 0.01% 182 +1,950 11.89% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 17,707 4,288 0.0% 0.0% 183 -384 -2.12% Q1 2026 May 18, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Reduced 17,705 4,285 0.06% 0.08% 184 -4,793 -21.3% Q1 2026 May 15, 2026
Czech National Bank History Added to 17,550 4,247 0.03% 0.03% 185 +568 3.34% Q1 2026 Apr 13, 2026
Arizona State Retirement System History Reduced 17,498 4,234 0.02% 0.03% 186 -156 -0.88% Q1 2026 May 01, 2026
Andra AP-fonden History Reduced 17,262 4,177 0.05% 0.2% 187 -43,358 -71.52% Q1 2026 May 08, 2026
BANK OF NOVA SCOTIA History Reduced 17,200 4,162 0.01% 0.01% 188 -1,221 -6.63% Q1 2026 May 14, 2026
Kinloch Capital, LLC History Added to 17,182 4,158 1.7% 1.58% 189 +3,197 22.86% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 16,900 4,089 0.0% 0.0% 190 0 0.0% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 16,869 4,082 0.02% 0.02% 191 -351 -2.04% Q1 2026 May 14, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 16,860 4,080 0.02% 0.02% 192 0 0.0% Q1 2026 May 04, 2026
DAVIS SELECTED ADVISERS History Added to 16,761 4,056 0.02% 0.02% 193 +250 1.51% Q1 2026 May 07, 2026
Quinn Opportunity Partners LLC History No change 16,650 4,029 0.21% 0.18% 194 0 0.0% Q1 2026 May 15, 2026
BAMCO INC /NY/ History Reduced 16,125 3,902 0.01% 0.01% 195 -2,400 -12.96% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 16,095 3,895 0.01% 0.01% 196 +1,462 9.99% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 16,198 3,881 0.0% 0.0% 197 +15,653 2872.11% Q1 2026 May 15, 2026
LANDMARK INVESTMENT PARTNERS, L.P. History Reduced 15,906 3,849 2.76% 8.3% 198 -51,923 -76.55% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 15,451 3,739 0.01% 0.01% 199 -293 -1.86% Q1 2026 May 01, 2026
CIBC Asset Management Inc History Added to 15,383 3,722 0.01% 0.01% 200 +223 1.47% Q1 2026 May 12, 2026
DnB Asset Management AS History Added to 15,378 3,721 0.01% 0.01% 201 +1,705 12.47% Q1 2026 May 14, 2026
NATIXIS History New 15,326 3,708 0.01% 202 +15,326 New Q1 2026 May 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 14,718 3,562 0.05% 0.05% 203 -19 -0.13% Q1 2026 May 15, 2026
STOREBRAND ASSET MANAGEMENT AS History Added to 14,631 3,540 0.01% 0.01% 204 +691 4.96% Q1 2026 May 05, 2026
Federation des caisses Desjardins du Quebec History Added to 14,423 3,490 0.01% 0.01% 205 +3,929 37.44% Q1 2026 May 13, 2026
Composition Wealth, LLC History Reduced 14,242 3,446 0.05% 0.05% 206 -125 -0.87% Q1 2026 Apr 08, 2026
HighTower Advisors, LLC History Added to 14,104 3,412 0.0% 0.0% 207 +1,200 9.3% Q1 2026 May 05, 2026
Aurora Investment Managers, LLC. History Added to 13,533 3,275 2.41% 2.01% 208 +6 0.04% Q1 2026 Apr 20, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 13,338 3,227 0.0% 0.0% 209 -65 -0.48% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History New 13,192 3,192 0.0% 210 +13,192 New Q1 2026 May 15, 2026
New Age Alpha Advisors, LLC History Added to 12,037 2,912 0.14% 0.13% 211 +593 5.18% Q1 2026 May 11, 2026
WESTPAC BANKING CORP History Reduced 11,952 2,892 0.2% 0.2% 212 -200 -1.65% Q1 2026 May 11, 2026
AMALGAMATED BANK History Reduced 11,799 2,855 0.02% 0.02% 213 -183 -1.53% Q1 2026 May 08, 2026
XPONANCE LLC History Added to 11,250 2,722 0.02% 0.02% 214 +1,505 15.44% Q1 2026 May 13, 2026
Illinois Municipal Retirement Fund History Reduced 10,944 2,648 0.03% 0.09% 215 -16,647 -60.33% Q1 2026 May 05, 2026
Entropy Technologies, LP History Reduced 10,420 2,521 0.12% 0.29% 217 -9,785 -48.43% Q1 2026 May 14, 2026
ALLSTATE CORP History Added to 10,419 2,521 0.03% 0.03% 216 +1,306 14.33% Q1 2026 May 11, 2026
Pensionfund PDN History Added to 10,395 2,516 1.45% 1.67% 218 +700 7.22% Q1 2026 Apr 01, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 10,393 2,515 0.01% 219 +10,393 New Q1 2026 May 15, 2026
Utah Retirement Systems History Reduced 10,346 2,503 0.03% 0.14% 220 -45,623 -81.51% Q1 2026 May 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 10,271 2,485 0.12% 0.13% 221 -131 -1.26% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Reduced 10,005 2,421 0.0% 0.0% 222 -524 -4.98% Q1 2026 May 13, 2026
Police & Firemen's Retirement System of New Jersey History Added to 9,790 2,369 0.02% 0.02% 223 +54 0.55% Q1 2026 Apr 29, 2026
Focus Partners Wealth History Added to 9,654 2,367 0.0% 0.0% 224 +2,409 33.25% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 9,531 2,357 0.0% 0.0% 225 -2,676 -21.92% Q1 2026 Apr 08, 2026
Sterling Capital Management LLC History Reduced 9,727 2,353 0.04% 0.05% 226 -2,085 -17.65% Q1 2026 Apr 22, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 9,606 2,324 0.02% 0.02% 227 +260 2.78% Q1 2026 May 07, 2026
Summit Trail Advisors, LLC History Added to 9,185 2,222 0.03% 0.03% 228 +2,344 34.26% Q1 2026 May 12, 2026
Weiss Asset Management LP History New 9,114 2,205 0.04% 229 +9,114 New Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 9,100 2,202 0.01% 0.02% 230 -2,812 -23.61% Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History Added to 9,069 2,194 0.0% 0.0% 231 +1,602 21.45% Q1 2026 May 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 8,876 2,147 0.01% 0.02% 232 -2,533 -22.2% Q1 2026 May 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History New 8,784 2,125 0.01% 233 +8,784 New Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 8,376 2,055 0.01% 0.01% 234 -4,497 -34.93% Q1 2026 Apr 30, 2026
CIBC Private Wealth Group LLC History No change 7,523 1,968 0.0% 0.0% 235 0 0.0% Q4 2025 Feb 12, 2026
Swiss Life Asset Management Ltd History Reduced 8,013 1,939 0.01% 0.02% 236 -7,215 -47.38% Q1 2026 May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 7,998 1,935 0.0% 0.0% 237 -502 -5.91% Q1 2026 May 08, 2026
TRUIST FINANCIAL CORP History Reduced 7,982 1,931 0.0% 0.0% 238 -1,109 -12.2% Q1 2026 Apr 27, 2026
Caprock Group, LLC History Reduced 7,618 1,864 0.05% 0.05% 239 -1,035 -11.96% Q1 2026 May 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 7,672 1,856 0.02% 0.03% 240 -133 -1.7% Q1 2026 Apr 23, 2026
M&T BANK CORP History Added to 7,529 1,822 0.01% 0.01% 241 +267 3.68% Q1 2026 May 12, 2026
COZAD ASSET MANAGEMENT INC History No change 6,944 1,817 0.14% 0.14% 242 0 0.0% Q4 2025 Feb 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 7,359 1,780 0.02% 0.02% 243 0 0.0% Q1 2026 Apr 29, 2026
Arax Advisory Partners History Added to 7,299 1,766 0.05% 0.01% 244 +6,194 560.54% Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History New 7,200 1,742 0.01% 245 +7,200 New Q1 2026 May 07, 2026
Norinchukin Bank, The History Reduced 7,110 1,720 0.02% 0.02% 246 -76 -1.06% Q1 2026 May 15, 2026
Magnetar Financial LLC History Added to 6,906 1,675 0.02% 0.01% 247 +2,321 50.62% Q1 2026 May 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 6,854 1,658 0.02% 0.02% 248 -61 -0.88% Q1 2026 May 07, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 6,838 1,654 0.06% 0.06% 249 -100 -1.44% Q1 2026 May 06, 2026
Sanctuary Advisors, LLC History Reduced 6,823 1,651 0.01% 0.01% 250 -111 -1.6% Q1 2026 May 05, 2026
Knights of Columbus Asset Advisors LLC History No change 6,742 1,631 0.09% 0.1% 251 0 0.0% Q1 2026 May 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 6,693 1,619 0.01% 0.0% 252 +4,435 196.41% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Added to 6,597 1,596 0.02% 0.02% 253 +702 11.91% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Added to 6,490 1,573 0.01% 0.01% 254 +308 4.98% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 6,414 1,552 0.0% 0.0% 255 -21 -0.33% Q1 2026 May 15, 2026
OP Asset Management Ltd History Reduced 6,403 1,549 0.02% 0.02% 256 -698 -9.83% Q1 2026 Apr 10, 2026
Rafferty Asset Management, LLC History Reduced 6,339 1,534 0.01% 0.01% 258 -1,991 -23.9% Q1 2026 May 15, 2026
&PARTNERS History Reduced 6,341 1,534 0.01% 0.01% 257 -147 -2.27% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 6,301 1,525 0.01% 0.01% 259 0 0.0% Q1 2026 May 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 6,269 1,503 0.0% 0.0% 260 +153 2.5% Q1 2026 May 13, 2026
LDR Capital Management LLC History No change 5,852 1,416 1.9% 2.12% 261 0 0.0% Q1 2026 May 11, 2026
NOMURA HOLDINGS INC History Added to 5,762 1,394 0.0% 0.0% 262 +1,019 21.48% Q1 2026 May 15, 2026
Perpetual Ltd History New 5,755 1,392 0.02% 263 +5,755 New Q1 2026 Apr 14, 2026
Cerity Partners LLC History Reduced 5,717 1,383 0.0% 0.0% 264 -1,029 -15.25% Q1 2026 May 15, 2026
COMMERCE BANK History Added to 5,676 1,373 0.01% 0.01% 265 +333 6.23% Q1 2026 May 11, 2026
GeoWealth Management, LLC History Reduced 5,596 1,354 0.05% 0.06% 266 -510 -8.35% Q1 2026 May 13, 2026
Eurizon Capital SGR S.p.A. History Added to 5,367 1,299 0.0% 0.0% 267 +2,008 59.78% Q1 2026 May 08, 2026
Tidal Investments LLC History Added to 5,341 1,292 0.0% 0.0% 268 +1,343 33.59% Q1 2026 May 15, 2026
Blackhawk Capital Partners, LLC History Added to 5,111 1,236 0.45% 0.47% 269 +338 7.08% Q1 2026 May 05, 2026
Wealthfront Advisers LLC History Reduced 5,074 1,227 0.0% 0.0% 270 -765 -13.1% Q1 2026 May 05, 2026
Naviter Wealth, LLC History Added to 5,012 1,225 0.15% 0.15% 271 +555 12.45% Q1 2026 Apr 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 5,036 1,218 0.01% 0.01% 272 0 0.0% Q1 2026 May 04, 2026
Avanza Fonder AB History No change 5,000 1,210 0.03% 0.03% 273 0 0.0% Q1 2026 Apr 15, 2026
Gulf International Bank (UK) Ltd History Added to 4,941 1,196 0.03% 0.03% 274 +1,547 45.58% Q1 2026 May 11, 2026
Advisors Asset Management, Inc. History Added to 4,929 1,192 0.02% 0.02% 275 +965 24.34% Q1 2026 May 15, 2026
Sigma Planning Corp History Added to 4,876 1,179 0.03% 0.03% 276 +800 19.63% Q1 2026 May 04, 2026
Pensionfund Sabic History Added to 4,850 1,174 1.41% 0.32% 277 +300 6.59% Q1 2026 Apr 01, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Reduced 4,836 1,170 0.23% 0.39% 278 -2,150 -30.78% Q1 2026 Apr 15, 2026
Camelot Portfolios, LLC History Reduced 4,699 1,137 0.84% 0.77% 279 -117 -2.43% Q1 2026 May 08, 2026
Beacon Pointe Advisors, LLC History Added to 4,691 1,135 0.01% 0.01% 280 +1,444 44.47% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 4,644 1,123 0.0% 0.0% 281 +356 8.3% Q1 2026 Apr 27, 2026
Lighthouse Investment Partners, LLC History Reduced 4,639 1,122 0.04% 0.69% 282 -82,951 -94.7% Q1 2026 May 14, 2026
Investment Management Corp of Ontario History Added to 4,626 1,119 0.01% 0.02% 283 +280 6.44% Q1 2026 May 15, 2026
Vanderbilt University History Added to 4,594 1,111 0.21% 0.2% 284 +216 4.93% Q1 2026 Apr 20, 2026
Provident Investment Management, Inc. History Added to 4,447 1,076 0.11% 0.1% 285 +50 1.14% Q1 2026 May 13, 2026
Kepler Cheuvreux (Suisse) SA History Added to 4,372 1,058 0.07% 0.05% 286 +1,098 33.54% Q1 2026 Apr 28, 2026
Swedbank AB History No change 4,308 1,042 0.0% 0.0% 287 0 0.0% Q1 2026 Apr 29, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,215 1,020 0.0% 0.0% 288 +47 1.13% Q1 2026 Apr 30, 2026
DRW Securities, LLC History Added to 4,134 1,000 0.01% 0.01% 289 +2,978 257.61% Q1 2026 May 13, 2026
National Pension Service History Reduced 4,110 994 0.0% 0.01% 290 -30,591 -88.16% Q1 2026 May 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 4,091 990 0.0% 0.0% 291 +2,133 108.94% Q1 2026 May 14, 2026
Ashton Thomas Private Wealth, LLC History New 4,090 989 0.02% 292 +4,090 New Q1 2026 May 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 4,054 981 0.0% 0.0% 293 +1,508 59.23% Q1 2026 May 14, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 4,034 976 0.38% 0.41% 294 0 0.0% Q1 2026 May 12, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 4,000 968 0.05% 0.04% 295 0 0.0% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 3,960 958 0.0% 0.0% 296 +29 0.74% Q1 2026 May 14, 2026
MIZUHO SECURITIES USA LLC History Reduced 3,896 942 0.02% 0.02% 297 -793 -16.91% Q1 2026 May 11, 2026
Vident Advisory, LLC History Reduced 3,889 941 0.01% 0.01% 298 -532 -12.03% Q1 2026 May 14, 2026
Fideuram Asset Management (Ireland) dac History Added to 3,587 910 0.12% 299 +3,585 179250.0% Q1 2026 May 11, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 3,700 895 0.03% 0.03% 300 -44 -1.18% Q1 2026 Apr 15, 2026
FIFTH THIRD BANCORP History Reduced 3,693 893 0.0% 0.0% 301 -362 -8.93% Q1 2026 May 01, 2026
Mariner, LLC History Added to 3,662 886 0.0% 0.0% 302 +583 18.93% Q1 2026 May 13, 2026
Inscription Capital, LLC History Added to 3,618 875 0.09% 0.08% 303 +806 28.66% Q1 2026 Apr 20, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,596 870 0.0% 0.0% 304 -748 -17.22% Q1 2026 May 04, 2026
US BANCORP \DE\ History Added to 3,487 843 0.0% 0.0% 305 +879 33.7% Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Added to 3,453 835 0.01% 0.01% 306 +26 0.76% Q1 2026 May 08, 2026
Chicago Partners Investment Group LLC History Added to 3,298 831 0.02% 0.01% 307 +1,326 67.24% Q1 2026 May 04, 2026
Horst & Graben Wealth Management LLC History No change 3,220 826 0.11% 0.13% 308 0 0.0% Q1 2026 Apr 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 3,395 821 0.01% 0.0% 309 +836 32.67% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Added to 3,350 810 0.02% 0.02% 310 +974 40.99% Q1 2026 May 15, 2026
DoubleLine ETF Adviser LP History Reduced 3,337 807 0.31% 0.33% 311 -837 -20.05% Q1 2026 May 15, 2026
Ethic Inc. History Reduced 3,330 805 0.01% 0.01% 312 -144 -4.15% Q1 2026 Apr 27, 2026
Louisiana State Employees Retirement System History No change 3,300 798 0.01% 0.01% 313 0 0.0% Q1 2026 Apr 20, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 3,289 795 0.0% 0.01% 314 -23,293 -87.63% Q1 2026 May 14, 2026
Allworth Financial LP History Reduced 3,258 788 0.0% 0.0% 315 -48 -1.45% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 3,254 787 0.0% 0.0% 316 +2,642 431.7% Q1 2026 May 13, 2026
Pacer Advisors, Inc. History Reduced 3,223 779 0.0% 0.0% 317 -1,847 -36.43% Q1 2026 May 06, 2026
Maryland State Retirement & Pension System History No change 3,135 758 0.02% 0.02% 318 0 0.0% Q1 2026 May 04, 2026
Squarepoint Ops LLC History Reduced 3,113 753 0.0% 0.0% 319 -8,158 -72.38% Q1 2026 May 15, 2026
TWO SIGMA SECURITIES, LLC History Added to 3,093 748 0.09% 0.04% 320 +2,069 202.05% Q1 2026 May 15, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 3,087 746 0.01% 0.01% 322 +1,506 95.26% Q1 2026 May 04, 2026
BARINGS LLC History No change 3,019 746 0.01% 0.01% 321 0 0.0% Q1 2026 May 06, 2026
Kera Capital Partners, Inc. History Added to 3,068 742 0.09% 0.06% 323 +1,155 60.38% Q1 2026 May 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,047 737 0.01% 0.01% 324 +50 1.67% Q1 2026 Apr 20, 2026
Rockefeller Capital Management L.P. History Added to 3,038 735 0.0% 0.0% 325 +374 14.04% Q1 2026 May 14, 2026
CERTUITY, LLC History Added to 3,021 731 0.05% 0.03% 326 +946 45.59% Q1 2026 May 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 3,000 726 0.02% 0.02% 327 0 0.0% Q1 2026 May 04, 2026
OMERS ADMINISTRATION Corp History Added to 2,998 725 0.0% 0.0% 328 +699 30.4% Q1 2026 May 15, 2026
Horizon Investments, LLC History Added to 2,960 716 0.01% 0.01% 329 +27 0.92% Q1 2026 May 14, 2026
SYON CAPITAL LLC History Reduced 2,931 709 0.04% 0.05% 330 -851 -22.5% Q1 2026 May 13, 2026
Jain Global LLC History New 2,925 707 0.0% 331 +2,925 New Q1 2026 May 15, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 2,780 672 0.01% 0.01% 332 +560 25.23% Q1 2026 May 12, 2026
Parallel Advisors, LLC History Added to 2,759 667 0.01% 0.01% 333 +102 3.84% Q1 2026 May 07, 2026
Aaron Wealth Advisors LLC History Reduced 2,676 647 0.04% 0.09% 334 -3,555 -57.05% Q1 2026 Apr 21, 2026
OSAIC HOLDINGS, INC. History Added to 2,663 644 0.0% 0.0% 335 +85 3.3% Q1 2026 May 15, 2026
Crossmark Global Holdings, Inc. History Added to 2,654 642 0.01% 0.01% 336 +170 6.84% Q1 2026 May 11, 2026
MUFG Securities EMEA plc History No change 2,643 639 0.01% 0.01% 337 0 0.0% Q1 2026 May 11, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,625 638 0.0% 0.0% 338 -31 -1.17% Q1 2026 May 05, 2026
Sivia Capital Partners, LLC History New 2,635 637 0.12% 339 +2,635 New Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Reduced 2,566 620 0.0% 0.0% 340 -329 -11.36% Q1 2026 May 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 2,558 619 0.02% 0.02% 341 +21 0.83% Q1 2026 May 13, 2026
Global X Japan Co., Ltd. History Added to 2,513 608 0.03% 0.05% 342 +189 8.13% Q1 2026 Apr 13, 2026
HUB Investment Partners, LLC History Added to 2,476 599 0.01% 0.01% 343 +716 40.68% Q1 2026 May 15, 2026
Plato Investment Management Ltd History No change 2,475 599 0.04% 0.04% 344 0 0.0% Q1 2026 May 04, 2026
Versant Capital Management, Inc History Added to 2,440 590 0.06% 0.05% 345 +944 63.1% Q1 2026 Apr 06, 2026
SlateStone Wealth, LLC History Added to 2,415 584 0.05% 0.05% 346 +140 6.15% Q1 2026 May 14, 2026
Baker Avenue Asset Management, LP History Added to 2,403 581 0.01% 0.01% 347 +412 20.69% Q1 2026 May 12, 2026
Penserra Capital Management LLC History Added to 2,389 577 0.01% 0.01% 348 +49 2.09% Q1 2026 May 11, 2026
Saudi Central Bank History New 2,377 575 0.01% 349 +2,377 New Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,348 568 0.02% 0.02% 350 +186 8.6% Q1 2026 May 13, 2026
Farringdon Capital, Ltd. History Added to 2,332 564 0.12% 0.12% 351 +529 29.34% Q1 2026 May 15, 2026
Groupe la Francaise History New 2,320 561 0.01% 352 +2,320 New Q1 2026 May 21, 2026
Claro Advisors Inc. History Added to 2,298 556 0.07% 0.08% 353 +24 1.06% Q1 2026 Apr 21, 2026
RB Capital Management, LLC History Reduced 2,290 554 0.12% 0.12% 354 -54 -2.3% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 2,256 545 0.03% 0.05% 355 -757 -25.12% Q1 2026 Apr 13, 2026
Dai-ichi Life Insurance Company, Ltd History No change 2,254 545 0.02% 0.02% 356 0 0.0% Q1 2026 May 14, 2026
ASR Vermogensbeheer N.V. History Added to 2,236 541 0.01% 0.01% 357 +30 1.36% Q1 2026 Apr 30, 2026
MAI Capital Management History Added to 2,211 535 0.0% 0.0% 358 +186 9.19% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Reduced 2,187 529 0.03% 0.05% 360 -2,128 -49.32% Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 2,023 529 0.0% 0.0% 359 0 0.0% Q4 2025 Feb 17, 2026
Havemeyer Place LP History New 2,170 525 0.06% 361 +2,170 New Q1 2026 May 13, 2026
FEDERATED HERMES, INC. History Added to 2,167 524 0.0% 0.0% 362 +1,241 134.02% Q1 2026 May 11, 2026
CWM, LLC History Reduced 2,117 512 0.0% 0.0% 363 -2,175 -50.68% Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Reduced 2,107 509 0.0% 0.0% 364 -1,157 -35.45% Q1 2026 May 05, 2026
EP Wealth Advisors, LLC History Added to 2,101 508 0.0% 0.0% 365 +808 62.49% Q1 2026 May 14, 2026
Bridgewater Associates, LP History New 2,096 507 0.0% 366 +2,096 New Q1 2026 May 15, 2026
Empowered Funds, LLC History New 2,095 506 0.0% 367 +2,095 New Q1 2026 May 14, 2026
Machina Capital S.A.S. History New 2,087 505 0.1% 368 +2,087 New Q1 2026 May 13, 2026
Kestra Advisory Services, LLC History Added to 2,080 503 0.0% 0.0% 369 +432 26.21% Q1 2026 Apr 30, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 2,063 499 0.01% 0.01% 370 +6 0.29% Q1 2026 May 08, 2026
CHOREO, LLC History Added to 2,030 496 0.01% 0.01% 371 +128 6.73% Q1 2026 May 12, 2026
Schonfeld Strategic Advisors LLC History Reduced 2,021 489 0.0% 0.0% 372 -30 -1.46% Q1 2026 May 15, 2026
PRUDENTIAL PLC History No change 2,006 485 0.0% 0.0% 373 0 0.0% Q1 2026 May 13, 2026
Ilmarinen Mutual Pension Insurance Co History No change 2,000 484 0.0% 0.0% 374 0 0.0% Q1 2026 May 12, 2026
Valeo Financial Advisors, LLC History Reduced 1,991 481 0.01% 0.01% 375 -43 -2.11% Q1 2026 May 08, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 1,978 478 0.01% 0.02% 376 -1,551 -43.95% Q1 2026 Apr 20, 2026
Atria Investments, Inc History Added to 1,943 470 0.01% 0.01% 377 +48 2.53% Q1 2026 May 05, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 1,918 464 0.0% 0.0% 378 -94 -4.67% Q1 2026 May 14, 2026
SUMMITRY LLC History Added to 1,869 452 0.02% 0.02% 379 +96 5.41% Q1 2026 May 22, 2026
Jump Financial, LLC History Reduced 1,862 450 0.01% 0.01% 380 -324 -14.82% Q1 2026 May 14, 2026
North Dakota State Investment Board History Reduced 1,863 450 0.02% 0.02% 381 -322 -14.74% Q1 2026 May 08, 2026
Optas, LLC History Added to 1,857 449 0.07% 0.05% 382 +713 62.33% Q1 2026 Apr 24, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History New 1,840 445 0.0% 383 +1,840 New Q1 2026 May 12, 2026
Turning Point Benefit Group, Inc. History Reduced 1,762 436 0.28% 0.25% 384 -57 -3.13% Q1 2026 May 12, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 1,791 433 0.03% 0.03% 385 +6 0.34% Q1 2026 May 11, 2026
MUFG SECURITIES AMERICAS INC. History Added to 1,783 431 0.03% 0.03% 386 +47 2.71% Q1 2026 May 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 1,741 421 0.0% 0.0% 387 0 0.0% Q1 2026 May 08, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,710 413 0.02% 0.02% 388 0 0.0% Q1 2026 May 01, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Reduced 1,686 408 0.04% 0.16% 389 -4,697 -73.59% Q1 2026 Apr 30, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 1,677 405 0.03% 0.03% 390 0 0.0% Q1 2026 May 19, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 1,651 403 0.01% 392 +1,651 New Q1 2026 May 14, 2026
Alpha Cubed Investments, LLC History No change 1,543 403 0.01% 0.01% 391 0 0.0% Q4 2025 Feb 03, 2026
Engineers Gate Manager LP History New 1,654 400 0.0% 393 +1,654 New Q1 2026 May 15, 2026
Independent Advisor Alliance History Reduced 1,653 399 0.0% 0.01% 394 -4 -0.24% Q1 2026 May 12, 2026
GTS SECURITIES LLC History New 1,614 390 0.01% 395 +1,614 New Q1 2026 May 14, 2026
BESSEMER GROUP INC History Reduced 1,594 385 0.0% 0.0% 396 -6 -0.38% Q1 2026 May 06, 2026
Van Hulzen Asset Management, LLC History No change 1,593 385 0.03% 0.03% 397 0 0.0% Q1 2026 May 14, 2026
GROUPAMA ASSET MANAGMENT History Reduced 1,589 384 0.01% 0.01% 398 -62 -3.76% Q1 2026 May 22, 2026
WASHINGTON TRUST BANK History No change 1,573 380 0.03% 0.03% 399 0 0.0% Q1 2026 May 07, 2026
WULFF, HANSEN & CO. History No change 1,564 378 0.39% 0.34% 400 0 0.0% Q1 2026 May 07, 2026
E. Ohman J:or Asset Management AB History No change 1,543 373 0.01% 0.01% 401 0 0.0% Q1 2026 Apr 16, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 1,438 347 0.01% 0.02% 402 -1,164 -44.73% Q1 2026 May 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,432 346 0.0% 0.0% 404 -1,277 -47.14% Q1 2026 May 08, 2026
Crestwood Advisors Group, LLC History Added to 1,433 346 0.01% 0.01% 403 +268 23.0% Q1 2026 May 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,415 342 0.0% 0.0% 405 +123 9.52% Q1 2026 Apr 14, 2026
Parcion Private Wealth LLC History Reduced 1,416 342 0.02% 0.02% 406 -50 -3.41% Q1 2026 Apr 22, 2026
Revisor Wealth Management LLC History Added to 1,384 341 0.09% 0.09% 407 +75 5.73% Q1 2026 Apr 27, 2026
Edgestream Partners, L.P. History Reduced 1,402 339 0.01% 0.21% 408 -26,597 -94.99% Q1 2026 May 18, 2026
U.S. Capital Wealth Advisors, LLC History Added to 1,382 334 0.01% 0.01% 409 +238 20.8% Q1 2026 Apr 07, 2026
GAMMA Investing LLC History Added to 1,379 333 0.02% 0.02% 410 +85 6.57% Q1 2026 Apr 06, 2026
Inspire Investing, LLC History Added to 1,356 328 0.03% 0.03% 411 +106 8.48% Q1 2026 Apr 23, 2026
Gen-Wealth Partners Inc History Added to 1,313 317 0.1% 0.11% 412 +47 3.71% Q1 2026 May 08, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 1,300 317 0.3% 0.31% 413 0 0.0% Q1 2026 May 15, 2026
B. Metzler seel. Sohn & Co. AG History No change 1,285 310 0.0% 0.0% 414 0 0.0% Q1 2026 May 08, 2026
Spire Wealth Management History Added to 1,271 307 0.01% 415 +1,268 42266.67% Q1 2026 Apr 22, 2026
WHITTIER TRUST CO History Reduced 1,232 305 0.0% 0.0% 416 -53 -4.12% Q1 2026 Apr 28, 2026
Yoffe Investment Management, LLC History Reduced 1,254 303 0.39% 0.42% 417 -1 -0.08% Q1 2026 Apr 21, 2026
KCM INVESTMENT ADVISORS LLC History No change 1,245 301 0.01% 0.01% 418 0 0.0% Q1 2026 May 15, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 1,220 295 0.01% 0.01% 419 +314 34.66% Q1 2026 Apr 27, 2026
OSTRUM ASSET MANAGEMENT History Added to 1,208 292 0.02% 0.01% 420 +18 1.51% Q1 2026 May 14, 2026
Azimuth Capital Investment Management LLC History No change 1,200 290 0.01% 0.01% 421 0 0.0% Q1 2026 May 12, 2026
NORDEN GROUP LLC History Added to 1,180 285 0.03% 0.03% 422 +11 0.94% Q1 2026 Apr 15, 2026
FIL Ltd History Added to 1,166 282 0.0% 0.0% 423 +332 39.81% Q1 2026 May 15, 2026
Sound Financial Strategies Group, LLC History Reduced 1,165 281 0.19% 0.42% 424 -1,120 -49.02% Q1 2026 May 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,153 279 0.0% 0.0% 425 -206 -15.16% Q1 2026 May 08, 2026
Lloyd Advisory Services, LLC. History New 1,141 276 0.08% 427 +1,141 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History No change 1,141 276 0.08% 0.09% 426 0 0.0% Q1 2026 May 13, 2026
V-Square Quantitative Management LLC History Reduced 1,116 270 0.03% 0.03% 428 -38 -3.29% Q1 2026 Apr 27, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 1,115 269 0.0% 429 +1,115 New Q1 2026 Apr 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,092 264 0.0% 0.0% 430 -4,783 -81.41% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Reduced 1,088 263 0.0% 0.01% 431 -1,100 -50.27% Q1 2026 Apr 20, 2026
Platform Technology Partners History New 1,090 263 0.05% 432 +1,090 New Q1 2026 Apr 27, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 1,057 256 0.02% 434 +1,057 New Q1 2026 Apr 28, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,060 256 0.0% 0.0% 433 -346 -24.61% Q1 2026 Apr 07, 2026
GSA CAPITAL PARTNERS LLP History Reduced 1,052 255 0.02% 0.06% 435 -1,646 -61.01% Q1 2026 May 08, 2026
BAILARD, INC. History No change 1,051 254 0.01% 0.01% 436 0 0.0% Q1 2026 May 11, 2026
FORA Capital, LLC History Reduced 1,046 253 0.02% 0.1% 437 -1,481 -58.61% Q1 2026 May 14, 2026
Frec Markets, Inc. History New 1,047 253 0.04% 438 +1,047 New Q1 2026 May 13, 2026
Legacy Wealth Asset Management, LLC History Added to 1,030 249 0.06% 0.07% 440 +16 1.58% Q1 2026 Apr 08, 2026
Merit Financial Group, LLC History Reduced 1,030 249 0.0% 0.0% 439 -1 -0.1% Q1 2026 Apr 15, 2026
TCW GROUP INC History Added to 1,014 245 0.0% 0.0% 441 +49 5.08% Q1 2026 May 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 1,006 243 0.0% 442 +1,006 New Q1 2026 May 07, 2026
DV Trading LLC History Added to 1,000 242 0.01% 0.0% 443 +920 1150.0% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 988 239 0.0% 0.0% 444 -364 -26.92% Q1 2026 Apr 21, 2026
Checchi Capital Advisers, LLC History Added to 984 238 0.01% 0.01% 445 +207 26.64% Q1 2026 May 04, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 974 235 0.0% 0.0% 446 -93 -8.72% Q1 2026 Apr 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 959 232 0.0% 0.0% 447 -2,268 -70.28% Q1 2026 May 11, 2026
Wealthspire Advisors, LLC History Reduced 949 229 0.0% 0.0% 448 -374 -28.27% Q1 2026 May 01, 2026
PATTON FUND MANAGEMENT, INC. History Added to 941 227 0.04% 0.03% 450 +81 9.42% Q1 2026 Apr 22, 2026
ROMAN BUTLER FULLERTON & CO History No change 902 227 0.06% 0.06% 449 0 0.0% Q1 2026 Apr 30, 2026
Siemens Fonds Invest GmbH History Added to 931 225 0.01% 0.01% 451 +48 5.44% Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History New 925 223 0.01% 452 +925 New Q1 2026 May 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 920 222 0.0% 0.0% 453 -15 -1.6% Q1 2026 May 15, 2026
Kathmere Capital Management, LLC History Reduced 917 221 0.01% 0.02% 454 -79 -7.93% Q1 2026 Apr 28, 2026
Waverly Advisors, LLC History Added to 913 220 0.0% 0.0% 455 +10 1.11% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Reduced 908 219 0.0% 0.0% 456 -111 -10.89% Q1 2026 May 15, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History No change 869 218 0.12% 0.13% 457 0 0.0% Q1 2026 Apr 23, 2026
Global Retirement Partners, LLC History No change 825 215 0.0% 0.0% 458 0 0.0% Q4 2025 Feb 06, 2026
MASTERINVEST Kapitalanlage GmbH History No change 886 214 0.02% 0.02% 459 0 0.0% Q1 2026 May 05, 2026
Callan Family Office, LLC History New 877 212 0.0% 460 +877 New Q1 2026 May 13, 2026
Compound Planning, Inc. History Reduced 875 211 0.01% 0.01% 461 -51 -5.51% Q1 2026 May 14, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 856 207 0.08% 0.09% 462 +45 5.55% Q1 2026 May 05, 2026
PROFUND ADVISORS LLC History Reduced 852 206 0.01% 0.01% 463 -257 -23.17% Q1 2026 Apr 24, 2026
GREENLEAF TRUST History Reduced 846 204 0.0% 0.0% 464 -21 -2.42% Q1 2026 Apr 27, 2026
OpenArc Corporate Advisory, LLC History Reduced 842 203 0.0% 0.0% 465 -72 -7.88% Q1 2026 May 11, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 826 200 0.0% 0.01% 467 -1,896 -69.65% Q1 2026 Apr 16, 2026
Cornerstone Wealth Group, LLC History Added to 792 200 0.01% 0.01% 466 +2 0.25% Q1 2026 Apr 22, 2026
TRUST CO OF VERMONT History No change 750 196 0.01% 0.01% 468 0 0.0% Q4 2025 Jan 16, 2026
Ascentis Wealth Management, LLC History Reduced 794 192 0.04% 0.05% 469 -52 -6.15% Q1 2026 Apr 28, 2026
Virtus Investment Advisers, LLC History Added to 776 187 0.05% 0.04% 470 +153 24.56% Q1 2026 May 14, 2026
Canada Post Corp Registered Pension Plan History Reduced 710 171 0.01% 0.01% 471 -500 -41.32% Q1 2026 May 12, 2026
Cetera Trust Company, N.A History Added to 695 168 0.09% 0.09% 472 +40 6.11% Q1 2026 May 08, 2026
MATHER GROUP, LLC. History Reduced 679 164 0.0% 0.0% 473 -109 -13.83% Q1 2026 Apr 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 652 157 0.0% 0.0% 474 +124 23.48% Q1 2026 May 07, 2026
SIGNATUREFD, LLC History Added to 619 149 0.0% 0.0% 475 +174 39.1% Q1 2026 Apr 07, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 604 146 0.0% 0.0% 476 +123 25.57% Q1 2026 May 14, 2026
TEMA ETFS LLC History No change 588 142 0.01% 0.01% 477 0 0.0% Q1 2026 Apr 15, 2026
Ameritas Investment Partners, Inc. History No change 576 139 0.0% 0.0% 478 0 0.0% Q1 2026 May 13, 2026
Principia Wealth Advisory, LLC History No change 535 139 0.09% 0.09% 479 0 0.0% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 540 133 0.0% 0.0% 480 -1 -0.18% Q1 2026 Apr 28, 2026
North Star Investment Management Corp. History Reduced 503 121 0.01% 0.01% 481 -4 -0.79% Q1 2026 Apr 23, 2026
CX Institutional History Reduced 494 120 0.0% 0.01% 482 -282 -36.34% Q1 2026 Apr 06, 2026
ASSETMARK, INC History Reduced 442 107 0.0% 0.0% 483 -56 -11.24% Q1 2026 May 06, 2026
ORG Partners LLC History No change 380 99 0.02% 0.02% 484 0 0.0% Q4 2025 Jan 14, 2026
Ascentis Independent Advisors History New 381 92 0.01% 485 +381 New Q1 2026 Apr 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 350 84 0.0% 487 +350 New Q1 2026 Apr 14, 2026
Center for Financial Planning, Inc. History No change 350 84 0.01% 0.01% 486 0 0.0% Q1 2026 May 04, 2026
Larson Financial Group LLC History Added to 344 83 0.0% 0.0% 488 +186 117.72% Q1 2026 May 15, 2026
Trifecta Capital Advisors, LLC History New 310 75 0.01% 490 +310 New Q1 2026 May 01, 2026
Hamrick Investment Counsel, llc History New 310 75 0.04% 491 +310 New Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Reduced 311 75 0.0% 0.0% 489 -20 -6.04% Q1 2026 Apr 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 304 73 0.02% 0.02% 492 0 0.0% Q1 2026 Apr 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 303 73 0.0% 0.0% 493 0 0.0% Q1 2026 May 05, 2026
DT Investment Partners, LLC History No change 297 71 0.01% 0.01% 494 0 0.0% Q1 2026 May 14, 2026
Clearstead Trust, LLC History No change 297 71 0.01% 0.01% 495 0 0.0% Q1 2026 May 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 283 68 0.0% 497 +283 New Q1 2026 May 08, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Reduced 285 68 0.02% 0.02% 496 -60 -17.39% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 265 64 0.0% 0.0% 498 +63 31.19% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Reduced 242 58 0.0% 0.0% 499 -92 -27.54% Q1 2026 May 15, 2026
Bear Mountain Capital, Inc. History No change 221 57 0.02% 0.02% 500 0 0.0% Q1 2026 May 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 233 56 0.01% 0.01% 501 -12 -4.9% Q1 2026 May 11, 2026
Ancora Advisors LLC History Added to 211 51 0.0% 0.0% 502 +67 46.53% Q1 2026 May 15, 2026
Cromwell Holdings LLC History Added to 212 51 0.03% 0.03% 503 +4 1.92% Q1 2026 Apr 30, 2026
AMERIFLEX GROUP, INC. History No change 208 50 0.03% 0.03% 504 0 0.0% Q1 2026 May 15, 2026
1620 INVESTMENT ADVISORS, INC. History No change 200 48 0.03% 0.03% 505 0 0.0% Q1 2026 May 13, 2026
CENTRAL TRUST Co History No change 195 47 0.0% 0.0% 506 0 0.0% Q1 2026 Apr 17, 2026
Muzinich & Co., Inc. History Added to 190 45 0.02% 0.0% 508 +140 280.0% Q1 2026 Apr 23, 2026
HUNTINGTON NATIONAL BANK History Reduced 186 45 0.0% 0.0% 507 -36 -16.22% Q1 2026 May 15, 2026
Western Wealth Management, LLC History New 180 43 0.0% 510 +180 New Q1 2026 May 19, 2026
Covestor Ltd History Reduced 176 43 0.03% 0.04% 509 -94 -34.81% Q1 2026 May 05, 2026
CYBER HORNET ETFs LLC History Reduced 176 42 0.03% 0.03% 511 -9 -4.86% Q1 2026 May 08, 2026
CoreCap Advisors, LLC History No change 163 39 0.0% 0.0% 512 0 0.0% Q1 2026 Apr 07, 2026
Cassaday & Co Wealth Management LLC History New 159 38 0.0% 514 +159 New Q1 2026 May 07, 2026
Capital Advisors, Ltd. LLC History No change 158 38 0.0% 0.0% 513 0 0.0% Q1 2026 Apr 16, 2026
Bruce G. Allen Investments, LLC History Reduced 157 37 0.02% 0.03% 515 -1 -0.63% Q1 2026 May 08, 2026
TOBAM History Reduced 148 36 0.01% 0.16% 516 -2,285 -93.92% Q1 2026 May 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 145 35 0.0% 0.0% 517 -57 -28.22% Q1 2026 Apr 13, 2026
True Wealth Design, LLC History Reduced 145 35 0.01% 0.01% 518 -31 -17.61% Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 142 34 0.0% 519 +142 New Q1 2026 May 15, 2026
UMB Bank, n.a. History Reduced 127 30 0.0% 0.0% 520 -9 -6.62% Q1 2026 May 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 120 29 0.0% 0.0% 521 0 0.0% Q1 2026 Apr 15, 2026
Princeton Global Asset Management LLC History No change 120 29 0.0% 0.01% 522 0 0.0% Q1 2026 Apr 22, 2026
Owl Creek Wealth Partners LLC History New 116 28 0.01% 523 +116 New Q1 2026 May 13, 2026
Parkside Financial Bank & Trust History Added to 115 27 0.0% 0.0% 524 +13 12.75% Q1 2026 May 13, 2026
State of Wyoming History Reduced 110 26 0.0% 0.03% 526 -789 -87.76% Q1 2026 May 13, 2026
PRIVATE TRUST CO NA History Added to 108 26 0.0% 0.0% 525 +5 4.85% Q1 2026 Apr 30, 2026
Ransom Advisory, Ltd History No change 100 26 0.01% 0.01% 527 0 0.0% Q4 2025 Jan 06, 2026
Capital Analysts, LLC History Reduced 102 25 0.0% 0.0% 528 -33 -24.44% Q1 2026 May 14, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 100 24 0.02% 0.01% 529 0 0.0% Q1 2026 May 01, 2026
DV EQUITIES, LLC History No change 90 23 0.0% 0.0% 530 0 0.0% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 89 22 0.0% 0.0% 531 -104 -53.89% Q1 2026 May 01, 2026
Washington Trust Advisors, Inc. History Reduced 95 22 0.0% 0.0% 532 -6 -5.94% Q1 2026 Apr 06, 2026
BLUELINE ADVISORS LLC History Added to 87 21 0.02% 0.02% 534 +12 16.0% Q1 2026 Apr 07, 2026
Fulcrum Asset Management LLP History No change 88 21 0.0% 0.01% 533 0 0.0% Q1 2026 May 14, 2026
Pacific Center for Financial Services History Reduced 86 20 0.01% 0.01% 535 -107 -55.44% Q1 2026 May 12, 2026
TIAA Wealth Investment Management LLC History New 83 20 0.0% 536 +83 New Q1 2026 May 12, 2026
Barnes Dennig Private Wealth Management LLC History New 76 18 0.02% 539 +76 New Q1 2026 Apr 22, 2026
ROTHSCHILD INVESTMENT LLC History Added to 78 18 0.0% 0.0% 537 +26 50.0% Q1 2026 May 07, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 78 18 0.01% 0.01% 538 -6 -7.14% Q1 2026 Apr 14, 2026
Solstein Capital, LLC History New 74 17 0.01% 541 +74 New Q1 2026 May 14, 2026
Golden State Wealth Management, LLC History New 74 17 0.0% 542 +74 New Q1 2026 Apr 28, 2026
Quent Capital, LLC History Added to 73 17 0.0% 0.0% 540 +37 102.78% Q1 2026 Apr 28, 2026
Cedar Mountain Advisors, LLC History New 67 16 0.0% 546 +67 New Q1 2026 Apr 30, 2026
Smithfield Trust Co History No change 66 16 0.0% 0.0% 543 0 0.0% Q1 2026 May 08, 2026
AlphaQuest LLC History No change 64 16 0.0% 0.0% 544 0 0.0% Q4 2025 Feb 09, 2026
Reflection Asset Management History No change 62 16 0.01% 0.01% 545 0 0.0% Q4 2025 Mar 02, 2026
Salomon & Ludwin, LLC History New 61 15 0.0% 547 +61 New Q1 2026 May 11, 2026
MONTAG A & ASSOCIATES INC History No change 59 14 0.0% 0.0% 548 0 0.0% Q1 2026 Apr 29, 2026
Raiffeisen Bank International AG History No change 54 13 0.0% 0.0% 549 0 0.0% Q1 2026 Apr 24, 2026
Plante Moran Financial Advisors, LLC History No change 50 12 0.0% 0.0% 550 0 0.0% Q1 2026 May 05, 2026
SageView Advisory Group, LLC History No change 47 12 0.0% 0.0% 551 0 0.0% Q4 2025 Feb 17, 2026
Raleigh Capital Management Inc. History Added to 46 11 0.0% 0.0% 552 +1 2.22% Q1 2026 Apr 28, 2026
GW&K Investment Management, LLC History Reduced 40 10 0.0% 0.0% 553 -4 -9.09% Q1 2026 May 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 44 10 0.0% 0.0% 554 0 0.0% Q1 2026 Apr 23, 2026
Hilltop National Bank History No change 44 10 0.0% 0.0% 555 0 0.0% Q1 2026 Apr 02, 2026
Physician Wealth Advisors, Inc. History Added to 41 9 0.0% 0.0% 557 +26 173.33% Q1 2026 Apr 24, 2026
SOA Wealth Advisors, LLC. History Reduced 40 9 0.0% 0.0% 558 -2 -4.76% Q1 2026 May 20, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 38 9 0.0% 0.0% 556 0 0.0% Q1 2026 Apr 27, 2026
Clearstead Advisors, LLC History Reduced 37 8 0.0% 0.0% 559 -187 -83.48% Q1 2026 May 06, 2026
LRI Investments, LLC History New 34 8 0.0% 562 +34 New Q1 2026 Apr 30, 2026
Blue Trust, Inc. History Reduced 35 8 0.0% 0.0% 560 -4 -10.26% Q1 2026 Apr 20, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 37 8 0.0% 0.0% 561 0 0.0% Q1 2026 Apr 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 29 7 0.0% 0.0% 563 +6 26.09% Q1 2026 May 15, 2026
Kemnay Advisory Services Inc. History New 26 6 0.0% 565 +26 New Q1 2026 May 15, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 26 6 0.0% 0.0% 564 +14 116.67% Q1 2026 Apr 14, 2026
SJS Investment Consulting Inc. History Reduced 21 5 0.0% 0.01% 569 -185 -89.81% Q1 2026 Apr 23, 2026
Keating Financial Advisory Services, Inc. History Added to 21 5 0.0% 0.0% 570 +8 61.54% Q1 2026 May 15, 2026
Investors Research Corp History No change 22 5 0.0% 0.0% 566 0 0.0% Q1 2026 Apr 03, 2026
Cornerstone Planning Group LLC History No change 22 5 0.0% 0.0% 567 0 0.0% Q1 2026 May 06, 2026
Twin Lakes Capital Management, LLC History No change 23 5 0.0% 0.0% 568 0 0.0% Q1 2026 May 18, 2026
Essential Partners LLC History Reduced 19 4 0.0% 0.01% 574 -162 -89.5% Q1 2026 May 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 18 4 0.0% 572 +17 1700.0% Q1 2026 May 06, 2026
Sachetta, LLC History Added to 19 4 0.0% 573 +17 850.0% Q1 2026 May 01, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 20 4 0.0% 0.0% 571 -3 -13.04% Q1 2026 Apr 30, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 13 3 0.0% 0.0% 578 -84 -86.6% Q1 2026 May 06, 2026
IFP Advisors, Inc History Reduced 16 3 0.0% 0.0% 575 -19 -54.29% Q1 2026 Apr 13, 2026
JPL Wealth Management, LLC History New 13 3 0.0% 580 +13 New Q1 2026 May 08, 2026
Rossby Financial, LCC History Added to 14 3 0.0% 0.0% 579 +4 40.0% Q1 2026 May 11, 2026
POM Investment Strategies, LLC History No change 13 3 0.0% 0.0% 576 0 0.0% Q1 2026 May 11, 2026
Red Tortoise LLC History No change 13 3 0.0% 0.0% 577 0 0.0% Q1 2026 Apr 21, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 10 2 0.0% 0.02% 582 -456 -97.85% Q1 2026 Apr 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 9 2 0.0% 0.0% 581 -33 -78.57% Q1 2026 May 08, 2026
CVA Family Office, LLC History Reduced 11 2 0.0% 0.0% 586 -22 -66.67% Q1 2026 Apr 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 12 2 0.0% 589 +12 New Q1 2026 May 08, 2026
HIGHLINE WEALTH PARTNERS LLC History New 11 2 0.0% 590 +11 New Q1 2026 Apr 06, 2026
Bogart Wealth, LLC History Added to 12 2 0.0% 584 +10 500.0% Q1 2026 Apr 28, 2026
Truvestments Capital LLC History Reduced 10 2 0.0% 0.0% 585 -1 -9.09% Q1 2026 May 13, 2026
Grove Bank & Trust History No change 9 2 0.0% 0.0% 583 0 0.0% Q1 2026 Apr 08, 2026
Fortitude Family Office, LLC History No change 11 2 0.0% 0.0% 587 0 0.0% Q1 2026 Apr 15, 2026
Millstone Evans Group, LLC History No change 9 2 0.0% 0.0% 588 0 0.0% Q1 2026 Apr 30, 2026
SIMPLEX TRADING, LLC History Reduced 5 1 0.0% 0.0% 592 -110 -95.65% Q1 2026 May 14, 2026
Root Financial Partners, LLC History Reduced 7 1 0.0% 0.0% 597 -36 -83.72% Q1 2026 Apr 24, 2026
SHP Wealth Management History New 7 1 0.0% 604 +7 New Q1 2026 May 08, 2026
First Command Advisory Services, Inc. History New 5 1 0.0% 603 +5 New Q1 2026 May 07, 2026
SouthState Bank Corp History Added to 6 1 0.0% 591 +3 100.0% Q1 2026 May 05, 2026
Clark Wealth Partners History Added to 6 1 0.0% 601 +3 100.0% Q1 2026 May 11, 2026
Avion Wealth History Added to 8 1 0.0% 0.0% 593 +2 33.33% Q1 2026 May 01, 2026
Dunhill Financial, LLC History Reduced 6 1 0.0% 0.0% 596 -2 -25.0% Q1 2026 May 06, 2026
Cornerstone Financial Management LLC History Added to 7 1 0.0% 0.0% 602 +2 40.0% Q1 2026 May 08, 2026
Dogwood Wealth Management LLC History Reduced 8 1 0.0% 0.0% 600 -1 -11.11% Q1 2026 May 12, 2026
TFC Financial Management, Inc. History No change 6 1 0.0% 0.0% 594 0 0.0% Q1 2026 Apr 23, 2026
Bell Investment Advisors, Inc History No change 6 1 0.0% 0.0% 595 0 0.0% Q1 2026 Apr 17, 2026
Clayton Financial Group LLC History No change 5 1 0.0% 0.0% 598 0 0.0% Q1 2026 Apr 13, 2026
Legacy Wealth Managment, LLC/ID History No change 5 1 0.0% 0.0% 599 0 0.0% Q1 2026 May 07, 2026
Arbejdsmarkedets Tillaegspension History Closed out 0 0 0.61% -92,224 -100.0% Q1 2026 May 04, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.03% -29,496 -100.0% Q1 2026 May 15, 2026
HEARTLAND ADVISORS INC History Closed out 0 0 0.38% -26,855 -100.0% Q1 2026 May 06, 2026
Governors Lane LP History Closed out 0 0 0.35% -22,755 -100.0% Q1 2026 May 15, 2026
Cander Asset Management LP History Closed out 0 0 0.87% -17,992 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.1% -16,532 -100.0% Q1 2026 Apr 27, 2026
Diversify Advisory Services, LLC History Closed out 0 0 0.1% -11,704 -100.0% Q1 2026 May 01, 2026
BOKF, NA History Closed out 0 0 0.05% -11,611 -100.0% Q1 2026 May 08, 2026
ABC ARBITRAGE SA History Closed out 0 0 0.22% -9,112 -100.0% Q1 2026 May 04, 2026
Anson Funds Management LP History Closed out 0 0 0.22% -9,100 -100.0% Q1 2026 May 14, 2026
Rakuten Investment Management, Inc. History Closed out 0 0 0.01% -8,472 -100.0% Q1 2026 May 12, 2026
Mission Creek Capital Partners, Inc. History Closed out 0 0 0.42% -7,985 -100.0% Q1 2026 May 14, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.2% -7,368 -100.0% Q1 2026 May 13, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -5,810 -100.0% Q1 2026 May 14, 2026
MQS Management LLC History Closed out 0 0 0.73% -4,753 -100.0% Q1 2026 Apr 23, 2026
ARWA LLC History Closed out 0 0 0.72% -4,730 -100.0% Q1 2026 Apr 13, 2026
Kentucky Retirement Systems History Closed out 0 0 0.03% -4,001 -100.0% Q1 2026 May 19, 2026
Virtu Financial LLC History Closed out 0 0 0.04% -3,643 -100.0% Q1 2026 May 14, 2026
CPC Advisors, LLC History Closed out 0 0 0.09% -3,406 -100.0% Q1 2026 Apr 16, 2026
Interchange Capital Partners, LLC History Closed out 0 0 0.11% -2,320 -100.0% Q1 2026 Apr 23, 2026
LVW Advisors, LLC History Closed out 0 0 0.06% -2,183 -100.0% Q1 2026 Apr 20, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.04% -2,123 -100.0% Q1 2026 May 12, 2026
Candriam S.C.A. History Closed out 0 0 0.0% -2,072 -100.0% Q1 2026 Apr 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -2,069 -100.0% Q1 2026 May 12, 2026
Qtron Investments LLC History Closed out 0 0 0.07% -1,915 -100.0% Q1 2026 May 15, 2026
Invst, LLC History Closed out 0 0 0.05% -1,763 -100.0% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.0% -1,436 -100.0% Q1 2026 May 13, 2026
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -1,415 -100.0% Q1 2026 Apr 30, 2026
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 0.02% -1,274 -100.0% Q1 2026 Apr 21, 2026
EJMK Ventures LLC History Closed out 0 0 0.17% -1,061 -100.0% Q1 2026 Apr 24, 2026
Equitable Holdings, Inc. History Closed out 0 0 0.0% -1,024 -100.0% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -937 -100.0% Q1 2026 Apr 29, 2026
AlphaCore Capital LLC History Closed out 0 0 0.01% -927 -100.0% Q1 2026 May 15, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Closed out 0 0 0.01% -922 -100.0% Q1 2026 May 11, 2026
Segment Wealth Management, LLC History Closed out 0 0 0.01% -913 -100.0% Q1 2026 Apr 20, 2026
Snowden Capital Advisors LLC History Closed out 0 0 0.01% -840 -100.0% Q1 2026 May 14, 2026
RENAISSANCE GROUP LLC History Closed out 0 0 0.01% -823 -100.0% Q1 2026 May 13, 2026
Dorsey & Whitney Trust CO LLC History Closed out 0 0 0.01% -814 -100.0% Q1 2026 May 14, 2026
Sowell Financial Services LLC History Closed out 0 0 0.01% -802 -100.0% Q1 2026 Apr 20, 2026
Mutual Advisors, LLC History Closed out 0 0 0.0% -794 -100.0% Q1 2026 May 01, 2026
SPINNAKER TRUST History Closed out 0 0 0.01% -775 -100.0% Q1 2026 Apr 23, 2026
Robertson Stephens Wealth Management, LLC History Closed out 0 0 0.01% -769 -100.0% Q1 2026 Apr 28, 2026
Howard Capital Management Inc. History Closed out 0 0 0.0% -767 -100.0% Q1 2026 May 05, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.08% -674 -100.0% Q1 2026 May 13, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.02% -287 -100.0% Q1 2026 May 06, 2026
Eurizon SLJ Capital Ltd History Closed out 0 0 0.02% -219 -100.0% Q1 2026 May 06, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 0.0% -171 -100.0% Q1 2026 May 13, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.03% -162 -100.0% Q1 2026 May 07, 2026
Generali Asset Management SPA SGR History Closed out 0 0 0.0% -111 -100.0% Q1 2026 May 05, 2026
Nemes Rush Group LLC History Closed out 0 0 0.0% -104 -100.0% Q1 2026 Apr 21, 2026
Dynamic Wealth Strategies, LLC History Closed out 0 0 0.01% -58 -100.0% Q1 2026 May 13, 2026
Itau Unibanco Holding S.A. History Closed out 0 0 0.0% -51 -100.0% Q1 2026 May 15, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -20 -100.0% Q1 2026 May 07, 2026
Park Place Capital Corp History Closed out 0 0 0.0% -20 -100.0% Q1 2026 Apr 09, 2026
MJT & Associates Financial Advisory Group, Inc. History Closed out 0 0 0.0% -14 -100.0% Q1 2026 Apr 02, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 15, 2026
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 01, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -10 -100.0% Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Reduced 4 0 0.0% -5 -55.56% Q1 2026 May 15, 2026
American Capital Advisory, LLC History New 4 0 +4 New Q1 2026 Apr 29, 2026
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -4 -100.0% Q1 2026 May 15, 2026
AdvisorNet Financial, Inc History New 3 0 +3 New Q1 2026 Apr 17, 2026
Silicon Valley Capital Partners History New 3 0 +3 New Q1 2026 May 19, 2026
Nova Wealth Management, Inc. History Closed out 0 0 -3 -100.0% Q1 2026 Apr 14, 2026
WINNOW WEALTH LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 19, 2026
Hughes Financial Services, LLC History Added to 4 0 +2 100.0% Q1 2026 Apr 29, 2026
Abound Wealth Management History New 2 0 +2 New Q1 2026 Apr 10, 2026
Bare Financial Services, Inc History New 2 0 +2 New Q1 2026 May 14, 2026
Geneos Wealth Management Inc. History Closed out 0 0 -2 -100.0% Q1 2026 May 04, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 04, 2026
Retirement Wealth Solutions LLC History Added to 2 0 +1 100.0% Q1 2026 Apr 07, 2026
Quaker Wealth Management, LLC History New 1 0 +1 New Q1 2026 Apr 10, 2026
Freestone Grove Partners LP History New 1 0 +1 New Q1 2026 May 15, 2026
MidFirst Bank History New 1 0 +1 New Q1 2026 May 15, 2026
Nvest Wealth Strategies, Inc. History New 1 0 +1 New Q1 2026 Apr 13, 2026
NVWM, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 27, 2026
Elevated Capital Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 30, 2026
Davis Capital Management History Closed out 0 0 -1 -100.0% Q1 2026 Apr 16, 2026
FIRST HORIZON CORP History No change 2 0 0 0.0% Q1 2026 Apr 30, 2026
MOTCO History No change 3 0 0 0.0% Q1 2026 Apr 22, 2026
Prestige Wealth Management Group LLC History No change 3 0 0 0.0% Q1 2026 May 13, 2026
Rialto Wealth Management, LLC History No change 2 0 0 0.0% Q1 2026 May 14, 2026
Signature Equity Partners, LLC History No change 3 0 0 0.0% Q1 2026 May 13, 2026