eXp World Holdings, Inc. - EXPI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 14,113,222 127,724 0.0% 0.0% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 13,573,209 81,303 0.0% 0.0% 2 +361,162 2.73% Q1 2026 May 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 8,924,311 53,456 0.0% 3 +8,924,311 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 4,211,985 25,229 0.0% 4 +4,211,985 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 3,334,034 19,970 0.0% 0.0% 5 +35,022 1.06% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 2,682,816 16,070 0.03% 0.04% 6 +26,100 0.98% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,523,005 15,115 0.0% 0.0% 7 +104,474 4.32% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 2,067,151 12,382 0.0% 0.0% 8 -137,455 -6.23% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,578,222 9,453 0.0% 0.0% 9 -209,537 -11.72% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 1,231,764 7,378 0.0% 0.0% 10 +33,884 2.83% Q1 2026 Apr 30, 2026
MORGAN STANLEY History Reduced 1,217,828 7,294 0.0% 0.0% 11 -151,638 -11.07% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 1,202,925 7,205 0.0% 0.0% 12 +380,251 46.22% Q1 2026 May 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,116,255 6,686 0.0% 0.0% 13 -138,721 -11.05% Q1 2026 May 07, 2026
BANK OF AMERICA CORP /DE/ History Reduced 960,098 5,750 0.0% 0.0% 14 -533,830 -35.73% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 867,470 5,196 0.0% 0.0% 15 +12,779 1.5% Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Reduced 797,732 4,778 0.02% 0.03% 16 -154,355 -16.21% Q1 2026 May 15, 2026
FMR LLC History Added to 741,179 4,439 0.0% 0.0% 17 +188,898 34.2% Q1 2026 May 15, 2026
UBS Group AG History Reduced 733,799 4,395 0.0% 0.0% 18 -1,044,394 -58.73% Q1 2026 May 05, 2026
Allianz Asset Management GmbH History Added to 722,470 4,327 0.0% 0.0% 19 +181,335 33.51% Q1 2026 May 11, 2026
VANGUARD FIDUCIARY TRUST CO History New 633,115 3,792 0.0% 20 +633,115 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 588,238 3,523 0.0% 0.0% 21 -11,819 -1.97% Q1 2026 May 05, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 518,708 3,034 0.0% 0.0% 22 +105,953 25.67% Q1 2026 May 13, 2026
Baring Financial LLC History Reduced 453,682 2,717 1.66% 2.51% 23 -1,374 -0.3% Q1 2026 Apr 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 442,626 2,651 0.0% 0.0% 24 -147,562 -25.0% Q1 2026 May 04, 2026
OP Asset Management Ltd History New 409,123 2,450 0.03% 25 +409,123 New Q1 2026 Apr 10, 2026
JANUS HENDERSON GROUP PLC History Reduced 400,892 2,401 0.0% 0.0% 26 -174,965 -30.38% Q1 2026 May 18, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 389,798 2,334 0.0% 0.0% 27 -128,476 -24.79% Q1 2026 May 12, 2026
CITIGROUP INC History Added to 343,110 2,055 0.0% 0.0% 28 +20,532 6.36% Q1 2026 May 11, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 323,910 1,940 0.01% 0.01% 29 +10,615 3.39% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 278,595 1,668 0.0% 0.0% 30 +257,995 1252.4% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 262,477 1,572 0.0% 0.0% 31 -972 -0.37% Q1 2026 May 12, 2026
Susquehanna Portfolio Strategies, LLC History Added to 246,288 1,475 0.02% 0.0% 32 +226,661 1154.84% Q1 2026 May 15, 2026
National Philanthropic Trust History No change 245,000 1,467 0.02% 0.02% 33 0 0.0% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 233,255 1,397 0.01% 0.0% 34 +232,965 80332.76% Q1 2026 May 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 215,400 1,290 0.0% 0.0% 35 0 0.0% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 213,336 1,277 0.0% 0.0% 36 +163,888 331.44% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 200,186 1,199 0.0% 0.0% 37 +25,753 14.76% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 192,121 1,150 0.0% 0.0% 38 -29,893 -13.46% Q1 2026 May 08, 2026
Swiss National Bank History No change 186,000 1,114 0.0% 0.0% 39 0 0.0% Q1 2026 May 07, 2026
Edgestream Partners, L.P. History Added to 182,166 1,091 0.04% 0.0% 40 +166,544 1066.09% Q1 2026 May 18, 2026
AMERIPRISE FINANCIAL INC History Added to 178,911 1,071 0.0% 0.0% 41 +17,208 10.64% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 169,689 1,016 0.0% 0.01% 43 -179,575 -51.42% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 112,316 1,016 0.0% 0.0% 42 +11,500 11.41% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 167,673 1,004 0.0% 0.0% 44 -107,078 -38.97% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 153,139 917 0.0% 0.0% 45 +66,735 77.24% Q1 2026 May 13, 2026
VARCOV Co. History Added to 121,421 727 0.27% 0.07% 46 +101,739 516.91% Q1 2026 May 15, 2026
Brooklyn Investment Group History New 118,057 707 0.02% 47 +118,057 New Q1 2026 Apr 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 115,574 692 0.0% 0.0% 48 -115,574 -50.0% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 114,659 687 0.0% 0.0% 49 +35,919 45.62% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 113,165 677 0.0% 0.0% 50 +11,568 11.39% Q1 2026 May 11, 2026
AMG National Trust Bank History Reduced 108,577 650 0.01% 0.02% 51 -1,080 -0.98% Q1 2026 May 04, 2026
Squarepoint Ops LLC History New 108,084 647 0.0% 52 +108,084 New Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History New 107,023 641 0.01% 53 +107,023 New Q1 2026 May 14, 2026
SEB Asset Management AB History New 97,974 586 0.0% 54 +97,974 New Q1 2026 May 07, 2026
Russell Investments Group, Ltd. History Reduced 94,380 565 0.0% 0.0% 55 -8,633 -8.38% Q1 2026 May 08, 2026
Vident Advisory, LLC History Added to 93,179 558 0.0% 0.0% 56 +36,697 64.97% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Added to 92,545 554 0.0% 0.0% 57 +8,390 9.97% Q1 2026 May 13, 2026
State of Wyoming History Added to 90,250 540 0.06% 0.05% 58 +40,810 82.54% Q1 2026 May 13, 2026
WINTON GROUP Ltd History Reduced 86,979 521 0.02% 0.03% 59 -17,644 -16.86% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Added to 86,616 518 0.0% 0.0% 60 +17,927 26.1% Q1 2026 May 06, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 86,139 515 0.0% 0.0% 61 -655 -0.75% Q1 2026 May 15, 2026
Creative Planning History Added to 83,936 502 0.0% 0.0% 62 +71,441 571.76% Q1 2026 May 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 77,474 464 0.0% 0.0% 63 +58,904 317.2% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History No change 74,925 448 0.0% 0.0% 64 0 0.0% Q1 2026 May 14, 2026
Mariner, LLC History Reduced 72,842 436 0.0% 0.0% 65 -26,862 -26.94% Q1 2026 May 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 70,857 424 0.0% 0.0% 66 -5,472 -7.17% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 44,900 406 0.0% 0.0% 67 0 0.0% Q4 2025 Feb 17, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 65,797 394 0.0% 68 +65,797 New Q1 2026 May 08, 2026
Engineers Gate Manager LP History Reduced 65,304 391 0.0% 0.02% 69 -155,408 -70.41% Q1 2026 May 15, 2026
Valued Retirements, Inc. History No change 65,189 390 0.38% 0.58% 70 0 0.0% Q1 2026 May 13, 2026
Quantbot Technologies LP History Added to 65,032 389 0.02% 0.02% 71 +10,091 18.37% Q1 2026 May 13, 2026
LPL Financial LLC History Reduced 64,788 388 0.0% 0.0% 72 -3,407 -5.0% Q1 2026 May 06, 2026
IMC-Chicago, LLC History Added to 64,400 385 0.0% 0.0% 73 +33,900 111.15% Q1 2026 May 05, 2026
Everhart Financial Group, Inc. History Added to 62,384 373 0.03% 0.05% 74 +8,456 15.68% Q1 2026 Apr 09, 2026
Beacon Pointe Advisors, LLC History Added to 60,813 364 0.0% 0.0% 75 +285 0.47% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 60,431 362 0.0% 0.0% 76 -1,780 -2.86% Q1 2026 May 01, 2026
Brevan Howard Capital Management LP History New 60,332 361 0.0% 77 +60,332 New Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 59,628 357 0.0% 0.0% 78 -893 -1.48% Q1 2026 May 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 54,806 328 0.0% 0.0% 79 -2,926 -5.07% Q1 2026 Apr 27, 2026
Illinois Municipal Retirement Fund History Added to 54,099 324 0.0% 0.01% 80 +1,872 3.58% Q1 2026 May 05, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 53,408 319 0.03% 81 +53,408 New Q1 2026 May 12, 2026
State of Alaska, Department of Revenue History Reduced 52,596 314 0.0% 0.01% 82 -1,408 -2.61% Q1 2026 Apr 20, 2026
AlphaQuest LLC History No change 34,394 311 0.02% 0.02% 83 0 0.0% Q4 2025 Feb 09, 2026
Cetera Investment Advisers History Reduced 51,376 307 0.0% 0.0% 84 -651 -1.25% Q1 2026 May 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 50,720 303 0.0% 0.01% 85 -21,983 -30.24% Q1 2026 May 01, 2026
CITADEL ADVISORS LLC History Reduced 49,900 298 0.0% 0.0% 86 -220,757 -81.56% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 49,281 295 0.0% 0.0% 87 +6,900 16.28% Q1 2026 May 14, 2026
Focus Partners Wealth History Reduced 47,322 283 0.0% 0.0% 88 -17,576 -27.08% Q1 2026 May 14, 2026
Corient Private Wealth LLC History New 46,064 275 0.0% 89 +46,064 New Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 42,953 257 0.0% 0.0% 90 -42,706 -49.86% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History New 42,473 254 0.0% 91 +42,473 New Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 42,339 253 0.0% 0.0% 92 +1,420 3.47% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 40,200 240 0.0% 0.01% 93 -1,300 -3.13% Q1 2026 Apr 20, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 39,649 237 0.0% 0.0% 94 -167,066 -80.82% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 39,361 235 0.0% 0.0% 96 +24,706 168.58% Q1 2026 May 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 39,364 235 0.0% 0.0% 95 -712 -1.78% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 36,100 216 0.0% 0.0% 97 -81,250 -69.24% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 36,102 216 0.0% 98 +36,102 New Q1 2026 May 08, 2026
WELLS FARGO & COMPANY/MN History Reduced 35,917 215 0.0% 0.0% 99 -79,457 -68.87% Q1 2026 May 11, 2026
Vestcor Inc History Reduced 35,351 212 0.01% 0.01% 101 -11,780 -24.99% Q1 2026 May 12, 2026
CIBC WORLD MARKET INC. History Added to 35,400 212 0.0% 0.0% 100 +600 1.72% Q1 2026 May 14, 2026
Linden Thomas Advisory Services, LLC History New 35,352 211 0.02% 103 +35,352 New Q1 2026 Apr 10, 2026
GSA CAPITAL PARTNERS LLP History New 35,268 211 0.01% 102 +35,268 New Q1 2026 May 08, 2026
HARBOR CAPITAL ADVISORS, INC. History New 33,446 200 0.02% 104 +33,446 New Q1 2026 Apr 28, 2026
Handelsbanken Fonder AB History No change 32,900 197 0.0% 0.0% 105 0 0.0% Q1 2026 Apr 28, 2026
FRANKLIN RESOURCES INC History Added to 31,116 186 0.0% 0.0% 106 +16,146 107.86% Q1 2026 May 13, 2026
ProShare Advisors LLC History Reduced 31,118 186 0.0% 0.0% 107 -4,259 -12.04% Q1 2026 Apr 24, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 30,408 182 0.0% 0.0% 108 -30,131 -49.77% Q1 2026 May 08, 2026
COMERICA BANK History No change 20,026 181 0.0% 0.0% 109 0 0.0% Q4 2025 Jan 29, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 29,004 173 0.0% 0.0% 110 -8,623 -22.92% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 28,529 170 0.0% 0.0% 111 +4,446 18.46% Q1 2026 May 15, 2026
Valeo Financial Advisors, LLC History Reduced 27,810 166 0.0% 0.01% 112 -1,465 -5.0% Q1 2026 May 08, 2026
Arizona State Retirement System History Reduced 26,177 156 0.0% 0.0% 114 -293 -1.11% Q1 2026 May 01, 2026
AMALGAMATED BANK History Reduced 25,988 156 0.0% 0.0% 113 -56 -0.22% Q1 2026 May 08, 2026
SG Americas Securities, LLC History Reduced 25,648 154 0.0% 0.0% 115 -23,425 -47.74% Q1 2026 Apr 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 25,524 152 0.0% 116 +25,524 New Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 24,939 149 0.0% 0.0% 117 -120,655 -82.87% Q1 2026 May 14, 2026
XTX Topco Ltd History Reduced 24,986 149 0.0% 0.01% 118 -26,233 -51.22% Q1 2026 May 15, 2026
nVerses Capital, LLC History New 24,880 149 0.14% 119 +24,880 New Q1 2026 May 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 24,000 143 0.0% 0.0% 120 -123 -0.51% Q1 2026 Apr 24, 2026
Sigma Planning Corp History Added to 23,722 142 0.0% 0.01% 122 +263 1.12% Q1 2026 May 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 23,801 142 0.0% 0.0% 121 0 0.0% Q1 2026 May 06, 2026
Vanguard Investments Australia, Ltd. History New 23,602 141 0.0% 123 +23,602 New Q1 2026 May 08, 2026
CIM INVESTMENT MANAGEMENT INC History New 23,446 140 0.04% 125 +23,446 New Q1 2026 May 19, 2026
Police & Firemen's Retirement System of New Jersey History No change 23,511 140 0.0% 0.0% 124 0 0.0% Q1 2026 Apr 29, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 22,389 134 0.0% 0.0% 126 -25 -0.11% Q1 2026 May 01, 2026
Trexquant Investment LP History New 21,857 130 0.0% 128 +21,857 New Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 21,703 130 0.0% 0.0% 127 0 0.0% Q1 2026 May 04, 2026
FIFTH THIRD BANCORP History Added to 21,454 128 0.0% 0.0% 129 +20,687 2697.13% Q1 2026 May 01, 2026
Savant Capital, LLC History Added to 21,334 127 0.0% 0.0% 130 +882 4.31% Q1 2026 May 04, 2026
JANE STREET GROUP, LLC History Reduced 21,100 126 0.0% 0.0% 131 -91,268 -81.22% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Reduced 20,671 123 0.0% 0.0% 132 -2,071 -9.11% Q1 2026 Apr 30, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 20,700 123 0.0% 0.0% 133 0 0.0% Q1 2026 Apr 29, 2026
TWINBEECH CAPITAL LP History No change 20,440 122 0.01% 0.01% 134 0 0.0% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 20,353 121 0.0% 0.0% 135 0 0.0% Q1 2026 May 08, 2026
CWM, LLC History Added to 19,663 117 0.0% 0.0% 136 +10,593 116.79% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 19,600 117 0.0% 0.0% 137 0 0.0% Q1 2026 Apr 29, 2026
Oakum Bay Capital LLC History New 19,000 113 0.06% 138 +19,000 New Q1 2026 May 14, 2026
Commonwealth Financial Services, LLC History New 18,609 111 0.02% 139 +18,609 New Q1 2026 May 07, 2026
Sanctuary Advisors, LLC History Reduced 18,198 109 0.0% 0.0% 141 -9,258 -33.72% Q1 2026 May 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 18,277 109 0.0% 0.0% 140 +1 0.01% Q1 2026 May 14, 2026
Optimize Financial Inc History Added to 18,082 108 0.05% 0.08% 142 +1,591 9.65% Q1 2026 May 12, 2026
SMITH, MOORE & CO. History Added to 17,446 104 0.01% 0.01% 143 +242 1.41% Q1 2026 May 05, 2026
State of Tennessee, Department of Treasury History No change 17,448 104 0.0% 0.0% 144 0 0.0% Q1 2026 May 15, 2026
Cerity Partners LLC History New 15,924 95 0.0% 145 +15,924 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History No change 15,671 93 0.0% 0.0% 146 0 0.0% Q1 2026 Apr 22, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 15,389 92 0.0% 0.0% 147 +13,043 555.97% Q1 2026 May 01, 2026
STRS OHIO History No change 15,100 90 0.0% 0.0% 148 0 0.0% Q1 2026 Apr 24, 2026
Stonebridge Capital Advisors LLC History Reduced 14,746 88 0.01% 0.01% 149 -2,279 -13.39% Q1 2026 May 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 13,966 83 0.0% 0.0% 150 +286 2.09% Q1 2026 May 15, 2026
Precision Wealth Strategies, LLC History No change 13,805 82 0.03% 0.04% 151 0 0.0% Q1 2026 May 06, 2026
Maryland State Retirement & Pension System History No change 13,357 80 0.0% 0.0% 152 0 0.0% Q1 2026 May 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 12,092 72 0.0% 153 +12,092 New Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Reduced 11,540 69 0.0% 0.0% 154 -41,760 -78.35% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History New 11,391 68 0.0% 155 +11,391 New Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Reduced 11,159 66 0.0% 0.0% 156 -2,467 -18.11% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Reduced 11,081 66 0.0% 0.0% 157 -429 -3.73% Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 11,013 65 0.0% 159 +11,013 New Q1 2026 May 14, 2026
CIBC Asset Management Inc History No change 10,884 65 0.0% 0.0% 158 0 0.0% Q1 2026 May 12, 2026
Swiss Life Asset Management Ltd History New 10,606 63 0.0% 160 +10,606 New Q1 2026 May 14, 2026
PDS Planning, Inc History New 10,517 62 0.0% 162 +10,517 New Q1 2026 Apr 21, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Added to 10,361 62 0.0% 0.0% 161 +13 0.13% Q1 2026 May 07, 2026
Copia Wealth Management History New 9,116 54 0.04% 164 +9,116 New Q1 2026 May 04, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 9,068 54 0.0% 0.0% 163 0 0.0% Q1 2026 May 14, 2026
Philadelphia Investment Partners, LLC History New 8,569 51 0.03% 165 +8,569 New Q1 2026 May 05, 2026
Ameritas Investment Partners, Inc. History No change 7,935 47 0.0% 0.0% 166 0 0.0% Q1 2026 May 13, 2026
Versant Capital Management, Inc History New 7,591 45 0.0% 167 +7,591 New Q1 2026 Apr 06, 2026
GAMMA Investing LLC History Added to 6,556 39 0.0% 0.0% 168 +3,956 152.15% Q1 2026 Apr 06, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 6,503 38 0.0% 0.0% 169 +1,116 20.72% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 6,116 36 0.0% 0.0% 170 -2,598 -29.81% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Reduced 6,040 36 0.0% 0.0% 171 -20 -0.33% Q1 2026 May 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,811 28 0.0% 0.0% 172 +1,382 40.3% Q1 2026 May 08, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 3,871 23 0.0% 0.0% 173 -192 -4.73% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Reduced 3,423 20 0.0% 0.0% 174 -9,533 -73.58% Q1 2026 May 15, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 3,154 18 0.0% 0.0% 175 +952 43.23% Q1 2026 May 11, 2026
Root Financial Partners, LLC History Added to 2,997 17 0.0% 0.0% 176 +188 6.69% Q1 2026 Apr 24, 2026
Essential Partners LLC History Added to 2,758 16 0.01% 177 +2,742 17137.5% Q1 2026 May 21, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,460 14 0.0% 0.0% 178 +2,180 778.57% Q1 2026 May 15, 2026
SageView Advisory Group, LLC History No change 1,639 14 0.0% 0.0% 179 0 0.0% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,320 13 0.0% 0.0% 180 -1,210 -34.28% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,027 12 0.0% 0.0% 181 +641 46.25% Q1 2026 May 14, 2026
SBI Securities Co., Ltd. History Reduced 2,118 12 0.0% 0.0% 182 -380 -15.21% Q1 2026 Apr 27, 2026
Scarborough Advisors, LLC History No change 2,000 11 0.0% 0.0% 183 0 0.0% Q1 2026 May 07, 2026
Tradewinds Capital Management, LLC History Added to 1,649 9 0.0% 0.0% 184 +1,374 499.64% Q1 2026 Apr 14, 2026
CoreCap Advisors, LLC History No change 1,546 9 0.0% 0.0% 185 0 0.0% Q1 2026 Apr 07, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,307 7 0.0% 0.0% 186 +908 227.57% Q1 2026 Apr 30, 2026
Covestor Ltd History Added to 1,251 7 0.0% 0.0% 187 +484 63.1% Q1 2026 May 05, 2026
Reyes Financial Architecture, Inc. History No change 1,009 6 0.0% 0.01% 188 0 0.0% Q1 2026 May 11, 2026
UMB Bank, n.a. History Added to 858 5 0.0% 189 +770 875.0% Q1 2026 May 11, 2026
REAP Financial Group, LLC History No change 1,000 5 0.0% 0.0% 190 0 0.0% Q1 2026 May 11, 2026
GROUP ONE TRADING LLC History Reduced 742 4 0.0% 0.0% 191 -7,557 -91.06% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Added to 824 4 0.0% 0.0% 192 +662 408.64% Q1 2026 Jun 02, 2026
Allworth Financial LP History Reduced 651 3 0.0% 0.0% 195 -1,607 -71.17% Q1 2026 May 14, 2026
Advisory Services Network, LLC History New 622 3 0.0% 199 +622 New Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 588 3 0.0% 193 +547 1334.15% Q1 2026 Apr 13, 2026
Golden State Wealth Management, LLC History Reduced 639 3 0.0% 0.0% 197 -103 -13.88% Q1 2026 Apr 28, 2026
Rockefeller Capital Management L.P. History Reduced 592 3 0.0% 0.0% 196 -44 -6.92% Q1 2026 May 14, 2026
Sterling Capital Management LLC History No change 585 3 0.0% 0.0% 194 0 0.0% Q1 2026 Apr 22, 2026
GoalVest Advisory LLC History No change 580 3 0.0% 0.0% 198 0 0.0% Q1 2026 Apr 13, 2026
SIGNATUREFD, LLC History New 411 2 0.0% 208 +411 New Q1 2026 Apr 07, 2026
GILL CAPITAL PARTNERS, LLC History New 348 2 0.0% 207 +348 New Q1 2026 Apr 13, 2026
NewEdge Advisors, LLC History Added to 338 2 0.0% 201 +332 5533.33% Q1 2026 Jun 02, 2026
Farther Finance Advisors, LLC History Added to 355 2 0.0% 0.0% 206 +207 139.86% Q1 2026 Apr 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 381 2 0.0% 0.0% 200 +151 65.65% Q1 2026 May 07, 2026
Optiver Holding B.V. History Added to 390 2 0.0% 0.0% 205 +74 23.42% Q1 2026 Jun 02, 2026
Salomon & Ludwin, LLC History Added to 451 2 0.0% 0.0% 204 +63 16.24% Q1 2026 May 11, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 386 2 0.0% 0.0% 203 +3 0.78% Q1 2026 Apr 01, 2026
Global Retirement Partners, LLC History No change 275 2 0.0% 0.0% 202 0 0.0% Q4 2025 Feb 06, 2026
Sound Income Strategies, LLC History Reduced 250 1 0.0% 0.0% 212 -398 -61.42% Q1 2026 Apr 27, 2026
Ascentis Independent Advisors History New 250 1 0.0% 217 +250 New Q1 2026 Apr 28, 2026
Parkside Financial Bank & Trust History Added to 282 1 0.0% 210 +173 158.72% Q1 2026 May 13, 2026
Larson Financial Group LLC History Added to 234 1 0.0% 213 +168 254.55% Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History New 167 1 0.0% 216 +167 New Q1 2026 Apr 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 200 1 0.0% 0.0% 209 -7 -3.38% Q1 2026 May 07, 2026
Triumph Capital Management History No change 200 1 0.0% 0.0% 211 0 0.0% Q1 2026 May 13, 2026
Center for Financial Planning, Inc. History No change 174 1 0.0% 0.0% 214 0 0.0% Q1 2026 May 04, 2026
DiNuzzo Private Wealth, Inc. History No change 7 1 0.0% 0.0% 215 0 0.0% Q1 2026 Apr 08, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -399,777 -100.0% Q1 2026 Jun 18, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.0% -391,475 -100.0% Q1 2026 May 14, 2026
PDT Partners, LLC History Closed out 0 0 0.17% -294,078 -100.0% Q1 2026 May 15, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.0% -80,921 -100.0% Q1 2026 May 15, 2026
Laurion Capital Management LP History Closed out 0 0 0.02% -65,849 -100.0% Q1 2026 May 14, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.12% -60,214 -100.0% Q1 2026 May 15, 2026
Walleye Capital LLC History Closed out 0 0 0.0% -56,966 -100.0% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -49,548 -100.0% Q1 2026 May 15, 2026
PharVision Advisers, LLC History Closed out 0 0 0.2% -43,765 -100.0% Q1 2026 May 11, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.01% -41,019 -100.0% Q1 2026 May 14, 2026
Prasad Wealth Partners, LLC History Closed out 0 0 0.1% -40,291 -100.0% Q1 2026 Apr 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -36,688 -100.0% Q1 2026 Apr 27, 2026
Lotus Technology Management, LP History Closed out 0 0 0.17% -34,841 -100.0% Q1 2026 May 15, 2026
Concorde Asset Management, LLC History Closed out 0 0 0.08% -22,651 -100.0% Q1 2026 Jun 01, 2026
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -19,856 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.02% -17,376 -100.0% Q1 2026 May 12, 2026
Cornerstone Investment Partners, LLC History Closed out 0 0 0.01% -16,047 -100.0% Q1 2026 May 08, 2026
DRW Securities, LLC History Closed out 0 0 0.0% -12,702 -100.0% Q1 2026 May 13, 2026
Inscription Capital, LLC History Closed out 0 0 0.01% -11,915 -100.0% Q1 2026 Apr 20, 2026
PROFUND ADVISORS LLC History Closed out 0 0 0.0% -11,029 -100.0% Q1 2026 Apr 24, 2026
QRG CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.0% -10,508 -100.0% Q1 2026 Apr 27, 2026
Graney & King, LLC History Closed out 0 0 0.03% -5,000 -100.0% Q1 2026 May 18, 2026
Kemnay Advisory Services Inc. History Closed out 0 0 0.01% -4,137 -100.0% Q1 2026 May 15, 2026
Quarry LP History Reduced 85 0 0.0% -2,868 -97.12% Q1 2026 May 15, 2026
Stone House Investment Management, LLC History Reduced 136 0 0.0% -772 -85.02% Q1 2026 Apr 22, 2026
Private Wealth Management Group, LLC History Closed out 0 0 0.0% -483 -100.0% Q1 2026 Apr 23, 2026
BESSEMER GROUP INC History Closed out 0 0 0.0% -287 -100.0% Q1 2026 May 06, 2026
Arax Advisory Partners History Reduced 6 0 0.0% -242 -97.58% Q1 2026 May 13, 2026
Bare Financial Services, Inc History Closed out 0 0 0.0% -210 -100.0% Q1 2026 May 14, 2026
Crewe Advisors LLC History Closed out 0 0 0.0% -152 -100.0% Q1 2026 May 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 -106 -100.0% Q1 2026 Apr 28, 2026
Smartleaf Asset Management LLC History Reduced 134 0 0.0% -105 -43.93% Q1 2026 May 15, 2026
Bell Investment Advisors, Inc History New 87 0 +87 New Q1 2026 Apr 17, 2026
Caitong International Asset Management Co., Ltd History New 84 0 +84 New Q1 2026 May 11, 2026
Keating Financial Advisory Services, Inc. History New 71 0 +71 New Q1 2026 May 15, 2026
Retirement Wealth Solutions LLC History Reduced 12 0 -67 -84.81% Q1 2026 Apr 07, 2026
Investors Portfolio Services LLC History New 66 0 +66 New Q1 2026 May 14, 2026
MAI Capital Management History New 63 0 +63 New Q1 2026 May 15, 2026
HUNTINGTON NATIONAL BANK History Closed out 0 0 -56 -100.0% Q1 2026 May 15, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 22 0 +22 New Q1 2026 Apr 21, 2026
Dogwood Wealth Management LLC History Closed out 0 0 -19 -100.0% Q1 2026 May 12, 2026
ASSETMARK, INC History Closed out 0 0 -17 -100.0% Q1 2026 May 06, 2026
Ankerstar Wealth, LLC History Closed out 0 0 -17 -100.0% Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History New 8 0 +8 New Q1 2026 May 15, 2026
IFP Advisors, Inc History Added to 144 0 0.0% +1 0.7% Q1 2026 Apr 13, 2026
Dunhill Financial, LLC History Reduced 4 0 -1 -20.0% Q1 2026 May 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 50 0 0 0.0% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 46 0 0 0.0% Q4 2025 Feb 12, 2026
Plante Moran Financial Advisors, LLC History No change 10 0 0 0.0% Q1 2026 May 05, 2026
Byrne Asset Management LLC History No change 20 0 0 0.0% Q1 2026 Apr 02, 2026
Abound Wealth Management History No change 13 0 0 0.0% Q1 2026 Apr 10, 2026
Plato Investment Management Ltd History No change 71 0 0 0.0% Q1 2026 May 04, 2026
TD Waterhouse Canada Inc. History No change 150 0 0.0% 0 0.0% Q1 2026 May 12, 2026