FACTSET RESEARCH SYSTEMS INC - FDS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 4,455,010 1,292,799 0.02% 0.02% 1 0 0.0% Q4 2025 Jan 29, 2026
BAMCO INC /NY/ History Added to 3,756,587 815,141 2.46% 2.27% 2 +867,742 30.04% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 2,825,823 613,175 0.01% 0.01% 3 -206,061 -6.8% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 2,408,636 522,649 0.01% 4 +2,408,636 New Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 1,898,401 411,934 0.01% 0.02% 5 -2,493 -0.13% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,806,692 392,034 0.02% 6 +1,806,692 New Q1 2026 May 08, 2026
LOOMIS SAYLES & CO L P History Reduced 1,478,028 320,717 0.43% 0.52% 7 -17,132 -1.15% Q1 2026 May 14, 2026
Ninety One UK Ltd History Added to 1,194,996 259,302 0.6% 0.74% 8 +20 0.0% Q1 2026 Apr 24, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,142,335 247,504 0.02% 0.02% 9 +83,901 7.93% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 1,071,663 232,540 0.04% 0.03% 10 +355,177 49.57% Q1 2026 May 12, 2026
MORGAN STANLEY History Reduced 1,050,320 227,909 0.01% 0.02% 11 -70,420 -6.28% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 842,715 182,860 0.01% 0.01% 12 +212,022 33.62% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Added to 790,829 171,601 0.17% 0.15% 13 +209,420 36.02% Q1 2026 May 14, 2026
NORGES BANK History No change 522,045 151,492 0.02% 0.02% 14 0 0.0% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Reduced 693,231 150,424 0.03% 0.06% 15 -499,641 -41.89% Q1 2026 May 11, 2026
ProShare Advisors LLC History Added to 596,002 129,326 0.19% 0.29% 16 +36,502 6.52% Q1 2026 Apr 24, 2026
BANK OF MONTREAL /CAN/ History Reduced 567,466 123,134 0.05% 0.06% 17 -30,257 -5.06% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 542,823 117,787 0.01% 0.02% 18 +87,343 19.18% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 473,130 102,664 0.02% 0.02% 19 +48,775 11.49% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 394,995 85,709 0.01% 0.04% 20 -587,871 -59.81% Q1 2026 May 15, 2026
PineStone Asset Management Inc. History Reduced 387,784 84,145 0.59% 0.74% 21 -25,080 -6.07% Q1 2026 May 01, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 377,926 82,006 0.04% 0.03% 22 +208,824 123.49% Q1 2026 May 14, 2026
UBS Group AG History Added to 364,315 79,052 0.01% 0.01% 23 +173,660 91.09% Q1 2026 May 05, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 362,642 78,664 0.02% 0.02% 24 -1,957 -0.54% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 347,168 75,331 0.01% 0.01% 25 +24,760 7.68% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Added to 344,889 74,837 0.06% 0.1% 26 +104,611 43.54% Q1 2026 May 15, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Added to 330,541 71,724 4.48% 3.65% 27 +92,674 38.96% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 313,030 67,924 0.01% 0.01% 28 -32,206 -9.33% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 307,542 66,733 0.03% 0.11% 29 -397,520 -56.38% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 294,091 63,814 0.01% 0.02% 30 -24,128 -7.58% Q1 2026 May 05, 2026
EQUITY INVESTMENT CORP History New 287,617 62,410 1.22% 31 +287,617 New Q1 2026 May 04, 2026
Gotham Asset Management, LLC History Added to 273,279 59,298 0.18% 0.17% 32 +109,797 67.16% Q1 2026 May 15, 2026
Fiera Capital Corp History Reduced 266,521 57,832 0.2% 0.25% 33 -5,004 -1.84% Q1 2026 May 12, 2026
Boston Trust Walden Corp History Reduced 255,804 55,506 0.46% 0.61% 34 -24,455 -8.73% Q1 2026 Apr 24, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 244,523 53,059 0.28% 0.06% 35 +205,288 523.23% Q1 2026 May 04, 2026
Heron Bay Capital Management History Added to 229,302 49,756 4.59% 4.37% 36 +150,387 190.57% Q1 2026 May 13, 2026
REGENTS OF THE UNIVERSITY OF CALIFORNIA History Added to 226,375 49,121 1.73% 1.39% 37 +122,611 118.16% Q1 2026 May 08, 2026
YACKTMAN ASSET MANAGEMENT LP History New 225,874 49,012 0.65% 38 +225,874 New Q1 2026 May 01, 2026
ARIEL INVESTMENTS, LLC History Added to 225,047 48,832 0.55% 0.39% 39 +99,608 79.41% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 209,520 45,463 0.01% 40 +209,520 New Q1 2026 May 08, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 204,596 44,395 0.1% 0.12% 41 +41,409 25.38% Q1 2026 May 11, 2026
DEUTSCHE BANK AG\ History Added to 197,314 42,815 0.01% 0.01% 42 +50,765 34.64% Q1 2026 May 06, 2026
ROYAL BANK OF CANADA History Added to 190,015 41,231 0.01% 0.01% 43 +78,982 71.13% Q1 2026 May 15, 2026
MCDONALD CAPITAL INVESTORS INC/CA History Added to 188,141 40,824 2.79% 3.31% 44 +2,397 1.29% Q1 2026 May 04, 2026
Ranmore Fund Management Ltd History New 185,991 40,358 5.33% 45 +185,991 New Q1 2026 May 11, 2026
Vest Financial, LLC History Added to 182,256 39,547 0.47% 0.63% 46 +12,109 7.12% Q1 2026 Apr 23, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Added to 159,347 34,576 0.14% 0.07% 47 +86,233 117.94% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 153,964 33,408 0.07% 0.1% 48 -5,376 -3.37% Q1 2026 May 01, 2026
EVERETT HARRIS & CO /CA/ History Added to 152,737 33,142 0.43% 0.51% 49 +7,353 5.06% Q1 2026 May 08, 2026
RAYMOND JAMES FINANCIAL INC History Added to 152,029 32,988 0.01% 0.01% 50 +28,218 22.79% Q1 2026 May 14, 2026
HRT FINANCIAL LP History Added to 146,652 31,822 0.08% 0.05% 51 +88,577 152.52% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 137,688 29,876 0.01% 0.01% 52 +36 0.03% Q1 2026 May 13, 2026
MARKEL GROUP INC. History Added to 135,376 29,375 0.25% 0.28% 53 +13,503 11.08% Q1 2026 May 01, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 135,250 29,347 0.12% 0.0% 54 +135,071 75458.66% Q1 2026 May 08, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 135,083 29,311 0.08% 0.09% 55 +8,672 6.86% Q1 2026 May 11, 2026
Nuveen, LLC History Added to 131,105 28,448 0.01% 0.01% 56 +21,001 19.07% Q1 2026 Apr 30, 2026
BARCLAYS PLC History Reduced 129,150 28,024 0.01% 0.01% 57 -23,103 -15.17% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Added to 118,815 25,813 0.03% 0.01% 58 +96,865 441.3% Q1 2026 May 05, 2026
JPMORGAN CHASE & CO History Reduced 123,052 25,170 0.0% 0.0% 59 -10,491 -7.86% Q1 2026 May 13, 2026
FMR LLC History Added to 110,923 24,069 0.0% 0.0% 60 +38,079 52.27% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 79,582 23,093 0.04% 0.04% 61 0 0.0% Q4 2025 Feb 17, 2026
MAPLELANE CAPITAL, LLC History New 39,907 21,699 0.78% 62 +39,907 New Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 94,333 20,469 0.0% 0.01% 63 -157,174 -62.49% Q1 2026 May 12, 2026
Amundi History Reduced 93,216 20,226 0.01% 0.01% 64 -2,641 -2.76% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 91,292 19,809 0.01% 0.01% 65 +31,832 53.54% Q1 2026 May 04, 2026
HSBC HOLDINGS PLC History Added to 89,781 19,311 0.01% 0.01% 66 +20,996 30.52% Q1 2026 Apr 30, 2026
Ninety One North America, Inc. History Added to 87,903 19,074 0.86% 1.01% 67 +1,724 2.0% Q1 2026 Apr 24, 2026
Man Group plc History Added to 87,147 18,910 0.03% 0.02% 68 +43,357 99.01% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 86,227 18,710 0.02% 0.02% 69 +5,833 7.26% Q1 2026 May 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 84,545 18,345 0.01% 0.01% 70 +7,164 9.26% Q1 2026 May 12, 2026
NATIXIS ADVISORS, LLC History Reduced 81,639 17,714 0.02% 0.03% 71 -5 -0.01% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 78,946 17,130 0.01% 72 +78,946 New Q1 2026 May 08, 2026
Legal & General Group Plc History Reduced 77,426 16,832 0.0% 0.01% 73 -87,960 -53.18% Q1 2026 May 08, 2026
Squarepoint Ops LLC History Added to 75,076 16,290 0.02% 0.01% 74 +28,361 60.71% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Added to 74,842 16,240 0.14% 0.0% 75 +74,785 131201.75% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Reduced 73,999 16,056 0.01% 0.02% 76 -2,400 -3.14% Q1 2026 May 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 73,610 15,972 0.01% 0.01% 77 -10,795 -12.79% Q1 2026 May 06, 2026
Swiss National Bank History Reduced 73,360 15,918 0.01% 0.01% 78 -1,160 -1.56% Q1 2026 May 07, 2026
Distillate Capital Partners LLC History Added to 72,849 15,807 0.83% 0.75% 79 +22,569 44.89% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 70,920 15,389 0.02% 0.01% 80 +50,092 240.5% Q1 2026 Apr 16, 2026
Quantinno Capital Management LP History Added to 66,953 14,528 0.02% 0.02% 81 +31,060 86.53% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 66,943 14,525 0.0% 0.0% 82 +11,823 21.45% Q1 2026 May 15, 2026
Sone Capital Management, LLC History Reduced 66,652 14,462 1.21% 2.14% 83 -24,088 -26.55% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History New 65,139 14,134 0.14% 84 +65,139 New Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 62,575 13,631 0.02% 0.03% 85 +2,986 5.01% Q1 2026 May 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 58,856 12,771 0.01% 0.01% 86 +431 0.74% Q1 2026 May 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 58,443 12,681 0.01% 0.02% 87 -65,943 -53.01% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 42,619 12,367 0.0% 0.01% 88 -70,248 -62.24% Q1 2026 May 15, 2026
Financial Strategies Group, Inc. History Added to 53,173 11,981 2.0% 1.66% 89 +21,902 70.04% Q1 2026 May 08, 2026
INVESTMENT HOUSE LLC History Added to 54,789 11,888 0.62% 0.58% 90 +12,396 29.24% Q1 2026 Apr 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 54,767 11,884 0.0% 0.0% 91 -865 -1.55% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 53,780 11,669 0.0% 0.0% 92 -1,476 -2.67% Q1 2026 May 06, 2026
Running Oak Capital LLC History Added to 53,212 11,546 1.56% 1.58% 93 +9,798 22.57% Q1 2026 May 11, 2026
MONIMUS CAPITAL MANAGEMENT, LP History Added to 52,492 11,390 3.16% 2.86% 94 +37,559 251.52% Q1 2026 May 15, 2026
WESTWOOD HOLDINGS GROUP INC History New 52,450 11,381 0.08% 95 +52,450 New Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 48,457 10,514 0.01% 0.05% 96 -172,554 -78.07% Q1 2026 May 13, 2026
SAYBROOK CAPITAL /NC History Reduced 48,299 10,480 2.82% 3.71% 97 -3,108 -6.05% Q1 2026 May 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 47,916 10,397 0.05% 0.08% 98 -54,363 -53.15% Q1 2026 May 14, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Added to 46,708 10,135 1.21% 1.04% 99 +16,317 53.69% Q1 2026 May 04, 2026
STIFEL FINANCIAL CORP History Added to 45,208 9,813 0.01% 0.01% 100 +1,270 2.89% Q1 2026 May 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 45,209 9,809 0.01% 0.01% 101 +2,137 4.96% Q1 2026 May 04, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History New 43,489 9,436 0.22% 102 +43,489 New Q1 2026 May 13, 2026
AMERICAN CAPITAL MANAGEMENT INC History Reduced 43,008 9,332 0.5% 1.73% 103 -91,943 -68.13% Q1 2026 May 15, 2026
Willis Investment Counsel History Added to 42,824 9,292 0.51% 0.34% 104 +19,822 86.18% Q1 2026 May 05, 2026
CAPITAL MANAGEMENT CORP /VA History New 42,781 9,283 1.59% 105 +42,781 New Q1 2026 Apr 23, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 42,573 9,237 0.01% 0.01% 106 +6,805 19.03% Q1 2026 May 15, 2026
Interval Partners, LP History Reduced 42,322 9,183 0.24% 0.58% 107 -69,358 -62.1% Q1 2026 May 15, 2026
EARNEST PARTNERS LLC History Reduced 41,739 9,056 0.04% 0.06% 108 -9,859 -19.11% Q1 2026 May 15, 2026
Huntleigh Advisors, Inc. History New 40,957 8,887 1.52% 109 +40,957 New Q1 2026 Apr 21, 2026
CITIGROUP INC History Added to 39,032 8,469 0.0% 0.0% 110 +7,347 23.19% Q1 2026 May 11, 2026
Janney Montgomery Scott LLC History Added to 38,193 8,288 0.02% 0.01% 111 +17,296 82.77% Q1 2026 Apr 22, 2026
NOMURA HOLDINGS INC History Added to 38,074 8,261 0.02% 0.0% 112 +36,903 3151.41% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Reduced 35,966 7,804 0.01% 0.01% 113 -5,656 -13.59% Q1 2026 May 15, 2026
BANYAN CAPITAL MANAGEMENT, INC. History New 34,827 7,557 3.26% 114 +34,827 New Q1 2026 May 01, 2026
D. E. Shaw & Co., Inc. History Added to 34,718 7,533 0.0% 0.0% 115 +21,216 157.13% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 34,533 7,493 0.01% 116 +34,533 New Q1 2026 May 08, 2026
Creative Planning History Added to 34,516 7,489 0.01% 0.01% 117 +4,995 16.92% Q1 2026 May 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 34,410 7,467 0.02% 0.02% 118 0 0.0% Q1 2026 Apr 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 32,155 6,977 0.01% 0.02% 119 -325 -1.0% Q1 2026 May 08, 2026
Moran Wealth Management, LLC History Added to 31,705 6,879 0.21% 0.14% 120 +16,342 106.37% Q1 2026 Apr 27, 2026
Baker Avenue Asset Management, LP History New 30,782 6,679 0.15% 121 +30,782 New Q1 2026 May 12, 2026
Kingsview Wealth Management, LLC History Added to 30,190 6,551 0.09% 0.12% 122 +2,425 8.73% Q1 2026 May 12, 2026
FRANKLIN RESOURCES INC History Added to 29,931 6,494 0.0% 0.0% 123 +459 1.56% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 29,108 6,316 0.0% 0.0% 124 +2,216 8.24% Q1 2026 May 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History New 28,140 6,106 0.0% 125 +28,140 New Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 27,214 5,905 0.01% 0.02% 126 +1,050 4.01% Q1 2026 May 15, 2026
GHP Investment Advisors, Inc. History Added to 27,210 5,904 0.24% 0.29% 127 +2,676 10.91% Q1 2026 Apr 21, 2026
Trexquant Investment LP History Added to 27,071 5,874 0.04% 0.03% 128 +14,187 110.11% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 26,818 5,819 0.02% 0.02% 129 +5,843 27.86% Q1 2026 May 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 26,809 5,817 0.01% 0.03% 130 -111,051 -80.55% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 26,053 5,652 0.01% 0.01% 131 -11,747 -31.08% Q1 2026 May 13, 2026
Compass Rose Asset Management, LP History New 25,000 5,424 0.41% 132 +25,000 New Q1 2026 May 14, 2026
Marks Group Wealth Management, Inc History Added to 23,924 5,191 0.5% 0.45% 133 +7,626 46.79% Q1 2026 May 05, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 23,464 5,091 0.0% 0.02% 134 +2,704 13.03% Q1 2026 May 04, 2026
Hendershot Investments Inc. History Added to 22,884 4,965 0.67% 0.56% 135 +7,641 50.13% Q1 2026 Apr 27, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 22,651 4,915 0.06% 0.06% 136 +2,735 13.73% Q1 2026 Apr 24, 2026
AdvisorShares Investments LLC History Reduced 22,638 4,912 0.9% 1.2% 137 -2,185 -8.8% Q1 2026 Apr 28, 2026
CAXTON ASSOCIATES LLP History Added to 22,626 4,909 0.11% 0.01% 138 +21,664 2251.98% Q1 2026 May 14, 2026
Kinsale Capital Group, Inc. History Added to 22,418 4,864 0.78% 0.86% 139 +4,669 26.31% Q1 2026 May 06, 2026
ALGERT GLOBAL LLC History Added to 22,110 4,798 0.07% 0.08% 140 +3,580 19.32% Q1 2026 May 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 21,927 4,757 0.01% 0.01% 141 -2,000 -8.36% Q1 2026 May 06, 2026
Russell Investments Group, Ltd. History Reduced 21,773 4,727 0.01% 0.01% 142 -6,567 -23.17% Q1 2026 May 08, 2026
&PARTNERS History Reduced 20,921 4,523 0.02% 0.04% 143 -2,614 -11.11% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History New 20,295 4,403 0.08% 144 +20,295 New Q1 2026 Apr 27, 2026
Walleye Trading LLC History Added to 20,200 4,383 0.01% 0.0% 145 +18,800 1342.86% Q1 2026 May 08, 2026
Canoe Financial LP History Reduced 19,915 4,321 0.06% 0.1% 146 -4,840 -19.55% Q1 2026 Apr 22, 2026
HENDLEY & CO INC History Added to 19,820 4,301 1.59% 0.77% 147 +12,370 166.04% Q1 2026 Apr 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 19,794 4,295 0.0% 0.0% 148 -8,607 -30.31% Q1 2026 Apr 30, 2026
Chevy Chase Trust Holdings, LLC History Reduced 19,409 4,211 0.01% 0.02% 149 -1,105 -5.39% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Added to 19,362 4,201 0.01% 0.01% 150 +113 0.59% Q1 2026 Apr 27, 2026
XTX Topco Ltd History Reduced 19,180 4,161 0.07% 0.22% 151 -9,548 -33.24% Q1 2026 May 15, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 19,143 4,153 0.05% 0.02% 152 +11,604 153.92% Q1 2026 Apr 13, 2026
WINTON GROUP Ltd History Added to 19,039 4,131 0.14% 0.18% 153 +1,108 6.18% Q1 2026 May 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 17,783 3,858 0.0% 0.01% 154 +159 0.9% Q1 2026 May 13, 2026
WENDELL DAVID ASSOCIATES INC History Reduced 17,656 3,831 0.42% 0.58% 155 -1,870 -9.58% Q1 2026 Apr 23, 2026
JANUS HENDERSON GROUP PLC History Reduced 17,305 3,750 0.0% 0.0% 156 -893 -4.91% Q1 2026 May 18, 2026
Te Ahumairangi Investment Management Ltd History Added to 17,157 3,722 0.62% 0.02% 157 +16,867 5816.21% Q1 2026 May 14, 2026
Baird Financial Group, Inc. History Reduced 17,144 3,720 0.01% 0.01% 158 -875 -4.86% Q1 2026 May 14, 2026
Quadrature Capital Ltd History Added to 17,039 3,697 0.04% 0.05% 159 +1,101 6.91% Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Added to 15,794 3,551 0.01% 0.0% 160 +10,682 208.96% Q1 2026 May 05, 2026
Treasurer of the State of North Carolina History Added to 16,030 3,478 0.01% 0.01% 161 +342 2.18% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 15,993 3,470 0.03% 0.04% 162 +157 0.99% Q1 2026 Apr 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 15,982 3,467 0.01% 0.01% 163 +3,967 33.02% Q1 2026 May 15, 2026
APG Asset Management N.V. History Reduced 18,280 3,442 0.01% 0.01% 164 -520 -2.77% Q1 2026 May 13, 2026
Birch Capital Management, LLC History Added to 15,848 3,438 1.8% 1.68% 165 +4,244 36.57% Q1 2026 Apr 15, 2026
CANADA LIFE ASSURANCE Co History Added to 15,698 3,408 0.01% 0.01% 166 +368 2.4% Q1 2026 May 14, 2026
Entropy Technologies, LP History Added to 15,432 3,348 0.15% 0.11% 167 +8,299 116.35% Q1 2026 May 14, 2026
Militia Capital Management LLC History New 15,398 3,341 0.75% 168 +15,398 New Q1 2026 May 13, 2026
L. Roy Papp & Associates, LLP History Reduced 15,381 3,337 0.38% 0.56% 169 -2,193 -12.48% Q1 2026 Apr 14, 2026
CIBC Bancorp USA Inc. History New 15,117 3,296 0.0% 170 +15,117 New Q1 2026 May 12, 2026
OSAIC HOLDINGS, INC. History Added to 14,744 3,201 0.0% 0.01% 171 +1,250 9.26% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 14,635 3,175 0.01% 0.01% 172 +4,390 42.85% Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 14,387 3,121 0.0% 0.01% 173 -12,011 -45.5% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 14,114 3,062 0.03% 0.04% 174 0 0.0% Q1 2026 Apr 20, 2026
Bannerstone Capital Management, LLC History New 13,729 2,979 2.77% 176 +13,729 New Q1 2026 May 11, 2026
Handelsbanken Fonder AB History Added to 13,731 2,979 0.01% 0.01% 175 +2,040 17.45% Q1 2026 Apr 28, 2026
AMERICAN CENTURY COMPANIES INC History Added to 13,392 2,905 0.0% 0.0% 177 +2,323 20.99% Q1 2026 May 15, 2026
Sanctuary Advisors, LLC History Added to 13,002 2,821 0.02% 0.02% 178 +126 0.98% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 12,758 2,768 0.01% 0.01% 179 -269 -2.06% Q1 2026 May 14, 2026
CastleKnight Management LP History New 12,700 2,755 0.05% 181 +12,700 New Q1 2026 May 15, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 12,701 2,755 0.14% 0.07% 180 +7,410 140.05% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History No change 12,692 2,754 0.01% 0.01% 182 0 0.0% Q1 2026 May 05, 2026
BNP Paribas Asset Management Holding S.A. History Added to 12,643 2,743 0.0% 0.0% 183 +6,392 102.26% Q1 2026 May 14, 2026
CWM, LLC History Reduced 12,530 2,718 0.01% 0.02% 184 -14,111 -52.97% Q1 2026 May 14, 2026
Regal Investment Advisors LLC History Added to 12,207 2,648 0.15% 0.13% 185 +4,726 63.17% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History Added to 12,069 2,618 0.0% 0.0% 186 +8,348 224.35% Q1 2026 May 01, 2026
Verition Fund Management LLC History Added to 12,067 2,618 0.02% 0.01% 187 +6,164 104.42% Q1 2026 May 15, 2026
COMERICA BANK History No change 8,813 2,557 0.01% 0.01% 188 0 0.0% Q4 2025 Jan 29, 2026
Walleye Capital LLC History Added to 11,756 2,550 0.01% 0.01% 189 +2,816 31.5% Q1 2026 May 13, 2026
Point72 Asset Management, L.P. History Reduced 11,600 2,517 0.0% 0.01% 190 -26,742 -69.75% Q1 2026 May 15, 2026
Hunter Perkins Capital Management, LLC History New 11,464 2,488 0.58% 191 +11,464 New Q1 2026 May 12, 2026
Taylor Hoffman Capital Management LLC History New 11,242 2,439 0.75% 192 +11,242 New Q1 2026 May 12, 2026
Numerai GP LLC History Added to 11,049 2,397 0.24% 0.04% 193 +10,042 997.22% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 11,038 2,395 0.01% 0.01% 194 -2,409 -17.91% Q1 2026 Apr 30, 2026
Rockefeller Capital Management L.P. History Reduced 10,772 2,337 0.0% 0.02% 195 -22,322 -67.45% Q1 2026 May 14, 2026
Bath Savings Trust Co History Reduced 10,736 2,329 0.25% 0.53% 196 -7,507 -41.15% Q1 2026 Apr 07, 2026
ACADIAN ASSET MANAGEMENT LLC History New 10,717 2,322 0.0% 197 +10,717 New Q1 2026 May 13, 2026
Total Wealth Planning & Management, Inc. History Added to 10,607 2,301 1.7% 0.42% 198 +8,648 441.45% Q1 2026 May 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 10,539 2,286 0.01% 0.01% 199 +996 10.44% Q1 2026 May 13, 2026
TORONTO DOMINION BANK History Reduced 10,364 2,248 0.0% 0.0% 200 -871 -7.75% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 10,263 2,226 0.0% 0.0% 201 +6,391 165.06% Q1 2026 May 01, 2026
Arizona State Retirement System History Reduced 10,193 2,211 0.01% 0.02% 202 -346 -3.28% Q1 2026 May 01, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 10,143 2,201 0.0% 0.01% 203 -16,160 -61.44% Q1 2026 May 14, 2026
SEIZERT CAPITAL PARTNERS, LLC History New 10,124 2,196 0.1% 204 +10,124 New Q1 2026 May 07, 2026
Czech National Bank History Added to 10,104 2,192 0.01% 0.02% 205 +227 2.3% Q1 2026 Apr 13, 2026
CIBC WORLD MARKET INC. History Added to 10,047 2,180 0.0% 0.0% 206 +1,925 23.7% Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History Added to 9,827 2,132 0.07% 0.05% 207 +4,435 82.25% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History Added to 9,666 2,097 0.02% 0.01% 208 +5,588 137.03% Q1 2026 May 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 9,750 2,063 0.02% 0.03% 209 -597 -5.77% Q1 2026 Apr 13, 2026
Schonfeld Strategic Advisors LLC History Reduced 9,444 2,049 0.01% 0.09% 210 -58,145 -86.03% Q1 2026 May 15, 2026
Vanguard Investments Australia, Ltd. History New 9,425 2,045 0.01% 211 +9,425 New Q1 2026 May 08, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 9,416 2,043 0.02% 0.02% 212 +948 11.2% Q1 2026 May 07, 2026
DekaBank Deutsche Girozentrale History No change 9,755 2,030 0.0% 0.01% 213 0 0.0% Q1 2026 May 07, 2026
Somerset Trust Co History Added to 9,060 1,965 0.6% 0.8% 214 +24 0.27% Q1 2026 Apr 02, 2026
Rafferty Asset Management, LLC History Reduced 9,018 1,956 0.01% 0.01% 215 -2,410 -21.09% Q1 2026 May 15, 2026
Aurora Investment Counsel History Added to 9,006 1,954 1.08% 1.05% 216 +2,139 31.15% Q1 2026 May 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 8,549 1,946 0.0% 0.01% 217 -12,354 -59.1% Q1 2026 Apr 08, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 8,952 1,942 0.0% 0.01% 218 -3,327 -27.1% Q1 2026 May 14, 2026
GUGGENHEIM CAPITAL LLC History Added to 8,882 1,927 0.01% 0.01% 219 +5,011 129.45% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 8,783 1,905 0.01% 0.01% 220 -313 -3.44% Q1 2026 May 14, 2026
AIMZ Investment Advisors, LLC History Added to 8,780 1,905 0.59% 0.72% 221 +105 1.21% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Reduced 8,694 1,886 0.0% 0.01% 222 -18,761 -68.33% Q1 2026 Apr 20, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 8,642 1,875 0.01% 0.01% 223 -70 -0.8% Q1 2026 May 01, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 8,501 1,844 0.24% 0.28% 224 +1,049 14.08% Q1 2026 May 04, 2026
Banco Santander, S.A. History No change 8,471 1,838 0.01% 0.02% 225 0 0.0% Q1 2026 May 08, 2026
Pictet Asset Management Holding SA History Added to 8,406 1,824 0.0% 0.0% 226 +488 6.16% Q1 2026 Apr 22, 2026
Summit Trail Advisors, LLC History Added to 8,351 1,812 0.03% 0.03% 228 +2,789 50.14% Q1 2026 May 12, 2026
CIBC Asset Management Inc History Added to 8,351 1,812 0.0% 0.01% 227 +5 0.06% Q1 2026 May 12, 2026
Arax Advisory Partners History Added to 8,330 1,807 0.05% 0.0% 229 +8,101 3537.55% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History No change 8,280 1,796 0.01% 0.01% 230 0 0.0% Q1 2026 Apr 29, 2026
US BANCORP \DE\ History Reduced 8,153 1,769 0.0% 0.0% 231 -688 -7.78% Q1 2026 May 14, 2026
Atria Investments, Inc History Added to 8,123 1,762 0.02% 0.03% 232 +364 4.69% Q1 2026 May 05, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 8,103 1,758 0.16% 233 +8,103 New Q1 2026 May 15, 2026
OMERS ADMINISTRATION Corp History Added to 8,090 1,755 0.01% 0.0% 234 +6,680 473.76% Q1 2026 May 15, 2026
Poehling Capital Management, INC. History New 7,877 1,709 0.36% 236 +7,877 New Q1 2026 Apr 21, 2026
Retirement Systems of Alabama History Reduced 7,878 1,709 0.01% 0.01% 235 -89 -1.12% Q1 2026 Apr 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 7,731 1,677 0.0% 0.01% 237 -4,839 -38.5% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 7,725 1,676 0.01% 0.01% 238 -449 -5.49% Q1 2026 May 13, 2026
Fairtree Asset Management (Pty) Ltd History New 7,602 1,649 0.76% 239 +7,602 New Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History Reduced 7,525 1,632 0.0% 0.0% 240 -997 -11.7% Q1 2026 May 13, 2026
ALLSTATE CORP History Added to 7,424 1,610 0.02% 0.01% 241 +5,502 286.26% Q1 2026 May 11, 2026
Vident Advisory, LLC History Added to 7,417 1,609 0.01% 0.0% 242 +6,239 529.63% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 7,410 1,607 0.0% 0.0% 243 -9,587 -56.4% Q1 2026 May 12, 2026
Argo Wealth Advisory, LLC History Added to 7,389 1,603 0.94% 0.97% 244 +1,800 32.21% Q1 2026 Apr 21, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 5,520 1,601 0.01% 0.01% 245 0 0.0% Q4 2025 Feb 04, 2026
Morningstar Investment Management LLC History Added to 7,299 1,583 0.1% 0.05% 246 +4,234 138.14% Q1 2026 May 14, 2026
UniSuper Management Pty Ltd History Added to 7,163 1,554 0.01% 0.01% 247 +1,150 19.13% Q1 2026 May 11, 2026
Resona Asset Management Co.,Ltd. History Added to 7,541 1,542 0.01% 0.01% 248 +454 6.41% Q1 2026 Apr 29, 2026
BROWN ADVISORY INC History Reduced 7,056 1,531 0.0% 0.0% 249 -24 -0.34% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 6,895 1,496 0.01% 0.01% 250 -71 -1.02% Q1 2026 May 12, 2026
Corient Private Wealth LLC History Reduced 6,860 1,485 0.0% 0.0% 252 -5,154 -42.9% Q1 2026 May 15, 2026
AMALGAMATED BANK History Reduced 6,845 1,485 0.01% 0.01% 251 -258 -3.63% Q1 2026 May 08, 2026
WEDBUSH SECURITIES INC History Added to 6,839 1,484 0.04% 0.04% 253 +2,230 48.38% Q1 2026 Apr 21, 2026
Linden Thomas Advisory Services, LLC History Reduced 6,828 1,481 0.14% 0.22% 254 -511 -6.96% Q1 2026 Apr 10, 2026
Cetera Investment Advisers History Added to 6,815 1,478 0.0% 0.0% 255 +997 17.14% Q1 2026 May 13, 2026
Eukles Asset Management History Reduced 6,573 1,426 0.64% 0.89% 256 -1,350 -17.04% Q1 2026 May 05, 2026
Drucker Wealth 3.0, LLC History Added to 6,422 1,393 0.24% 0.11% 257 +4,183 186.82% Q1 2026 Apr 23, 2026
Coastal Bridge Advisors, LLC History Reduced 6,342 1,376 0.1% 0.15% 259 -678 -9.66% Q1 2026 May 14, 2026
TD ASSET MANAGEMENT INC History Reduced 6,344 1,376 0.0% 0.0% 258 -111 -1.72% Q1 2026 May 11, 2026
Nicholson Wealth Management Group, LLC History Added to 6,344 1,376 0.8% 1.08% 260 +19 0.3% Q1 2026 May 04, 2026
TICINO WEALTH History Reduced 5,460 1,351 0.47% 0.72% 261 -1,245 -18.57% Q1 2026 Apr 22, 2026
New Age Alpha Advisors, LLC History Reduced 6,146 1,333 0.06% 0.08% 262 -173 -2.74% Q1 2026 May 11, 2026
Third View Private Wealth, LLC History Added to 6,087 1,320 0.18% 0.22% 263 +446 7.91% Q1 2026 Apr 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 6,018 1,305 0.01% 0.02% 264 -543 -8.28% Q1 2026 May 14, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History No change 6,000 1,301 0.26% 0.34% 265 0 0.0% Q1 2026 Apr 16, 2026
Neuberger Berman Group LLC History Added to 5,969 1,295 0.0% 0.0% 266 +1,423 31.3% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Added to 5,970 1,295 0.01% 0.01% 267 +43 0.73% Q1 2026 May 08, 2026
Taylor Frigon Capital Management LLC History Reduced 5,825 1,263 0.72% 0.88% 268 -197 -3.27% Q1 2026 Apr 29, 2026
Woodline Partners LP History Added to 5,814 1,261 0.0% 0.01% 269 +114 2.0% Q1 2026 May 15, 2026
Core Alternative Capital History Added to 5,669 1,230 0.36% 0.45% 270 +77 1.38% Q1 2026 Apr 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 5,576 1,209 0.0% 0.0% 271 -39 -0.69% Q1 2026 Apr 27, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 5,442 1,178 0.0% 0.0% 273 -393 -6.74% Q1 2026 May 15, 2026
OneDigital Investment Advisors LLC History Added to 5,431 1,178 0.01% 0.02% 272 +68 1.27% Q1 2026 May 08, 2026
NEOS Investment Management LLC History Added to 5,406 1,173 0.01% 0.0% 274 +4,263 372.97% Q1 2026 May 15, 2026
ICW Investment Advisors LLC History Added to 5,393 1,170 0.42% 0.51% 275 +555 11.47% Q1 2026 May 11, 2026
Orion Porfolio Solutions, LLC History Added to 5,369 1,164 0.01% 0.0% 276 +3,715 224.61% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 5,362 1,163 0.0% 0.0% 277 -6,652 -55.37% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History New 5,250 1,139 0.06% 278 +5,250 New Q1 2026 May 15, 2026
CIBC WORLD MARKETS CORP History No change 3,911 1,134 0.01% 0.01% 279 0 0.0% Q4 2025 Feb 12, 2026
CAPITAL INSIGHT PARTNERS, LLC History No change 3,904 1,132 0.24% 0.24% 280 0 0.0% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Reduced 5,172 1,122 0.0% 0.0% 281 -677 -11.57% Q1 2026 May 15, 2026
SCOTIA CAPITAL INC. History New 5,168 1,121 0.0% 282 +5,168 New Q1 2026 May 13, 2026
Palisade Asset Management, LLC History Reduced 5,050 1,095 0.11% 0.17% 283 -820 -13.97% Q1 2026 Apr 14, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 4,920 1,067 0.0% 284 +4,920 New Q1 2026 May 14, 2026
Swiss Life Asset Management Ltd History Reduced 4,865 1,055 0.01% 0.01% 285 -846 -14.81% Q1 2026 May 14, 2026
Sepio Capital, LP History Added to 4,861 1,054 0.06% 0.06% 286 +1,309 36.85% Q1 2026 May 13, 2026
Integrated Investment Consultants, LLC History No change 3,548 1,029 0.2% 0.2% 287 0 0.0% Q4 2025 Mar 03, 2026
Ashton Thomas Private Wealth, LLC History New 4,719 1,023 0.02% 288 +4,719 New Q1 2026 May 11, 2026
Skylands Capital, LLC History New 4,700 1,019 0.13% 289 +4,700 New Q1 2026 Apr 22, 2026
Advisory Services Network, LLC History Added to 4,585 994 0.01% 0.02% 290 +830 22.1% Q1 2026 May 15, 2026
Lafayette Investments, Inc. History Added to 4,524 981 0.2% 0.25% 291 +49 1.09% Q1 2026 Apr 27, 2026
Tower Research Capital LLC (TRC) History Added to 4,462 968 0.03% 0.02% 292 +2,287 105.15% Q1 2026 May 15, 2026
XPONANCE LLC History Added to 4,444 964 0.01% 0.01% 293 +807 22.19% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,830 958 0.0% 0.0% 294 +2,417 100.17% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History New 4,378 949 0.01% 295 +4,378 New Q1 2026 Apr 23, 2026
Merit Financial Group, LLC History Added to 4,303 933 0.01% 0.01% 296 +106 2.53% Q1 2026 Apr 15, 2026
Florida Trust Wealth Management Co History Reduced 4,283 929 0.03% 0.04% 297 -185 -4.14% Q1 2026 May 14, 2026
Savvy Advisors, Inc. History Added to 4,263 925 0.02% 0.01% 298 +2,772 185.92% Q1 2026 May 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 4,248 921 0.01% 0.02% 299 -56 -1.3% Q1 2026 Apr 29, 2026
Waverly Advisors, LLC History Reduced 4,099 889 0.01% 0.02% 300 -2,830 -40.84% Q1 2026 May 15, 2026
LSV ASSET MANAGEMENT History New 4,080 885 0.0% 301 +4,080 New Q1 2026 May 11, 2026
Cascades Capital Asset Management, LLC History Added to 4,042 877 0.37% 0.49% 302 +1 0.02% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Added to 4,031 874 0.0% 0.0% 303 +1,032 34.41% Q1 2026 May 04, 2026
GLENMEDE TRUST CO NA History No change 3,008 872 0.0% 0.0% 304 0 0.0% Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Added to 4,005 868 0.01% 305 +4,002 133400.0% Q1 2026 May 11, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History New 4,000 867 0.18% 306 +4,000 New Q1 2026 May 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 3,945 856 0.01% 0.01% 307 -77 -1.91% Q1 2026 May 07, 2026
Twin Tree Management, LP History Reduced 3,900 846 0.02% 0.08% 308 -28,075 -87.8% Q1 2026 May 14, 2026
Chicago Capital, LLC History Added to 3,791 822 0.02% 0.01% 309 +2,000 111.67% Q1 2026 Apr 23, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,750 814 0.0% 0.0% 310 0 0.0% Q1 2026 May 14, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Added to 3,731 809 0.11% 0.08% 311 +1,852 98.56% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 3,699 802 0.02% 0.02% 312 -872 -19.08% Q1 2026 Apr 22, 2026
Global X Japan Co., Ltd. History Added to 3,664 795 0.04% 0.08% 313 +163 4.66% Q1 2026 Apr 13, 2026
EVOKE WEALTH, LLC History Reduced 3,645 790 0.01% 0.04% 314 -3,028 -45.38% Q1 2026 May 14, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Reduced 3,594 779 0.08% 0.1% 315 -95 -2.58% Q1 2026 Apr 30, 2026
Oak Thistle LLC History New 3,555 771 0.07% 316 +3,555 New Q1 2026 Apr 10, 2026
Aberdeen Group plc History Reduced 3,547 769 0.0% 0.01% 317 -24,162 -87.2% Q1 2026 Apr 29, 2026
Federation des caisses Desjardins du Quebec History Added to 3,477 754 0.0% 0.0% 318 +511 17.23% Q1 2026 May 13, 2026
Pacific Point Advisors, LLC History Added to 3,455 749 0.4% 0.51% 319 +144 4.35% Q1 2026 May 04, 2026
COMMERCE BANK History Reduced 3,423 742 0.0% 0.01% 320 -784 -18.64% Q1 2026 May 11, 2026
IMC-Chicago, LLC History New 3,409 739 0.0% 321 +3,409 New Q1 2026 May 05, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 3,375 732 0.01% 0.01% 322 +1,372 68.5% Q1 2026 May 08, 2026
HB Wealth Management, LLC History Added to 3,349 726 0.0% 0.01% 323 +652 24.18% Q1 2026 Apr 27, 2026
MACKENZIE FINANCIAL CORP History No change 3,334 723 0.0% 0.0% 324 0 0.0% Q1 2026 May 13, 2026
Eurizon SLJ Capital Ltd History New 3,461 707 0.34% 325 +3,461 New Q1 2026 May 06, 2026
Ridgewood Investments LLC History New 3,221 698 0.29% 326 +3,221 New Q1 2026 Apr 03, 2026
MOKAN Wealth Management Inc. History New 3,190 693 0.31% 327 +3,190 New Q1 2026 May 01, 2026
Nicholas Hoffman & Company, LLC. History New 3,148 683 0.02% 328 +3,148 New Q1 2026 Apr 29, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 3,142 681 0.06% 0.02% 329 +2,404 325.75% Q1 2026 May 12, 2026
Indivisible Partners History New 3,094 671 0.06% 330 +3,094 New Q1 2026 Apr 30, 2026
denkapparat Operations GmbH History Added to 3,088 670 0.28% 0.31% 331 +1,098 55.18% Q1 2026 May 11, 2026
Arkadios Wealth Advisors History Added to 3,046 660 0.01% 0.02% 332 +161 5.58% Q1 2026 May 18, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 3,037 658 0.0% 0.0% 333 +209 7.39% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Added to 3,024 656 0.0% 0.0% 334 +145 5.04% Q1 2026 May 13, 2026
GoalVest Advisory LLC History No change 3,000 650 0.13% 0.17% 335 0 0.0% Q1 2026 Apr 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,980 646 0.0% 0.0% 336 +176 6.28% Q1 2026 May 07, 2026
Sequoia Financial Advisors, LLC History Reduced 2,959 642 0.0% 0.01% 337 -810 -21.49% Q1 2026 Apr 30, 2026
Fieldview Capital Management, LLC History Added to 2,943 638 0.19% 0.11% 338 +684 30.28% Q1 2026 May 14, 2026
SPINNAKER TRUST History Reduced 2,902 629 0.03% 0.05% 339 -20 -0.68% Q1 2026 Apr 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 2,892 627 0.0% 0.01% 340 0 0.0% Q1 2026 May 04, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Added to 2,873 623 0.31% 0.35% 341 +653 29.41% Q1 2026 May 01, 2026
Advyzon Investment Management, LLC History New 2,870 622 0.06% 342 +2,870 New Q1 2026 May 12, 2026
Guardian Wealth Advisors, LLC History Added to 2,843 616 0.35% 0.32% 343 +892 45.72% Q1 2026 May 01, 2026
Stiles Financial Services Inc History Reduced 2,830 614 0.19% 0.33% 344 -873 -23.58% Q1 2026 Apr 30, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 2,816 611 0.1% 0.07% 346 +1,537 120.17% Q1 2026 May 06, 2026
Radnor Capital Management, LLC History Added to 2,820 611 0.09% 0.11% 345 +195 7.43% Q1 2026 Apr 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 2,827 610 0.0% 0.01% 347 -400 -12.4% Q1 2026 May 14, 2026
Polymer Capital Management (US) LLC History New 2,798 607 0.06% 348 +2,798 New Q1 2026 May 13, 2026
BANK OF NOVA SCOTIA History Reduced 2,790 605 0.0% 0.0% 349 -1,048 -27.31% Q1 2026 May 14, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 2,792 605 0.25% 0.27% 350 +561 25.15% Q1 2026 Apr 24, 2026
Chicago Partners Investment Group LLC History Added to 2,468 599 0.01% 0.01% 351 +853 52.82% Q1 2026 May 04, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 2,687 583 0.03% 0.03% 352 -7 -0.26% Q1 2026 May 08, 2026
Focus Partners Wealth History Reduced 2,653 575 0.0% 0.0% 353 -4,004 -60.15% Q1 2026 May 14, 2026
Illinois Municipal Retirement Fund History Reduced 2,649 574 0.01% 0.01% 354 -1,114 -29.6% Q1 2026 May 05, 2026
Integrated Wealth Concepts LLC History Reduced 2,641 573 0.0% 0.01% 355 -394 -12.98% Q1 2026 May 15, 2026
Caerus Investment Advisors, LLC History No change 1,973 572 0.19% 0.19% 356 0 0.0% Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 2,634 571 0.01% 0.01% 357 +108 4.28% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 1,951 566 0.03% 0.03% 358 0 0.0% Q4 2025 Feb 09, 2026
Knollwood Investment Advisory, LLC History No change 2,550 553 0.06% 0.07% 359 0 0.0% Q1 2026 May 14, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 2,530 548 0.04% 0.13% 360 -3,601 -58.73% Q1 2026 Apr 20, 2026
Robertson Stephens Wealth Management, LLC History Added to 2,524 547 0.02% 0.02% 361 +10 0.4% Q1 2026 Apr 28, 2026
Gibbs Wealth Management History New 2,517 546 0.07% 363 +2,517 New Q1 2026 May 13, 2026
D.B. Root & Company, LLC History Added to 2,517 546 0.13% 0.18% 362 +12 0.48% Q1 2026 May 12, 2026
Blackstone Inc. History New 2,491 540 0.0% 365 +2,491 New Q1 2026 May 15, 2026
Portside Wealth Group, LLC History Added to 2,492 540 0.07% 0.06% 364 +892 55.75% Q1 2026 May 12, 2026
Kesler, Norman & Wride, LLC History Reduced 2,465 534 0.09% 0.13% 366 -247 -9.11% Q1 2026 May 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 2,410 523 0.0% 0.0% 367 +1,194 98.19% Q1 2026 Apr 30, 2026
Board of the Pension Protection Fund History Added to 2,400 520 0.48% 0.03% 368 +2,280 1900.0% Q1 2026 Apr 27, 2026
CONNABLE OFFICE INC History No change 2,390 518 0.05% 0.06% 369 0 0.0% Q1 2026 Apr 29, 2026
MATHER GROUP, LLC. History New 2,387 517 0.01% 370 +2,387 New Q1 2026 Apr 13, 2026
EADS & HEALD WEALTH MANAGEMENT History Reduced 2,376 515 0.26% 0.42% 371 -646 -21.38% Q1 2026 Apr 29, 2026
Independent Advisor Alliance History Added to 2,369 514 0.01% 0.01% 372 +595 33.54% Q1 2026 May 12, 2026
Advisory Alpha, LLC History Added to 2,352 510 0.01% 0.01% 373 +680 40.67% Q1 2026 May 14, 2026
AE Wealth Management LLC History Added to 2,334 506 0.0% 0.0% 374 +764 48.66% Q1 2026 May 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 2,329 505 0.0% 0.0% 375 +849 57.36% Q1 2026 May 14, 2026
DnB Asset Management AS History Added to 2,256 489 0.0% 0.0% 376 +1,241 122.27% Q1 2026 May 14, 2026
Empirical Asset Management, LLC History Added to 2,254 489 0.13% 0.17% 377 +144 6.82% Q1 2026 May 11, 2026
MIZUHO SECURITIES USA LLC History Reduced 2,243 486 0.01% 0.01% 378 -484 -17.75% Q1 2026 May 11, 2026
Lansforsakringar Fondforvaltning AB (publ) History New 2,239 485 0.0% 380 +2,239 New Q1 2026 Apr 23, 2026
Manchester Capital Management LLC History Reduced 2,238 485 0.07% 0.09% 379 -10 -0.44% Q1 2026 May 11, 2026
Trail Ridge Investment Advisors, LLC History No change 2,200 477 0.21% 0.27% 381 0 0.0% Q1 2026 May 05, 2026
CREDIT AGRICOLE S A History Reduced 2,181 473 0.0% 0.01% 382 -6,386 -74.54% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Reduced 2,162 469 0.01% 0.02% 383 -3,521 -61.96% Q1 2026 Apr 20, 2026
Private Advisor Group, LLC History Added to 2,152 466 0.0% 0.0% 385 +967 81.6% Q1 2026 Apr 24, 2026
AVIVA PLC History Added to 2,150 466 0.0% 0.0% 384 +743 52.81% Q1 2026 May 14, 2026
Seelaus Asset Management LLC History Added to 2,145 465 0.34% 0.46% 386 +135 6.72% Q1 2026 Apr 29, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 2,139 464 0.03% 387 +2,139 New Q1 2026 Apr 28, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 2,120 460 0.03% 388 +2,120 New Q1 2026 May 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 2,100 455 0.0% 0.01% 389 -21,700 -91.18% Q1 2026 May 15, 2026
SkyView Investment Advisors, LLC History Added to 2,019 454 0.06% 0.07% 390 +112 5.87% Q1 2026 May 14, 2026
R Squared Ltd History New 2,090 453 0.25% 393 +2,090 New Q1 2026 Apr 29, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 2,092 453 0.01% 0.02% 391 -90 -4.12% Q1 2026 Apr 15, 2026
Prospera Financial Services Inc History Reduced 2,087 453 0.01% 0.01% 392 -59 -2.75% Q1 2026 Apr 14, 2026
Utah Retirement Systems History Reduced 2,007 435 0.0% 0.02% 394 -4,210 -67.72% Q1 2026 May 15, 2026
Ethic Inc. History Reduced 2,009 435 0.01% 0.01% 395 -984 -32.88% Q1 2026 Apr 27, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,000 433 0.0% 0.01% 396 -8,776 -81.44% Q1 2026 May 15, 2026
Norinchukin Bank, The History Reduced 1,985 430 0.01% 0.01% 397 -11 -0.55% Q1 2026 May 15, 2026
Milestone Asset Management Group, LLC History Reduced 1,969 427 0.25% 0.32% 398 -11 -0.56% Q1 2026 May 14, 2026
ARGENT CAPITAL MANAGEMENT LLC History No change 1,955 424 0.01% 0.02% 399 0 0.0% Q1 2026 May 21, 2026
BDFS Capital LLC History Added to 1,943 421 0.2% 0.25% 400 +246 14.5% Q1 2026 Apr 15, 2026
Mutual Advisors, LLC History Added to 1,940 420 0.01% 0.01% 401 +198 11.37% Q1 2026 May 01, 2026
CIBC Private Wealth Group LLC History No change 1,443 418 0.0% 0.0% 402 0 0.0% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Reduced 1,792 415 0.01% 0.04% 403 -2,130 -54.31% Q1 2026 Apr 17, 2026
Pilgrim Partners Asia Pte Ltd History Reduced 1,900 412 0.17% 0.39% 405 -900 -32.14% Q1 2026 May 12, 2026
Louisiana State Employees Retirement System History No change 1,900 412 0.01% 0.01% 404 0 0.0% Q1 2026 Apr 20, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 1,890 410 0.0% 0.01% 406 +302 19.02% Q1 2026 Apr 23, 2026
Valmark Advisers, Inc. History Reduced 1,877 407 0.0% 0.01% 407 -30 -1.57% Q1 2026 May 01, 2026
Maryland State Retirement & Pension System History No change 1,873 406 0.01% 0.01% 408 0 0.0% Q1 2026 May 04, 2026
Kintegral Advisory, LLC History Reduced 1,864 404 0.04% 0.05% 409 -83 -4.26% Q1 2026 May 14, 2026
Savant Capital, LLC History Added to 1,842 399 0.0% 0.0% 410 +565 44.24% Q1 2026 May 04, 2026
Asset Management One Co., Ltd. History Reduced 1,829 396 0.0% 0.0% 411 -14 -0.76% Q1 2026 May 08, 2026
KBC Group NV History Reduced 1,814 394 0.0% 0.0% 412 -1,401 -43.58% Q1 2026 May 07, 2026
Venturi Wealth Management, LLC History Reduced 1,820 394 0.02% 0.04% 413 -1,092 -37.5% Q1 2026 Apr 21, 2026
REGIONS FINANCIAL CORP History Reduced 1,798 390 0.0% 0.01% 414 -2,324 -56.38% Q1 2026 May 05, 2026
PATTON FUND MANAGEMENT, INC. History Added to 1,795 389 0.07% 0.03% 415 +987 122.15% Q1 2026 Apr 22, 2026
Ahara Advisors LLC History Added to 1,773 384 0.32% 0.45% 416 +63 3.68% Q1 2026 May 14, 2026
Karani Asset Management LLC History New 1,767 383 0.31% 418 +1,767 New Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 1,766 383 0.0% 0.0% 417 -1,444 -44.98% Q1 2026 May 08, 2026
CI INVESTMENTS INC. History Added to 1,742 377 0.0% 0.0% 419 +2 0.11% Q1 2026 May 13, 2026
Jump Financial, LLC History New 1,727 374 0.0% 421 +1,727 New Q1 2026 May 14, 2026
Leonteq Securities AG History Added to 1,727 374 0.01% 0.01% 420 +1,086 169.42% Q1 2026 Apr 27, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History New 1,713 371 0.11% 422 +1,713 New Q1 2026 Apr 28, 2026
STEVENS CAPITAL MANAGEMENT LP History New 1,707 370 0.06% 423 +1,707 New Q1 2026 May 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 1,700 369 0.01% 0.01% 424 0 0.0% Q1 2026 May 04, 2026
MCF Advisors LLC History Added to 1,689 366 0.02% 0.0% 425 +1,425 539.77% Q1 2026 May 11, 2026
D.A. DAVIDSON & CO. History New 1,674 363 0.0% 426 +1,674 New Q1 2026 May 05, 2026
MAI Capital Management History Added to 1,637 355 0.0% 0.0% 427 +204 14.24% Q1 2026 May 15, 2026
SlateStone Wealth, LLC History Added to 1,625 353 0.03% 0.04% 428 +140 9.43% Q1 2026 May 14, 2026
GAMMA Investing LLC History Reduced 1,591 345 0.02% 0.03% 429 -405 -20.29% Q1 2026 Apr 06, 2026
Vise Technologies, Inc. History No change 1,178 341 0.01% 0.01% 430 0 0.0% Q1 2026 Apr 21, 2026
JGP Wealth Management, LLC History Reduced 1,550 336 0.03% 0.09% 431 -1,586 -50.57% Q1 2026 Apr 08, 2026
Wealthfront Advisers LLC History Reduced 1,549 336 0.0% 0.0% 432 -682 -30.57% Q1 2026 May 05, 2026
Caitlin John, LLC History Added to 1,545 335 0.2% 0.22% 433 +364 30.82% Q1 2026 May 13, 2026
MUFG Securities EMEA plc History No change 1,536 333 0.0% 0.01% 434 0 0.0% Q1 2026 May 11, 2026
DAVENPORT & Co LLC History Reduced 1,529 331 0.0% 0.0% 435 -87 -5.38% Q1 2026 Apr 15, 2026
Crawford Fund Management, LLC History New 1,500 325 0.06% 437 +1,500 New Q1 2026 May 15, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 1,500 325 0.01% 0.01% 436 0 0.0% Q1 2026 May 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 1,488 322 0.01% 0.01% 438 +406 37.52% Q1 2026 May 11, 2026
Cresset Asset Management, LLC History Reduced 1,475 320 0.0% 0.0% 439 -109 -6.88% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Reduced 1,452 315 0.01% 0.01% 440 -391 -21.22% Q1 2026 Apr 22, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 1,444 313 0.0% 0.0% 441 +375 35.08% Q1 2026 Apr 24, 2026
Procyon Advisors, LLC History Reduced 1,442 312 0.02% 0.02% 442 -105 -6.79% Q1 2026 May 04, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,424 308 0.0% 0.02% 443 -3,495 -71.05% Q1 2026 May 13, 2026
V-Square Quantitative Management LLC History Added to 1,416 307 0.03% 0.04% 445 +172 13.83% Q1 2026 Apr 27, 2026
Composition Wealth, LLC History Reduced 1,419 307 0.0% 0.01% 444 -91 -6.03% Q1 2026 Apr 08, 2026
Perigon Wealth Management, LLC History Reduced 1,412 306 0.01% 0.01% 446 -362 -20.41% Q1 2026 Apr 10, 2026
Wedmont Private Capital History Added to 1,365 304 0.01% 0.01% 449 +507 59.09% Q1 2026 Apr 09, 2026
South Dakota Investment Council History Added to 1,400 304 0.01% 0.01% 447 +280 25.0% Q1 2026 May 18, 2026
HARRELL INVESTMENT PARTNERS, LLC History Reduced 1,404 304 0.07% 0.11% 448 -138 -8.95% Q1 2026 Apr 22, 2026
BENJAMIN EDWARDS INC History Reduced 1,369 297 0.0% 0.01% 450 -1,224 -47.2% Q1 2026 May 12, 2026
Marex Group plc History Added to 1,363 295 0.0% 0.0% 451 +408 42.72% Q1 2026 May 13, 2026
Horizon Investments, LLC History Added to 1,358 294 0.0% 0.0% 452 +289 27.03% Q1 2026 May 14, 2026
QSV Equity Investors LLC History No change 1,011 293 0.43% 0.43% 453 0 0.0% Q4 2025 Feb 12, 2026
NORDEN GROUP LLC History New 1,348 292 0.03% 455 +1,348 New Q1 2026 Apr 15, 2026
Applied Finance Capital Management, LLC History Added to 1,347 292 0.02% 0.02% 454 +192 16.62% Q1 2026 May 04, 2026
Alhambra Investment Management LLC History Added to 1,332 289 0.13% 0.17% 457 +73 5.8% Q1 2026 Apr 15, 2026
PANAGORA ASSET MANAGEMENT INC History No change 1,336 289 0.0% 0.0% 456 0 0.0% Q1 2026 May 14, 2026
Profit Investment Management, LLC History No change 992 287 1.16% 1.16% 458 0 0.0% Q4 2025 Jan 08, 2026
Penobscot Investment Management Company, Inc. History Reduced 1,320 286 0.02% 0.03% 459 -20 -1.49% Q1 2026 Apr 29, 2026
Larson Financial Group LLC History Added to 1,315 285 0.01% 0.01% 460 +166 14.45% Q1 2026 May 15, 2026
Callan Family Office, LLC History Reduced 1,312 284 0.01% 0.03% 461 -3,623 -73.41% Q1 2026 May 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 1,298 281 0.0% 0.01% 462 -1,688 -56.53% Q1 2026 May 08, 2026
MARATHON CAPITAL MANAGEMENT History Added to 1,284 278 0.06% 0.05% 463 +554 75.89% Q1 2026 May 13, 2026
Institute for Wealth Management, LLC. History Reduced 1,282 278 0.03% 0.04% 464 -98 -7.1% Q1 2026 May 13, 2026
Graham Capital Management, L.P. History Reduced 1,260 273 0.01% 0.01% 465 -152 -10.76% Q1 2026 May 15, 2026
Randall & Associates Wealth Management History New 1,258 272 0.18% 466 +1,258 New Q1 2026 Apr 20, 2026
ADVISORTRUST PARTNERS, LLC History New 1,250 271 0.11% 467 +1,250 New Q1 2026 May 06, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 1,248 270 0.03% 0.04% 468 +216 20.93% Q1 2026 Apr 20, 2026
Gen-Wealth Partners Inc History Added to 1,240 269 0.08% 0.08% 469 +387 45.37% Q1 2026 May 08, 2026
Midway Capital Research & Management History Added to 1,226 266 0.25% 0.3% 471 +179 17.1% Q1 2026 Apr 13, 2026
Mayflower Financial Advisors, LLC History Reduced 1,230 266 0.03% 0.04% 470 -15 -1.2% Q1 2026 Apr 23, 2026
MACQUARIE GROUP LTD History Reduced 1,223 265 0.0% 0.0% 472 -383 -23.85% Q1 2026 May 15, 2026
DIVIDEND ASSETS CAPITAL, LLC History Reduced 1,213 263 0.05% 0.07% 473 -57 -4.49% Q1 2026 Apr 28, 2026
CSS LLC/IL History Added to 1,210 262 0.01% 0.01% 474 +190 18.63% Q1 2026 May 15, 2026
National Wealth Management Group, LLC History Reduced 1,205 261 0.1% 0.14% 475 -183 -13.18% Q1 2026 May 11, 2026
Revisor Wealth Management LLC History Added to 1,201 260 0.07% 0.06% 477 +417 53.19% Q1 2026 Apr 27, 2026
Lido Advisors, LLC History Reduced 1,201 260 0.0% 0.0% 476 -207 -14.7% Q1 2026 May 13, 2026
VestGen Advisors, LLC History New 1,201 259 0.01% 478 +1,201 New Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 1,187 257 0.0% 0.0% 480 -11 -0.92% Q1 2026 May 08, 2026
AMICA MUTUAL INSURANCE CO History No change 1,186 257 0.02% 0.03% 479 0 0.0% Q1 2026 May 05, 2026
OFI INVEST ASSET MANAGEMENT History No change 1,185 257 0.0% 0.0% 481 0 0.0% Q1 2026 May 05, 2026
BESSEMER GROUP INC History Reduced 1,161 253 0.0% 0.0% 482 -1,944 -62.61% Q1 2026 May 06, 2026
Ballentine Partners, LLC History Reduced 1,148 249 0.0% 0.01% 483 -399 -25.79% Q1 2026 May 14, 2026
Winthrop Capital Management, LLC History Added to 1,143 248 0.06% 0.07% 484 +100 9.59% Q1 2026 Apr 28, 2026
Brooklyn Investment Group History Reduced 1,142 247 0.01% 0.02% 485 -463 -28.85% Q1 2026 Apr 29, 2026
Edgestream Partners, L.P. History New 1,126 244 0.01% 486 +1,126 New Q1 2026 May 18, 2026
CWA Asset Management Group, LLC History New 1,120 243 0.01% 488 +1,120 New Q1 2026 Apr 20, 2026
Kestra Advisory Services, LLC History Added to 1,124 243 0.0% 0.0% 487 +21 1.9% Q1 2026 Apr 30, 2026
STRATEGY ASSET MANAGERS LLC History New 1,093 237 0.04% 490 +1,093 New Q1 2026 May 12, 2026
North Dakota State Investment Board History Reduced 1,094 237 0.01% 0.01% 489 -212 -16.23% Q1 2026 May 08, 2026
Alpha Family Trust History Reduced 1,090 236 0.11% 0.22% 491 -550 -33.54% Q1 2026 May 13, 2026
Fielder Capital Group LLC History New 1,077 233 0.05% 492 +1,077 New Q1 2026 May 12, 2026
Bridgefront Capital, LLC History Reduced 1,068 231 0.06% 0.18% 493 -1,365 -56.1% Q1 2026 May 15, 2026
Nilsine Partners, LLC History Reduced 1,024 230 0.02% 0.03% 494 -99 -8.82% Q1 2026 Apr 29, 2026
SUMMITRY LLC History New 1,052 228 0.01% 495 +1,052 New Q1 2026 May 22, 2026
FIDUCIARY TRUST CO History Added to 1,037 225 0.0% 0.0% 496 +76 7.91% Q1 2026 May 15, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 1,041 225 0.03% 0.06% 497 -20 -1.89% Q1 2026 May 18, 2026
SIGNATUREFD, LLC History Reduced 1,027 222 0.0% 0.0% 499 -41 -3.84% Q1 2026 Apr 07, 2026
MUFG SECURITIES AMERICAS INC. History Added to 1,027 222 0.01% 0.02% 498 +18 1.78% Q1 2026 May 11, 2026
CERTUITY, LLC History Added to 1,022 221 0.01% 0.02% 501 +108 11.82% Q1 2026 May 11, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,021 221 0.01% 0.01% 500 0 0.0% Q1 2026 May 01, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Reduced 1,017 220 0.19% 0.22% 502 -2,631 -72.12% Q1 2026 May 15, 2026
Avior Wealth Management, LLC History Reduced 1,006 218 0.01% 0.01% 503 -112 -10.02% Q1 2026 Apr 09, 2026
Clearstead Advisors, LLC History Reduced 1,003 217 0.0% 0.0% 504 -260 -20.59% Q1 2026 May 06, 2026
IFP Advisors, Inc History Reduced 992 215 0.0% 0.01% 505 -113 -10.23% Q1 2026 Apr 13, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History New 978 212 0.02% 509 +978 New Q1 2026 May 11, 2026
Dakota Wealth Management History Reduced 978 212 0.0% 0.01% 507 -16 -1.61% Q1 2026 May 07, 2026
Snowden Capital Advisors LLC History Added to 980 212 0.01% 0.01% 508 +14 1.45% Q1 2026 May 14, 2026
Silver Lake Advisory, LLC History No change 981 212 0.08% 0.11% 506 0 0.0% Q1 2026 Apr 27, 2026
Icon Wealth Advisors, LLC History Added to 908 211 0.01% 0.02% 510 +22 2.48% Q1 2026 May 12, 2026
NEW WAVE WEALTH ADVISORS LLC History New 962 208 0.07% 512 +962 New Q1 2026 May 04, 2026
Empirical Finance, LLC History Reduced 959 208 0.01% 0.01% 511 -1 -0.1% Q1 2026 May 14, 2026
Tandem Investment Advisors, Inc. History Reduced 951 206 0.01% 0.01% 513 -332 -25.88% Q1 2026 May 07, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 945 205 0.0% 0.0% 514 -172 -15.4% Q1 2026 Apr 22, 2026
WEST BANCORPORATION INC History No change 932 202 0.1% 0.14% 515 0 0.0% Q1 2026 Apr 23, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 928 201 0.0% 0.01% 516 -287 -23.62% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 927 201 0.0% 0.0% 517 +286 44.62% Q1 2026 Apr 14, 2026
Legacy Financial Advisors, Inc. History Reduced 925 200 0.03% 0.05% 519 -206 -18.21% Q1 2026 Apr 30, 2026
STOCK YARDS BANK & TRUST CO History No change 922 200 0.01% 0.01% 518 0 0.0% Q1 2026 Apr 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 920 199 0.02% 0.02% 520 +221 31.62% Q1 2026 Apr 23, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 894 194 0.0% 0.01% 522 -1,398 -60.99% Q1 2026 Apr 16, 2026
STRS OHIO History Reduced 896 194 0.0% 0.0% 521 -1 -0.11% Q1 2026 Apr 24, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 870 188 0.0% 0.0% 523 +559 179.74% Q1 2026 May 14, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 864 187 0.01% 0.01% 524 0 0.0% Q1 2026 Apr 14, 2026
Grove Bank & Trust History Added to 835 181 0.02% 0.02% 525 +210 33.6% Q1 2026 Apr 08, 2026
Ninety One SA (PTY) Ltd History Reduced 821 178 0.01% 0.01% 526 -247 -23.13% Q1 2026 Apr 24, 2026
Canada Post Corp Registered Pension Plan History No change 820 177 0.01% 0.01% 527 0 0.0% Q1 2026 May 12, 2026
Allworth Financial LP History Reduced 791 171 0.0% 0.0% 528 -505 -38.97% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Reduced 788 171 0.0% 0.01% 529 -419 -34.71% Q1 2026 May 07, 2026
HM PAYSON & CO History Reduced 741 160 0.0% 0.0% 530 -150 -16.84% Q1 2026 Apr 13, 2026
EverSource Wealth Advisors, LLC History Reduced 690 149 0.0% 0.02% 531 -889 -56.3% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Reduced 652 146 0.0% 0.0% 532 -385 -37.13% Q1 2026 Apr 07, 2026
Global Retirement Partners, LLC History No change 497 144 0.0% 0.0% 533 0 0.0% Q4 2025 Feb 06, 2026
Destiny Wealth Partners, LLC History New 646 140 0.02% 534 +646 New Q1 2026 May 11, 2026
TEMA ETFS LLC History No change 619 134 0.01% 0.01% 535 0 0.0% Q1 2026 Apr 15, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 566 130 0.0% 0.0% 536 -148 -20.73% Q1 2026 Apr 28, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 577 125 0.0% 0.0% 537 -471 -44.94% Q1 2026 May 05, 2026
AdvisorNet Financial, Inc History Reduced 568 123 0.01% 0.01% 538 -12 -2.07% Q1 2026 Apr 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 518 112 0.01% 0.03% 539 -1,148 -68.91% Q1 2026 May 07, 2026
Versant Capital Management, Inc History Added to 520 112 0.01% 0.01% 540 +199 61.99% Q1 2026 Apr 06, 2026
Siemens Fonds Invest GmbH History Added to 513 111 0.01% 0.0% 541 +421 457.61% Q1 2026 May 15, 2026
GLOBEFLEX CAPITAL L P History New 499 108 0.02% 542 +499 New Q1 2026 May 13, 2026
NBC SECURITIES, INC. History Added to 492 106 0.01% 0.0% 543 +484 6050.0% Q1 2026 Apr 14, 2026
CoreCap Advisors, LLC History Reduced 489 106 0.0% 0.01% 544 -113 -18.77% Q1 2026 Apr 07, 2026
HUNTINGTON NATIONAL BANK History Added to 479 103 0.0% 0.0% 545 +114 31.23% Q1 2026 May 15, 2026
WHITTIER TRUST CO History Reduced 443 102 0.0% 0.0% 546 -712 -61.65% Q1 2026 Apr 28, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 450 97 0.01% 0.01% 547 0 0.0% Q1 2026 May 11, 2026
UMB Bank, n.a. History Added to 441 95 0.0% 0.0% 548 +172 63.94% Q1 2026 May 11, 2026
Caitong International Asset Management Co., Ltd History Added to 433 93 0.02% 0.0% 550 +419 2992.86% Q1 2026 May 11, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 430 93 0.0% 0.0% 549 0 0.0% Q1 2026 May 05, 2026
Estabrook Capital Management History No change 425 92 0.01% 0.02% 551 0 0.0% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 410 89 0.0% 0.0% 552 -115 -21.9% Q1 2026 May 01, 2026
Ascentis Independent Advisors History New 384 83 0.01% 553 +384 New Q1 2026 Apr 28, 2026
Caldwell Trust Co History No change 357 77 0.01% 0.01% 554 0 0.0% Q1 2026 Apr 22, 2026
Ascentis Wealth Management, LLC History Reduced 353 76 0.01% 0.04% 555 -306 -46.43% Q1 2026 Apr 28, 2026
Rossby Financial, LCC History Added to 332 74 0.02% 0.01% 556 +176 112.82% Q1 2026 May 11, 2026
Quantbot Technologies LP History Reduced 340 73 0.0% 0.07% 557 -6,992 -95.36% Q1 2026 May 13, 2026
ORG Partners LLC History No change 243 70 0.01% 0.01% 558 0 0.0% Q4 2025 Jan 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 305 66 0.0% 0.05% 559 -5,655 -94.88% Q1 2026 May 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 284 61 0.0% 0.0% 560 +178 167.92% Q1 2026 May 08, 2026
DANSKE BANK A/S History Reduced 280 60 0.0% 0.0% 561 -460 -62.16% Q1 2026 May 12, 2026
Wilmington Savings Fund Society, FSB History Reduced 280 60 0.0% 0.0% 562 -450 -61.64% Q1 2026 Apr 30, 2026
Measured Wealth Private Client Group, LLC History No change 276 59 0.02% 0.02% 563 0 0.0% Q1 2026 May 13, 2026
SJS Investment Consulting Inc. History Reduced 268 58 0.01% 0.01% 564 -110 -29.1% Q1 2026 Apr 23, 2026
Covestor Ltd History Reduced 265 57 0.04% 0.07% 565 -196 -42.52% Q1 2026 May 05, 2026
Compagnie Lombard Odier SCmA History No change 260 56 0.0% 0.0% 566 0 0.0% Q1 2026 Apr 15, 2026
ASSETMARK, INC History Reduced 250 54 0.0% 0.0% 567 -156 -38.42% Q1 2026 May 06, 2026
Bruce G. Allen Investments, LLC History Added to 249 54 0.04% 0.03% 568 +107 75.35% Q1 2026 May 08, 2026
SBI Securities Co., Ltd. History Added to 243 52 0.0% 0.0% 569 +15 6.58% Q1 2026 Apr 27, 2026
State of Wyoming History New 236 51 0.01% 570 +236 New Q1 2026 May 13, 2026
Addison Advisors LLC History Added to 232 50 0.01% 0.01% 571 +7 3.11% Q1 2026 May 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 211 45 0.0% 0.0% 572 -50 -19.16% Q1 2026 Apr 13, 2026
PRIVATE TRUST CO NA History Added to 204 44 0.0% 0.0% 573 +132 183.33% Q1 2026 Apr 30, 2026
Aster Capital Management (DIFC) Ltd History New 98 44 0.01% 574 +98 New Q1 2026 May 13, 2026
Blue Trust, Inc. History Reduced 172 37 0.0% 0.0% 576 -48 -21.82% Q1 2026 Apr 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 172 37 0.0% 0.0% 575 0 0.0% Q1 2026 Apr 23, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 166 36 0.01% 0.0% 577 +125 304.88% Q1 2026 Apr 14, 2026
TD Waterhouse Canada Inc. History Added to 156 35 0.0% 0.0% 579 +109 231.91% Q1 2026 May 12, 2026
Wellington Grp LLC History Reduced 164 35 0.01% 0.02% 580 -50 -23.36% Q1 2026 May 22, 2026
MONTAG A & ASSOCIATES INC History No change 163 35 0.0% 0.0% 578 0 0.0% Q1 2026 Apr 29, 2026
FEDERATED HERMES, INC. History Reduced 156 33 0.0% 0.0% 581 -4 -2.5% Q1 2026 May 11, 2026
Hilltop National Bank History No change 150 32 0.01% 0.01% 582 0 0.0% Q1 2026 Apr 02, 2026
Essential Partners LLC History Reduced 145 31 0.01% 0.25% 584 -2,700 -94.9% Q1 2026 May 21, 2026
Owl Creek Wealth Partners LLC History New 145 31 0.01% 585 +145 New Q1 2026 May 13, 2026
Litman Gregory Wealth Management LLC History No change 109 31 0.0% 0.0% 583 0 0.0% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Reduced 141 30 0.0% 0.01% 587 -147 -51.04% Q1 2026 Apr 29, 2026
CX Institutional History Reduced 136 30 0.0% 0.0% 586 -146 -51.77% Q1 2026 Apr 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 135 29 0.01% 0.1% 588 -838 -86.13% Q1 2026 Apr 14, 2026
Parkside Financial Bank & Trust History Added to 138 29 0.0% 0.0% 589 +1 0.73% Q1 2026 May 13, 2026
Quarry LP History New 126 27 0.0% 590 +126 New Q1 2026 May 15, 2026
Kemnay Advisory Services Inc. History New 116 25 0.0% 592 +116 New Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Reduced 116 25 0.0% 0.0% 591 -13 -10.08% Q1 2026 May 12, 2026
Copeland Capital Management, LLC History Reduced 111 24 0.0% 0.53% 593 -82,166 -99.87% Q1 2026 May 06, 2026
Legend Capital Advisors LLC History New 115 24 0.02% 594 +115 New Q1 2026 May 15, 2026
Intentional Wealth Strategies, LLC History New 106 23 0.02% 597 +106 New Q1 2026 May 05, 2026
Trust Co History No change 108 23 0.0% 0.0% 595 0 0.0% Q1 2026 Apr 13, 2026
SageView Advisory Group, LLC History No change 80 23 0.0% 0.0% 596 0 0.0% Q4 2025 Feb 17, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 102 22 0.01% 0.0% 598 +89 684.62% Q1 2026 Apr 15, 2026
CYBER HORNET ETFs LLC History Reduced 102 22 0.01% 0.02% 599 -9 -8.11% Q1 2026 May 08, 2026
Bogart Wealth, LLC History Added to 97 21 0.0% 0.0% 600 +3 3.19% Q1 2026 Apr 28, 2026
Transamerica Financial Advisors, LLC History Added to 95 20 0.0% 603 +93 4650.0% Q1 2026 May 15, 2026
FIRST HORIZON CORP History Reduced 96 20 0.0% 0.0% 601 -1 -1.03% Q1 2026 Apr 30, 2026
FIRST COMMUNITY TRUST NA History No change 93 20 0.01% 0.02% 602 0 0.0% Q1 2026 Apr 16, 2026
United Community Bank History New 92 19 0.01% 605 +92 New Q1 2026 Apr 24, 2026
Washington Trust Advisors, Inc. History Reduced 90 19 0.0% 0.0% 604 -1 -1.1% Q1 2026 Apr 06, 2026
Cromwell Holdings LLC History Reduced 87 18 0.01% 0.01% 606 -2 -2.25% Q1 2026 Apr 30, 2026
Smithfield Trust Co History No change 74 17 0.0% 0.0% 607 0 0.0% Q1 2026 May 08, 2026
DT Investment Partners, LLC History No change 80 17 0.0% 0.0% 608 0 0.0% Q1 2026 May 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 77 16 0.0% 0.0% 610 +56 266.67% Q1 2026 May 15, 2026
Quent Capital, LLC History Reduced 75 16 0.0% 0.0% 613 -9 -10.71% Q1 2026 Apr 28, 2026
CENTRAL TRUST Co History No change 78 16 0.0% 0.0% 609 0 0.0% Q1 2026 Apr 17, 2026
Hartford Financial Management Inc. History No change 75 16 0.0% 0.01% 611 0 0.0% Q1 2026 Apr 15, 2026
Community Bank, N.A. History No change 74 16 0.0% 0.0% 612 0 0.0% Q1 2026 May 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 71 15 0.0% 0.01% 615 -166 -70.04% Q1 2026 May 11, 2026
PenderFund Capital Management Ltd. History No change 70 15 0.0% 0.0% 614 0 0.0% Q1 2026 May 15, 2026
DV EQUITIES, LLC History No change 53 15 0.0% 0.0% 616 0 0.0% Q4 2025 Feb 17, 2026
Salomon & Ludwin, LLC History Added to 62 14 0.0% 0.0% 619 +51 463.64% Q1 2026 May 11, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 66 14 0.0% 0.0% 617 +1 1.54% Q1 2026 May 11, 2026
MOTCO History No change 67 14 0.0% 0.0% 618 0 0.0% Q1 2026 Apr 22, 2026
Financial Network Wealth Advisors LLC History Added to 60 13 0.01% 0.01% 621 +33 122.22% Q1 2026 May 14, 2026
Rosenberg Matthew Hamilton History Reduced 63 13 0.0% 0.0% 620 -1 -1.56% Q1 2026 Apr 06, 2026
Rakuten Securities, Inc. History Added to 56 12 0.0% 0.0% 623 +51 1020.0% Q1 2026 May 01, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 57 12 0.0% 0.0% 622 +3 5.56% Q1 2026 Apr 30, 2026
BAYBAN History No change 58 12 0.01% 0.01% 624 0 0.0% Q1 2026 Apr 24, 2026
WPG Advisers, LLC History Reduced 51 11 0.01% 0.02% 628 -41 -44.57% Q1 2026 Apr 29, 2026
Capital Advisors, Ltd. LLC History Added to 49 11 0.0% 0.0% 626 +37 308.33% Q1 2026 Apr 16, 2026
Colonial Trust Co / SC History Reduced 51 11 0.0% 0.0% 627 -8 -13.56% Q1 2026 May 12, 2026
Cheviot Value Management, LLC History No change 51 11 0.0% 0.0% 625 0 0.0% Q1 2026 May 12, 2026
Eurizon Capital SGR S.p.A. History No change 55 11 0.0% 0.0% 629 0 0.0% Q1 2026 May 08, 2026
True Wealth Design, LLC History Reduced 48 10 0.0% 0.03% 632 -350 -87.94% Q1 2026 Apr 13, 2026
Bare Financial Services, Inc History Added to 47 10 0.0% 0.0% 633 +42 840.0% Q1 2026 May 14, 2026
FIRST UNITED BANK & TRUST History No change 50 10 0.0% 0.0% 630 0 0.0% Q1 2026 Apr 21, 2026
Korea Investment CORP History No change 50 10 0.0% 0.0% 631 0 0.0% Q1 2026 May 12, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 46 9 0.0% 638 +43 1433.33% Q1 2026 Apr 06, 2026
SouthState Bank Corp History Reduced 44 9 0.0% 0.0% 634 -12 -21.43% Q1 2026 May 05, 2026
Spire Wealth Management History Added to 46 9 0.0% 0.0% 635 +8 21.05% Q1 2026 Apr 22, 2026
Activest Wealth Management History Added to 43 9 0.0% 0.0% 636 +3 7.5% Q1 2026 Apr 15, 2026
Western Pacific Wealth Management, LP History No change 42 9 0.01% 0.01% 637 0 0.0% Q1 2026 Apr 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 40 8 0.0% 0.0% 639 -5,039 -99.21% Q1 2026 May 14, 2026
Oakworth Capital, Inc. History No change 40 8 0.0% 0.0% 640 0 0.0% Q1 2026 Apr 24, 2026
Bank of Jackson Hole Trust History Reduced 33 7 0.0% 0.01% 646 -24 -42.11% Q1 2026 May 12, 2026
LRI Investments, LLC History Added to 34 7 0.0% 0.0% 645 +23 209.09% Q1 2026 Apr 30, 2026
Smartleaf Asset Management LLC History Reduced 35 7 0.0% 0.0% 644 -13 -27.08% Q1 2026 May 15, 2026
Altshuler Shaham Ltd History Added to 33 7 0.0% 0.0% 641 +12 57.14% Q1 2026 May 18, 2026
McIlrath & Eck, LLC History No change 33 7 0.0% 0.0% 642 0 0.0% Q1 2026 May 19, 2026
Lodestone Wealth Management LLC History No change 33 7 0.0% 0.0% 643 0 0.0% Q1 2026 May 01, 2026
Crews Bank & Trust History No change 35 7 0.0% 0.0% 647 0 0.0% Q1 2026 May 13, 2026
Private Wealth Management Group, LLC History New 31 6 0.0% 655 +31 New Q1 2026 Apr 23, 2026
Johnson Financial Group, Inc. History Reduced 28 6 0.0% 0.0% 651 -21 -42.86% Q1 2026 May 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 29 6 0.0% 0.0% 648 0 0.0% Q1 2026 May 14, 2026
Guinness Atkinson Asset Management Inc History No change 29 6 0.0% 0.0% 649 0 0.0% Q1 2026 Apr 21, 2026
Asset Dedication, LLC History No change 24 6 0.0% 0.0% 650 0 0.0% Q4 2025 Jan 26, 2026
Piscataqua Savings Bank History No change 29 6 0.0% 0.01% 652 0 0.0% Q1 2026 Apr 10, 2026
Dogwood Wealth Management LLC History No change 32 6 0.0% 0.0% 653 0 0.0% Q1 2026 May 12, 2026
Ransom Advisory, Ltd History No change 22 6 0.0% 0.0% 654 0 0.0% Q4 2025 Jan 06, 2026
Clean Yield Group History Reduced 27 5 0.0% 0.01% 658 -150 -84.75% Q1 2026 Apr 14, 2026
S&T BANK/PA History No change 27 5 0.0% 0.0% 656 0 0.0% Q1 2026 May 13, 2026
TD Capital Management LLC History No change 25 5 0.0% 0.0% 657 0 0.0% Q1 2026 May 11, 2026
Darwin Wealth Management, LLC History No change 24 5 0.0% 0.0% 659 0 0.0% Q1 2026 May 01, 2026
GROUP ONE TRADING LLC History Reduced 22 4 0.0% 0.0% 660 -144 -86.75% Q1 2026 May 13, 2026
Private Wealth Asset Management, LLC History Reduced 20 4 0.0% 0.0% 662 -43 -68.25% Q1 2026 May 06, 2026
Ancora Advisors LLC History Reduced 23 4 0.0% 0.0% 661 -37 -61.67% Q1 2026 May 15, 2026
NBT BANK N A /NY History New 21 4 0.0% 665 +21 New Q1 2026 Apr 28, 2026
Avalon Trust Co History New 20 4 0.0% 666 +20 New Q1 2026 May 06, 2026
Napier Financial, LLC History New 20 4 0.0% 667 +20 New Q1 2026 May 05, 2026
Sachetta, LLC History Added to 20 4 0.0% 0.0% 663 +4 25.0% Q1 2026 May 01, 2026
Ankerstar Wealth, LLC History No change 21 4 0.0% 0.01% 664 0 0.0% Q1 2026 May 13, 2026
Align Financial, LLC History Reduced 18 3 0.0% 0.0% 675 -5,205 -99.66% Q1 2026 May 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 14 3 0.0% 0.0% 668 -153 -91.62% Q1 2026 Apr 27, 2026
JPL Wealth Management, LLC History New 15 3 0.0% 678 +15 New Q1 2026 May 08, 2026
SHP Wealth Management History Added to 15 3 0.0% 0.0% 674 +5 50.0% Q1 2026 May 08, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History Reduced 18 3 0.0% 0.0% 677 -2 -10.0% Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History Reduced 14 3 0.0% 0.0% 676 -1 -6.67% Q1 2026 May 15, 2026
Anchor Investment Management, LLC History No change 15 3 0.0% 0.0% 669 0 0.0% Q1 2026 May 01, 2026
First PREMIER Bank History No change 15 3 0.0% 0.0% 670 0 0.0% Q1 2026 Apr 20, 2026
Strategic Wealth Partners, Ltd. History No change 18 3 0.0% 0.0% 671 0 0.0% Q1 2026 May 12, 2026
Sound Income Strategies, LLC History No change 16 3 0.0% 0.0% 672 0 0.0% Q1 2026 Apr 27, 2026
Geneos Wealth Management Inc. History No change 18 3 0.0% 0.0% 673 0 0.0% Q1 2026 May 04, 2026
CULLEN/FROST BANKERS, INC. History Reduced 12 2 0.0% 0.0% 679 -34 -73.91% Q1 2026 May 05, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 13 2 0.0% 690 +13 New Q1 2026 May 08, 2026
Innovative Asset Advisors Group, LLC History New 13 2 0.0% 692 +13 New Q1 2026 May 12, 2026
Wealth Preservation Advisors, LLC History New 12 2 0.0% 689 +12 New Q1 2026 May 15, 2026
Avion Wealth History Reduced 12 2 0.0% 0.0% 685 -10 -45.45% Q1 2026 May 01, 2026
Aventura Private Wealth, LLC History New 10 2 0.0% 691 +10 New Q1 2026 May 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 13 2 0.0% 0.0% 680 -1 -7.14% Q1 2026 Apr 13, 2026
J.Safra Asset Management Corp History Added to 12 2 0.0% 0.0% 683 +1 9.09% Q1 2026 May 04, 2026
City State Bank History Reduced 10 2 0.0% 0.0% 687 -1 -9.09% Q1 2026 Apr 20, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 13 2 0.0% 0.0% 681 0 0.0% Q1 2026 Apr 21, 2026
COUNTRY TRUST BANK History No change 10 2 0.0% 0.0% 682 0 0.0% Q1 2026 Apr 10, 2026
Winch Advisory Services, LLC History No change 10 2 0.0% 0.0% 684 0 0.0% Q1 2026 Apr 30, 2026
TUCKER ASSET MANAGEMENT LLC History No change 7 2 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 05, 2026
Centennial Bank/AR/ History No change 13 2 0.0% 0.0% 688 0 0.0% Q1 2026 May 06, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 6 1 0.0% 0.0% 693 -50 -89.29% Q1 2026 Apr 30, 2026
Physician Wealth Advisors, Inc. History Reduced 5 1 0.0% 0.0% 697 -31 -86.11% Q1 2026 Apr 24, 2026
Root Financial Partners, LLC History Reduced 7 1 0.0% 0.0% 703 -10 -58.82% Q1 2026 Apr 24, 2026
CBIZ Investment Advisory Services, LLC History Reduced 8 1 0.0% 0.0% 698 -8 -50.0% Q1 2026 May 12, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 8 1 0.0% 715 +8 New Q1 2026 May 11, 2026
High Note Wealth, LLC History New 7 1 0.0% 713 +7 New Q1 2026 May 11, 2026
Raleigh Capital Management Inc. History New 7 1 0.0% 714 +7 New Q1 2026 Apr 28, 2026
BROWN, LISLE/CUMMINGS, INC. History New 6 1 0.0% 711 +6 New Q1 2026 Apr 17, 2026
GILL CAPITAL PARTNERS, LLC History New 5 1 0.0% 712 +5 New Q1 2026 Apr 13, 2026
Clayton Financial Group LLC History Added to 7 1 0.0% 706 +4 133.33% Q1 2026 Apr 13, 2026
Bell Investment Advisors, Inc History Added to 5 1 0.0% 700 +2 66.67% Q1 2026 Apr 17, 2026
Hughes Financial Services, LLC History Reduced 5 1 0.0% 0.0% 708 -1 -16.67% Q1 2026 Apr 29, 2026
Kilter Group LLC History Reduced 7 1 0.0% 0.0% 709 -1 -12.5% Q1 2026 May 14, 2026
Triumph Capital Management History No change 5 1 0.0% 0.0% 694 0 0.0% Q1 2026 May 13, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 6 1 0.0% 0.0% 695 0 0.0% Q1 2026 Apr 01, 2026
Golden State Wealth Management, LLC History No change 9 1 0.0% 0.0% 696 0 0.0% Q1 2026 Apr 28, 2026
NFSG Corp History No change 7 1 0.0% 0.0% 699 0 0.0% Q1 2026 May 05, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 6 1 0.0% 0.0% 701 0 0.0% Q1 2026 Apr 10, 2026
Park Place Capital Corp History No change 8 1 0.0% 0.0% 702 0 0.0% Q1 2026 Apr 09, 2026
Plato Investment Management Ltd History No change 9 1 0.0% 0.0% 704 0 0.0% Q1 2026 May 04, 2026
Frazier Financial Advisors, LLC History No change 8 1 0.0% 0.0% 705 0 0.0% Q1 2026 May 05, 2026
Millstone Evans Group, LLC History No change 8 1 0.0% 0.0% 707 0 0.0% Q1 2026 Apr 30, 2026
Monetary Solutions, Ltd History No change 6 1 0.0% 0.0% 710 0 0.0% Q1 2026 May 01, 2026
Champlain Investment Partners, LLC History Closed out 0 0 1.01% -343,281 -100.0% Q1 2026 May 13, 2026
IEQ CAPITAL, LLC History Closed out 0 0 0.04% -50,802 -100.0% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.02% -44,712 -100.0% Q1 2026 May 15, 2026
Taproot Management LP History Closed out 0 0 1.61% -34,144 -100.0% Q1 2026 May 13, 2026
Woodbridge CO LTD History Closed out 0 0 0.01% -17,617 -100.0% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.04% -17,254 -100.0% Q1 2026 May 14, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Closed out 0 0 0.09% -13,875 -100.0% Q1 2026 May 13, 2026
Nutshell Asset Management Ltd History Closed out 0 0 1.34% -13,000 -100.0% Q1 2026 May 14, 2026
JENSEN INVESTMENT MANAGEMENT INC History Closed out 0 0 0.05% -11,810 -100.0% Q1 2026 May 05, 2026
Magnetar Financial LLC History Closed out 0 0 0.03% -10,694 -100.0% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Closed out 0 0 0.01% -10,274 -100.0% Q1 2026 May 15, 2026
JLB & ASSOCIATES INC History Closed out 0 0 0.38% -9,630 -100.0% Q1 2026 May 04, 2026
Strong Tower Advisory Services History Closed out 0 0 0.49% -9,511 -100.0% Q1 2026 Apr 16, 2026
NUANCE INVESTMENTS, LLC History Closed out 0 0 0.27% -8,596 -100.0% Q1 2026 May 08, 2026
Element Squared LLC History Closed out 0 0 1.29% -8,189 -100.0% Q1 2026 Apr 23, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -7,510 -100.0% Q1 2026 May 15, 2026
United American Securities Inc. (d/b/a UAS Asset Management) History Closed out 0 0 0.46% -7,500 -100.0% Q1 2026 May 13, 2026
SummitTX Capital, L.P. History Closed out 0 0 0.05% -6,061 -100.0% Q1 2026 May 15, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.4% -6,012 -100.0% Q1 2026 May 11, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.01% -5,047 -100.0% Q1 2026 May 15, 2026
Marathon Trading Investment Management LLC History Closed out 0 0 0.03% -4,911 -100.0% Q1 2026 May 14, 2026
Alberta Investment Management Corp History Closed out 0 0 0.01% -4,900 -100.0% Q1 2026 Apr 28, 2026
Prana Capital Management, LP History Closed out 0 0 0.05% -4,401 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.19% -4,246 -100.0% Q1 2026 May 12, 2026
EVOLVE PRIVATE WEALTH, LLC History Closed out 0 0 0.07% -4,096 -100.0% Q1 2026 Apr 16, 2026
Aurora Investment Managers, LLC. History Closed out 0 0 0.65% -3,928 -100.0% Q1 2026 Apr 20, 2026
Holocene Advisors, LP History Closed out 0 0 0.0% -3,875 -100.0% Q1 2026 May 15, 2026
Kensington Investment Counsel, LLC History Closed out 0 0 0.45% -3,834 -100.0% Q1 2026 May 18, 2026
LMR Partners LLP History Closed out 0 0 0.0% -3,781 -100.0% Q1 2026 May 15, 2026
Qsemble Capital Management, LP History Closed out 0 0 0.09% -3,560 -100.0% Q1 2026 May 07, 2026
Engineers Gate Manager LP History Closed out 0 0 0.01% -3,540 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -3,486 -100.0% Q1 2026 May 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -3,464 -100.0% Q1 2026 Apr 30, 2026
Diversified Trust Co History Closed out 0 0 0.02% -3,431 -100.0% Q1 2026 Apr 16, 2026
Rakuten Investment Management, Inc. History Closed out 0 0 0.0% -3,341 -100.0% Q1 2026 May 12, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.18% -3,064 -100.0% Q1 2026 May 12, 2026
OXFORD ASSET MANAGEMENT LLP History Closed out 0 0 0.35% -2,987 -100.0% Q1 2026 May 15, 2026
TOBAM History Closed out 0 0 0.2% -2,823 -100.0% Q1 2026 May 12, 2026
HARBOR CAPITAL ADVISORS, INC. History Closed out 0 0 0.06% -2,530 -100.0% Q1 2026 Apr 28, 2026
AMIRAL GESTION History Closed out 0 0 0.27% -2,500 -100.0% Q1 2026 Apr 20, 2026
Vontobel Holding Ltd. History Closed out 0 0 0.0% -2,431 -100.0% Q1 2026 May 08, 2026
FourThought Financial Partners, LLC History Closed out 0 0 0.06% -2,260 -100.0% Q1 2026 May 07, 2026
Pallas Capital Advisors LLC History Closed out 0 0 0.02% -2,204 -100.0% Q1 2026 Apr 21, 2026
Curi Capital, LLC History Closed out 0 0 0.01% -2,188 -100.0% Q1 2026 May 15, 2026
Investment Management Corp of Ontario History Closed out 0 0 0.01% -2,009 -100.0% Q1 2026 May 15, 2026
Scientech Research LLC History Closed out 0 0 0.34% -1,858 -100.0% Q1 2026 May 15, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.01% -1,781 -100.0% Q1 2026 Apr 08, 2026
iSAM Funds (UK) Ltd History Closed out 0 0 0.19% -1,775 -100.0% Q1 2026 May 13, 2026
Cynosure Group, LLC History Closed out 0 0 0.05% -1,673 -100.0% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -1,662 -100.0% Q1 2026 Apr 29, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.01% -1,638 -100.0% Q1 2026 May 13, 2026
ABSHER WEALTH MANAGEMENT, LLC History Closed out 0 0 0.05% -1,570 -100.0% Q1 2026 May 04, 2026
STEPHENS INC /AR/ History Closed out 0 0 0.01% -1,568 -100.0% Q1 2026 Apr 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 0.03% -1,317 -100.0% Q1 2026 May 13, 2026
WADDELL & ASSOCIATES, LLC History Closed out 0 0 0.03% -1,280 -100.0% Q1 2026 May 11, 2026
Capital Investment Services of America, Inc. History Closed out 0 0 0.03% -1,250 -100.0% Q1 2026 Apr 27, 2026
Andina Capital Management, LLC History Closed out 0 0 0.22% -1,236 -100.0% Q1 2026 Apr 17, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.0% -1,189 -100.0% Q1 2026 May 15, 2026
Summit Financial, LLC History Closed out 0 0 0.01% -1,175 -100.0% Q1 2026 May 15, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Closed out 0 0 0.08% -1,172 -100.0% Q1 2026 Apr 10, 2026
DRW Securities, LLC History Closed out 0 0 0.01% -1,151 -100.0% Q1 2026 May 13, 2026
PINNACLE ASSOCIATES LTD History Closed out 0 0 0.0% -1,150 -100.0% Q1 2026 Apr 21, 2026
GREENLEAF TRUST History Closed out 0 0 0.0% -1,134 -100.0% Q1 2026 Apr 27, 2026
Vestmark Advisory Solutions, Inc. History Closed out 0 0 0.0% -1,110 -100.0% Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.01% -1,071 -100.0% Q1 2026 May 14, 2026
Cerro Pacific Wealth Advisors LLC History Closed out 0 0 0.08% -1,071 -100.0% Q1 2026 Apr 10, 2026
LMCG INVESTMENTS, LLC History Closed out 0 0 0.02% -1,032 -100.0% Q1 2026 Apr 29, 2026
Kera Capital Partners, Inc. History Closed out 0 0 0.03% -1,023 -100.0% Q1 2026 May 06, 2026
Birch Hill Investment Advisors LLC History Closed out 0 0 0.01% -1,012 -100.0% Q1 2026 Apr 29, 2026
Stratos Wealth Partners, LTD. History Closed out 0 0 0.0% -998 -100.0% Q1 2026 Apr 28, 2026
Quantum Private Wealth, LLC History Closed out 0 0 0.08% -983 -100.0% Q1 2026 Apr 27, 2026
Verity & Verity, LLC History Closed out 0 0 0.02% -974 -100.0% Q1 2026 Apr 15, 2026
Mitsubishi UFJ Trust & Banking Corp History Closed out 0 0 0.0% -971 -100.0% Q1 2026 May 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Closed out 0 0 0.0% -968 -100.0% Q1 2026 Apr 20, 2026
WINCAP FINANCIAL LLC History Closed out 0 0 0.19% -953 -100.0% Q1 2026 Apr 09, 2026
First Financial Bank - Trust Division History Closed out 0 0 0.02% -943 -100.0% Q1 2026 Apr 01, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.0% -926 -100.0% Q1 2026 Apr 29, 2026
Parcion Private Wealth LLC History Closed out 0 0 0.02% -904 -100.0% Q1 2026 Apr 22, 2026
Malaga Cove Capital, LLC History Closed out 0 0 0.09% -894 -100.0% Q1 2026 May 07, 2026
Belpointe Asset Management LLC History Closed out 0 0 0.01% -887 -100.0% Q1 2026 Apr 28, 2026
111 Capital History Closed out 0 0 0.06% -887 -100.0% Q1 2026 May 11, 2026
Aptus Capital Advisors, LLC History Closed out 0 0 0.0% -880 -100.0% Q1 2026 May 11, 2026
NATURAL INVESTMENTS, LLC History Closed out 0 0 0.06% -863 -100.0% Q1 2026 May 01, 2026
Keeler Thomas Management LLC History Closed out 0 0 0.12% -862 -100.0% Q1 2026 May 11, 2026
National Philanthropic Trust History Closed out 0 0 0.0% -857 -100.0% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Closed out 0 0 0.0% -855 -100.0% Q1 2026 Apr 27, 2026
Alliance Wealth Advisors, LLC /UT History Closed out 0 0 0.05% -846 -100.0% Q1 2026 May 12, 2026
Hurlow Wealth Management Group, Inc. History Closed out 0 0 0.06% -827 -100.0% Q1 2026 Apr 22, 2026
EP Wealth Advisors, LLC History Closed out 0 0 0.0% -824 -100.0% Q1 2026 May 14, 2026
Prime Capital Investment Advisors, LLC History Closed out 0 0 0.0% -817 -100.0% Q1 2026 May 08, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 0.01% -812 -100.0% Q1 2026 May 08, 2026
GTS SECURITIES LLC History Closed out 0 0 0.01% -811 -100.0% Q1 2026 May 14, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.01% -810 -100.0% Q1 2026 May 14, 2026
Metis Global Partners, LLC History Closed out 0 0 0.01% -801 -100.0% Q1 2026 May 07, 2026
Rothschild Wealth LLC History Closed out 0 0 0.02% -797 -100.0% Q1 2026 May 06, 2026
Outlook Wealth Advisors, LLC History Closed out 0 0 0.05% -791 -100.0% Q1 2026 Apr 17, 2026
Clear Harbor Asset Management, LLC History Closed out 0 0 0.02% -790 -100.0% Q1 2026 May 05, 2026
ROBERTS GLORE & CO INC /IL/ History Closed out 0 0 0.06% -788 -100.0% Q1 2026 May 04, 2026
Crossmark Global Holdings, Inc. History Closed out 0 0 0.0% -788 -100.0% Q1 2026 May 11, 2026
Mattern Wealth Management LLC History Closed out 0 0 0.04% -788 -100.0% Q1 2026 Apr 23, 2026
BURNEY CO/ History Closed out 0 0 0.01% -776 -100.0% Q1 2026 Apr 29, 2026
Aureus Asset Management, LLC History Closed out 0 0 0.01% -775 -100.0% Q1 2026 May 13, 2026
Meeder Advisory Services, Inc. History Closed out 0 0 0.01% -768 -100.0% Q1 2026 May 07, 2026
ANGELES WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -756 -100.0% Q1 2026 May 06, 2026
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 0.01% -750 -100.0% Q1 2026 Apr 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 0.0% -747 -100.0% Q1 2026 Apr 24, 2026
Net Worth Advisory Group History Closed out 0 0 0.04% -747 -100.0% Q1 2026 May 05, 2026
Provident Investment Management, Inc. History Closed out 0 0 0.02% -739 -100.0% Q1 2026 May 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 0.0% -737 -100.0% Q1 2026 May 12, 2026
ING GROEP NV History Closed out 0 0 0.0% -729 -100.0% Q1 2026 May 11, 2026
Apella Capital, LLC History Closed out 0 0 0.0% -729 -100.0% Q1 2026 Apr 20, 2026
CITIZENS FINANCIAL GROUP INC/RI History Closed out 0 0 0.0% -719 -100.0% Q1 2026 May 01, 2026
Ascent Group, LLC History Closed out 0 0 0.01% -714 -100.0% Q1 2026 May 15, 2026
Diversified Enterprises, LLC History Closed out 0 0 0.01% -714 -100.0% Q1 2026 May 14, 2026
Pinnacle Financial Partners, Inc. History Closed out 0 0 0.0% -707 -100.0% Q1 2026 May 14, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -706 -100.0% Q1 2026 May 15, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Closed out 0 0 0.01% -700 -100.0% Q1 2026 Apr 15, 2026
Integrated Quantitative Investments LLC History Closed out 0 0 0.04% -700 -100.0% Q1 2026 May 13, 2026
BRADY FAMILY WEALTH, LLC History Closed out 0 0 0.06% -696 -100.0% Q1 2026 Apr 08, 2026
Sovran Advisors, LLC History Closed out 0 0 0.02% -694 -100.0% Q1 2026 May 01, 2026
NATIXIS History Closed out 0 0 0.0% -632 -100.0% Q1 2026 May 14, 2026
ROWLANDMILLER & PARTNERS.ADV History Closed out 0 0 0.03% -545 -100.0% Q1 2026 Apr 01, 2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. History Closed out 0 0 0.25% -538 -100.0% Q1 2026 Apr 29, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -435 -100.0% Q1 2026 May 15, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.02% -342 -100.0% Q1 2026 May 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Closed out 0 0 0.06% -240 -100.0% Q1 2026 Apr 27, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Closed out 0 0 0.0% -218 -100.0% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Reduced 4 0 0.0% -179 -97.81% Q1 2026 Apr 20, 2026
Coastline Trust Co History Closed out 0 0 0.0% -170 -100.0% Q1 2026 Apr 03, 2026
Lummis Asset Management, LP History Closed out 0 0 0.02% -140 -100.0% Q1 2026 May 11, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.01% -122 -100.0% Q1 2026 May 06, 2026
Navalign, LLC History Closed out 0 0 0.01% -109 -100.0% Q1 2026 Apr 29, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.02% -104 -100.0% Q1 2026 May 07, 2026
Field & Main Bank History Closed out 0 0 0.01% -100 -100.0% Q1 2026 Apr 10, 2026
WINNOW WEALTH LLC History Closed out 0 0 0.02% -99 -100.0% Q1 2026 May 19, 2026
Generali Investments, Management Co LLC History Closed out 0 0 0.01% -95 -100.0% Q1 2026 Apr 09, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -71 -100.0% Q1 2026 May 15, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.0% -70 -100.0% Q1 2026 May 05, 2026
Centerpoint Advisors, LLC History Closed out 0 0 0.01% -62 -100.0% Q1 2026 May 07, 2026
Atlantic Edge Private Wealth Management, LLC History Closed out 0 0 0.0% -32 -100.0% Q1 2026 Apr 22, 2026
Key FInancial Inc History Closed out 0 0 0.0% -30 -100.0% Q1 2026 Apr 24, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 0.0% -22 -100.0% Q1 2026 May 12, 2026
Cornerstone Planning Group LLC History Reduced 4 0 0.0% -17 -80.95% Q1 2026 May 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 1 0 0.0% -16 -94.12% Q1 2026 May 06, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 0.0% -16 -100.0% Q1 2026 May 11, 2026
ALERUS FINANCIAL NA History Closed out 0 0 0.0% -15 -100.0% Q1 2026 May 12, 2026
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 0.01% -14 -100.0% Q1 2026 May 01, 2026
Signature Equity Partners, LLC History Reduced 2 0 0.0% -13 -86.67% Q1 2026 May 13, 2026
PITTENGER & ANDERSON INC History Closed out 0 0 0.0% -11 -100.0% Q1 2026 May 01, 2026
Cornerstone Financial Management LLC History Closed out 0 0 0.0% -9 -100.0% Q1 2026 May 08, 2026
VALLEY NATIONAL ADVISERS INC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 Apr 15, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 0.0% -8 -100.0% Q1 2026 May 15, 2026
Crewe Advisors LLC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 May 07, 2026
FINANCIAL CONSULATE, INC History Reduced 3 0 0.0% -6 -66.67% Q1 2026 Apr 21, 2026
Aspect Partners, LLC History Reduced 4 0 0.0% -6 -60.0% Q1 2026 Apr 02, 2026
Wealth Watch Advisors, INC History Closed out 0 0 0.0% -6 -100.0% Q1 2026 May 15, 2026
WOLFF WIESE MAGANA LLC History Closed out 0 0 0.0% -5 -100.0% Q1 2026 Apr 13, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -5 -100.0% Q1 2026 May 15, 2026
Fortitude Family Office, LLC History New 4 0 +4 New Q1 2026 Apr 15, 2026
Tidemark, LLC History New 4 0 +4 New Q1 2026 May 07, 2026
American Capital Advisory, LLC History New 4 0 +4 New Q1 2026 Apr 29, 2026
Rialto Wealth Management, LLC History Closed out 0 0 0.0% -4 -100.0% Q1 2026 May 14, 2026
Quaker Wealth Management, LLC History Added to 4 0 +3 300.0% Q1 2026 Apr 10, 2026
Y.D. More Investments Ltd History Reduced 24 0 -3 -11.11% Q1 2026 May 04, 2026
TFC Financial Management, Inc. History New 2 0 +2 New Q1 2026 Apr 23, 2026
North Star Investment Management Corp. History Closed out 0 0 -2 -100.0% Q1 2026 Apr 23, 2026
Marquette Asset Management, LLC History Closed out 0 0 -2 -100.0% Q1 2026 Apr 23, 2026
Breakwater Investment Management History Closed out 0 0 -2 -100.0% Q1 2026 May 14, 2026
Dunhill Financial, LLC History Reduced 1 0 -1 -50.0% Q1 2026 May 06, 2026
SALEM INVESTMENT COUNSELORS INC History New 1 0 +1 New Q1 2026 Apr 29, 2026
Bay Harbor Wealth Management, LLC History New 1 0 +1 New Q1 2026 Apr 14, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
Whipplewood Advisors, LLC History New 1 0 +1 New Q1 2026 Apr 30, 2026
MidFirst Bank History New 1 0 +1 New Q1 2026 May 15, 2026
WestEnd Advisors, LLC History No change 1 0 0 0.0% Q1 2026 Apr 22, 2026
NVWM, LLC History No change 3 0 0 0.0% Q1 2026 Apr 27, 2026
DiNuzzo Private Wealth, Inc. History No change 1 0 0 0.0% Q1 2026 Apr 08, 2026
Granite FO LLC History No change 4 0 0.0% 0 0.0% Q1 2026 May 12, 2026
Principia Wealth Advisory, LLC History No change 2 0 0 0.0% Q4 2025 Feb 10, 2026
Investors Portfolio Services LLC History No change 2 0 0 0.0% Q1 2026 May 14, 2026
Ares Financial Consulting, LLC History No change 1 0 0 0.0% Q1 2026 Apr 02, 2026