Grifols SA - GRFS
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 36,333,714 | 291,396 | 2.06% | 2.2% | 1 | +5,379,491 | 17.38% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | No change | 22,924,990 | 183,858 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Permian Investment Partners, LP | History | Added to | 19,354,679 | 155,224 | 17.15% | 19.27% | 3 | +1,164,417 | 6.4% | Q1 2026 | May 15, 2026 |
| Black Creek Investment Management Inc. | History | Reduced | 8,386,452 | 67,259 | 3.61% | 4.29% | 4 | -870,675 | -9.41% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 5,005,532 | 40,144 | 0.02% | 0.03% | 5 | -2,116,623 | -29.72% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,327,413 | 34,705 | 0.0% | 0.0% | 6 | +9,257 | 0.21% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 3,290,089 | 26,353 | 0.01% | 0.01% | 7 | -129,687 | -3.79% | Q1 2026 | May 18, 2026 |
| UBS Group AG | History | Added to | 3,156,653 | 25,316 | 0.0% | 0.0% | 8 | +591,289 | 23.05% | Q1 2026 | May 05, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 2,988,000 | 23,963 | 0.43% | 0.31% | 9 | +220,000 | 7.95% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,857,956 | 22,920 | 0.0% | 0.0% | 10 | -365,000 | -11.33% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 2,723,385 | 21,841 | 0.01% | 0.01% | 11 | -15,072 | -0.55% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,701,572 | 20,423 | 0.0% | 0.0% | 12 | +445,212 | 19.73% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,506,278 | 20,100 | 0.01% | 0.01% | 13 | -1,888,472 | -42.97% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,452,728 | 19,670 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORGES BANK | History | No change | 1,940,000 | 18,139 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Reduced | 2,104,594 | 16,878 | 0.0% | 0.01% | 16 | -330,042 | -13.56% | Q1 2026 | May 14, 2026 |
| WHITEBOX ADVISORS LLC | History | Reduced | 2,067,798 | 16,583 | 0.2% | 0.35% | 17 | -553,670 | -21.12% | Q1 2026 | May 15, 2026 |
| HARRIS ASSOCIATES L P | History | Reduced | 1,821,667 | 14,609 | 0.02% | 0.03% | 18 | -867,433 | -32.26% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,511,621 | 12,123 | 0.0% | 0.0% | 19 | +52,596 | 3.6% | Q1 2026 | May 13, 2026 |
| Flat Footed LLC | History | Added to | 1,372,394 | 11,006 | 1.2% | 1.11% | 20 | +287,867 | 26.54% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,325,965 | 10,634 | 0.0% | 0.0% | 21 | -117,649 | -8.15% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 1,251,579 | 10,037 | 0.01% | 0.01% | 22 | -138,197 | -9.94% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | New | 1,123,470 | 8,493 | 0.02% | — | 23 | +1,123,470 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,053,433 | 8,448 | 0.0% | 0.0% | 24 | +92,242 | 9.6% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 785,703 | 6,301 | 0.0% | 0.0% | 25 | +104,850 | 15.4% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 701,611 | 5,626 | 0.04% | 0.03% | 26 | -22,456 | -3.1% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 646,207 | 5,183 | 0.0% | 0.0% | 27 | +17,933 | 2.85% | Q1 2026 | May 15, 2026 |
| Capital International Sarl | History | No change | 645,251 | 5,174 | 0.08% | 0.1% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 520,136 | 4,171 | 0.14% | 0.15% | 29 | +41,367 | 8.64% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 467,028 | 3,745 | 0.0% | 0.0% | 30 | +120,423 | 34.74% | Q1 2026 | May 04, 2026 |
| CAPITAL INTERNATIONAL LTD /CA/ | History | No change | 404,486 | 3,243 | 0.12% | 0.13% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 361,455 | 2,898 | 0.23% | 0.26% | 32 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 352,798 | 2,829 | 0.0% | 0.0% | 33 | +104,418 | 42.04% | Q1 2026 | May 15, 2026 |
| SaddleRock Capital Management LLC | History | Reduced | 348,013 | 2,791 | 2.94% | 3.39% | 34 | -36,959 | -9.6% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 316,111 | 2,535 | 0.03% | 0.0% | 35 | +260,295 | 466.34% | Q1 2026 | Apr 16, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 287,874 | 2,308 | 0.01% | 0.01% | 36 | -49,395 | -14.65% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 263,243 | 2,111 | 0.0% | 0.0% | 37 | +58,024 | 28.27% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Reduced | 242,887 | 1,947 | 0.23% | 0.27% | 38 | -20,195 | -7.68% | Q1 2026 | May 13, 2026 |
| Groupe la Francaise | History | No change | 238,928 | 1,916 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| LPL Financial LLC | History | Added to | 226,631 | 1,817 | 0.0% | 0.0% | 40 | +56,472 | 33.19% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 220,377 | 1,767 | 0.0% | 0.0% | 41 | +39,932 | 22.13% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 209,372 | 1,679 | 0.03% | 0.03% | 42 | -2,660 | -1.25% | Q1 2026 | May 01, 2026 |
| Capital International, Inc./CA/ | History | No change | 190,360 | 1,526 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 172,722 | 1,385 | 0.0% | 0.0% | 44 | -12,931 | -6.97% | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 164,690 | 1,320 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Henry James International Management Inc. | History | No change | 157,945 | 1,266 | 0.46% | 0.47% | 46 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Added to | 125,151 | 1,003 | 0.0% | 0.0% | 47 | +27,824 | 28.59% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 119,303 | 956 | 0.0% | 0.0% | 48 | +56,395 | 89.65% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 111,315 | 892 | 0.02% | 0.02% | 49 | -2,761 | -2.42% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 94,400 | 757 | 0.0% | 0.0% | 50 | +26,700 | 39.44% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | No change | 86,466 | 693 | 0.14% | 0.17% | 51 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Capital Group Investment Management Pte. Ltd. | History | No change | 81,955 | 657 | 0.11% | 0.12% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 78,125 | 626 | 0.01% | 0.01% | 53 | +8,393 | 12.04% | Q1 2026 | Apr 23, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 77,728 | 623 | 0.09% | 0.11% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 72,463 | 581 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 71,548 | 573 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 70,145 | 560 | 0.0% | 0.0% | 57 | +6,378 | 10.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 68,556 | 549 | 0.0% | 0.0% | 58 | -24,944 | -26.68% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 66,700 | 534 | 0.01% | 0.0% | 59 | +34,200 | 105.23% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 66,159 | 530 | 0.01% | 0.01% | 60 | +14,235 | 27.42% | Q1 2026 | May 05, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 65,320 | 523 | 0.0% | 0.0% | 61 | +9,861 | 17.78% | Q1 2026 | May 12, 2026 |
| Vinva Investment Management Ltd | History | Added to | 47,318 | 521 | 0.01% | 0.0% | 62 | +19,095 | 67.66% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 64,309 | 515 | 0.0% | 0.0% | 63 | +5,604 | 9.55% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 63,848 | 512 | 0.03% | 0.04% | 64 | -29,286 | -31.45% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 62,972 | 505 | 0.0% | 0.0% | 65 | +14,215 | 29.15% | Q1 2026 | May 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 61,987 | 497 | 0.01% | 0.01% | 66 | +20,776 | 50.41% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 59,584 | 477 | 0.0% | 0.0% | 67 | +20,748 | 53.42% | Q1 2026 | May 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 53,040 | 425 | 0.02% | 0.02% | 68 | +6,117 | 13.04% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 51,357 | 411 | 0.0% | 0.0% | 69 | -226,049 | -81.49% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 49,633 | 398 | 0.0% | 0.0% | 70 | +4,932 | 11.03% | Q1 2026 | May 13, 2026 |
| Advisors Preferred, LLC | History | New | 49,495 | 396 | 0.06% | — | 71 | +49,495 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 49,321 | 395 | 0.0% | 0.0% | 72 | +23,978 | 94.61% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 48,279 | 387 | 0.04% | 0.05% | 73 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 45,661 | 366 | 0.0% | 0.0% | 74 | -1,086 | -2.32% | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 48,281 | 365 | 0.02% | 0.02% | 75 | -660 | -1.35% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 45,305 | 363 | 0.03% | 0.04% | 76 | -17,640 | -28.02% | Q1 2026 | Apr 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 43,614 | 349 | 0.0% | 0.0% | 77 | +10,403 | 31.32% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 40,413 | 324 | 0.01% | 0.01% | 78 | -697 | -1.7% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 39,742 | 318 | 0.0% | 0.0% | 79 | +8,323 | 26.49% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 32,717 | 262 | 0.0% | 0.0% | 80 | +10,232 | 45.51% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,633 | 245 | 0.0% | 0.0% | 81 | +9,701 | 46.35% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 30,066 | 241 | 0.0% | 0.0% | 82 | -9,433 | -23.88% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | New | 28,309 | 227 | 0.01% | — | 83 | +28,309 | New | Q1 2026 | May 11, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | No change | 28,000 | 224 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 24,284 | 194 | 0.02% | — | 85 | +24,284 | New | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 24,509 | 193 | 0.0% | 0.05% | 86 | -85,636 | -77.75% | Q1 2026 | May 01, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 24,000 | 192 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,703 | 190 | 0.0% | 0.0% | 88 | -165 | -0.69% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 22,417 | 179 | 0.0% | 0.0% | 89 | -6,668 | -22.93% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 22,348 | 179 | 0.0% | 0.0% | 90 | +495 | 2.27% | Q1 2026 | May 14, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 21,649 | 173 | 0.01% | 0.01% | 91 | +1,770 | 8.9% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 21,360 | 171 | 0.0% | 0.0% | 92 | +2,239 | 11.71% | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 20,973 | 168 | 0.04% | 0.02% | 93 | +8,558 | 68.93% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 20,554 | 164 | 0.0% | 0.0% | 94 | -127 | -0.61% | Q1 2026 | May 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 19,815 | 158 | 0.0% | 0.02% | 95 | -93,873 | -82.57% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Added to | 19,776 | 158 | 0.03% | 0.04% | 96 | +163 | 0.83% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 19,611 | 157 | 0.0% | 0.0% | 97 | -1,732 | -8.12% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 19,006 | 152 | 0.0% | 0.0% | 98 | +5,436 | 40.06% | Q1 2026 | May 04, 2026 |
| Ascent Group, LLC | History | Added to | 17,643 | 141 | 0.0% | 0.01% | 99 | +1,322 | 8.1% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 17,269 | 138 | 0.0% | — | 100 | +17,269 | New | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,419 | 131 | 0.0% | 0.0% | 101 | +1,511 | 10.14% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | New | 15,452 | 123 | 0.0% | — | 102 | +15,452 | New | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 15,222 | 122 | 0.0% | 0.0% | 103 | -80 | -0.52% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,196 | 121 | 0.0% | 0.01% | 104 | -608 | -3.85% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 14,685 | 117 | 0.0% | 0.0% | 106 | +6,127 | 71.59% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,604 | 117 | 0.0% | 0.0% | 105 | +291 | 2.03% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 14,166 | 113 | 0.0% | 0.0% | 107 | +301 | 2.17% | Q1 2026 | Apr 15, 2026 |
| WINTON GROUP Ltd | History | New | 13,900 | 111 | 0.0% | — | 108 | +13,900 | New | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,685 | 109 | 0.0% | 0.0% | 109 | +47 | 0.34% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | New | 13,582 | 108 | 0.0% | — | 110 | +13,582 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 13,104 | 105 | 0.0% | 0.0% | 111 | +1,878 | 16.73% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 12,964 | 103 | 0.0% | — | 112 | +12,964 | New | Q1 2026 | Apr 21, 2026 |
| R Squared Ltd | History | Reduced | 12,611 | 101 | 0.06% | 0.1% | 113 | -10,844 | -46.23% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 11,774 | 94 | 0.0% | 0.0% | 114 | -4,722 | -28.63% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Reduced | 11,520 | 92 | 0.02% | 0.08% | 115 | -23,736 | -67.32% | Q1 2026 | Apr 28, 2026 |
| Manske Wealth Management | History | No change | 11,548 | 92 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,448 | 91 | 0.0% | 0.0% | 117 | +852 | 8.04% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 10,999 | 88 | 0.0% | — | 118 | +10,999 | New | Q1 2026 | May 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 10,012 | 80 | 0.02% | — | 119 | +10,012 | New | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 9,573 | 76 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,961 | 71 | 0.0% | 0.0% | 121 | +2,998 | 50.28% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 13,202 | 68 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 8,175 | 65 | 0.0% | 0.0% | 123 | +102 | 1.26% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 6,600 | 52 | 0.0% | 0.0% | 124 | +32 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,116 | 41 | 0.0% | 0.0% | 125 | +2,004 | 64.4% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,598 | 36 | 0.0% | 0.0% | 126 | -3,344 | -42.11% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 4,610 | 36 | 0.0% | 0.0% | 127 | +1,256 | 37.45% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Reduced | 3,667 | 29 | 0.0% | 0.0% | 128 | -9,120 | -71.32% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,281 | 26 | 0.0% | 0.0% | 129 | +2,824 | 617.94% | Q1 2026 | May 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,725 | 21 | 0.0% | 0.0% | 130 | +329 | 13.73% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,422 | 19 | 0.0% | 0.0% | 131 | +58 | 2.45% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,984 | 16 | 0.0% | 0.0% | 132 | +342 | 20.83% | Q1 2026 | Apr 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,896 | 15 | 0.0% | 0.0% | 133 | -43 | -2.22% | Q1 2026 | Apr 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,767 | 14 | 0.0% | 0.0% | 134 | +1,466 | 487.04% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,671 | 13 | 0.0% | 0.0% | 135 | -4,709 | -73.81% | Q1 2026 | May 15, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 1,678 | 13 | 0.01% | — | 136 | +1,678 | New | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,636 | 12 | 0.0% | 0.0% | 138 | -426 | -20.66% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Services | History | No change | 1,521 | 12 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,477 | 11 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,424 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,411 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | No change | 1,426 | 11 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,130 | 9 | 0.0% | 0.0% | 143 | -520 | -31.52% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,206 | 9 | 0.0% | 0.0% | 144 | +504 | 71.79% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 1,061 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,000 | 8 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 940 | 7 | 0.0% | 0.0% | 147 | +649 | 223.02% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 653 | 5 | 0.0% | 0.0% | 148 | -4 | -0.61% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 511 | 4 | 0.0% | 0.0% | 150 | -587 | -53.46% | Q1 2026 | May 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 507 | 4 | 0.0% | — | 151 | +507 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 608 | 4 | 0.0% | 0.0% | 149 | +450 | 284.81% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 455 | 3 | 0.0% | 0.0% | 152 | -25,484 | -98.25% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 482 | 3 | 0.0% | — | 153 | +482 | New | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | New | 337 | 2 | 0.0% | — | 158 | +337 | New | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | New | 293 | 2 | 0.0% | — | 160 | +293 | New | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 259 | 2 | 0.0% | — | 159 | +259 | New | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 346 | 2 | 0.0% | 0.0% | 154 | +232 | 203.51% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 282 | 2 | 0.0% | — | 155 | +188 | 200.0% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 315 | 2 | 0.0% | 0.0% | 156 | -109 | -25.71% | Q1 2026 | May 07, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 327 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 195 | 1 | 0.0% | — | 161 | +190 | 3800.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 182 | 1 | 0.0% | — | 168 | +182 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 174 | 1 | 0.0% | — | 169 | +174 | New | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 164 | 1 | 0.0% | — | 163 | +113 | 221.57% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 130 | 1 | 0.0% | — | 162 | +106 | 441.67% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 216 | 1 | 0.0% | 0.0% | 165 | +18 | 9.09% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 216 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 146 | 1 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DV EQUITIES, LLC | History | No change | 210 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -196,000 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112,138 | -100.0% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81,991 | -100.0% | Q1 2026 | May 12, 2026 |
| Fore Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -70,000 | -100.0% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,482 | -100.0% | Q1 2026 | May 01, 2026 |
| Compass Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,371 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -19,508 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,491 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Alhambra Investment Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,479 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,928 | -100.0% | Q1 2026 | May 04, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,678 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,198 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 36 | 0 | — | 0.0% | — | -150 | -80.65% | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Reduced | 75 | 0 | — | 0.0% | — | -139 | -64.95% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | New | 101 | 0 | — | — | — | +101 | New | Q1 2026 | Apr 29, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 102 | 0 | — | — | — | +90 | 750.0% | Q1 2026 | Apr 30, 2026 |
| Manchester Capital Management LLC | History | New | 90 | 0 | — | — | — | +90 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | New | 52 | 0 | — | — | — | +52 | New | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | Apr 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 58 | 0 | — | — | — | -22 | -27.5% | Q1 2026 | Apr 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 91 | 0 | — | — | — | -9 | -9.0% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 28, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 42 | 0 | — | — | — | +2 | 5.0% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 78 | 0 | — | — | — | -1 | -1.27% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Added to | 74 | 0 | — | — | — | +1 | 1.37% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 60 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |