Evergy, Inc. - EVRG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 30,206,309 2,189,655 0.03% 0.03% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 25,483,010 2,087,568 0.04% 0.03% 2 +2,617,925 11.45% Q1 2026 May 13, 2026
STATE STREET CORP History Reduced 16,457,617 1,348,207 0.05% 0.04% 3 -152,534 -0.92% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 14,544,400 1,191,477 0.03% 4 +14,544,400 New Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 12,273,910 1,005,478 0.05% 5 +12,273,910 New Q1 2026 May 08, 2026
FMR LLC History Added to 9,959,010 815,842 0.04% 0.03% 6 +506,060 5.35% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 7,422,206 608,027 0.09% 0.08% 7 -92,473 -1.23% Q1 2026 May 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 6,533,964 533,365 0.03% 0.03% 8 +86,814 1.35% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 6,222,045 509,709 0.12% 0.11% 9 +130,527 2.14% Q1 2026 May 13, 2026
MORGAN STANLEY History Added to 4,773,108 391,013 0.02% 0.02% 10 +899,441 23.22% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History Reduced 3,711,940 304,082 0.49% 0.46% 11 -48,608 -1.29% Q1 2026 May 11, 2026
JPMORGAN CHASE & CO History Added to 3,057,057 249,425 0.02% 0.01% 12 +848,514 38.42% Q1 2026 May 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 2,810,126 230,205 0.12% 0.1% 13 -69,851 -2.43% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 2,724,410 223,183 0.04% 0.03% 14 +67,718 2.55% Q1 2026 May 05, 2026
NORTHERN TRUST CORP History Added to 2,670,303 218,751 0.03% 0.02% 15 +48,760 1.86% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,659,114 217,834 0.02% 0.01% 16 +1,325,777 99.43% Q1 2026 May 15, 2026
Bluescape Energy Partners LLC History No change 2,657,473 217,700 67.58% 50.25% 17 0 0.0% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 2,503,270 205,067 0.06% 0.06% 18 -395,767 -13.65% Q1 2026 Apr 30, 2026
GOLDMAN SACHS GROUP INC History Added to 2,473,098 202,596 0.02% 0.02% 19 +700,832 39.54% Q1 2026 May 15, 2026
Magellan Asset Management Ltd History Reduced 2,242,868 183,735 2.38% 2.12% 20 -166,442 -6.91% Q1 2026 May 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,231,787 182,827 0.03% 0.02% 21 +43,767 2.0% Q1 2026 May 15, 2026
COHEN & STEERS, INC. History Added to 2,169,187 177,700 0.31% 0.28% 22 +46,959 2.21% Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,902,002 158,767 0.05% 0.05% 23 -91,277 -4.58% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Added to 1,908,444 156,339 0.21% 0.18% 24 +61,034 3.3% Q1 2026 Apr 27, 2026
CITADEL ADVISORS LLC History Added to 1,868,326 153,053 0.02% 0.01% 25 +888,597 90.7% Q1 2026 May 15, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 1,829,131 149,842 0.37% 0.3% 26 +87,862 5.05% Q1 2026 May 12, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Reduced 1,655,860 135,648 1.41% 1.41% 27 -60,075 -3.5% Q1 2026 Apr 28, 2026
Legal & General Group Plc History Reduced 1,646,473 134,879 0.03% 0.03% 28 -26,903 -1.61% Q1 2026 May 08, 2026
FIRST TRUST ADVISORS LP History Reduced 1,467,647 120,229 0.09% 0.1% 29 -429,977 -22.66% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,435,064 117,560 0.08% 0.06% 30 -56,343 -3.78% Q1 2026 May 15, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History New 1,389,642 113,839 1.69% 31 +1,389,642 New Q1 2026 May 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,373,291 112,497 0.02% 0.02% 32 +25,881 1.92% Q1 2026 May 07, 2026
VANGUARD FIDUCIARY TRUST CO History New 1,286,541 105,393 0.03% 33 +1,286,541 New Q1 2026 May 08, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Reduced 1,267,504 103,833 1.08% 1.26% 34 -97,424 -7.14% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 1,238,709 101,475 0.03% 0.01% 35 +638,112 106.25% Q1 2026 May 06, 2026
Energy Income Partners, LLC History Added to 1,237,749 101,396 1.63% 1.61% 36 +15,195 1.24% Q1 2026 May 15, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 1,186,371 97,188 0.69% 0.63% 37 +47,850 4.2% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,131,602 92,700 0.02% 0.02% 38 +30,761 2.79% Q1 2026 May 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,070,275 87,677 0.17% 0.14% 39 +19,564 1.86% Q1 2026 May 01, 2026
Empower Advisory Group, LLC History Added to 1,068,450 87,527 0.23% 0.2% 40 +54,316 5.36% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,063,416 87,115 0.02% 0.02% 41 +19,862 1.9% Q1 2026 May 13, 2026
GABELLI FUNDS LLC History Reduced 1,041,149 85,290 0.58% 0.52% 42 -17,333 -1.64% Q1 2026 May 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 1,036,435 84,905 1.49% 1.43% 43 -135,894 -11.59% Q1 2026 May 11, 2026
JENNISON ASSOCIATES LLC History Reduced 992,503 81,305 0.06% 0.06% 44 -460,463 -31.69% Q1 2026 May 06, 2026
ANTIPODES PARTNERS Ltd History Added to 983,388 80,559 1.55% 1.44% 45 +34,155 3.6% Q1 2026 May 05, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 979,024 80,148 0.02% 0.02% 46 -43,219 -4.23% Q1 2026 May 14, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 967,304 79,241 0.8% 0.54% 47 +199,270 25.95% Q1 2026 Apr 16, 2026
ExodusPoint Capital Management, LP History Reduced 959,416 78,595 0.63% 0.65% 48 -187,058 -16.32% Q1 2026 May 14, 2026
UBS Group AG History Reduced 914,555 74,920 0.01% 0.01% 49 -162,945 -15.12% Q1 2026 May 05, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 885,691 71,909 0.03% 0.04% 50 -84,591 -8.72% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 822,116 67,347 0.02% 0.02% 51 -94,242 -10.28% Q1 2026 May 14, 2026
Freestone Grove Partners LP History Reduced 740,962 60,699 0.43% 0.45% 52 -113,777 -13.31% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 724,382 59,341 0.09% 0.13% 53 -483,500 -40.03% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 718,670 58,873 0.18% 0.18% 54 +39,592 5.83% Q1 2026 May 15, 2026
Treasurer of the State of North Carolina History Added to 699,185 57,277 0.18% 0.15% 55 +60,581 9.49% Q1 2026 May 14, 2026
Swiss National Bank History Added to 675,726 55,355 0.03% 0.03% 56 +45,000 7.13% Q1 2026 May 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 638,590 52,313 0.04% 0.04% 57 -10,645 -1.64% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Reduced 637,262 52,174 0.03% 0.05% 58 -577,946 -47.56% Q1 2026 Apr 30, 2026
OLD REPUBLIC INTERNATIONAL CORP History Reduced 627,561 51,410 2.04% 2.13% 59 -100,000 -13.74% Q1 2026 Apr 27, 2026
RNC CAPITAL MANAGEMENT LLC History No change 695,348 50,405 2.29% 2.29% 60 0 0.0% Q4 2025 Feb 03, 2026
Russell Investments Group, Ltd. History Reduced 579,884 47,503 0.05% 0.05% 61 -64,907 -10.07% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Added to 549,716 45,032 0.08% 0.06% 62 +149,859 37.48% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Reduced 549,227 44,992 0.05% 0.04% 63 -57,391 -9.46% Q1 2026 May 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 550,238 44,493 0.02% 0.01% 64 +372,571 209.7% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 538,644 44,125 0.03% 0.03% 65 -71,021 -11.65% Q1 2026 May 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 529,380 43,366 0.02% 0.02% 66 +11,448 2.21% Q1 2026 May 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 528,399 43,286 0.03% 0.02% 67 -27,353 -4.92% Q1 2026 Apr 30, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 517,130 42,363 0.03% 0.02% 68 +38,916 8.14% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 507,902 41,607 0.07% 0.09% 69 -303,300 -37.39% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 501,003 41,042 0.02% 70 +501,003 New Q1 2026 May 08, 2026
NATIXIS ADVISORS, LLC History Added to 493,977 40,467 0.06% 0.03% 71 +166,478 50.83% Q1 2026 May 13, 2026
BANK OF MONTREAL /CAN/ History Added to 491,722 40,281 0.02% 0.01% 72 +204,323 71.09% Q1 2026 May 13, 2026
HITE Hedge Asset Management LLC History Reduced 480,895 39,394 2.22% 2.71% 73 -105,297 -17.96% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 480,707 39,379 0.05% 74 +480,707 New Q1 2026 May 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 470,889 38,575 0.2% 0.16% 75 +38,521 8.91% Q1 2026 May 01, 2026
MILLENNIUM MANAGEMENT LLC History Added to 457,299 37,461 0.02% 0.0% 76 +351,912 333.92% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 440,097 36,054 0.0% 0.0% 77 -42,634 -8.83% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 429,860 35,214 0.03% 78 +429,860 New Q1 2026 May 08, 2026
CRAMER ROSENTHAL MCGLYNN LLC History Reduced 426,900 34,971 2.57% 2.22% 79 -48,088 -10.12% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 411,084 33,668 0.04% 0.03% 80 +11,467 2.87% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 399,850 32,755 0.05% 0.04% 81 0 0.0% Q1 2026 May 06, 2026
RHUMBLINE ADVISERS History Reduced 397,495 32,562 0.03% 0.02% 82 -7,664 -1.89% Q1 2026 May 12, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 390,402 31,981 0.55% 0.46% 83 +6,489 1.69% Q1 2026 May 15, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 382,547 31,338 1.48% 1.33% 84 +2,162 0.57% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 377,528 30,927 0.02% 0.01% 85 +297,037 369.03% Q1 2026 May 15, 2026
Creative Planning History Added to 375,646 30,772 0.02% 0.01% 86 +146,586 63.99% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Added to 372,591 30,522 0.01% 0.0% 87 +43,928 13.37% Q1 2026 May 11, 2026
Verition Fund Management LLC History Added to 371,549 30,437 0.2% 0.01% 88 +325,136 700.53% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 402,417 29,171 0.05% 0.05% 89 0 0.0% Q4 2025 Feb 12, 2026
ALPS ADVISORS INC History Reduced 341,525 27,977 0.13% 0.15% 90 -20,850 -5.75% Q1 2026 May 08, 2026
STIFEL FINANCIAL CORP History Added to 332,776 27,260 0.03% 0.02% 91 +10,356 3.21% Q1 2026 May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 302,333 24,767 0.04% 0.03% 92 +9,705 3.32% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History No change 292,952 23,998 0.36% 0.33% 93 0 0.0% Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 285,381 23,378 0.23% 0.2% 94 -6,159 -2.11% Q1 2026 May 14, 2026
CULLEN/FROST BANKERS, INC. History Reduced 285,153 23,359 0.27% 0.25% 95 -31,358 -9.91% Q1 2026 May 05, 2026
CWM, LLC History Reduced 280,007 22,938 0.06% 0.06% 96 -7,812 -2.71% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 276,892 22,680 0.03% 0.05% 97 -178,537 -39.2% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 274,168 22,459 0.02% 0.02% 98 -1,186 -0.43% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 273,184 22,381 0.0% 0.0% 99 +13,364 5.14% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 265,222 21,726 0.01% 0.01% 100 -123,997 -31.86% Q1 2026 May 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 259,975 21,297 0.01% 0.01% 101 -9,068 -3.37% Q1 2026 May 04, 2026
SEI INVESTMENTS CO History Added to 252,452 20,680 0.02% 0.02% 102 +19,390 8.32% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 283,352 20,540 0.01% 0.01% 103 -43,019 -13.18% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 246,820 20,219 0.05% 0.05% 104 +43,517 21.4% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 244,896 20,062 0.03% 105 +244,896 New Q1 2026 May 15, 2026
BROOKFIELD Corp /ON/ History Reduced 237,114 19,424 0.03% 0.03% 106 -127,017 -34.88% Q1 2026 May 15, 2026
Investment Management Corp of Ontario History Added to 235,286 19,274 0.25% 0.02% 107 +219,710 1410.57% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 222,867 18,257 0.05% 108 +222,867 New Q1 2026 May 08, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 222,600 18,235 0.0% 0.0% 109 +26,088 13.28% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Added to 222,168 18,200 0.05% 0.01% 110 +160,005 257.4% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 220,733 18,082 0.03% 0.03% 111 0 0.0% Q1 2026 May 08, 2026
GUGGENHEIM CAPITAL LLC History Reduced 218,785 17,922 0.14% 0.12% 112 -4,509 -2.02% Q1 2026 May 15, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 210,622 17,254 0.36% 0.19% 113 +83,155 65.24% Q1 2026 May 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 210,240 17,222 0.32% 0.28% 114 -3,201 -1.5% Q1 2026 Apr 13, 2026
Hudson Bay Capital Management LP History Added to 206,949 16,953 0.06% 0.03% 115 +82,951 66.9% Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 204,397 16,744 0.0% 0.0% 116 -11,070 -5.14% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 203,254 16,650 0.19% 0.18% 117 +3,082 1.54% Q1 2026 Apr 23, 2026
Envestnet Portfolio Solutions, Inc. History Added to 201,188 16,481 0.09% 0.03% 118 +74,896 59.3% Q1 2026 Apr 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 200,696 16,441 0.02% 0.03% 119 -104,921 -34.33% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 199,313 16,327 0.01% 0.02% 120 -180,787 -47.56% Q1 2026 May 15, 2026
Amundi History Added to 198,160 16,233 0.0% 0.0% 121 +7,475 3.92% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 197,638 16,190 0.0% 0.0% 122 +2,086 1.07% Q1 2026 May 06, 2026
Squarepoint Ops LLC History Reduced 192,601 15,777 0.02% 0.02% 123 -44,893 -18.9% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 191,506 15,688 0.03% 0.03% 124 0 0.0% Q1 2026 Apr 27, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 185,564 15,201 0.11% 0.1% 125 +12,948 7.5% Q1 2026 May 13, 2026
Portman Square Capital LLP History Added to 185,000 15,155 0.58% 0.42% 126 +55,000 42.31% Q1 2026 Apr 27, 2026
Edgestream Partners, L.P. History Added to 184,292 15,097 0.5% 0.32% 127 +25,065 15.74% Q1 2026 May 18, 2026
Illinois Municipal Retirement Fund History Reduced 172,070 14,095 0.18% 0.18% 128 -26,509 -13.35% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Added to 171,773 14,072 0.02% 0.01% 129 +74,074 75.82% Q1 2026 Apr 16, 2026
MACQUARIE GROUP LTD History Reduced 170,661 13,980 0.08% 0.06% 130 -5,076 -2.89% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 168,244 13,782 0.05% 0.04% 131 -2,470 -1.45% Q1 2026 May 12, 2026
Wealthfront Advisers LLC History Added to 162,656 13,324 0.03% 0.02% 132 +8,503 5.52% Q1 2026 May 05, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Added to 159,320 13,198 0.72% 0.54% 133 +47,183 42.08% Q1 2026 May 15, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 160,453 13,144 0.41% 0.38% 134 -7,043 -4.2% Q1 2026 Apr 27, 2026
Bridgewater Associates, LP History Added to 154,471 12,654 0.06% 0.03% 135 +45,652 41.95% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 151,560 12,415 0.13% 0.11% 136 +11,077 7.88% Q1 2026 Apr 27, 2026
Leeward Investments, LLC - MA History Reduced 150,816 12,354 0.61% 0.57% 137 -5,218 -3.34% Q1 2026 Apr 17, 2026
CIBC Asset Management Inc History Reduced 150,679 12,343 0.03% 0.03% 138 -486 -0.32% Q1 2026 May 12, 2026
Verbena Value LP History Reduced 149,300 12,230 2.0% 4.67% 139 -224,600 -60.07% Q1 2026 May 04, 2026
ArrowMark Colorado Holdings LLC History Reduced 148,000 12,124 0.32% 0.26% 140 -16,000 -9.76% Q1 2026 May 15, 2026
Brandywine Global Investment Management, LLC History No change 161,668 11,719 0.08% 0.08% 141 0 0.0% Q4 2025 Feb 11, 2026
Vestcor Inc History Reduced 142,765 11,695 0.32% 0.36% 142 -31,565 -18.11% Q1 2026 May 12, 2026
ADVOCATE GROUP LLC History Reduced 141,388 11,582 1.81% 1.66% 143 -67 -0.05% Q1 2026 Apr 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 137,963 11,301 0.03% 0.02% 144 +15,633 12.78% Q1 2026 May 15, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 137,424 11,257 0.86% 0.72% 145 -802 -0.58% Q1 2026 Apr 28, 2026
Neuberger Berman Group LLC History Reduced 131,152 10,743 0.01% 0.01% 146 -58 -0.04% Q1 2026 May 14, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 129,453 10,604 0.51% 0.45% 147 -154 -0.12% Q1 2026 May 04, 2026
TORONTO DOMINION BANK History Added to 128,880 10,557 0.02% 0.01% 148 +47,604 58.57% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 127,805 10,470 0.01% 0.01% 149 +1,940 1.54% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 125,755 10,301 0.02% 0.02% 150 -39,913 -24.09% Q1 2026 May 14, 2026
Cetera Investment Advisers History Reduced 125,332 10,267 0.01% 0.01% 151 -5,922 -4.51% Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History Added to 119,939 9,825 0.02% 0.01% 152 +4,421 3.83% Q1 2026 May 13, 2026
Sagefield Capital LP History Reduced 119,819 9,815 0.71% 0.88% 153 -23,025 -16.12% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 116,743 9,563 0.01% 0.01% 154 +4,731 4.22% Q1 2026 May 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 116,560 9,548 0.01% 0.01% 155 -18,568 -13.74% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Added to 116,328 9,529 0.01% 0.01% 156 +2,199 1.93% Q1 2026 May 05, 2026
BW Gestao de Investimentos Ltda. History Reduced 114,100 9,347 0.31% 0.36% 157 -106,073 -48.18% Q1 2026 Apr 28, 2026
Chevy Chase Trust Holdings, LLC History Reduced 113,529 9,300 0.03% 0.02% 158 -3,328 -2.85% Q1 2026 May 15, 2026
Asset Management One Co., Ltd. History Reduced 111,641 9,145 0.03% 0.02% 159 -3,417 -2.97% Q1 2026 May 08, 2026
PRUDENTIAL FINANCIAL INC History Reduced 111,344 9,121 0.01% 0.01% 160 -14,337 -11.41% Q1 2026 May 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 109,975 9,009 0.1% 0.08% 161 -664 -0.6% Q1 2026 May 07, 2026
CANADA LIFE ASSURANCE Co History Reduced 109,581 8,992 0.02% 0.01% 162 -1,982 -1.78% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 108,759 8,909 0.02% 0.01% 163 +65,660 152.35% Q1 2026 May 01, 2026
VIKING FUND MANAGEMENT LLC History No change 100,000 8,192 0.84% 0.84% 164 0 0.0% Q1 2026 Apr 10, 2026
APG Asset Management N.V. History Reduced 113,861 8,095 0.03% 0.02% 165 -2,298 -1.98% Q1 2026 May 13, 2026
Eurizon Capital SGR S.p.A. History Added to 97,584 7,985 0.02% 0.02% 166 +13,628 16.23% Q1 2026 May 08, 2026
FRANKLIN STREET ADVISORS INC /NC History Added to 95,549 7,827 0.48% 0.38% 167 +2,498 2.68% Q1 2026 Apr 10, 2026
Edgemoor Investment Advisors, Inc. History Added to 93,923 7,694 0.61% 0.51% 168 +3,332 3.68% Q1 2026 May 13, 2026
New Age Alpha Advisors, LLC History Added to 89,775 7,354 0.34% 0.27% 169 +4,714 5.54% Q1 2026 May 11, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 88,102 7,217 0.03% 0.0% 170 +77,733 749.67% Q1 2026 May 14, 2026
TD ASSET MANAGEMENT INC History Added to 87,680 7,182 0.01% 0.0% 171 +3,502 4.16% Q1 2026 May 11, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 85,395 6,995 0.03% 0.02% 172 +25,604 42.82% Q1 2026 May 15, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 85,070 6,969 0.14% 0.13% 173 -5,660 -6.24% Q1 2026 May 13, 2026
State of Tennessee, Department of Treasury History Reduced 83,026 6,801 0.02% 0.03% 174 -25,578 -23.55% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Reduced 81,013 6,636 0.08% 0.08% 175 -66 -0.08% Q1 2026 Apr 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 80,132 6,564 0.01% 0.01% 176 +4,683 6.21% Q1 2026 Apr 27, 2026
Resona Asset Management Co.,Ltd. History Added to 79,280 6,490 0.03% 0.03% 177 +2,548 3.32% Q1 2026 Apr 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 78,821 6,457 0.02% 0.01% 178 +540 0.69% Q1 2026 May 11, 2026
Orion Porfolio Solutions, LLC History Reduced 76,531 6,269 0.05% 0.04% 179 -6,198 -7.49% Q1 2026 May 13, 2026
Assenagon Asset Management S.A. History Reduced 75,803 6,209 0.01% 0.01% 180 -46,198 -37.87% Q1 2026 Apr 20, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History Added to 75,695 6,200 1.49% 1.15% 181 +8,966 13.44% Q1 2026 May 27, 2026
FIRST MANHATTAN CO. LLC. History Reduced 74,105 6,070 0.02% 0.01% 182 -3,878 -4.97% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 73,818 6,047 0.02% 0.02% 183 +1,045 1.44% Q1 2026 Apr 30, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 73,137 5,991 0.06% 0.05% 184 -1,996 -2.66% Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 72,561 5,944 0.01% 0.02% 185 -59,674 -45.13% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 72,554 5,943 0.02% 0.02% 186 -2,064 -2.77% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History No change 70,384 5,765 0.02% 0.02% 187 0 0.0% Q1 2026 May 05, 2026
Tidal Investments LLC History Added to 69,544 5,684 0.01% 0.0% 188 +43,350 165.5% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 69,694 5,625 0.01% 0.01% 189 -29,661 -29.85% Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 67,525 5,531 0.01% 0.01% 190 -45,571 -40.29% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 67,383 5,520 0.0% 0.0% 191 +4,460 7.09% Q1 2026 May 08, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 66,381 5,437 0.03% 0.02% 192 -100 -0.15% Q1 2026 May 04, 2026
Midwest Trust Co History Reduced 65,885 5,397 0.07% 0.06% 193 -4,761 -6.74% Q1 2026 May 01, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 65,505 5,366 0.02% 0.01% 194 +6,898 11.77% Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 64,725 5,302 0.04% 0.05% 195 -93,607 -59.12% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 63,652 5,214 0.0% 0.0% 196 +110 0.17% Q1 2026 May 13, 2026
Summit Global Investments History Reduced 63,001 5,161 0.3% 0.28% 197 -2,196 -3.37% Q1 2026 May 07, 2026
Czech National Bank History Added to 62,698 5,136 0.03% 0.03% 198 +1,995 3.29% Q1 2026 Apr 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 61,575 5,125 0.0% 0.01% 199 -46,850 -43.21% Q1 2026 May 14, 2026
Aventail Capital Group, LP History Reduced 62,555 5,124 0.25% 0.48% 201 -51,368 -45.09% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 62,555 5,124 0.03% 0.02% 200 -553 -0.88% Q1 2026 May 01, 2026
Howard Capital Management Inc. History Added to 60,804 4,981 0.08% 0.06% 202 +1 0.0% Q1 2026 May 05, 2026
BANK OF NOVA SCOTIA History Reduced 60,607 4,962 0.01% 0.01% 203 -1,317 -2.13% Q1 2026 May 14, 2026
HUB Investment Partners, LLC History Reduced 60,333 4,942 0.12% 0.13% 204 -9,638 -13.77% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 59,792 4,898 0.12% 0.11% 205 +545 0.92% Q1 2026 Apr 29, 2026
CREDIT AGRICOLE S A History Reduced 59,343 4,861 0.01% 0.01% 206 -11,595 -16.35% Q1 2026 May 15, 2026
Lifeworks Advisors, LLC History Added to 58,211 4,768 0.61% 0.51% 207 +4,206 7.79% Q1 2026 May 04, 2026
COMERICA BANK History No change 64,664 4,687 0.02% 0.02% 208 0 0.0% Q4 2025 Jan 29, 2026
ASSETMARK, INC History Added to 56,235 4,606 0.01% 0.01% 209 +2,739 5.12% Q1 2026 May 06, 2026
Ledyard National Bank History Reduced 54,789 4,488 0.39% 0.35% 210 -1,207 -2.16% Q1 2026 Apr 24, 2026
Vanguard Personalized Indexing Management, LLC History Added to 54,037 4,426 0.04% 0.04% 211 +156 0.29% Q1 2026 May 14, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Reduced 53,900 4,415 0.1% 0.09% 212 -1,500 -2.71% Q1 2026 May 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 53,837 4,408 0.05% 0.02% 213 +28,680 114.0% Q1 2026 Apr 16, 2026
MetLife Investment Management, LLC History Reduced 53,789 4,406 0.02% 0.02% 214 -1,395 -2.53% Q1 2026 May 14, 2026
SVB WEALTH LLC History Added to 51,775 4,241 0.28% 0.13% 215 +21,212 69.4% Q1 2026 Apr 17, 2026
IFM Investors Pty Ltd History Added to 51,209 4,195 0.03% 0.03% 216 +1,902 3.86% Q1 2026 Apr 23, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 55,800 4,044 0.02% 0.02% 217 0 0.0% Q4 2025 Feb 04, 2026
Retirement Systems of Alabama History Reduced 48,887 4,004 0.01% 0.01% 218 -87 -0.18% Q1 2026 Apr 24, 2026
Oxbow Advisors, LLC History Added to 48,493 3,972 0.34% 0.31% 219 +602 1.26% Q1 2026 Apr 27, 2026
Baird Financial Group, Inc. History Added to 48,445 3,968 0.01% 0.01% 220 +763 1.6% Q1 2026 May 14, 2026
Trilogy Capital Inc. History Reduced 47,085 3,857 0.17% 0.15% 221 -754 -1.58% Q1 2026 Apr 21, 2026
Pictet Asset Management Holding SA History Reduced 46,906 3,842 0.0% 0.0% 222 -100 -0.21% Q1 2026 Apr 22, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 46,344 3,796 0.0% 0.01% 223 +7,069 18.0% Q1 2026 May 04, 2026
Cambridge Investment Research Advisors, Inc. History Added to 46,225 3,787 0.01% 0.01% 224 +576 1.26% Q1 2026 Apr 30, 2026
State of Alaska, Department of Revenue History Added to 46,106 3,776 0.04% 0.04% 225 +475 1.04% Q1 2026 Apr 20, 2026
AMALGAMATED BANK History Added to 46,061 3,773 0.03% 0.02% 226 +3,208 7.49% Q1 2026 May 08, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Reduced 45,675 3,741 2.08% 1.83% 227 -1,016 -2.18% Q1 2026 Apr 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 45,565 3,732 0.03% 0.02% 228 +77 0.17% Q1 2026 May 12, 2026
Woodline Partners LP History Added to 45,092 3,693 0.01% 0.01% 229 +5,815 14.81% Q1 2026 May 15, 2026
BAILARD, INC. History Added to 45,026 3,688 0.08% 0.07% 230 +8 0.02% Q1 2026 May 11, 2026
Daiwa Securities Group Inc. History Added to 44,662 3,658 0.01% 0.01% 231 +5,299 13.46% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 43,872 3,593 0.03% 0.02% 232 +3,880 9.7% Q1 2026 May 13, 2026
ICON ADVISERS INC/CO History Reduced 43,800 3,588 0.83% 0.76% 233 -5,000 -10.25% Q1 2026 May 13, 2026
Pathway Financial Advisers, LLC History Added to 43,802 3,588 1.01% 0.91% 234 +342 0.79% Q1 2026 Apr 23, 2026
Oak Thistle LLC History Reduced 43,390 3,554 0.35% 0.47% 235 -2,800 -6.06% Q1 2026 Apr 10, 2026
Mathes Company, Inc. History Added to 42,450 3,478 1.27% 1.06% 236 +1,450 3.54% Q1 2026 May 08, 2026
Advisors Asset Management, Inc. History Added to 41,708 3,416 0.06% 0.05% 237 +1,590 3.96% Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Added to 41,697 3,415 0.03% 0.01% 238 +31,192 296.93% Q1 2026 May 11, 2026
Fideuram Asset Management (Ireland) dac History Added to 44,032 3,338 0.42% 0.0% 239 +43,281 5763.12% Q1 2026 May 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 40,445 3,313 0.09% 0.08% 240 -358 -0.88% Q1 2026 Apr 23, 2026
US BANCORP \DE\ History Reduced 40,425 3,311 0.0% 0.0% 241 -325 -0.8% Q1 2026 May 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 40,300 3,301 0.0% 243 +40,300 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 40,275 3,301 0.0% 0.0% 242 -1,950 -4.62% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 39,735 3,255 0.04% 0.03% 244 -1,690 -4.08% Q1 2026 Apr 24, 2026
Inspire Advisors, LLC History Reduced 38,489 3,153 0.26% 0.27% 245 -2,337 -5.72% Q1 2026 May 15, 2026
SummitTX Capital, L.P. History Reduced 38,207 3,129 0.1% 0.35% 246 -121,701 -76.11% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 37,962 3,109 0.29% 247 +37,962 New Q1 2026 May 12, 2026
COMMERCE BANK History Added to 37,840 3,099 0.02% 0.01% 248 +2,826 8.07% Q1 2026 May 11, 2026
Utah Retirement Systems History Reduced 37,364 3,060 0.03% 0.03% 249 -621 -1.63% Q1 2026 May 15, 2026
CIBC WORLD MARKETS CORP History No change 41,811 3,030 0.01% 0.01% 250 0 0.0% Q4 2025 Feb 12, 2026
Aberdeen Group plc History Reduced 36,849 3,018 0.0% 0.01% 251 -41,207 -52.79% Q1 2026 Apr 29, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 36,084 2,956 0.03% 0.02% 252 +5,683 18.69% Q1 2026 May 08, 2026
Dockside LLC History Reduced 35,804 2,933 0.74% 0.8% 253 -7,406 -17.14% Q1 2026 May 08, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 35,272 2,921 0.01% 0.0% 254 -7,246 -17.04% Q1 2026 Apr 08, 2026
ProShare Advisors LLC History Reduced 35,236 2,886 0.0% 0.01% 255 -8,755 -19.9% Q1 2026 Apr 24, 2026
Police & Firemen's Retirement System of New Jersey History No change 35,213 2,884 0.02% 0.02% 256 0 0.0% Q1 2026 Apr 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 34,519 2,827 0.01% 0.01% 257 +5,552 19.17% Q1 2026 May 13, 2026
Prospera Financial Services Inc History Reduced 34,404 2,818 0.05% 0.04% 258 -536 -1.53% Q1 2026 Apr 14, 2026
First PREMIER Bank History Reduced 34,047 2,789 0.64% 0.58% 259 -855 -2.45% Q1 2026 Apr 20, 2026
Rakuten Investment Management, Inc. History Added to 34,166 2,787 0.01% 0.01% 260 +3,884 12.83% Q1 2026 May 12, 2026
CONNING INC. History Reduced 33,917 2,778 0.09% 0.08% 261 -156 -0.46% Q1 2026 Apr 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 33,796 2,768 0.01% 0.01% 262 -1,215 -3.47% Q1 2026 May 04, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 33,674 2,758 0.24% 0.08% 263 +8,160 31.98% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History Added to 33,628 2,754 0.02% 0.01% 264 +339 1.02% Q1 2026 Apr 30, 2026
Johnson Financial Group, Inc. History Added to 33,597 2,752 0.1% 0.09% 265 +435 1.31% Q1 2026 May 07, 2026
Man Group plc History Added to 33,279 2,726 0.0% 0.0% 266 +237 0.72% Q1 2026 May 15, 2026
NEOS Investment Management LLC History Added to 32,989 2,702 0.01% 0.01% 267 +2,562 8.42% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 32,876 2,692 0.0% 0.0% 268 +32,616 12544.62% Q1 2026 May 13, 2026
Ranch Capital Advisors Inc. History Added to 32,594 2,670 0.97% 0.83% 269 +1,411 4.52% Q1 2026 May 06, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 32,143 2,633 0.02% 0.02% 270 +414 1.3% Q1 2026 May 07, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 31,732 2,599 0.02% 0.02% 271 -9,037 -22.17% Q1 2026 May 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 31,706 2,597 0.02% 0.02% 272 -168 -0.53% Q1 2026 Apr 24, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 30,755 2,519 0.01% 0.01% 273 +402 1.32% Q1 2026 May 15, 2026
Community Bank of Raymore History Added to 29,914 2,450 1.64% 1.42% 274 +1,070 3.71% Q1 2026 Apr 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 29,810 2,442 0.0% 0.0% 275 +2,026 7.29% Q1 2026 May 11, 2026
Headlands Technologies LLC History Added to 29,416 2,409 0.27% 0.04% 276 +22,789 343.88% Q1 2026 May 13, 2026
Polymer Capital Management (US) LLC History New 29,320 2,401 0.24% 277 +29,320 New Q1 2026 May 13, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 29,007 2,376 0.4% 0.76% 278 -48,997 -62.81% Q1 2026 Apr 22, 2026
UniSuper Management Pty Ltd History Reduced 28,886 2,366 0.02% 0.01% 279 -2,549 -8.11% Q1 2026 May 11, 2026
JANE STREET GROUP, LLC History Reduced 28,769 2,356 0.0% 0.0% 280 -203,617 -87.62% Q1 2026 May 12, 2026
WealthTrust Axiom LLC History Reduced 28,659 2,347 0.58% 0.54% 281 -194 -0.67% Q1 2026 May 11, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 28,649 2,346 0.39% 0.32% 282 +3,923 15.87% Q1 2026 Apr 30, 2026
PARK AVENUE SECURITIES LLC History Added to 28,553 2,339 0.02% 0.01% 283 +5,657 24.71% Q1 2026 Apr 07, 2026
PINEBRIDGE INVESTMENTS LLC History Added to 28,210 2,310 0.02% 0.01% 285 +18,715 197.1% Q1 2026 May 14, 2026
Brookstone Capital Management History Added to 28,206 2,310 0.03% 0.02% 284 +2,373 9.19% Q1 2026 Apr 16, 2026
DC Investments Management, LLC History No change 27,863 2,282 0.87% 0.89% 286 0 0.0% Q1 2026 May 14, 2026
Advisory Services Network, LLC History Added to 27,478 2,250 0.03% 0.03% 287 +1,021 3.86% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 31,000 2,247 0.0% 0.0% 288 0 0.0% Q4 2025 Feb 17, 2026
Swiss Life Asset Management Ltd History Added to 27,323 2,238 0.01% 0.01% 289 +2,903 11.89% Q1 2026 May 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 26,416 2,163 0.03% 0.02% 290 +100 0.38% Q1 2026 Apr 29, 2026
NewEdge Advisors, LLC History Added to 26,362 2,159 0.01% 0.01% 291 +7,253 37.96% Q1 2026 Jun 02, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 26,178 2,144 0.0% 0.0% 292 +1,966 8.12% Q1 2026 May 07, 2026
Inspire Investing, LLC History Reduced 26,152 2,142 0.18% 0.18% 293 -739 -2.75% Q1 2026 Apr 23, 2026
CreativeOne Wealth, LLC History Added to 26,082 2,136 0.05% 0.05% 294 +111 0.43% Q1 2026 May 15, 2026
LaFleur & Godfrey LLC History Added to 25,557 2,093 0.26% 0.22% 295 +203 0.8% Q1 2026 May 04, 2026
GLENMEDE TRUST CO NA History Added to 25,385 2,079 0.01% 0.01% 296 +114 0.45% Q1 2026 May 26, 2026
ALLSTATE CORP History Added to 25,347 2,076 0.02% 0.02% 297 +7,776 44.25% Q1 2026 May 11, 2026
TWO SIGMA SECURITIES, LLC History New 24,685 2,022 0.23% 298 +24,685 New Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Added to 24,523 2,008 0.07% 0.05% 299 +4,199 20.66% Q1 2026 May 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 24,506 2,007 0.21% 0.17% 300 +1,336 5.77% Q1 2026 May 07, 2026
Aquatic Capital Management LLC History Reduced 24,146 1,978 0.06% 0.22% 301 -84,436 -77.76% Q1 2026 May 15, 2026
MARTINGALE ASSET MANAGEMENT L P History Reduced 24,112 1,975 0.05% 0.07% 302 -13,842 -36.47% Q1 2026 May 13, 2026
Graham Capital Management, L.P. History Reduced 23,978 1,964 0.05% 0.07% 303 -17,021 -41.52% Q1 2026 May 15, 2026
Retirement Planning Group, LLC History Added to 23,659 1,938 0.06% 0.06% 304 +137 0.58% Q1 2026 May 04, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 23,668 1,931 0.0% 0.0% 305 +1,701 7.74% Q1 2026 May 14, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 22,981 1,882 0.04% 0.15% 306 -70,555 -75.43% Q1 2026 Apr 27, 2026
&PARTNERS History Reduced 22,966 1,881 0.01% 0.01% 307 -1,152 -4.78% Q1 2026 May 15, 2026
Korea Investment CORP History Reduced 22,930 1,878 0.0% 0.04% 308 -289,280 -92.66% Q1 2026 May 12, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 22,770 1,865 0.05% 0.05% 309 +1,760 8.38% Q1 2026 Apr 20, 2026
Summit Trail Advisors, LLC History Reduced 22,610 1,852 0.03% 0.03% 310 -47 -0.21% Q1 2026 May 12, 2026
Defiance ETFs, LLC History New 22,392 1,834 0.03% 311 +22,392 New Q1 2026 May 15, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 21,906 1,794 0.01% 0.01% 312 +3,690 20.26% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 21,682 1,776 0.01% 0.01% 313 +283 1.32% Q1 2026 May 11, 2026
J.W. COLE ADVISORS, INC. History Added to 21,621 1,771 0.06% 0.04% 314 +131 0.61% Q1 2026 Apr 23, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 21,485 1,760 0.01% 0.03% 315 -112,661 -83.98% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 21,445 1,756 0.02% 0.01% 316 +10,098 88.99% Q1 2026 May 15, 2026
SG Trading Solutions, LLC History No change 24,178 1,753 0.41% 0.41% 317 0 0.0% Q4 2025 Feb 24, 2026
WESTPAC BANKING CORP History Added to 21,332 1,747 0.12% 0.1% 318 +221 1.05% Q1 2026 May 11, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Reduced 21,212 1,737 0.28% 0.24% 319 -133 -0.62% Q1 2026 May 04, 2026
Sanctuary Advisors, LLC History Added to 21,021 1,722 0.01% 0.01% 320 +2,075 10.95% Q1 2026 May 05, 2026
Dynamic Advisor Solutions LLC History Reduced 20,732 1,698 0.05% 0.05% 321 -1,000 -4.6% Q1 2026 Apr 08, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 20,654 1,691 0.0% 0.0% 322 +4,579 28.49% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 20,530 1,682 0.01% 0.01% 323 0 0.0% Q1 2026 May 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 20,499 1,679 0.11% 324 +20,499 New Q1 2026 May 12, 2026
Wilmington Savings Fund Society, FSB History Added to 20,175 1,652 0.04% 0.03% 325 +444 2.25% Q1 2026 Apr 30, 2026
Private Advisor Group, LLC History Reduced 19,889 1,629 0.01% 0.01% 326 -312 -1.54% Q1 2026 Apr 24, 2026
JANUS HENDERSON GROUP PLC History Added to 19,832 1,624 0.0% 0.0% 327 +7,477 60.52% Q1 2026 May 18, 2026
XTX Topco Ltd History Reduced 19,457 1,593 0.03% 0.11% 328 -36,975 -65.52% Q1 2026 May 15, 2026
Lido Advisors, LLC History Reduced 19,348 1,585 0.0% 0.01% 329 -2,768 -12.52% Q1 2026 May 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 19,029 1,558 0.0% 330 +19,029 New Q1 2026 May 11, 2026
Brevan Howard Capital Management LP History Reduced 18,921 1,550 0.01% 0.03% 331 -22,578 -54.41% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 18,563 1,542 0.0% 0.0% 332 0 0.0% Q1 2026 May 07, 2026
Davis Capital Management History Added to 18,805 1,540 1.04% 0.9% 333 +710 3.92% Q1 2026 Apr 16, 2026
IHT Wealth Management, LLC History Reduced 18,707 1,532 0.04% 0.03% 334 -480 -2.5% Q1 2026 May 15, 2026
Rafferty Asset Management, LLC History Reduced 18,629 1,526 0.01% 0.01% 335 -6,722 -26.52% Q1 2026 May 15, 2026
Brookmont Capital Management History Added to 18,293 1,498 0.84% 0.71% 336 +1,436 8.52% Q1 2026 May 15, 2026
UMB Bank, n.a. History Reduced 18,058 1,479 0.02% 0.02% 337 -292 -1.59% Q1 2026 May 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 18,043 1,478 0.01% 0.01% 338 0 0.0% Q1 2026 May 04, 2026
GAMMA Investing LLC History Added to 17,942 1,469 0.07% 0.06% 339 +1,180 7.04% Q1 2026 Apr 06, 2026
Meeder Advisory Services, Inc. History Added to 17,823 1,460 0.06% 0.05% 340 +3,287 22.61% Q1 2026 May 07, 2026
Gulf International Bank (UK) Ltd History Added to 17,777 1,456 0.03% 0.03% 341 +5,201 41.36% Q1 2026 May 11, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 17,750 1,454 0.29% 0.26% 342 +1,000 5.97% Q1 2026 Apr 15, 2026
Ethic Inc. History Added to 17,721 1,451 0.02% 0.02% 343 +42 0.24% Q1 2026 Apr 27, 2026
AlphaQuest LLC History No change 19,709 1,428 0.08% 0.08% 344 0 0.0% Q4 2025 Feb 09, 2026
INTEGRITY ALLIANCE, LLC. History Added to 17,351 1,421 0.05% 0.05% 345 +188 1.1% Q1 2026 May 11, 2026
National Pension Service History Added to 17,179 1,407 0.0% 0.0% 346 +8,117 89.57% Q1 2026 May 11, 2026
TWIN CAPITAL MANAGEMENT INC History Added to 16,910 1,385 0.18% 0.15% 347 +255 1.53% Q1 2026 May 05, 2026
Capula Management Ltd History New 16,825 1,378 0.01% 348 +16,825 New Q1 2026 May 14, 2026
Greenland Capital Management LP History Reduced 16,720 1,369 0.17% 0.25% 349 -15,469 -48.06% Q1 2026 May 15, 2026
Prudent Man Advisors, LLC History Added to 16,492 1,351 0.4% 0.27% 350 +6,074 58.3% Q1 2026 May 08, 2026
T. Rowe Price Investment Management, Inc. History Reduced 16,431 1,347 0.0% 0.0% 351 -32,170 -66.19% Q1 2026 May 15, 2026
TWINBEECH CAPITAL LP History Added to 16,421 1,345 0.14% 0.07% 352 +2,789 20.46% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 16,398 1,343 0.01% 0.0% 354 +6,482 65.37% Q1 2026 May 14, 2026
KBC Group NV History No change 16,391 1,343 0.0% 0.0% 353 0 0.0% Q1 2026 May 07, 2026
Janney Montgomery Scott LLC History Added to 16,189 1,326 0.0% 0.0% 355 +3,063 23.34% Q1 2026 Apr 22, 2026
Allspring Global Investments Holdings, LLC History Reduced 15,856 1,304 0.0% 0.0% 356 -9,125 -36.53% Q1 2026 May 05, 2026
Kestra Advisory Services, LLC History Added to 15,829 1,296 0.0% 0.0% 357 +124 0.79% Q1 2026 Apr 30, 2026
Jain Global LLC History New 15,686 1,284 0.01% 358 +15,686 New Q1 2026 May 15, 2026
Vident Advisory, LLC History Added to 15,652 1,282 0.01% 0.01% 359 +6,840 77.62% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 15,888 1,265 0.03% 0.03% 360 +1,844 13.13% Q1 2026 May 04, 2026
DGS Capital Management, LLC History Added to 15,327 1,255 0.21% 0.16% 361 +2,570 20.15% Q1 2026 Apr 28, 2026
Goelzer Investment Management, Inc. History Added to 15,254 1,249 0.06% 0.05% 362 +454 3.07% Q1 2026 Apr 09, 2026
Concurrent Investment Advisors, LLC History Added to 15,171 1,242 0.01% 0.01% 363 +2,327 18.12% Q1 2026 Apr 20, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 15,104 1,237 0.0% 0.0% 364 -2,190 -12.66% Q1 2026 Apr 24, 2026
GROUP ONE TRADING LLC History Reduced 15,000 1,228 0.0% 0.0% 365 -1,400 -8.54% Q1 2026 May 13, 2026
Dynamic Technology Lab Private Ltd History Reduced 14,964 1,225 0.2% 0.52% 366 -16,974 -53.15% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 14,915 1,221 0.0% 0.0% 367 +3,908 35.5% Q1 2026 May 14, 2026
RIA Advisory Group LLC History Added to 14,699 1,204 0.29% 0.23% 368 +1,362 10.21% Q1 2026 Apr 23, 2026
Catherine Avery Investment Management LLC History Reduced 14,148 1,159 0.52% 0.66% 369 -1,135 -7.43% Q1 2026 May 15, 2026
Caprock Group, LLC History Reduced 14,059 1,151 0.03% 0.03% 370 -7,522 -34.85% Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Added to 14,030 1,149 0.03% 0.01% 371 +5,581 66.06% Q1 2026 May 15, 2026
MIZUHO SECURITIES USA LLC History Reduced 13,917 1,140 0.03% 0.02% 372 -2,846 -16.98% Q1 2026 May 11, 2026
ALBION FINANCIAL GROUP /UT History Added to 13,690 1,121 0.07% 0.06% 373 +507 3.85% Q1 2026 Apr 27, 2026
Jump Financial, LLC History New 13,496 1,105 0.01% 374 +13,496 New Q1 2026 May 14, 2026
SIERRA SUMMIT ADVISORS LLC History Added to 13,483 1,104 0.16% 0.14% 375 +725 5.68% Q1 2026 Apr 27, 2026
SeaCrest Wealth Management, LLC History No change 13,312 1,090 0.12% 0.1% 376 0 0.0% Q1 2026 Apr 15, 2026
NORDEA INVESTMENT MANAGEMENT AB History New 13,392 1,085 0.0% 378 +13,392 New Q1 2026 May 13, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 13,254 1,085 0.03% 0.03% 377 -158 -1.18% Q1 2026 Apr 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 13,213 1,082 0.02% 0.01% 379 +6,062 84.77% Q1 2026 Apr 27, 2026
NICOLET BANKSHARES INC History Added to 13,127 1,075 0.04% 0.09% 380 +5,127 64.09% Q1 2026 May 14, 2026
44 WEALTH MANAGEMENT LLC History Added to 13,064 1,070 0.37% 0.16% 381 +6,425 96.78% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 12,937 1,064 0.01% 0.01% 382 +1,303 11.2% Q1 2026 Apr 07, 2026
ALERUS FINANCIAL NA History New 12,755 1,044 0.05% 384 +12,755 New Q1 2026 May 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 12,753 1,044 0.0% 0.0% 383 0 0.0% Q1 2026 May 01, 2026
Financial Partners Group, Inc History Reduced 12,738 1,043 0.12% 0.11% 385 -76 -0.59% Q1 2026 Apr 10, 2026
DRW Securities, LLC History New 12,629 1,034 0.01% 386 +12,629 New Q1 2026 May 13, 2026
Gibson Wealth Advisors LLC History No change 12,596 1,031 0.69% 0.63% 387 0 0.0% Q1 2026 Apr 14, 2026
AGH Wealth Advisors, LLC History No change 12,579 1,030 0.76% 0.68% 388 0 0.0% Q1 2026 Apr 22, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 12,498 1,024 0.36% 0.34% 389 -347 -2.7% Q1 2026 Apr 15, 2026
Parallel Advisors, LLC History Added to 12,411 1,016 0.02% 0.01% 390 +1,880 17.85% Q1 2026 Jun 02, 2026
HB Wealth Management, LLC History Added to 12,193 998 0.01% 0.0% 391 +2,669 28.02% Q1 2026 Apr 27, 2026
WCG Wealth Advisors LLC History Added to 12,071 988 0.03% 0.02% 392 +12 0.1% Q1 2026 May 12, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 11,987 981 0.26% 0.38% 393 -6,743 -36.0% Q1 2026 Apr 15, 2026
OneDigital Investment Advisors LLC History Reduced 11,966 980 0.01% 0.01% 394 -879 -6.84% Q1 2026 May 08, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 11,833 969 0.2% 0.17% 395 +100 0.85% Q1 2026 Apr 20, 2026
Turning Point Benefit Group, Inc. History Reduced 11,691 961 0.61% 0.45% 396 -247 -2.07% Q1 2026 May 12, 2026
Louisiana State Employees Retirement System History Reduced 11,700 958 0.02% 0.01% 397 -100 -0.85% Q1 2026 Apr 20, 2026
Integrated Wealth Concepts LLC History New 11,670 956 0.01% 398 +11,670 New Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 11,322 927 0.01% 0.01% 399 +203 1.83% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Added to 11,300 925 0.0% 0.0% 400 +1,200 11.88% Q1 2026 May 05, 2026
Bleakley Financial Group, LLC History Added to 11,225 919 0.01% 0.01% 401 +779 7.46% Q1 2026 May 04, 2026
Maryland State Retirement & Pension System History No change 11,187 916 0.02% 0.02% 402 0 0.0% Q1 2026 May 04, 2026
Atlantic Union Bankshares Corp History Added to 11,133 912 0.02% 0.01% 403 +1,227 12.39% Q1 2026 May 12, 2026
Atria Investments, Inc History Added to 11,099 909 0.01% 0.01% 404 +1,103 11.03% Q1 2026 May 05, 2026
Trust Co History Reduced 11,103 909 0.09% 0.08% 405 -81 -0.72% Q1 2026 Apr 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 11,046 904 0.01% 0.01% 406 -1,242 -10.11% Q1 2026 Apr 14, 2026
Vinva Investment Management Ltd History New 10,986 896 0.01% 407 +10,986 New Q1 2026 May 13, 2026
Pallas Capital Advisors LLC History Reduced 10,696 876 0.03% 0.03% 408 -364 -3.29% Q1 2026 Apr 21, 2026
CHOREO, LLC History Added to 10,677 874 0.01% 0.01% 409 +41 0.39% Q1 2026 May 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 10,650 872 0.03% 0.02% 410 0 0.0% Q1 2026 May 04, 2026
Merit Financial Group, LLC History Added to 10,508 860 0.01% 0.0% 411 +4,371 71.22% Q1 2026 Apr 15, 2026
Moors & Cabot, Inc. History Reduced 10,461 856 0.04% 0.03% 412 -270 -2.52% Q1 2026 May 08, 2026
GSA CAPITAL PARTNERS LLP History Added to 10,378 850 0.05% 0.05% 413 +3,146 43.5% Q1 2026 May 08, 2026
Horizon Investments, LLC History Reduced 10,312 844 0.01% 0.03% 414 -18,658 -64.4% Q1 2026 May 14, 2026
NFSG Corp History Reduced 10,257 840 0.14% 0.12% 415 -304 -2.88% Q1 2026 May 05, 2026
AE Wealth Management LLC History Added to 10,218 837 0.0% 0.0% 416 +1,980 24.03% Q1 2026 May 13, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 10,161 832 0.04% 0.04% 417 +402 4.12% Q1 2026 Apr 16, 2026
ROCKLAND TRUST CO History Reduced 10,105 827 0.03% 0.03% 418 -14 -0.14% Q1 2026 Apr 16, 2026
REAVES W H & CO INC History Added to 10,087 826 0.01% 0.01% 419 +163 1.64% Q1 2026 May 07, 2026
Aware Super Pty Ltd as trustee of Aware Super History New 10,030 821 0.01% 421 +10,030 New Q1 2026 May 05, 2026
Norinchukin Bank, The History Added to 10,022 821 0.01% 0.01% 420 +57 0.57% Q1 2026 May 15, 2026
Aster Capital Management (DIFC) Ltd History Added to 11,763 811 0.27% 0.05% 422 +10,077 597.69% Q1 2026 May 13, 2026
Pinnacle Financial Partners, Inc. History Added to 9,848 806 0.01% 0.01% 424 +26 0.26% Q1 2026 May 14, 2026
Vise Technologies, Inc. History No change 11,124 806 0.02% 0.02% 423 0 0.0% Q1 2026 Apr 21, 2026
Atom Investors LP History Added to 9,760 799 0.06% 0.02% 425 +5,509 129.59% Q1 2026 May 15, 2026
Ground Swell Capital, LLC History New 9,741 797 1.57% 426 +9,741 New Q1 2026 Apr 21, 2026
CoreFirst Bank & Trust History Added to 9,691 793 0.42% 0.35% 427 +702 7.81% Q1 2026 Jun 03, 2026
Empowered Funds, LLC History Added to 9,625 788 0.01% 0.01% 428 +3,018 45.68% Q1 2026 May 14, 2026
Walleye Capital LLC History Added to 9,608 787 0.0% 0.0% 429 +1,717 21.76% Q1 2026 May 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 9,533 780 0.02% 0.01% 430 +431 4.74% Q1 2026 May 14, 2026
Huber Capital Management LLC History Reduced 9,502 778 0.12% 0.18% 432 -6,965 -42.3% Q1 2026 May 12, 2026
CORNERCAP INVESTMENT COUNSEL INC History No change 10,743 778 0.38% 0.38% 431 0 0.0% Q4 2025 Feb 13, 2026
Northwest & Ethical Investments L.P. History No change 9,387 775 0.02% 0.02% 433 0 0.0% Q1 2026 May 13, 2026
MUFG Securities EMEA plc History No change 9,446 773 0.01% 0.01% 434 0 0.0% Q1 2026 May 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 9,341 765 0.01% 0.01% 435 +1,418 17.9% Q1 2026 May 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 9,316 763 0.0% 0.0% 436 -925 -9.03% Q1 2026 May 15, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 9,302 762 0.01% 0.04% 437 -48,172 -83.82% Q1 2026 Apr 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 9,221 755 0.04% 0.03% 438 +221 2.46% Q1 2026 May 15, 2026
AMICA MUTUAL INSURANCE CO History No change 9,181 752 0.06% 0.06% 439 0 0.0% Q1 2026 May 05, 2026
Crossmark Global Holdings, Inc. History Reduced 9,018 738 0.01% 0.01% 440 -163 -1.78% Q1 2026 May 11, 2026
SBI Okasan Asset Management Co.Ltd. History No change 9,000 734 0.03% 0.04% 441 0 0.0% Q1 2026 Apr 27, 2026
CAXTON ASSOCIATES LLP History No change 8,952 733 0.02% 0.01% 442 0 0.0% Q1 2026 May 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 8,921 730 0.07% 0.06% 443 +118 1.34% Q1 2026 Apr 09, 2026
Federation des caisses Desjardins du Quebec History Added to 8,901 729 0.0% 0.0% 444 +1,786 25.1% Q1 2026 May 13, 2026
SMITH, MOORE & CO. History Reduced 8,855 725 0.05% 0.05% 445 -884 -9.08% Q1 2026 May 05, 2026
Modern Wealth Management, LLC History Added to 8,736 718 0.01% 0.01% 446 +211 2.48% Q1 2026 May 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 8,754 717 0.03% 0.02% 448 +1,429 19.51% Q1 2026 May 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 8,764 717 0.01% 0.0% 447 -454 -4.93% Q1 2026 May 14, 2026
MGO ONE SEVEN LLC History Added to 8,706 713 0.01% 0.01% 449 +636 7.88% Q1 2026 May 14, 2026
Heartland Bank & Trust Co History Added to 8,694 712 0.16% 0.26% 450 +277 3.29% Q1 2026 May 06, 2026
Sterling Capital Management LLC History Reduced 8,558 701 0.01% 0.02% 451 -10,381 -54.81% Q1 2026 Apr 22, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 8,550 700 0.04% 0.04% 452 0 0.0% Q1 2026 Apr 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 8,542 699 0.01% 0.01% 453 +1,564 22.41% Q1 2026 May 04, 2026
VIRTUS ADVISERS, LLC History No change 8,525 698 0.32% 0.29% 454 0 0.0% Q1 2026 May 14, 2026
Saudi Central Bank History New 8,497 696 0.01% 455 +8,497 New Q1 2026 May 15, 2026
Compound Planning, Inc. History Added to 8,489 695 0.02% 0.02% 456 +17 0.2% Q1 2026 May 14, 2026
SIGNATUREFD, LLC History Added to 8,455 692 0.01% 0.01% 457 +820 10.74% Q1 2026 Apr 07, 2026
Frec Markets, Inc. History Added to 8,435 690 0.12% 0.07% 458 +5,129 155.14% Q1 2026 May 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Added to 8,364 685 0.02% 0.02% 459 +353 4.41% Q1 2026 May 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 8,281 678 0.01% 0.01% 460 +1,932 30.43% Q1 2026 Apr 20, 2026
Sound Income Strategies, LLC History Reduced 8,213 675 0.03% 0.67% 461 -176,213 -95.55% Q1 2026 Apr 27, 2026
SYON CAPITAL LLC History Added to 8,213 672 0.03% 0.03% 462 +170 2.11% Q1 2026 May 13, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 8,200 671 0.01% 0.01% 463 -748 -8.36% Q1 2026 May 01, 2026
Ascentis Independent Advisors History Added to 8,161 668 0.05% 0.05% 464 +4,005 96.37% Q1 2026 Apr 28, 2026
Banco Santander, S.A. History New 8,110 664 0.01% 465 +8,110 New Q1 2026 May 08, 2026
Verity Asset Management, Inc. History Reduced 7,987 654 0.27% 0.28% 466 -939 -10.52% Q1 2026 Apr 21, 2026
World Investment Advisors History Reduced 7,978 653 0.01% 0.01% 467 -1,128 -12.39% Q1 2026 Apr 27, 2026
EP Wealth Advisors, LLC History Reduced 7,902 647 0.0% 0.0% 468 -1,388 -14.94% Q1 2026 May 14, 2026
Callan Family Office, LLC History Reduced 7,872 644 0.01% 0.01% 469 -423 -5.1% Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Reduced 7,854 643 0.02% 0.03% 470 -3,574 -31.27% Q1 2026 Apr 24, 2026
Wealthcare Advisory Partners LLC History Reduced 7,856 643 0.01% 0.02% 471 -3,498 -30.81% Q1 2026 Apr 14, 2026
Empirical Finance, LLC History Reduced 7,813 640 0.03% 0.03% 472 -11 -0.14% Q1 2026 May 14, 2026
V-Square Quantitative Management LLC History Added to 7,806 639 0.07% 0.05% 473 +1,745 28.79% Q1 2026 Apr 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 7,710 631 0.01% 0.01% 474 +774 11.16% Q1 2026 May 08, 2026
Intrua Financial, LLC History Added to 7,702 630 0.07% 0.06% 475 +7 0.09% Q1 2026 Apr 23, 2026
Inscription Capital, LLC History Added to 7,582 621 0.07% 0.05% 476 +226 3.07% Q1 2026 Apr 20, 2026
ALTFEST L J & CO INC History Reduced 7,511 615 0.07% 0.06% 477 -148 -1.93% Q1 2026 Apr 28, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 7,405 606 0.19% 0.17% 478 -25 -0.34% Q1 2026 Apr 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 7,366 603 0.01% 0.01% 479 +11 0.15% Q1 2026 May 08, 2026
Sunbelt Securities, Inc. History Reduced 7,348 601 0.04% 0.04% 480 -520 -6.61% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 7,182 588 0.01% 0.0% 481 +5,719 390.91% Q1 2026 May 15, 2026
Novak & Powell Financial Services, Inc. History Added to 7,162 586 0.32% 0.27% 482 +60 0.84% Q1 2026 May 14, 2026
TI-TRUST, INC History Added to 7,147 585 0.35% 0.31% 483 +100 1.42% Q1 2026 Apr 28, 2026
AXQ CAPITAL, LP History Reduced 7,098 581 0.07% 0.5% 484 -23,312 -76.66% Q1 2026 May 13, 2026
Trexquant Investment LP History New 7,095 581 0.0% 485 +7,095 New Q1 2026 May 15, 2026
MainStreet Investment Advisors LLC History Reduced 7,088 580 0.09% 0.08% 486 -124 -1.72% Q1 2026 May 11, 2026
BENJAMIN EDWARDS INC History Reduced 7,017 574 0.01% 0.01% 487 -212 -2.93% Q1 2026 May 12, 2026
FineMark National Bank & Trust History No change 7,887 571 0.02% 0.02% 488 0 0.0% Q4 2025 Feb 12, 2026
JMN Financial LLC History Added to 6,944 568 0.56% 0.44% 489 +790 12.84% Q1 2026 May 15, 2026
Prime Capital Investment Advisors, LLC History Reduced 6,830 559 0.01% 0.01% 490 -2,016 -22.79% Q1 2026 May 08, 2026
North Dakota State Investment Board History Reduced 6,729 551 0.02% 0.02% 491 -1,165 -14.76% Q1 2026 May 08, 2026
Sagewood Asset Management LP History Added to 6,686 547 0.17% 0.12% 493 +2,118 46.37% Q1 2026 May 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,710 547 0.03% 0.02% 492 -390 -5.49% Q1 2026 Apr 24, 2026
Krilogy Financial LLC History Added to 6,536 535 0.02% 0.01% 494 +1,227 23.11% Q1 2026 Apr 17, 2026
Metis Global Partners, LLC History Reduced 6,521 534 0.01% 0.01% 495 -797 -10.89% Q1 2026 May 07, 2026
Kingsview Wealth Management, LLC History Added to 6,526 534 0.01% 0.01% 496 +68 1.05% Q1 2026 May 12, 2026
Arkadios Wealth Advisors History Added to 6,482 531 0.01% 0.01% 497 +1,107 20.6% Q1 2026 May 18, 2026
BLAIR WILLIAM & CO/IL History Reduced 6,456 528 0.0% 0.0% 498 -660 -9.27% Q1 2026 May 08, 2026
STEPH & CO History Added to 6,455 528 0.15% 0.13% 499 +7 0.11% Q1 2026 Apr 17, 2026
Savant Capital, LLC History Added to 6,376 522 0.0% 0.0% 500 +837 15.11% Q1 2026 May 04, 2026
MUFG SECURITIES AMERICAS INC. History Added to 6,370 521 0.03% 0.03% 501 +168 2.71% Q1 2026 May 11, 2026
GoalVest Advisory LLC History No change 6,264 513 0.1% 0.09% 502 0 0.0% Q1 2026 Apr 13, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 6,256 512 0.01% 0.01% 503 +13 0.21% Q1 2026 May 15, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 6,205 508 0.02% 0.02% 504 0 0.0% Q1 2026 May 01, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 6,150 503 0.04% 0.02% 505 +2,920 90.4% Q1 2026 May 15, 2026
GENTRY PRIVATE WEALTH, LLC History No change 6,098 499 0.3% 0.28% 506 0 0.0% Q1 2026 May 05, 2026
PFG Investments, LLC History Added to 6,078 497 0.02% 0.01% 508 +1,869 44.4% Q1 2026 Apr 27, 2026
Waterfront Wealth Inc. History No change 6,067 497 0.09% 0.09% 507 0 0.0% Q1 2026 Apr 30, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 6,057 496 0.03% 0.03% 509 0 0.0% Q1 2026 May 19, 2026
Storgate, LLC History Added to 5,873 481 0.38% 0.34% 510 +136 2.37% Q1 2026 May 06, 2026
NBC SECURITIES, INC. History Reduced 5,843 478 0.04% 0.03% 511 -17 -0.29% Q1 2026 Apr 14, 2026
Uncommon Cents Investing LLC History No change 5,810 475 0.11% 0.1% 512 0 0.0% Q1 2026 Apr 15, 2026
Advyzon Investment Management, LLC History Added to 5,788 474 0.04% 0.05% 513 +169 3.01% Q1 2026 May 12, 2026
GTS SECURITIES LLC History New 5,759 471 0.02% 514 +5,759 New Q1 2026 May 14, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 5,718 468 0.0% 0.0% 515 +1,241 27.72% Q1 2026 May 14, 2026
Baker Avenue Asset Management, LP History Added to 5,673 464 0.01% 0.01% 516 +768 15.66% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 6,373 461 0.01% 0.01% 517 0 0.0% Q4 2025 Feb 06, 2026
Waverly Advisors, LLC History Reduced 5,606 459 0.0% 0.0% 518 -91 -1.6% Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Added to 5,595 458 0.0% 0.0% 519 +533 10.53% Q1 2026 May 15, 2026
AlphaStar Capital Management, LLC History Reduced 5,547 454 0.03% 0.03% 520 -366 -6.19% Q1 2026 Apr 15, 2026
Arax Advisory Partners History Reduced 5,541 453 0.01% 0.01% 521 -518 -8.55% Q1 2026 May 13, 2026
nVerses Capital, LLC History New 5,518 452 0.41% 522 +5,518 New Q1 2026 May 13, 2026
Brooklyn Investment Group History New 5,509 451 0.01% 523 +5,509 New Q1 2026 Apr 29, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 5,498 450 0.03% 0.03% 526 -16 -0.29% Q1 2026 Apr 20, 2026
STRS OHIO History Reduced 5,505 450 0.0% 0.0% 524 -9 -0.16% Q1 2026 Apr 24, 2026
SCHULHOFF & CO INC History No change 5,500 450 0.18% 0.17% 525 0 0.0% Q1 2026 May 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 5,442 445 0.0% 0.0% 527 -2,716 -33.29% Q1 2026 May 01, 2026
Apollon Financial, LLC History Added to 5,410 443 0.06% 0.06% 528 +32 0.6% Q1 2026 Apr 22, 2026
AlphaCore Capital LLC History Reduced 5,400 442 0.01% 0.01% 529 -22 -0.41% Q1 2026 May 15, 2026
VISTA INVESTMENT PARTNERS LLC History No change 5,358 438 0.12% 0.1% 530 0 0.0% Q1 2026 Apr 09, 2026
Balboa Wealth Partners History Reduced 5,339 437 0.07% 0.06% 531 -27 -0.5% Q1 2026 Apr 16, 2026
ANCHYRA PARTNERS LLC History Added to 5,329 436 0.13% 0.12% 532 +59 1.12% Q1 2026 Apr 17, 2026
Fulcrum Asset Management LLP History Reduced 5,280 430 0.06% 0.32% 533 -10,401 -66.33% Q1 2026 May 14, 2026
Composition Wealth, LLC History Added to 5,189 425 0.01% 0.0% 535 +1,269 32.37% Q1 2026 Apr 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 5,200 425 0.01% 0.01% 534 -208 -3.85% Q1 2026 May 12, 2026
Mattern Wealth Management LLC History Reduced 5,180 424 0.08% 0.1% 537 -1,971 -27.56% Q1 2026 Apr 23, 2026
PANAGORA ASSET MANAGEMENT INC History No change 5,183 424 0.0% 0.0% 536 0 0.0% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 5,146 421 0.03% 0.02% 538 +1,077 26.47% Q1 2026 May 13, 2026
Aaron Wealth Advisors LLC History Reduced 5,136 420 0.02% 0.03% 540 -1,642 -24.23% Q1 2026 Apr 21, 2026
INTRUST BANK NA History Added to 5,129 420 0.03% 0.03% 539 +258 5.3% Q1 2026 May 06, 2026
Lighthouse Investment Partners, LLC History Reduced 5,108 418 0.01% 0.02% 542 -4,340 -45.94% Q1 2026 May 14, 2026
FAS Wealth Partners, Inc. History No change 5,767 418 0.03% 0.03% 541 0 0.0% Q4 2025 Feb 18, 2026
WEDBUSH SECURITIES INC History Added to 5,078 416 0.01% 0.01% 543 +1,340 35.85% Q1 2026 Apr 21, 2026
Equitable Holdings, Inc. History Added to 5,640 416 0.0% 0.0% 544 +976 20.93% Q1 2026 May 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,090 416 0.01% 0.01% 545 +785 18.23% Q1 2026 Apr 20, 2026
Wedmont Private Capital History Added to 4,987 416 0.01% 0.01% 546 +655 15.12% Q1 2026 Apr 09, 2026
LSV ASSET MANAGEMENT History Reduced 5,056 414 0.0% 0.02% 547 -135,144 -96.39% Q1 2026 May 11, 2026
LexAurum Advisors, LLC History New 4,983 408 0.05% 548 +4,983 New Q1 2026 Apr 13, 2026
Blackhawk Capital Partners, LLC History Added to 4,912 402 0.15% 0.11% 549 +792 19.22% Q1 2026 May 05, 2026
Leo Wealth, LLC History Added to 4,900 401 0.03% 0.02% 550 +1,130 29.97% Q1 2026 May 05, 2026
Keating Financial Advisory Services, Inc. History Reduced 4,891 400 0.06% 0.05% 551 -119 -2.38% Q1 2026 May 15, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 4,870 398 0.02% 0.02% 552 -56 -1.14% Q1 2026 May 14, 2026
Garner Asset Management Corp History Reduced 4,857 397 0.16% 0.14% 553 -100 -2.02% Q1 2026 Apr 28, 2026
EVOKE WEALTH, LLC History Reduced 4,834 396 0.01% 0.01% 554 -1,275 -20.87% Q1 2026 May 14, 2026
Kentucky Trust Co History Added to 4,751 389 0.2% 0.18% 555 +170 3.71% Q1 2026 Apr 17, 2026
GREENLEAF TRUST History Added to 4,747 388 0.0% 0.0% 557 +76 1.63% Q1 2026 Apr 27, 2026
CENTRAL TRUST Co History Reduced 4,741 388 0.01% 0.01% 556 -25 -0.52% Q1 2026 Apr 17, 2026
Aptus Capital Advisors, LLC History Reduced 4,703 385 0.0% 0.0% 558 -81 -1.69% Q1 2026 May 11, 2026
Simplicity Wealth,LLC History Reduced 4,698 384 0.02% 0.02% 559 -18 -0.38% Q1 2026 Apr 30, 2026
D.A. DAVIDSON & CO. History Added to 4,599 376 0.0% 0.0% 560 +581 14.46% Q1 2026 May 05, 2026
Walker Asset Management, LLC History Added to 4,598 376 0.2% 0.18% 561 +64 1.41% Q1 2026 Apr 24, 2026
CGN Advisors LLC History Reduced 4,586 375 0.03% 0.03% 562 -190 -3.98% Q1 2026 Apr 13, 2026
Integris Wealth Management, LLC History No change 4,570 374 0.09% 0.08% 563 0 0.0% Q1 2026 Apr 10, 2026
Independent Advisor Alliance History Reduced 4,533 371 0.0% 0.01% 564 -155 -3.31% Q1 2026 May 12, 2026
Ballentine Partners, LLC History Reduced 4,472 366 0.01% 0.0% 565 -314 -6.56% Q1 2026 May 14, 2026
CURA WEALTH ADVISORS, LLC History Added to 4,459 365 0.16% 0.12% 566 +38 0.86% Q1 2026 May 08, 2026
Triad Wealth Partners, LLC History Reduced 4,449 364 0.03% 0.03% 567 -150 -3.26% Q1 2026 Apr 16, 2026
Snowden Capital Advisors LLC History New 4,417 361 0.01% 568 +4,417 New Q1 2026 May 14, 2026
Providence Financial Advisors, LLC History Added to 4,322 354 0.2% 0.31% 570 +21 0.49% Q1 2026 May 12, 2026
Canada Post Corp Registered Pension Plan History No change 4,325 354 0.01% 0.01% 569 0 0.0% Q1 2026 May 12, 2026
MATHER GROUP, LLC. History Added to 4,306 352 0.0% 0.0% 571 +60 1.41% Q1 2026 Apr 13, 2026
SYM FINANCIAL Corp History Added to 4,230 346 0.03% 0.03% 572 +192 4.75% Q1 2026 May 08, 2026
EASTERN BANK History No change 4,232 346 0.01% 0.01% 573 0 0.0% Q1 2026 Apr 07, 2026
Sound Stewardship, LLC History No change 4,232 346 0.16% 0.15% 574 0 0.0% Q1 2026 Apr 10, 2026
Lloyd Advisory Services, LLC. History New 4,184 342 0.1% 576 +4,184 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Reduced 4,184 342 0.1% 0.1% 575 -150 -3.46% Q1 2026 May 13, 2026
Cresset Asset Management, LLC History Added to 4,145 339 0.0% 0.0% 578 +148 3.7% Q1 2026 May 15, 2026
MidWestOne Financial Group, Inc. History No change 4,680 339 0.04% 0.04% 577 0 0.0% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 4,135 338 0.0% 0.0% 579 +753 22.26% Q1 2026 May 06, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 4,109 336 0.01% 0.08% 580 -46,850 -91.94% Q1 2026 May 11, 2026
Versant Capital Management, Inc History Added to 4,112 336 0.03% 0.02% 582 +1,467 55.46% Q1 2026 Apr 06, 2026
Apollon Wealth Management, LLC History Added to 4,108 336 0.01% 0.0% 583 +231 5.96% Q1 2026 Apr 22, 2026
Probity Advisors, Inc. History Reduced 4,111 336 0.05% 0.05% 581 -47 -1.13% Q1 2026 Apr 28, 2026
Keystone Financial Group History Reduced 4,057 332 0.02% 0.03% 584 -765 -15.86% Q1 2026 May 13, 2026
Black Diamond Financial, LLC History Reduced 4,041 331 0.04% 0.03% 586 -24 -0.59% Q1 2026 May 05, 2026
AVIVA PLC History No change 4,041 331 0.0% 0.0% 585 0 0.0% Q1 2026 May 14, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 4,021 329 0.01% 0.01% 587 -527 -11.59% Q1 2026 May 12, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 4,003 327 0.01% 0.01% 588 -320 -7.4% Q1 2026 May 15, 2026
Alpha Family Trust History No change 3,970 325 0.16% 0.13% 589 0 0.0% Q1 2026 May 13, 2026
Kera Capital Partners, Inc. History Added to 3,956 324 0.04% 0.03% 590 +560 16.49% Q1 2026 May 06, 2026
Beacon Pointe Advisors, LLC History New 3,939 322 0.0% 591 +3,939 New Q1 2026 May 15, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 3,915 320 0.04% 0.04% 592 0 0.0% Q1 2026 Apr 16, 2026
Summit Financial, LLC History Added to 3,885 318 0.0% 0.0% 594 +402 11.54% Q1 2026 May 15, 2026
Legacy Financial Strategies, LLC History No change 3,893 318 0.06% 0.05% 593 0 0.0% Q1 2026 Apr 30, 2026
NORTHLAND SECURITIES, INC. History No change 3,873 317 0.3% 0.27% 595 0 0.0% Q1 2026 May 04, 2026
Sowell Financial Services LLC History Reduced 3,853 315 0.01% 0.01% 596 -233 -5.7% Q1 2026 Apr 20, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 4,321 313 0.02% 0.02% 597 0 0.0% Q4 2025 Jan 27, 2026
Bank & Trust Co History No change 3,809 312 0.21% 0.19% 598 0 0.0% Q1 2026 Apr 13, 2026
TCW GROUP INC History Added to 3,795 310 0.0% 0.0% 599 +184 5.1% Q1 2026 May 14, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 3,789 310 0.02% 0.02% 600 +6 0.16% Q1 2026 May 11, 2026
Cornerstone Wealth Management, LLC History Added to 3,778 309 0.02% 0.01% 601 +16 0.43% Q1 2026 Apr 23, 2026
First National Advisers, LLC History Added to 3,772 309 0.05% 0.04% 602 +11 0.29% Q1 2026 May 08, 2026
CWA Asset Management Group, LLC History Reduced 3,762 308 0.01% 0.02% 603 -2,164 -36.52% Q1 2026 Apr 20, 2026
Texas Yale Capital Corp. History No change 3,743 306 0.01% 0.01% 604 0 0.0% Q1 2026 May 04, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History No change 3,735 305 0.02% 0.01% 605 0 0.0% Q1 2026 May 12, 2026
Kimelman & Baird, LLC History No change 3,734 305 0.03% 0.02% 606 0 0.0% Q1 2026 May 13, 2026
Trust Co of Kansas History No change 3,726 305 0.17% 0.12% 607 0 0.0% Q1 2026 May 06, 2026
Gradient Investments LLC History Reduced 3,641 298 0.0% 0.0% 608 -12 -0.33% Q1 2026 Apr 13, 2026
Venturi Wealth Management, LLC History New 3,633 297 0.01% 610 +3,633 New Q1 2026 Apr 21, 2026
Tradewinds, LLC. History Added to 3,607 297 0.1% 0.06% 609 +4 0.11% Q1 2026 May 04, 2026
OneAscent Financial Services LLC History New 3,615 296 0.02% 611 +3,615 New Q1 2026 Apr 21, 2026
Bull Harbor Capital LLC History New 3,546 290 0.08% 613 +3,546 New Q1 2026 May 18, 2026
Advisory Alpha, LLC History Added to 3,545 290 0.01% 0.01% 612 +26 0.74% Q1 2026 May 14, 2026
CX Institutional History Added to 3,508 287 0.01% 0.01% 614 +581 19.85% Q1 2026 Apr 06, 2026
TEMA ETFS LLC History Added to 3,508 287 0.02% 0.02% 615 +14 0.4% Q1 2026 Apr 15, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 3,501 286 0.01% 0.01% 617 +231 7.06% Q1 2026 Apr 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 3,498 286 0.01% 0.01% 616 -204 -5.51% Q1 2026 Apr 13, 2026
Crestwood Advisors Group, LLC History Added to 3,490 285 0.0% 0.0% 618 +382 12.29% Q1 2026 May 05, 2026
Avantra Family Wealth, Inc. History Added to 3,468 284 0.21% 0.17% 619 +172 5.22% Q1 2026 Apr 22, 2026
Steward Partners Investment Advisory, LLC History Added to 3,450 282 0.0% 0.0% 620 +328 10.51% Q1 2026 May 08, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 3,437 281 0.0% 0.0% 621 -4,178 -54.87% Q1 2026 Apr 30, 2026
Capital Investment Management, Inc. History Reduced 3,430 280 0.1% 0.3% 623 -8,370 -70.93% Q1 2026 Apr 22, 2026
Ashton Thomas Private Wealth, LLC History Reduced 3,419 280 0.01% 0.01% 622 -3,798 -52.63% Q1 2026 May 11, 2026
Pinion Investment Advisors, LLC History Added to 3,405 278 0.06% 0.06% 624 +39 1.16% Q1 2026 Apr 24, 2026
UPTICK PARTNERS, LLC History Reduced 3,389 277 0.06% 0.05% 625 -31 -0.91% Q1 2026 May 01, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 3,362 275 0.01% 0.0% 626 +212 6.73% Q1 2026 May 07, 2026
Stirlingshire Investments, Inc. History Added to 3,310 271 0.24% 0.2% 627 +202 6.5% Q1 2026 May 04, 2026
Quent Capital, LLC History Added to 3,304 270 0.02% 0.02% 629 +16 0.49% Q1 2026 Apr 28, 2026
Glenview Trust Co History No change 3,300 270 0.0% 0.0% 628 0 0.0% Q1 2026 May 08, 2026
Checchi Capital Advisers, LLC History New 3,285 269 0.01% 630 +3,285 New Q1 2026 May 04, 2026
Fisher Asset Management, LLC History New 3,215 263 0.0% 632 +3,215 New Q1 2026 May 05, 2026
Larson Financial Group LLC History Added to 3,211 263 0.01% 0.01% 631 +107 3.45% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Reduced 3,198 261 0.0% 0.0% 633 -136 -4.08% Q1 2026 May 15, 2026
Gateway Wealth Partners, LLC History New 3,153 258 0.01% 636 +3,153 New Q1 2026 May 15, 2026
CFS Investment Advisory Services, LLC History Added to 3,136 258 0.02% 0.02% 635 +271 9.46% Q1 2026 Apr 29, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Reduced 3,152 258 0.01% 0.0% 634 -87 -2.69% Q1 2026 May 07, 2026
Wealth Alliance Advisory Group, LLC History Reduced 3,097 253 0.04% 0.04% 637 -326 -9.52% Q1 2026 Apr 09, 2026
Barnes Wealth Management Group, Inc History Added to 3,082 252 0.13% 0.12% 640 +31 1.02% Q1 2026 May 15, 2026
Ameritas Advisory Services, LLC History Added to 3,084 252 0.01% 0.01% 639 +5 0.16% Q1 2026 May 12, 2026
Bedel Financial Consulting, Inc. History No change 3,076 252 0.03% 0.02% 638 0 0.0% Q1 2026 May 04, 2026
Clearwater Capital Advisors, LLC History No change 3,074 251 0.02% 0.02% 641 0 0.0% Q1 2026 May 13, 2026
111 Capital History New 3,059 250 0.06% 643 +3,059 New Q1 2026 May 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 3,060 250 0.14% 0.12% 642 0 0.0% Q1 2026 May 12, 2026
Phoenix Wealth Advisors History Reduced 3,000 245 0.1% 0.09% 645 -150 -4.76% Q1 2026 Apr 22, 2026
WASHINGTON TRUST BANK History No change 3,000 245 0.02% 0.02% 644 0 0.0% Q1 2026 May 07, 2026
Fifth Third Wealth Advisors LLC History New 2,964 242 0.01% 647 +2,964 New Q1 2026 Apr 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 2,962 242 0.0% 646 +2,962 New Q1 2026 May 11, 2026
EARNED WEALTH ADVISORS, LLC History Added to 2,946 241 0.02% 0.02% 648 +137 4.88% Q1 2026 May 07, 2026
PCM Encore, LLC History New 2,928 239 0.05% 650 +2,928 New Q1 2026 May 12, 2026
Ifrah Financial Services, Inc. History Reduced 2,920 239 0.06% 0.06% 649 -88 -2.93% Q1 2026 Apr 22, 2026
Burton Enright Welch History No change 2,912 238 0.03% 0.03% 651 0 0.0% Q1 2026 May 01, 2026
Excelsior Advisor Network LLC History New 2,849 233 0.09% 652 +2,849 New Q1 2026 May 15, 2026
Westover Capital Advisors, LLC History No change 2,800 229 0.04% 0.04% 653 0 0.0% Q1 2026 May 05, 2026
Riggs Asset Managment Co. Inc. History No change 2,800 229 0.05% 0.04% 654 0 0.0% Q1 2026 May 11, 2026
Quarry LP History Added to 2,793 228 0.04% 0.03% 655 +444 18.9% Q1 2026 May 15, 2026
Northstar Advisory Group, LLC History New 2,742 224 0.08% 657 +2,742 New Q1 2026 Apr 08, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 2,739 224 0.01% 0.01% 656 -376 -12.07% Q1 2026 Apr 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History New 2,728 223 0.01% 658 +2,728 New Q1 2026 May 12, 2026
BFSG, LLC History Added to 2,717 222 0.02% 0.01% 659 +1,779 189.66% Q1 2026 Apr 28, 2026
Aprio Wealth Management, LLC History New 2,699 221 0.01% 661 +2,699 New Q1 2026 May 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 2,698 221 0.0% 0.0% 660 -960 -26.24% Q1 2026 May 01, 2026
W.G. Shaheen & Associates DBA Whitney & Co History New 2,696 220 0.02% 663 +2,696 New Q1 2026 May 05, 2026
Capital Investment Advisors, LLC History New 2,695 220 0.0% 664 +2,695 New Q1 2026 Apr 17, 2026
FIRST NATIONAL BANK SIOUX FALLS History New 2,691 220 0.06% 662 +2,691 New Q1 2026 Apr 17, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 2,685 219 0.01% 665 +2,685 New Q1 2026 Apr 16, 2026
Savvy Advisors, Inc. History New 2,664 218 0.01% 666 +2,664 New Q1 2026 May 11, 2026
CHICAGO TRUST Co NA History New 2,656 217 0.03% 667 +2,656 New Q1 2026 Apr 24, 2026
Ausdal Financial Partners, Inc. History New 2,642 216 0.01% 668 +2,642 New Q1 2026 May 12, 2026
Indivisible Partners History New 2,633 215 0.02% 669 +2,633 New Q1 2026 Apr 30, 2026
Optas, LLC History New 2,619 214 0.03% 671 +2,619 New Q1 2026 Apr 24, 2026
EverSource Wealth Advisors, LLC History Added to 2,617 214 0.01% 0.01% 670 +644 32.64% Q1 2026 May 15, 2026
Welch Group, LLC History New 2,601 213 0.01% 672 +2,601 New Q1 2026 Apr 21, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History New 2,600 212 0.02% 673 +2,600 New Q1 2026 May 14, 2026
CIDEL ASSET MANAGEMENT INC History New 2,596 212 0.01% 674 +2,596 New Q1 2026 Apr 17, 2026
IFP Advisors, Inc History Reduced 2,585 211 0.0% 0.0% 675 -167 -6.07% Q1 2026 Apr 13, 2026
High Point Wealth Management, LLC History New 2,572 210 0.2% 678 +2,572 New Q1 2026 Apr 08, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History New 2,567 210 0.02% 677 +2,567 New Q1 2026 Apr 23, 2026
Geneos Wealth Management Inc. History Added to 2,565 210 0.0% 0.0% 676 +2 0.08% Q1 2026 May 04, 2026
POINCIANA ADVISORS GROUP, LLC History New 2,555 209 0.16% 680 +2,555 New Q1 2026 Apr 16, 2026
Pettee Investors, Inc. History New 2,523 209 0.11% 679 +2,523 New Q1 2026 May 04, 2026
VestGen Advisors, LLC History New 2,501 208 0.01% 681 +2,501 New Q1 2026 May 14, 2026
Midwest Financial Group LLC History New 2,536 207 0.09% 684 +2,536 New Q1 2026 Apr 22, 2026
WINTON GROUP Ltd History New 2,534 207 0.01% 683 +2,534 New Q1 2026 May 12, 2026
Alteri Wealth LLC History New 2,530 207 0.07% 685 +2,530 New Q1 2026 May 06, 2026
Smartleaf Asset Management LLC History Reduced 2,544 207 0.01% 0.01% 682 -109 -4.11% Q1 2026 May 15, 2026
Mariner, LLC History New 2,519 206 0.0% 687 +2,519 New Q1 2026 May 13, 2026
Valeo Financial Advisors, LLC History Reduced 2,518 206 0.0% 0.01% 686 -1,613 -39.05% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Reduced 2,500 204 0.0% 0.0% 689 -6,800 -73.12% Q1 2026 May 14, 2026
Farringdon Capital, Ltd. History New 2,498 204 0.04% 690 +2,498 New Q1 2026 May 15, 2026
DANSKE BANK A/S History No change 2,500 204 0.0% 0.0% 688 0 0.0% Q1 2026 May 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History New 2,479 203 0.0% 691 +2,479 New Q1 2026 May 08, 2026
MAI Capital Management History Added to 2,328 190 0.0% 0.0% 692 +684 41.61% Q1 2026 May 15, 2026
WHITTIER TRUST CO History Added to 2,081 171 0.0% 0.0% 693 +1,300 166.45% Q1 2026 Apr 28, 2026
Motiv8 Investments LLC History No change 2,346 170 0.09% 0.09% 694 0 0.0% Q4 2025 Feb 13, 2026
HHM Wealth Advisors, LLC History No change 2,074 169 0.02% 0.02% 695 0 0.0% Q1 2026 Apr 17, 2026
Ameritas Investment Partners, Inc. History No change 2,060 168 0.01% 0.0% 696 0 0.0% Q1 2026 May 13, 2026
Tradewinds Capital Management, LLC History No change 1,800 147 0.03% 0.03% 697 0 0.0% Q1 2026 Apr 14, 2026
Stolper Co History Reduced 10,394 142 0.04% 0.76% 698 -25,426 -70.98% Q1 2026 Apr 13, 2026
SageView Advisory Group, LLC History No change 1,964 142 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 1,648 135 0.03% 0.02% 701 +485 41.7% Q1 2026 Apr 29, 2026
Addison Advisors LLC History Added to 1,658 135 0.03% 0.03% 702 +34 2.09% Q1 2026 May 08, 2026
TRUST CO OF VERMONT History No change 1,870 135 0.01% 0.01% 700 0 0.0% Q4 2025 Jan 16, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,587 130 0.0% 0.0% 703 -93 -5.54% Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History Added to 1,578 129 0.01% 0.0% 704 +1,049 198.3% Q1 2026 May 15, 2026
Avanza Fonder AB History Added to 1,530 125 0.0% 0.0% 705 +35 2.34% Q1 2026 Apr 15, 2026
Creative Capital Management Investments LLC History No change 1,501 122 0.04% 0.03% 706 0 0.0% Q1 2026 Apr 21, 2026
TD Waterhouse Canada Inc. History New 1,423 117 0.0% 707 +1,423 New Q1 2026 May 12, 2026
Western Wealth Management, LLC History New 1,422 116 0.0% 708 +1,422 New Q1 2026 May 19, 2026
Siemens Fonds Invest GmbH History No change 1,411 115 0.01% 0.01% 709 0 0.0% Q1 2026 May 15, 2026
BOKF, NA History Reduced 1,398 114 0.0% 0.0% 710 -415 -22.89% Q1 2026 May 08, 2026
Westside Investment Management, Inc. History No change 1,384 113 0.02% 0.02% 711 0 0.0% Q1 2026 May 04, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,550 112 0.03% 0.03% 712 0 0.0% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,322 108 0.0% 0.0% 713 +184 16.17% Q1 2026 May 01, 2026
Blue Trust, Inc. History Reduced 1,284 105 0.0% 0.0% 714 -134 -9.45% Q1 2026 Apr 20, 2026
First Command Advisory Services, Inc. History Added to 1,279 104 0.0% 0.0% 715 +54 4.41% Q1 2026 May 07, 2026
ATWOOD & PALMER INC History Reduced 1,266 103 0.01% 0.01% 716 -2 -0.16% Q1 2026 Apr 15, 2026
Hilltop National Bank History No change 1,267 103 0.02% 0.02% 717 0 0.0% Q1 2026 Apr 02, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 1,250 102 0.04% 718 +1,250 New Q1 2026 Apr 28, 2026
SRH ADVISORS, LLC History Added to 1,192 97 0.03% 0.02% 719 +3 0.25% Q1 2026 Apr 29, 2026
Friedenthal Financial History Added to 1,195 97 0.05% 0.04% 720 +1 0.08% Q1 2026 Apr 20, 2026
OSTRUM ASSET MANAGEMENT History Added to 1,126 92 0.01% 0.0% 721 +16 1.44% Q1 2026 May 14, 2026
ROGCO, LP History No change 1,120 91 0.03% 0.03% 722 0 0.0% Q1 2026 May 04, 2026
Optiver Holding B.V. History Added to 1,107 90 0.0% 0.0% 723 +140 14.48% Q1 2026 Jun 02, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Reduced 1,100 90 0.03% 0.02% 724 -50 -4.35% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 1,059 86 0.0% 0.01% 725 -28,765 -96.45% Q1 2026 May 08, 2026
Y.D. More Investments Ltd History Reduced 1,054 86 0.0% 0.0% 726 -180 -14.59% Q1 2026 May 04, 2026
Havemeyer Place LP History New 1,030 84 0.01% 727 +1,030 New Q1 2026 May 13, 2026
Root Financial Partners, LLC History Added to 1,004 82 0.0% 0.0% 729 +373 59.11% Q1 2026 Apr 24, 2026
Truvestments Capital LLC History Added to 1,011 82 0.01% 0.01% 728 +61 6.42% Q1 2026 May 13, 2026
CVA Family Office, LLC History Added to 991 81 0.01% 0.01% 733 +166 20.12% Q1 2026 Apr 29, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,000 81 0.03% 0.03% 730 0 0.0% Q1 2026 Apr 07, 2026
MONTAG A & ASSOCIATES INC History No change 1,000 81 0.0% 0.0% 731 0 0.0% Q1 2026 Apr 29, 2026
HM PAYSON & CO History No change 1,000 81 0.0% 0.0% 732 0 0.0% Q1 2026 Apr 13, 2026
Parkside Financial Bank & Trust History Added to 982 80 0.01% 0.01% 734 +43 4.58% Q1 2026 May 13, 2026
Deseret Mutual Benefit Administrators History Added to 975 79 0.03% 0.02% 735 +427 77.92% Q1 2026 May 08, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 976 79 0.12% 0.11% 736 -36 -3.56% Q1 2026 May 01, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 956 78 0.03% 0.03% 737 0 0.0% Q1 2026 May 05, 2026
DUNCKER STREETT & CO INC History No change 949 77 0.01% 0.01% 738 0 0.0% Q1 2026 Apr 29, 2026
Cassaday & Co Wealth Management LLC History New 931 76 0.0% 739 +931 New Q1 2026 May 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 909 74 0.0% 0.0% 740 +32 3.65% Q1 2026 May 07, 2026
Strategic Wealth Partners, Ltd. History No change 877 71 0.0% 0.0% 741 0 0.0% Q1 2026 May 12, 2026
Beaird Harris Wealth Management, LLC History No change 872 71 0.0% 0.0% 742 0 0.0% Q1 2026 May 14, 2026
Hughes Financial Services, LLC History Added to 849 69 0.01% 0.01% 743 +5 0.59% Q1 2026 Apr 29, 2026
City State Bank History No change 808 66 0.02% 0.02% 744 0 0.0% Q1 2026 Apr 20, 2026
Spire Wealth Management History Reduced 796 65 0.0% 0.0% 745 -444 -35.81% Q1 2026 Apr 22, 2026
Cromwell Holdings LLC History No change 772 63 0.04% 0.03% 746 0 0.0% Q1 2026 Apr 30, 2026
Centennial Bank/AR/ History No change 777 63 0.02% 0.02% 747 0 0.0% Q1 2026 May 06, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 714 58 0.01% 0.0% 748 -1 -0.14% Q1 2026 Apr 30, 2026
Key FInancial Inc History No change 714 58 0.01% 0.01% 749 0 0.0% Q1 2026 Apr 24, 2026
Pinnacle Bancorp, Inc. History Reduced 696 57 0.02% 0.01% 750 -15 -2.11% Q1 2026 Apr 22, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 706 57 0.01% 0.01% 751 +6 0.86% Q1 2026 May 11, 2026
Bank of Jackson Hole Trust History No change 677 55 0.03% 0.02% 752 0 0.0% Q1 2026 May 12, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 648 53 0.0% 0.0% 754 -3,351 -83.8% Q1 2026 May 14, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 642 53 0.0% 0.0% 753 +65 11.27% Q1 2026 Apr 28, 2026
Heritage Wealth Advisors History No change 658 53 0.0% 0.0% 755 0 0.0% Q1 2026 May 13, 2026
CYBER HORNET ETFs LLC History Reduced 632 51 0.03% 0.03% 756 -35 -5.25% Q1 2026 May 08, 2026
CoreCap Advisors, LLC History Reduced 612 50 0.0% 0.0% 757 -1 -0.16% Q1 2026 Apr 07, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 605 49 0.0% 0.0% 758 0 0.0% Q1 2026 May 11, 2026
DT Investment Partners, LLC History No change 600 49 0.0% 0.0% 759 0 0.0% Q1 2026 May 14, 2026
Mechanics Financial Corp History No change 605 49 0.02% 0.02% 760 0 0.0% Q1 2026 May 06, 2026
True Link Financial Advisors, LLC History New 590 48 0.0% 763 +590 New Q1 2026 Apr 29, 2026
True Wealth Design, LLC History Added to 596 48 0.01% 0.01% 762 +50 9.16% Q1 2026 Apr 13, 2026
Pacific Center for Financial Services History No change 598 48 0.01% 0.01% 761 0 0.0% Q1 2026 May 12, 2026
TOWER TRUST & INVESTMENT Co History No change 579 47 0.03% 0.03% 764 0 0.0% Q1 2026 Apr 08, 2026
IMA Advisory Services, Inc. History No change 553 45 0.0% 0.0% 765 0 0.0% Q1 2026 May 06, 2026
Independence Bank of Kentucky History No change 556 45 0.01% 0.0% 766 0 0.0% Q1 2026 Apr 30, 2026
MANNING & NAPIER ADVISORS LLC History Added to 546 44 0.0% 0.0% 767 +169 44.83% Q1 2026 Apr 30, 2026
LRI Investments, LLC History Added to 538 44 0.0% 0.0% 768 +71 15.2% Q1 2026 Apr 30, 2026
Moisand Fitzgerald Tamayo, LLC History No change 534 43 0.0% 0.0% 769 0 0.0% Q1 2026 Apr 14, 2026
Triumph Capital Management History No change 508 41 0.01% 0.01% 770 0 0.0% Q1 2026 May 13, 2026
Glass Jacobson Investment Advisors llc History No change 510 41 0.01% 0.01% 771 0 0.0% Q1 2026 Apr 23, 2026
Cedar Mountain Advisors, LLC History New 493 40 0.01% 773 +493 New Q1 2026 Apr 30, 2026
Fairscale Capital, LLC History No change 492 40 0.03% 0.02% 772 0 0.0% Q1 2026 May 11, 2026
Key Capital Management, INC History Reduced 488 39 0.03% 0.08% 777 -692 -58.64% Q1 2026 May 07, 2026
PRIVATE TRUST CO NA History No change 482 39 0.0% 0.0% 774 0 0.0% Q1 2026 Apr 30, 2026
Carolina Wealth Advisors, LLC History No change 478 39 0.02% 0.02% 775 0 0.0% Q1 2026 Apr 07, 2026
Avion Wealth History No change 485 39 0.01% 0.01% 776 0 0.0% Q1 2026 May 01, 2026
Bravera Wealth History Added to 461 37 0.02% 0.02% 779 +47 11.35% Q1 2026 Apr 22, 2026
Ancora Advisors LLC History Added to 463 37 0.0% 0.0% 778 +2 0.43% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Added to 451 36 0.0% 0.0% 781 +2 0.45% Q1 2026 Apr 27, 2026
PROSPERITY BANCSHARES INC History No change 443 36 0.03% 0.03% 780 0 0.0% Q1 2026 May 12, 2026
Ares Financial Consulting, LLC History Added to 430 35 0.03% 0.01% 782 +330 330.0% Q1 2026 Apr 02, 2026
Destiny Wealth Partners, LLC History New 423 34 0.0% 784 +423 New Q1 2026 May 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 425 34 0.0% 0.0% 783 -270 -38.85% Q1 2026 May 08, 2026
Roxbury Financial LLC History Added to 396 32 0.03% 0.03% 785 +4 1.02% Q1 2026 Apr 17, 2026
Clearstead Trust, LLC History No change 381 31 0.01% 0.0% 786 0 0.0% Q1 2026 May 06, 2026
Burk Holdings LLC History New 363 29 0.01% 788 +363 New Q1 2026 May 07, 2026
CITY HOLDING CO History No change 358 29 0.0% 0.0% 787 0 0.0% Q1 2026 Apr 15, 2026
SHP Wealth Management History Added to 345 28 0.0% 0.0% 791 +21 6.48% Q1 2026 May 08, 2026
Bogart Wealth, LLC History Added to 342 28 0.0% 0.0% 790 +3 0.88% Q1 2026 Apr 28, 2026
Smithfield Trust Co History No change 345 28 0.0% 0.0% 789 0 0.0% Q1 2026 May 08, 2026
Bruce G. Allen Investments, LLC History No change 352 28 0.02% 0.02% 792 0 0.0% Q1 2026 May 08, 2026
MidFirst Bank History No change 350 28 0.0% 0.0% 793 0 0.0% Q1 2026 May 15, 2026
CNB Bank History No change 324 26 0.01% 0.01% 794 0 0.0% Q1 2026 May 06, 2026
AMERIFLEX GROUP, INC. History No change 322 26 0.01% 0.01% 795 0 0.0% Q1 2026 May 15, 2026
Red Tortoise LLC History No change 312 25 0.01% 0.01% 796 0 0.0% Q1 2026 Apr 21, 2026
BAYBAN History No change 310 25 0.02% 0.02% 797 0 0.0% Q1 2026 Apr 24, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 301 24 0.0% 0.0% 799 -3 -0.99% Q1 2026 Apr 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 299 24 0.01% 0.01% 798 0 0.0% Q1 2026 Apr 14, 2026
ATLAS CAPITAL ADVISORS INC. History No change 300 24 0.0% 0.0% 800 0 0.0% Q1 2026 May 11, 2026
Lavaca Capital LLC History No change 300 24 0.0% 0.0% 801 0 0.0% Q1 2026 May 13, 2026
WealthCollab, LLC History No change 304 24 0.01% 0.01% 802 0 0.0% Q1 2026 May 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 281 23 0.0% 0.0% 803 +29 11.51% Q1 2026 May 05, 2026
DV EQUITIES, LLC History No change 321 23 0.0% 0.0% 804 0 0.0% Q4 2025 Feb 17, 2026
Rossby Financial, LCC History Added to 268 22 0.0% 0.0% 805 +54 25.23% Q1 2026 May 11, 2026
EFG International AG History New 266 21 0.0% 810 +266 New Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Reduced 259 21 0.0% 0.0% 806 -3 -1.15% Q1 2026 May 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 269 21 0.01% 0.01% 807 0 0.0% Q1 2026 May 11, 2026
Private Wealth Management Group, LLC History No change 260 21 0.01% 0.0% 808 0 0.0% Q1 2026 Apr 23, 2026
Essential Partners LLC History No change 266 21 0.01% 0.01% 809 0 0.0% Q1 2026 May 21, 2026
Covestor Ltd History Reduced 249 20 0.01% 0.01% 813 -74 -22.91% Q1 2026 May 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 250 20 0.01% 0.01% 811 0 0.0% Q1 2026 Apr 29, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 250 20 0.06% 0.05% 812 0 0.0% Q1 2026 May 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 220 18 0.0% 0.0% 814 0 0.0% Q1 2026 May 11, 2026
Missouri Trust & Investment Co History No change 226 18 0.01% 0.0% 815 0 0.0% Q1 2026 May 14, 2026
WPG Advisers, LLC History Reduced 216 17 0.01% 0.02% 818 -187 -46.4% Q1 2026 Apr 29, 2026
Manchester Capital Management LLC History Added to 218 17 0.0% 0.0% 816 +58 36.25% Q1 2026 May 11, 2026
Physician Wealth Advisors, Inc. History Added to 208 17 0.0% 0.0% 817 +54 35.06% Q1 2026 Apr 24, 2026
Bell Investment Advisors, Inc History No change 198 16 0.0% 0.0% 819 0 0.0% Q1 2026 Apr 17, 2026
Elequin Capital, LP History Reduced 189 15 0.0% 0.0% 822 -267 -58.55% Q1 2026 May 11, 2026
Capital Analysts, LLC History Added to 184 15 0.0% 0.0% 820 +14 8.24% Q1 2026 May 14, 2026
Princeton Global Asset Management LLC History No change 195 15 0.0% 0.0% 821 0 0.0% Q1 2026 Apr 22, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 165 14 0.01% 0.02% 823 -165 -50.0% Q1 2026 May 15, 2026
Bank of New Hampshire History No change 179 14 0.0% 0.0% 824 0 0.0% Q1 2026 Apr 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 169 13 0.0% 828 +169 New Q1 2026 Apr 14, 2026
Sachetta, LLC History Added to 162 13 0.01% 0.0% 826 +143 752.63% Q1 2026 May 01, 2026
Fortitude Family Office, LLC History Added to 163 13 0.0% 0.0% 825 +68 71.58% Q1 2026 Apr 15, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 200 13 0.01% 0.0% 827 0 0.0% Q1 2026 Jun 01, 2026
Owl Creek Wealth Partners LLC History New 155 12 0.0% 833 +155 New Q1 2026 May 13, 2026
AdvisorNet Financial, Inc History Added to 147 12 0.0% 0.0% 830 +30 25.64% Q1 2026 Apr 17, 2026
North Star Investment Management Corp. History Added to 155 12 0.0% 0.0% 829 +5 3.33% Q1 2026 Apr 23, 2026
Raleigh Capital Management Inc. History Added to 154 12 0.0% 0.0% 832 +1 0.65% Q1 2026 Apr 28, 2026
Capital Advisors, Ltd. LLC History No change 149 12 0.0% 0.0% 831 0 0.0% Q1 2026 Apr 16, 2026
Wall Street Financial Group, Inc. History New 146 11 0.01% 838 +146 New Q1 2026 May 05, 2026
Crewe Advisors LLC History Added to 136 11 0.0% 0.0% 835 +93 216.28% Q1 2026 May 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 146 11 0.0% 0.0% 834 0 0.0% Q1 2026 May 07, 2026
Paladin Advisory Group, LLC History No change 145 11 0.01% 0.01% 836 0 0.0% Q1 2026 Apr 30, 2026
Global X Japan Co., Ltd. History No change 136 11 0.0% 0.0% 837 0 0.0% Q1 2026 Apr 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 131 10 0.0% 841 +131 New Q1 2026 May 08, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 125 10 0.0% 0.0% 840 -125 -50.0% Q1 2026 Apr 28, 2026
JFS WEALTH ADVISORS, LLC History Reduced 123 10 0.0% 0.0% 839 -31 -20.13% Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History Reduced 112 9 0.0% 0.0% 842 -749 -86.99% Q1 2026 May 06, 2026
Asset Dedication, LLC History Reduced 119 9 0.0% 0.0% 843 -13 -9.85% Q1 2026 May 29, 2026
Gen-Wealth Partners Inc History Added to 112 9 0.0% 0.0% 848 +5 4.67% Q1 2026 May 08, 2026
TSFG, LLC History No change 113 9 0.0% 0.0% 844 0 0.0% Q1 2026 Apr 27, 2026
SJS Investment Consulting Inc. History No change 113 9 0.0% 0.0% 845 0 0.0% Q1 2026 Apr 23, 2026
Dunhill Financial, LLC History No change 112 9 0.0% 0.0% 846 0 0.0% Q1 2026 May 06, 2026
Aspect Partners, LLC History No change 119 9 0.0% 0.0% 847 0 0.0% Q1 2026 Apr 02, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 111 9 0.01% 0.01% 849 0 0.0% Q1 2026 May 14, 2026
Synergy Investment Management, LLC History New 101 8 0.0% 856 +101 New Q1 2026 May 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 101 8 0.0% 0.0% 854 +9 9.78% Q1 2026 May 06, 2026
MCF Advisors LLC History No change 103 8 0.0% 0.0% 850 0 0.0% Q1 2026 May 11, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 109 8 0.0% 0.0% 851 0 0.0% Q1 2026 May 06, 2026
New England Capital Financial Advisors LLC History No change 100 8 0.0% 0.0% 852 0 0.0% Q1 2026 Apr 27, 2026
CGC Financial Services, LLC History No change 98 8 0.0% 0.0% 853 0 0.0% Q1 2026 Apr 13, 2026
Advantage Trust Co History No change 100 8 0.0% 0.0% 855 0 0.0% Q1 2026 May 05, 2026
Kemnay Advisory Services Inc. History New 90 7 0.0% 859 +90 New Q1 2026 May 15, 2026
Millstone Evans Group, LLC History Added to 88 7 0.0% 0.0% 858 +40 83.33% Q1 2026 Apr 30, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 85 7 0.0% 0.0% 857 0 0.0% Q1 2026 Apr 24, 2026
Innovative Asset Advisors Group, LLC History New 84 6 0.0% 863 +84 New Q1 2026 May 12, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 81 6 0.0% 0.0% 862 +39 92.86% Q1 2026 Apr 14, 2026
Colonial Trust Co / SC History Added to 78 6 0.0% 0.0% 861 +33 73.33% Q1 2026 May 12, 2026
Elevated Capital Advisors, LLC History No change 80 6 0.0% 0.0% 860 0 0.0% Q1 2026 Apr 30, 2026
SouthState Bank Corp History No change 64 5 0.0% 0.0% 864 0 0.0% Q1 2026 May 05, 2026
Financial Management Professionals, Inc. History No change 65 5 0.0% 0.0% 865 0 0.0% Q1 2026 Apr 15, 2026
JNBA Financial Advisors History No change 73 5 0.0% 0.0% 866 0 0.0% Q1 2026 Apr 22, 2026
Prestige Wealth Management Group LLC History No change 65 5 0.0% 0.0% 867 0 0.0% Q1 2026 May 13, 2026
POM Investment Strategies, LLC History No change 72 5 0.01% 0.0% 868 0 0.0% Q1 2026 May 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 67 5 0.0% 0.0% 869 0 0.0% Q1 2026 Apr 10, 2026
ORG Partners LLC History No change 80 5 0.0% 0.0% 870 0 0.0% Q4 2025 Jan 14, 2026
Retirement Wealth Solutions LLC History Added to 55 4 0.0% 0.0% 878 +22 66.67% Q1 2026 Apr 07, 2026
Park Place Capital Corp History Reduced 50 4 0.0% 0.0% 877 -14 -21.88% Q1 2026 Apr 09, 2026
Cornerstone Financial Management LLC History Added to 51 4 0.0% 0.0% 880 +6 13.33% Q1 2026 May 08, 2026
FINANCIAL CONSULATE, INC History Added to 52 4 0.0% 0.0% 874 +4 8.33% Q1 2026 Apr 21, 2026
GHP Investment Advisors, Inc. History Added to 61 4 0.0% 0.0% 872 +1 1.67% Q1 2026 Apr 21, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 58 4 0.0% 0.0% 871 0 0.0% Q1 2026 May 14, 2026
J.Safra Asset Management Corp History No change 50 4 0.0% 0.0% 873 0 0.0% Q1 2026 May 04, 2026
IFS Advisors, LLC History No change 57 4 0.0% 0.0% 875 0 0.0% Q1 2026 Apr 06, 2026
Salomon & Ludwin, LLC History No change 57 4 0.0% 0.0% 876 0 0.0% Q1 2026 May 11, 2026
Signature Equity Partners, LLC History No change 55 4 0.0% 0.0% 879 0 0.0% Q1 2026 May 13, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 38 3 0.0% 0.0% 881 -303 -88.86% Q1 2026 Apr 30, 2026
Purpose Unlimited Inc. History Reduced 39 3 0.0% 0.0% 889 -79 -66.95% Q1 2026 May 15, 2026
Torren Management, LLC History Reduced 37 3 0.0% 0.0% 888 -51 -57.95% Q1 2026 Apr 30, 2026
Boreal Capital Management LLC History New 37 3 0.0% 0.0% 886 +37 New Q1 2026 May 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 38 3 0.0% 0.0% 884 +2 5.56% Q1 2026 May 06, 2026
Cornerstone Planning Group LLC History Added to 42 3 0.0% 0.0% 882 +1 2.44% Q1 2026 May 06, 2026
Olistico Wealth, LLC History No change 41 3 0.0% 0.0% 883 0 0.0% Q1 2026 Apr 08, 2026
Clayton Financial Group LLC History No change 39 3 0.0% 0.0% 885 0 0.0% Q1 2026 Apr 13, 2026
Basepoint Wealth LLC History No change 43 3 0.0% 0.0% 887 0 0.0% Q1 2026 May 07, 2026
Arlington Trust Co LLC History New 36 2 0.0% 897 +36 New Q1 2026 Apr 08, 2026
Abound Wealth Management History New 27 2 0.0% 894 +27 New Q1 2026 Apr 10, 2026
Rialto Wealth Management, LLC History Added to 25 2 0.0% 0.0% 895 +9 56.25% Q1 2026 May 14, 2026
Bay Harbor Wealth Management, LLC History Added to 28 2 0.0% 0.0% 892 +6 27.27% Q1 2026 Apr 14, 2026
FIRST HORIZON CORP History No change 31 2 0.0% 0.0% 890 0 0.0% Q1 2026 Apr 30, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 27 2 0.0% 0.0% 891 0 0.0% Q1 2026 May 11, 2026
TFC Financial Management, Inc. History No change 33 2 0.0% 0.0% 893 0 0.0% Q1 2026 Apr 23, 2026
Kilter Group LLC History No change 26 2 0.0% 0.0% 896 0 0.0% Q1 2026 May 14, 2026
JPL Wealth Management, LLC History New 20 1 0.0% 909 +20 New Q1 2026 May 08, 2026
Whipplewood Advisors, LLC History New 18 1 0.0% 910 +18 New Q1 2026 Apr 30, 2026
Vermillion Wealth Management, Inc. History New 16 1 0.0% 908 +16 New Q1 2026 Apr 17, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 21 1 0.0% 0.0% 898 0 0.0% Q1 2026 Apr 17, 2026
Osbon Capital Management LLC History No change 17 1 0.0% 0.0% 899 0 0.0% Q1 2026 May 15, 2026
Signature Resources Capital Management, LLC History No change 19 1 0.0% 0.0% 900 0 0.0% Q1 2026 May 01, 2026
DiNuzzo Private Wealth, Inc. History No change 21 1 0.0% 0.0% 901 0 0.0% Q1 2026 Apr 08, 2026
Caitlin John, LLC History No change 13 1 0.0% 902 0 0.0% Q1 2026 May 13, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 13 1 0.0% 903 0 0.0% Q1 2026 Apr 06, 2026
Ankerstar Wealth, LLC History No change 24 1 0.0% 0.0% 904 0 0.0% Q1 2026 May 13, 2026
Clark Wealth Partners History No change 14 1 0.0% 0.0% 905 0 0.0% Q1 2026 May 11, 2026
Benson Wealth Management INC History No change 17 1 0.0% 0.0% 906 0 0.0% Q1 2026 May 12, 2026
Sankala Group LLC History No change 22 1 0.0% 0.0% 907 0 0.0% Q1 2026 Mar 31, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.15% -1,826,964 -100.0% Q1 2026 May 15, 2026
Teilinger Capital Ltd. History Closed out 0 0 1.62% -430,000 -100.0% Q1 2026 May 13, 2026
Diameter Capital Partners LP History Closed out 0 0 1.72% -260,000 -100.0% Q1 2026 May 15, 2026
Yaupon Capital Management LP History Closed out 0 0 0.55% -210,050 -100.0% Q1 2026 May 15, 2026
BTG Pactual Asset Management US LLC History Closed out 0 0 1.26% -178,628 -100.0% Q1 2026 May 14, 2026
Zimmer Partners, LP History Closed out 0 0 0.26% -137,500 -100.0% Q1 2026 May 15, 2026
PRUDENTIAL PLC History Closed out 0 0 0.07% -113,617 -100.0% Q1 2026 May 13, 2026
Qsemble Capital Management, LP History Closed out 0 0 0.63% -105,780 -100.0% Q1 2026 May 07, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -84,627 -100.0% Q1 2026 May 15, 2026
Soltis Investment Advisors LLC History Closed out 0 0 0.32% -67,600 -100.0% Q1 2026 Apr 27, 2026
WASATCH ADVISORS LP History Closed out 0 0 0.03% -59,389 -100.0% Q1 2026 Apr 21, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -57,181 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -34,077 -100.0% Q1 2026 May 06, 2026
Walleye Trading LLC History Closed out 0 0 0.0% -30,384 -100.0% Q1 2026 May 08, 2026
TUDOR INVESTMENT CORP ET AL History Closed out 0 0 0.0% -28,716 -100.0% Q1 2026 May 15, 2026
LMR Partners LLP History Closed out 0 0 0.0% -27,999 -100.0% Q1 2026 May 15, 2026
Entropy Technologies, LP History Closed out 0 0 0.1% -26,535 -100.0% Q1 2026 May 14, 2026
F/m Investments LLC History Closed out 0 0 0.06% -23,026 -100.0% Q1 2026 May 11, 2026
Andra AP-fonden History Closed out 0 0 0.02% -22,751 -100.0% Q1 2026 May 08, 2026
Financial Engines Advisors L.L.C. History Closed out 0 0 0.0% -22,635 -100.0% Q1 2026 May 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -22,351 -100.0% Q1 2026 May 15, 2026
1832 Asset Management L.P. History Closed out 0 0 0.0% -22,287 -100.0% Q1 2026 May 14, 2026
Massar Capital Management, LP History Closed out 0 0 0.17% -21,493 -100.0% Q1 2026 May 15, 2026
iA Global Asset Management Inc. History Closed out 0 0 0.02% -20,881 -100.0% Q1 2026 Apr 23, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.01% -20,877 -100.0% Q1 2026 May 01, 2026
Engineers Gate Manager LP History Closed out 0 0 0.02% -17,625 -100.0% Q1 2026 May 15, 2026
Pensionfund Sabic History Closed out 0 0 0.33% -16,900 -100.0% Q1 2026 Apr 01, 2026
Dakota Wealth Management History Closed out 0 0 0.02% -16,733 -100.0% Q1 2026 May 07, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.04% -16,360 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.18% -15,884 -100.0% Q1 2026 May 12, 2026
Kentucky Retirement Systems History Closed out 0 0 0.03% -14,451 -100.0% Q1 2026 May 19, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.04% -10,661 -100.0% Q1 2026 May 14, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History Closed out 0 0 0.01% -9,800 -100.0% Q1 2026 May 11, 2026
Hilltop Holdings Inc. History Closed out 0 0 0.04% -8,990 -100.0% Q1 2026 May 14, 2026
USA FINANCIAL FORMULAS History Reduced 12 0 0.12% -8,888 -99.87% Q1 2026 Apr 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.13% -7,671 -100.0% Q1 2026 May 15, 2026
MQS Management LLC History Closed out 0 0 0.32% -7,530 -100.0% Q1 2026 Apr 23, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.12% -6,980 -100.0% Q1 2026 May 11, 2026
Blueshift Asset Management, LLC History Closed out 0 0 0.14% -6,903 -100.0% Q1 2026 May 14, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.1% -6,838 -100.0% Q1 2026 May 15, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 0.05% -6,583 -100.0% Q1 2026 May 15, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.19% -6,561 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 0.02% -6,525 -100.0% Q1 2026 May 12, 2026
R Squared Ltd History Closed out 0 0 0.22% -6,376 -100.0% Q1 2026 Apr 29, 2026
Robeco Institutional Asset Management B.V. History Closed out 0 0 0.0% -5,862 -100.0% Q1 2026 Apr 21, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -5,821 -100.0% Q1 2026 May 13, 2026
Bayforest Capital Ltd History Closed out 0 0 0.31% -5,747 -100.0% Q1 2026 Apr 15, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.01% -5,710 -100.0% Q1 2026 Apr 08, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -4,967 -100.0% Q1 2026 May 14, 2026
denkapparat Operations GmbH History Closed out 0 0 0.17% -4,374 -100.0% Q1 2026 May 11, 2026
Artisan Partners Limited Partnership History Closed out 0 0 0.0% -4,308 -100.0% Q1 2026 May 13, 2026
Quantum Portfolio Management LLC History Closed out 0 0 0.13% -4,065 -100.0% Q1 2026 May 01, 2026
WESPAC Advisors, LLC History Closed out 0 0 0.15% -3,749 -100.0% Q1 2026 Apr 28, 2026
Longboard Asset Management, LP History Closed out 0 0 1.56% -3,396 -100.0% Q1 2026 Apr 07, 2026
Horizon Investment Services, LLC History Closed out 0 0 0.08% -3,019 -100.0% Q1 2026 May 15, 2026
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.0% -3,019 -100.0% Q1 2026 May 15, 2026
Interchange Capital Partners, LLC History Closed out 0 0 0.04% -2,916 -100.0% Q1 2026 Apr 23, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.0% -2,868 -100.0% Q1 2026 May 13, 2026
FIRST NATIONAL BANK OF OMAHA History Closed out 0 0 0.01% -2,744 -100.0% Q1 2026 May 11, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.05% -1,671 -100.0% Q1 2026 May 04, 2026
Camelot Portfolios, LLC History Closed out 0 0 0.03% -767 -100.0% Q1 2026 May 08, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.01% -596 -100.0% Q1 2026 May 06, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.02% -525 -100.0% Q1 2026 May 07, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.0% -366 -100.0% Q1 2026 Apr 28, 2026
Compass Financial Services Inc History Closed out 0 0 0.01% -353 -100.0% Q1 2026 May 01, 2026
MOTCO History Closed out 0 0 0.0% -249 -100.0% Q1 2026 Apr 22, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 0.01% -209 -100.0% Q1 2026 May 15, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -191 -100.0% Q1 2026 May 15, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.01% -186 -100.0% Q1 2026 May 11, 2026
TCTC Holdings, LLC History Closed out 0 0 0.0% -184 -100.0% Q1 2026 May 07, 2026
MEEDER ASSET MANAGEMENT INC History Closed out 0 0 0.0% -126 -100.0% Q1 2026 May 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -107 -100.0% Q1 2026 Apr 28, 2026
REAP Financial Group, LLC History Closed out 0 0 0.0% -94 -100.0% Q1 2026 May 11, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 0.0% -83 -100.0% Q1 2026 May 12, 2026
GODSEY & GIBB, INC History Closed out 0 0 0.0% -65 -100.0% Q1 2026 Apr 20, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 0.0% -49 -100.0% Q1 2026 May 15, 2026
COUNTRY TRUST BANK History Closed out 0 0 0.0% -46 -100.0% Q1 2026 Apr 10, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.0% -45 -100.0% Q1 2026 May 14, 2026
PITTENGER & ANDERSON INC History Closed out 0 0 0.0% -40 -100.0% Q1 2026 May 01, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.0% -38 -100.0% Q1 2026 Apr 08, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.0% -37 -100.0% Q1 2026 May 11, 2026
Rakuten Securities, Inc. History Reduced 1 0 0.0% -30 -96.77% Q1 2026 May 01, 2026
Aviso Financial Inc. History Closed out 0 0 0.0% -27 -100.0% Q1 2026 May 13, 2026
Leonteq Securities AG History Reduced 1 0 0.0% -21 -95.45% Q1 2026 Apr 27, 2026
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -21 -100.0% Q1 2026 May 15, 2026
Nova Wealth Management, Inc. History Closed out 0 0 0.0% -14 -100.0% Q1 2026 Apr 14, 2026
DV Trading LLC History Closed out 0 0 -11 -100.0% Q1 2026 May 15, 2026
American Capital Advisory, LLC History Added to 11 0 +10 1000.0% Q1 2026 Apr 29, 2026
Portus Wealth Advisors, LLC History New 10 0 +10 New Q1 2026 Apr 22, 2026
Intentional Wealth Strategies, LLC History New 10 0 +10 New Q1 2026 May 05, 2026
First Pacific Financial History New 7 0 +7 New Q1 2026 Apr 23, 2026
WINNOW WEALTH LLC History Closed out 0 0 -7 -100.0% Q1 2026 May 19, 2026
SALEM INVESTMENT COUNSELORS INC History New 6 0 +6 New Q1 2026 Apr 29, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 4 0 +4 New Q1 2026 Apr 23, 2026
Tidemark, LLC History New 4 0 +4 New Q1 2026 May 07, 2026
Nvest Wealth Strategies, Inc. History New 4 0 +4 New Q1 2026 Apr 13, 2026
CURIO WEALTH, LLC History New 3 0 +3 New Q1 2026 May 11, 2026
Napier Financial, LLC History New 2 0 +2 New Q1 2026 May 05, 2026
Murphy & Mullick Capital Management Corp History Closed out 0 0 -1 -100.0% Q1 2026 Apr 17, 2026
LOOMIS SAYLES & CO L P History No change 1 0 0 0.0% Q1 2026 May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 5 0 0 0.0% Q1 2026 Apr 13, 2026
S&T BANK/PA History No change 12 0 0 0.0% Q1 2026 May 13, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 2 0 0 0.0% Q1 2026 Apr 22, 2026
WestEnd Advisors, LLC History No change 10 0 0 0.0% Q1 2026 Apr 22, 2026
NVWM, LLC History No change 10 0 0 0.0% Q1 2026 Apr 27, 2026
Quaker Wealth Management, LLC History No change 1 0 0 0.0% Q1 2026 Apr 10, 2026
West Branch Capital LLC History No change 4 0 0 0.0% Q1 2026 Apr 14, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 6 0 0 0.0% Q1 2026 Apr 08, 2026
High Note Wealth, LLC History No change 2 0 0 0.0% Q1 2026 May 11, 2026
Orion Capital Management LLC History No change 10 0 0 0.0% Q1 2026 May 14, 2026
Stephens Consulting, LLC History No change 13 0 0 0.0% Q4 2025 Jan 13, 2026
Nemes Rush Group LLC History No change 7 0 0 0.0% Q1 2026 Apr 21, 2026
Winthrop Capital Management, LLC History No change 5 0 0 0.0% Q1 2026 Apr 28, 2026
Principia Wealth Advisory, LLC History No change 3 0 0 0.0% Q4 2025 Feb 10, 2026
HFM Investment Advisors, LLC History No change 9 0 0 0.0% Q1 2026 May 01, 2026
Sunrise Financial Services, LLC History No change 7 0 0 0.0% Q1 2026 Apr 29, 2026
NorthAvenue LLC History No change 6 0 0 0.0% Q1 2026 Apr 15, 2026
1015 Capital Partners, LLC History No change 9 0 0 0.0% Q1 2026 May 11, 2026