Guidewire Software, Inc. - GWRE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Full rows mode is enabled. Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 8,953,238 1,799,690 0.03% 0.03% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 9,327,701 1,395,051 0.02% 0.03% 2 +442,097 4.98% Q1 2026 May 13, 2026
Linonia Partnership LP History Added to 7,651,130 1,144,303 21.25% 24.39% 3 +2,288,402 42.67% Q1 2026 May 15, 2026
BAMCO INC /NY/ History Added to 6,597,453 986,715 2.98% 2.8% 4 +1,449,903 28.17% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,594,571 687,164 0.04% 5 +4,594,571 New Q1 2026 May 08, 2026
Darsana Capital Partners LP History Added to 4,000,000 598,240 12.74% 10.02% 6 +1,500,000 60.0% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,843,061 574,768 0.01% 7 +3,843,061 New Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 2,995,337 452,161 0.15% 0.28% 8 -1,263,149 -29.66% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 2,620,690 391,950 0.01% 0.02% 9 +45,417 1.76% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 2,036,729 304,614 0.05% 0.04% 10 +759,138 59.42% Q1 2026 May 15, 2026
Route One Investment Company, L.P. History Added to 1,849,364 276,590 11.77% 12.47% 11 +178,950 10.71% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,708,372 255,563 0.02% 0.02% 12 -69,829 -3.93% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,180,334 176,536 0.09% 0.02% 13 +997,992 547.32% Q1 2026 May 04, 2026
T. Rowe Price Investment Management, Inc. History New 1,154,411 172,654 0.12% 14 +1,154,411 New Q1 2026 May 15, 2026
Artisan Partners Limited Partnership History Added to 1,145,240 171,282 0.27% 0.32% 15 +84,272 7.94% Q1 2026 May 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,116,519 166,986 0.03% 0.03% 16 +268,512 31.66% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 975,296 145,865 0.42% 0.61% 17 -159,255 -14.04% Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Added to 857,850 124,302 0.01% 0.01% 18 +186,134 27.71% Q1 2026 May 13, 2026
WASATCH ADVISORS LP History Added to 801,489 119,870 0.8% 0.74% 19 +179,945 28.95% Q1 2026 Apr 21, 2026
JANE STREET GROUP, LLC History Added to 791,345 118,353 0.02% 0.0% 20 +693,447 708.34% Q1 2026 May 12, 2026
NORTHERN TRUST CORP History Added to 750,070 112,180 0.01% 0.02% 21 +15,830 2.16% Q1 2026 May 14, 2026
MORGAN STANLEY History Added to 720,134 107,703 0.01% 0.01% 22 +152,962 26.97% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 706,244 105,625 0.57% 0.8% 23 -25,383 -3.47% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 695,515 104,021 0.01% 0.01% 24 +223,879 47.47% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 629,738 94,183 0.02% 0.04% 25 -240,474 -27.63% Q1 2026 May 13, 2026
Assenagon Asset Management S.A. History Added to 628,759 94,037 0.14% 0.06% 26 +403,370 178.97% Q1 2026 Apr 20, 2026
DF DENT & CO INC History Added to 618,275 92,469 1.77% 1.31% 27 +165,468 36.54% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 607,737 90,893 0.01% 0.02% 28 +41,507 7.33% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 598,396 89,496 0.05% 0.05% 29 +177,672 42.23% Q1 2026 May 14, 2026
1832 Asset Management L.P. History Added to 561,952 84,045 0.08% 0.07% 30 +129,856 30.05% Q1 2026 May 14, 2026
FMR LLC History Reduced 547,011 81,811 0.0% 0.01% 31 -40,452 -6.89% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 540,135 80,782 0.02% 32 +540,135 New Q1 2026 May 08, 2026
Stephens Investment Management Group LLC History Added to 524,818 78,491 1.08% 1.33% 33 +15,260 2.99% Q1 2026 Apr 28, 2026
Bank of New York Mellon Corp History Added to 516,225 77,206 0.01% 0.02% 34 +1,011 0.2% Q1 2026 May 05, 2026
Sculptor Capital LP History No change 510,000 76,275 0.79% 1.06% 35 0 0.0% Q1 2026 May 15, 2026
RGM Capital, LLC History No change 367,744 73,920 3.59% 3.59% 36 0 0.0% Q4 2025 Feb 17, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History New 486,581 72,773 0.31% 37 +486,581 New Q1 2026 May 11, 2026
Nuveen, LLC History Reduced 481,204 71,968 0.02% 0.03% 38 -6,696 -1.37% Q1 2026 Apr 30, 2026
Quantinno Capital Management LP History Added to 469,374 70,199 0.12% 0.03% 39 +398,043 558.02% Q1 2026 May 15, 2026
BROWN ADVISORY INC History Added to 433,818 64,881 0.11% 0.06% 40 +211,355 95.01% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 418,670 62,616 0.01% 0.01% 41 +185,237 79.35% Q1 2026 May 15, 2026
Hudson Way Capital Management LLC History Added to 415,635 62,162 5.94% 4.98% 42 +103,723 33.25% Q1 2026 May 15, 2026
Greenstone Partners & Co., LLC History Added to 404,319 60,469 15.31% 7.27% 43 +218,363 117.43% Q1 2026 May 14, 2026
SOMA EQUITY PARTNERS LP History New 385,359 57,634 4.25% 44 +385,359 New Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Added to 382,583 57,219 0.07% 0.08% 45 +39,048 11.37% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 377,951 56,526 0.02% 0.02% 46 +99,314 35.64% Q1 2026 May 06, 2026
FEDERATED HERMES, INC. History Reduced 373,993 55,934 0.09% 0.16% 47 -109,342 -22.62% Q1 2026 May 11, 2026
D. E. Shaw & Co., Inc. History Added to 373,976 55,931 0.03% 0.02% 48 +197,620 112.06% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Reduced 363,562 54,378 0.03% 0.04% 49 -127,824 -26.01% Q1 2026 May 18, 2026
AustralianSuper Pty Ltd History New 346,755 51,860 0.27% 50 +346,755 New Q1 2026 May 07, 2026
Rathbones Group PLC History Reduced 343,747 51,410 0.22% 0.27% 51 -370 -0.11% Q1 2026 May 12, 2026
Allspring Global Investments Holdings, LLC History Reduced 345,976 51,405 0.09% 0.15% 52 -133,883 -27.9% Q1 2026 May 05, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 341,501 51,074 0.17% 0.2% 53 -16,827 -4.7% Q1 2026 May 08, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 334,635 50,034 0.01% 0.01% 54 -19,842 -5.6% Q1 2026 May 07, 2026
AMERICAN CAPITAL MANAGEMENT INC History Reduced 324,196 48,486 2.6% 2.89% 55 -1,236 -0.38% Q1 2026 May 15, 2026
UBS Group AG History Reduced 299,074 44,729 0.01% 0.02% 56 -165,576 -35.63% Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 281,190 42,054 0.0% 0.0% 57 +152,571 118.62% Q1 2026 May 15, 2026
Conestoga Capital Advisors, LLC History Added to 274,841 41,105 0.82% 0.88% 58 +15,243 5.87% Q1 2026 Apr 24, 2026
RHUMBLINE ADVISERS History Added to 274,042 40,985 0.04% 0.04% 59 +5,700 2.12% Q1 2026 May 12, 2026
AMERIPRISE FINANCIAL INC History Added to 271,151 40,553 0.01% 0.0% 60 +196,135 261.46% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Reduced 262,121 39,202 0.03% 0.04% 61 -430 -0.16% Q1 2026 May 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Added to 259,527 38,814 0.4% 0.26% 62 +139,964 117.06% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 256,266 38,327 0.01% 0.01% 63 +3,205 1.27% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 252,473 37,759 0.02% 0.05% 64 -371,215 -59.52% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 248,561 37,175 0.0% 0.01% 65 -48,475 -16.32% Q1 2026 May 15, 2026
Sandhill Capital Partners LLC History Added to 242,036 36,198 3.11% 2.97% 66 +34,507 16.63% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 239,924 35,883 0.01% 0.01% 67 +8,335 3.6% Q1 2026 May 14, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 229,512 34,325 0.84% 0.94% 68 -19,363 -7.78% Q1 2026 Apr 17, 2026
SEI INVESTMENTS CO History Reduced 221,066 33,062 0.03% 0.06% 69 -64,201 -22.51% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 159,300 32,020 0.06% 0.06% 70 0 0.0% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 215,307 31,850 0.01% 0.14% 71 -1,101,510 -83.65% Q1 2026 May 15, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 202,874 30,341 0.22% 0.41% 72 -85,453 -29.64% Q1 2026 Apr 14, 2026
MAKENA CAPITAL MANAGEMENT LLC History Added to 200,643 30,008 3.46% 3.36% 73 +61,328 44.02% Q1 2026 May 11, 2026
CIBC Private Wealth Group LLC History No change 143,293 28,803 0.05% 0.05% 74 0 0.0% Q4 2025 Feb 12, 2026
Fiera Capital Corp History Reduced 192,295 28,759 0.1% 0.16% 75 -66,304 -25.64% Q1 2026 May 12, 2026
NORGES BANK History No change 136,991 27,536 0.0% 0.0% 76 0 0.0% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 179,357 26,824 0.01% 0.01% 77 +7,121 4.13% Q1 2026 May 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 178,642 26,717 0.01% 0.03% 78 -154,342 -46.35% Q1 2026 May 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 178,435 26,686 0.04% 0.04% 79 +35,375 24.73% Q1 2026 May 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 174,037 26,028 0.02% 0.0% 80 +173,089 18258.33% Q1 2026 May 07, 2026
Swiss National Bank History Added to 168,200 25,155 0.01% 0.02% 81 +1,400 0.84% Q1 2026 May 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 160,355 23,983 0.05% 0.04% 82 +37,208 30.21% Q1 2026 May 01, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 153,449 22,949 0.86% 83 +153,449 New Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 151,308 22,629 0.0% 0.01% 84 -216,952 -58.91% Q1 2026 May 15, 2026
Gavilan Investment Partners LLC History Added to 149,500 22,359 6.01% 5.55% 85 +34,500 30.0% Q1 2026 May 14, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 148,686 22,237 0.16% 0.06% 86 +105,399 243.49% Q1 2026 May 15, 2026
PARNASSUS INVESTMENTS, LLC History Added to 147,343 22,036 0.06% 0.05% 87 +47,841 48.08% Q1 2026 May 12, 2026
Invesco Ltd. History Reduced 145,570 21,771 0.0% 0.03% 88 -874,132 -85.72% Q1 2026 May 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 108,016 21,712 0.01% 0.03% 89 -340,447 -75.91% Q1 2026 May 15, 2026
Oakcliff Capital Partners, LP History Added to 144,183 21,564 9.51% 7.17% 90 +61,000 73.33% Q1 2026 May 15, 2026
Stockbridge Partners LLC History Reduced 136,435 20,405 0.49% 6.39% 91 -1,308,771 -90.56% Q1 2026 May 14, 2026
BROWN CAPITAL MANAGEMENT LLC History Reduced 130,955 19,585 2.78% 3.03% 92 -52,669 -28.68% Q1 2026 May 14, 2026
Anabranch Capital Management, LP History Added to 129,697 19,397 16.88% 16.84% 93 +5,052 4.05% Q1 2026 May 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 129,462 19,362 0.28% 0.23% 94 +50,217 63.37% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Added to 125,906 18,830 0.03% 0.03% 95 +32,662 35.03% Q1 2026 May 06, 2026
Legal & General Group Plc History Reduced 119,421 17,860 0.0% 0.01% 96 -17,826 -12.99% Q1 2026 May 08, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 118,925 17,786 0.02% 0.02% 97 +37,609 46.25% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 118,623 17,741 0.05% 0.02% 98 +87,900 286.1% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 117,784 17,615 0.0% 0.0% 99 -11,643 -9.0% Q1 2026 May 11, 2026
Ranger Investment Management, L.P. History Reduced 114,745 17,161 1.24% 1.65% 100 -4,851 -4.06% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 111,757 16,714 0.01% 0.01% 101 -9,064 -7.5% Q1 2026 May 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 110,644 16,547 0.01% 0.02% 102 -39,768 -26.44% Q1 2026 May 06, 2026
COMERICA BANK History No change 78,659 15,811 0.06% 0.06% 103 0 0.0% Q4 2025 Jan 29, 2026
Retirement Systems of Alabama History Added to 104,228 15,588 0.05% 0.07% 104 +2,192 2.15% Q1 2026 Apr 24, 2026
LORD, ABBETT & CO. LLC History Reduced 102,988 15,403 0.05% 0.29% 105 -362,453 -77.87% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Reduced 101,373 15,161 0.04% 0.03% 106 -17,135 -14.46% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 99,869 14,936 0.0% 0.01% 107 -41,961 -29.59% Q1 2026 May 14, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 99,100 14,821 0.26% 0.13% 108 +60,900 159.42% Q1 2026 May 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 98,191 14,685 0.02% 0.02% 109 +18,042 22.51% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 95,585 14,295 0.02% 0.12% 110 -484,761 -83.53% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 94,663 14,158 0.02% 0.03% 111 +577 0.61% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 93,462 13,895 0.02% 0.0% 112 +82,504 752.91% Q1 2026 May 15, 2026
Man Group plc History Added to 86,727 12,970 0.02% 0.01% 113 +69,383 400.04% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 84,652 12,660 0.02% 0.0% 114 +83,838 10299.51% Q1 2026 May 01, 2026
LOOMIS SAYLES & CO L P History Reduced 84,445 12,629 0.02% 0.03% 115 -59,524 -41.35% Q1 2026 May 14, 2026
Night Owl Capital Management, LLC History Added to 81,448 12,181 1.42% 1.78% 116 +528 0.65% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Added to 78,366 11,720 0.01% 0.0% 117 +65,919 529.6% Q1 2026 May 11, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 77,864 11,645 0.01% 0.12% 118 -340,145 -81.37% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 75,904 11,352 0.01% 119 +75,904 New Q1 2026 May 08, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 75,825 11,340 0.04% 0.2% 120 -188,700 -71.34% Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 71,753 10,731 0.02% 0.03% 121 0 0.0% Q1 2026 May 08, 2026
Walleye Trading LLC History Added to 69,762 10,433 0.02% 0.01% 122 +41,024 142.75% Q1 2026 May 08, 2026
WHITTIER TRUST CO History Added to 69,638 10,294 0.12% 0.13% 123 +6,251 9.86% Q1 2026 Apr 28, 2026
Allianz Asset Management GmbH History Added to 64,156 9,595 0.01% 0.01% 124 +8,665 15.62% Q1 2026 May 11, 2026
Shannon River Fund Management LLC History Reduced 62,863 9,401 1.79% 3.97% 125 -63,194 -50.13% Q1 2026 May 14, 2026
Advisors Capital Management, LLC History Added to 62,094 9,286 0.11% 0.13% 126 +5,346 9.42% Q1 2026 May 01, 2026
OBERNDORF WILLIAM E History New 61,751 9,235 17.31% 127 +61,751 New Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 60,100 8,988 0.01% 0.02% 128 -4,046 -6.31% Q1 2026 May 15, 2026
Marble Harbor Investment Counsel, LLC History New 59,940 8,964 0.97% 129 +59,940 New Q1 2026 May 08, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 60,508 8,937 0.01% 0.02% 130 +8,091 15.44% Q1 2026 May 15, 2026
Teca Partners, LP History Reduced 59,099 8,838 6.09% 14.47% 131 -67,057 -53.15% Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 58,133 8,694 0.02% 0.02% 132 -3,100 -5.06% Q1 2026 Apr 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 57,616 8,617 0.01% 0.01% 133 +10,716 22.85% Q1 2026 May 15, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 56,874 8,506 0.04% 0.14% 134 -116,194 -67.14% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 56,649 8,472 0.01% 0.01% 135 -3,255 -5.43% Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 56,262 8,414 0.02% 0.03% 136 +454 0.81% Q1 2026 May 15, 2026
M.D. Sass, LLC History Added to 55,208 8,256 0.63% 0.51% 137 +23,022 71.53% Q1 2026 May 14, 2026
NATIXIS ADVISORS, LLC History Reduced 54,835 8,201 0.01% 0.03% 138 -36,113 -39.71% Q1 2026 May 13, 2026
Jain Global LLC History Reduced 54,405 8,136 0.03% 0.11% 139 -57,853 -51.54% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Added to 53,763 8,041 0.12% 0.1% 140 +22,320 70.99% Q1 2026 May 14, 2026
BRX Global LP History Reduced 53,601 8,016 10.45% 33.33% 141 -115,846 -68.37% Q1 2026 May 14, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 49,900 7,463 0.01% 0.01% 142 0 0.0% Q1 2026 May 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 49,692 7,431 0.08% 0.11% 143 +4,126 9.05% Q1 2026 Apr 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 50,376 7,288 0.0% 0.0% 144 +45,845 1011.81% Q1 2026 May 15, 2026
CYPRESS POINT INVESTMENT MANAGEMENT LP History New 48,589 7,266 1.71% 145 +48,589 New Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History Reduced 48,427 7,255 0.01% 0.02% 146 -355 -0.73% Q1 2026 May 14, 2026
GDS Wealth Management History Added to 46,342 6,930 0.42% 0.44% 147 +11,388 32.58% Q1 2026 Apr 27, 2026
STIFEL FINANCIAL CORP History Added to 46,294 6,923 0.01% 0.01% 148 +10,686 30.01% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History Added to 45,652 6,827 0.03% 0.04% 149 +19 0.04% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 44,932 6,775 0.01% 0.01% 150 -11,047 -19.73% Q1 2026 Apr 08, 2026
IMC-Chicago, LLC History Added to 45,000 6,730 0.0% 0.0% 151 +33,700 298.23% Q1 2026 May 05, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 44,675 6,681 0.14% 0.19% 152 -174 -0.39% Q1 2026 Apr 30, 2026
H Squared Management LP History Reduced 42,000 6,281 5.79% 11.6% 153 -58,000 -58.0% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 41,639 6,227 0.0% 0.0% 154 +14,226 51.9% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 41,396 6,191 0.07% 0.09% 155 -2,835 -6.41% Q1 2026 May 07, 2026
AMICA MUTUAL INSURANCE CO History Added to 40,980 6,129 0.53% 0.12% 156 +33,916 480.12% Q1 2026 May 05, 2026
FIRST TRUST ADVISORS LP History Reduced 40,830 6,106 0.0% 0.01% 157 -40,207 -49.62% Q1 2026 May 13, 2026
AMALGAMATED BANK History Added to 40,801 6,102 0.05% 0.06% 158 +539 1.34% Q1 2026 May 08, 2026
Weiss Asset Management LP History New 40,700 6,087 0.1% 159 +40,700 New Q1 2026 May 15, 2026
Mariner, LLC History Reduced 40,097 5,996 0.01% 0.02% 160 -23,534 -36.99% Q1 2026 May 13, 2026
Cornerstone Advisors, LLC History New 38,028 5,687 0.21% 161 +38,028 New Q1 2026 May 08, 2026
Greenwich Wealth Management LLC History Added to 37,468 5,604 0.23% 0.34% 162 +90 0.24% Q1 2026 May 12, 2026
Squarepoint Ops LLC History Reduced 36,943 5,525 0.01% 0.05% 163 -204,530 -84.7% Q1 2026 May 15, 2026
Creative Planning History Added to 36,836 5,509 0.0% 0.0% 164 +16,059 77.29% Q1 2026 May 12, 2026
Treasurer of the State of North Carolina History Added to 36,335 5,434 0.02% 0.02% 165 +775 2.18% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 36,197 5,413 0.05% 0.06% 166 +255 0.71% Q1 2026 Apr 29, 2026
ZACKS INVESTMENT MANAGEMENT History Added to 36,094 5,398 0.04% 0.06% 167 +872 2.48% Q1 2026 May 14, 2026
Robeco Institutional Asset Management B.V. History Reduced 35,869 5,364 0.01% 0.02% 168 -24,935 -41.01% Q1 2026 Apr 21, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 34,683 5,187 1.95% 1.75% 169 +10,468 43.23% Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 34,541 5,165 0.0% 170 +34,541 New Q1 2026 May 08, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 34,362 5,139 0.02% 0.06% 171 -69,501 -66.92% Q1 2026 May 14, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 34,202 5,056 0.1% 0.13% 172 +1,346 4.1% Q1 2026 Apr 28, 2026
State of Tennessee, Department of Treasury History No change 33,417 4,997 0.02% 0.02% 173 0 0.0% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 33,084 4,948 0.01% 0.01% 174 +6,487 24.39% Q1 2026 May 15, 2026
Highlander Partners, L.P. History New 33,000 4,935 1.93% 175 +33,000 New Q1 2026 Apr 14, 2026
CI INVESTMENTS INC. History Added to 31,766 4,750 0.02% 0.01% 176 +15,116 90.79% Q1 2026 May 13, 2026
Motley Fool Asset Management LLC History Reduced 30,517 4,564 0.2% 0.25% 177 -1,758 -5.45% Q1 2026 May 12, 2026
QUEST INVESTMENT MANAGEMENT LLC History Reduced 30,117 4,504 0.53% 0.89% 178 -10,984 -26.72% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Added to 29,195 4,366 0.01% 0.01% 179 +6,200 26.96% Q1 2026 Apr 28, 2026
AGF MANAGEMENT LTD History Added to 29,055 4,345 0.02% 0.01% 180 +14,727 102.78% Q1 2026 May 07, 2026
Lido Advisors, LLC History Added to 28,506 4,263 0.01% 0.02% 181 +1,064 3.88% Q1 2026 May 13, 2026
Bayberry Capital Partners LP History New 28,500 4,262 1.32% 182 +28,500 New Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 28,418 4,250 0.0% 0.0% 183 -6,425 -18.44% Q1 2026 May 15, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 28,400 4,247 0.0% 0.0% 184 +12,200 75.31% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History No change 27,940 4,178 0.02% 0.02% 185 0 0.0% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Reduced 27,408 4,099 0.01% 0.01% 186 -10,984 -28.61% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 27,146 4,059 0.02% 0.02% 187 +3,593 15.25% Q1 2026 May 11, 2026
Badgley Phelps Wealth Managers, LLC History Added to 27,003 4,038 0.08% 0.09% 188 +3,162 13.26% Q1 2026 Apr 15, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 26,930 4,027 0.3% 0.39% 189 -22 -0.08% Q1 2026 May 07, 2026
Motley Fool Wealth Management, LLC History Reduced 26,642 3,984 0.45% 0.56% 190 -9,283 -25.84% Q1 2026 May 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 26,170 3,914 0.03% 0.04% 191 0 0.0% Q1 2026 May 04, 2026
MIROVA History New 25,515 3,816 0.15% 192 +25,515 New Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 25,119 3,757 0.06% 0.09% 193 -5,234 -17.24% Q1 2026 May 01, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 25,093 3,752 0.04% 0.04% 194 -1,275 -4.84% Q1 2026 Apr 24, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 24,909 3,725 0.01% 0.02% 195 -806 -3.13% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Added to 24,800 3,709 0.01% 0.0% 196 +23,800 2380.0% Q1 2026 May 13, 2026
Louisiana State Employees Retirement System History Added to 24,700 3,694 0.06% 0.08% 197 +1,200 5.11% Q1 2026 Apr 20, 2026
Ameritas Investment Partners, Inc. History Added to 24,022 3,592 0.11% 0.14% 198 +1,356 5.98% Q1 2026 May 13, 2026
Arizona State Retirement System History Reduced 23,344 3,491 0.02% 0.03% 199 -156 -0.66% Q1 2026 May 01, 2026
Sava Infond d.o.o. History No change 23,300 3,484 0.49% 0.63% 200 0 0.0% Q1 2026 May 11, 2026
Federation des caisses Desjardins du Quebec History Added to 23,286 3,482 0.01% 0.01% 201 +6,548 39.12% Q1 2026 May 13, 2026
Regal Partners Ltd History New 22,949 3,432 0.19% 202 +22,949 New Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 22,359 3,344 0.0% 0.0% 203 -19,947 -47.15% Q1 2026 May 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 22,259 3,329 0.01% 0.01% 204 +4,330 24.15% Q1 2026 May 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 21,302 3,185 0.02% 0.02% 205 +27 0.13% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 21,225 3,174 0.01% 206 +21,225 New Q1 2026 May 08, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History Reduced 21,153 3,163 0.5% 0.69% 207 -1,361 -6.05% Q1 2026 May 11, 2026
CITIGROUP INC History Added to 20,602 3,081 0.0% 0.0% 208 +1,399 7.29% Q1 2026 May 11, 2026
Orion Porfolio Solutions, LLC History Reduced 20,506 3,066 0.03% 0.04% 209 -4,855 -19.14% Q1 2026 May 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 20,500 3,065 0.02% 0.02% 210 +400 1.99% Q1 2026 May 04, 2026
XPONANCE LLC History Added to 20,216 3,023 0.02% 0.03% 211 +3,282 19.38% Q1 2026 May 13, 2026
Summit Trail Advisors, LLC History Added to 19,775 2,957 0.04% 0.03% 212 +12,278 163.77% Q1 2026 May 12, 2026
Vanguard Personalized Indexing Management, LLC History Added to 19,554 2,924 0.03% 0.03% 213 +5,514 39.27% Q1 2026 May 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 19,047 2,848 0.04% 0.04% 214 +24 0.13% Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 18,719 2,799 0.0% 0.0% 215 +11,749 168.57% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History Added to 18,700 2,796 0.01% 0.01% 216 +300 1.63% Q1 2026 Apr 29, 2026
HB Wealth Management, LLC History Reduced 18,441 2,758 0.02% 0.03% 217 -1,721 -8.54% Q1 2026 Apr 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 17,687 2,645 0.0% 0.0% 218 -2,823 -13.76% Q1 2026 May 12, 2026
COMMERCE BANK History Added to 17,651 2,639 0.01% 0.02% 219 +1,231 7.5% Q1 2026 May 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 17,356 2,595 0.03% 0.04% 220 +334 1.96% Q1 2026 Apr 29, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 17,200 2,572 0.08% 0.1% 221 0 0.0% Q1 2026 May 04, 2026
New Age Alpha Advisors, LLC History Reduced 16,834 2,517 0.12% 0.15% 222 -375 -2.18% Q1 2026 May 11, 2026
Cetera Investment Advisers History Reduced 15,553 2,326 0.0% 0.0% 223 -6,829 -30.51% Q1 2026 May 13, 2026
TWINBEECH CAPITAL LP History Added to 14,914 2,230 0.23% 0.03% 224 +12,649 558.45% Q1 2026 May 15, 2026
US BANCORP \DE\ History Reduced 14,769 2,208 0.0% 0.0% 225 -2,286 -13.4% Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Added to 14,479 2,164 0.0% 0.0% 226 +7,242 100.07% Q1 2026 Apr 30, 2026
Utah Retirement Systems History No change 13,895 2,078 0.02% 0.03% 227 0 0.0% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 13,290 1,987 0.0% 0.0% 228 +776 6.2% Q1 2026 Apr 22, 2026
Amundi History Added to 13,214 1,976 0.0% 0.0% 229 +5,277 66.49% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Added to 12,842 1,920 0.01% 0.02% 230 +46 0.36% Q1 2026 May 05, 2026
BNP Paribas Asset Management Holding S.A. History Added to 12,832 1,919 0.0% 0.0% 231 +469 3.79% Q1 2026 May 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 12,631 1,889 0.01% 0.1% 232 -115,816 -90.17% Q1 2026 May 08, 2026
XTX Topco Ltd History Added to 12,504 1,870 0.03% 0.07% 233 +122 0.99% Q1 2026 May 15, 2026
Walleye Capital LLC History Reduced 12,141 1,815 0.01% 0.01% 234 -9,628 -44.23% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Reduced 11,980 1,792 0.0% 0.01% 235 -26,802 -69.11% Q1 2026 Apr 16, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 11,790 1,763 0.01% 0.01% 236 +4,375 59.0% Q1 2026 May 13, 2026
ALLSTATE CORP History New 11,568 1,730 0.02% 237 +11,568 New Q1 2026 May 11, 2026
Caprock Group, LLC History New 11,176 1,671 0.04% 238 +11,176 New Q1 2026 May 11, 2026
B. Metzler seel. Sohn & Co. AG History Added to 10,720 1,603 0.01% 0.02% 239 +2,077 24.03% Q1 2026 May 08, 2026
Barbara Oil Co. History No change 10,500 1,570 0.61% 0.78% 240 0 0.0% Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 10,467 1,565 0.01% 0.01% 241 -7,187 -40.71% Q1 2026 Apr 30, 2026
Focus Partners Wealth History Added to 10,136 1,498 0.0% 0.0% 242 +4,740 87.84% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Reduced 9,966 1,490 0.01% 0.03% 243 -31,702 -76.08% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Reduced 9,845 1,472 0.0% 0.0% 244 -1,561 -13.69% Q1 2026 Apr 27, 2026
M&T BANK CORP History Added to 9,672 1,446 0.0% 0.0% 245 +1,982 25.77% Q1 2026 May 12, 2026
MARSHALL WACE, LLP History Reduced 9,376 1,402 0.0% 0.0% 246 -14,560 -60.83% Q1 2026 May 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 9,299 1,390 0.01% 0.01% 247 +2,530 37.38% Q1 2026 May 07, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 9,584 1,388 0.0% 248 +9,584 New Q1 2026 May 07, 2026
Tidal Investments LLC History Added to 9,239 1,381 0.0% 0.0% 249 +1,725 22.96% Q1 2026 May 15, 2026
Cerity Partners LLC History Reduced 8,896 1,330 0.0% 0.01% 250 -22,929 -72.05% Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 8,824 1,319 0.0% 0.0% 251 -4,162 -32.05% Q1 2026 May 14, 2026
Private Advisor Group, LLC History Added to 8,527 1,275 0.01% 0.01% 252 +1,442 20.35% Q1 2026 Apr 24, 2026
State of Alaska, Department of Revenue History Reduced 8,200 1,226 0.01% 0.02% 253 -170 -2.03% Q1 2026 Apr 20, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 8,375 1,213 0.21% 0.13% 254 +4,054 93.82% Q1 2026 May 12, 2026
TD Waterhouse Canada Inc. History Added to 8,027 1,190 0.0% 0.0% 255 +7,982 17737.78% Q1 2026 May 12, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 5,766 1,159 0.01% 0.01% 256 0 0.0% Q4 2025 Feb 04, 2026
Empowered Funds, LLC History Added to 7,538 1,127 0.01% 0.01% 257 +5,315 239.09% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 7,376 1,103 0.0% 0.0% 258 +1,024 16.12% Q1 2026 Apr 30, 2026
Stablepoint Partners, LLC History Added to 7,332 1,096 0.16% 0.15% 259 +2,429 49.54% Q1 2026 Apr 30, 2026
Twin Tree Management, LP History New 7,300 1,091 0.02% 260 +7,300 New Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 7,238 1,084 0.0% 0.0% 261 -87 -1.19% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History New 7,000 1,046 0.0% 262 +7,000 New Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 6,943 1,038 0.01% 0.01% 263 +3,296 90.38% Q1 2026 May 15, 2026
Vancity Investment Management Ltd History Added to 6,874 1,028 0.16% 0.13% 264 +2,180 46.44% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Reduced 6,804 1,017 0.0% 0.0% 265 -6,905 -50.37% Q1 2026 May 14, 2026
Erste Asset Management GmbH History New 7,000 1,014 0.01% 266 +7,000 New Q1 2026 May 11, 2026
&PARTNERS History Added to 6,450 1,002 0.0% 0.01% 267 +1,601 33.02% Q1 2026 May 15, 2026
Callan Family Office, LLC History Added to 6,699 1,001 0.02% 0.03% 268 +816 13.87% Q1 2026 May 13, 2026
Aviso Financial Inc. History Added to 6,653 995 0.04% 0.04% 269 +1,972 42.13% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 6,626 990 0.02% 0.02% 270 +1,286 24.08% Q1 2026 Apr 07, 2026
Brooklyn Investment Group History Added to 6,496 971 0.03% 0.05% 271 +1,421 28.0% Q1 2026 Apr 29, 2026
Hennion & Walsh Asset Management, Inc. History Added to 6,469 967 0.03% 0.04% 272 +774 13.59% Q1 2026 May 13, 2026
Arax Advisory Partners History Added to 6,462 966 0.03% 0.03% 273 +1,716 36.16% Q1 2026 May 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 6,299 942 0.04% 0.05% 274 +100 1.61% Q1 2026 May 01, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 6,203 927 0.0% 0.01% 275 -5,359 -46.35% Q1 2026 May 13, 2026
Jump Financial, LLC History Added to 6,142 918 0.01% 0.0% 276 +4,791 354.63% Q1 2026 May 14, 2026
THORNBURG INVESTMENT MANAGEMENT INC History New 5,891 881 0.01% 277 +5,891 New Q1 2026 May 12, 2026
Vise Technologies, Inc. History No change 4,356 875 0.02% 0.02% 278 0 0.0% Q1 2026 Apr 21, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 5,827 871 0.03% 0.05% 279 -3,090 -34.65% Q1 2026 May 13, 2026
CONNABLE OFFICE INC History No change 5,793 866 0.09% 0.11% 280 0 0.0% Q1 2026 Apr 29, 2026
Crossmark Global Holdings, Inc. History Added to 5,732 857 0.01% 0.02% 281 +339 6.29% Q1 2026 May 11, 2026
Machina Capital S.A.S. History Added to 5,676 848 0.17% 0.05% 282 +4,286 308.35% Q1 2026 May 13, 2026
Inscription Capital, LLC History New 5,669 847 0.09% 283 +5,669 New Q1 2026 Apr 20, 2026
Prospera Financial Services Inc History New 5,655 845 0.01% 284 +5,655 New Q1 2026 Apr 14, 2026
Aaron Wealth Advisors LLC History Added to 5,480 819 0.05% 0.02% 285 +3,508 177.89% Q1 2026 Apr 21, 2026
Lisanti Capital Growth, LLC History New 5,345 799 0.2% 286 +5,345 New Q1 2026 May 06, 2026
ALTFEST L J & CO INC History New 5,307 793 0.08% 287 +5,307 New Q1 2026 Apr 28, 2026
MML INVESTORS SERVICES, LLC History Reduced 5,285 790 0.0% 0.0% 288 -4,644 -46.77% Q1 2026 May 04, 2026
Swiss Life Asset Management Ltd History Added to 5,262 786 0.0% 0.0% 289 +1,033 24.43% Q1 2026 May 14, 2026
Farringdon Capital, Ltd. History Added to 5,223 781 0.17% 0.13% 290 +2,679 105.31% Q1 2026 May 15, 2026
Ensign Peak Advisors, Inc History Reduced 5,203 778 0.0% 0.0% 291 -6,941 -57.16% Q1 2026 May 13, 2026
CASTLEARK MANAGEMENT LLC History Added to 5,180 774 0.03% 0.03% 292 +80 1.57% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 5,022 751 0.01% 0.01% 293 -864 -14.68% Q1 2026 Apr 27, 2026
SYON CAPITAL LLC History Added to 4,900 732 0.04% 0.01% 294 +3,860 371.15% Q1 2026 May 13, 2026
Ares Systematic Credit Ltd History New 5,005 725 0.57% 295 +5,005 New Q1 2026 May 15, 2026
Bridgefront Capital, LLC History New 4,720 705 0.18% 296 +4,720 New Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Added to 4,594 687 0.01% 0.0% 297 +3,096 206.68% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 4,561 682 0.01% 0.01% 298 +1,409 44.7% Q1 2026 May 07, 2026
ALPS ADVISORS INC History Reduced 4,463 667 0.0% 0.01% 299 -7,231 -61.84% Q1 2026 May 08, 2026
CWM, LLC History Reduced 4,451 665 0.0% 0.01% 300 -15,716 -77.93% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 4,385 655 0.02% 0.02% 301 +908 26.11% Q1 2026 May 15, 2026
Edgestream Partners, L.P. History New 4,260 637 0.02% 302 +4,260 New Q1 2026 May 18, 2026
D.A. DAVIDSON & CO. History Added to 4,234 633 0.0% 0.01% 303 +124 3.02% Q1 2026 May 05, 2026
DnB Asset Management AS History Reduced 4,108 614 0.0% 0.01% 304 -3,744 -47.68% Q1 2026 May 14, 2026
Maryland State Retirement & Pension System History No change 4,070 608 0.01% 0.02% 305 0 0.0% Q1 2026 May 04, 2026
Qsemble Capital Management, LP History New 3,999 598 0.05% 306 +3,999 New Q1 2026 May 07, 2026
Holocene Advisors, LP History New 3,970 593 0.0% 307 +3,970 New Q1 2026 May 15, 2026
AlphaQuest LLC History No change 2,932 589 0.03% 0.03% 308 0 0.0% Q4 2025 Feb 09, 2026
PCM Encore, LLC History Added to 3,853 576 0.12% 0.16% 309 +68 1.8% Q1 2026 May 12, 2026
Versant Capital Management, Inc History Added to 3,829 572 0.06% 0.02% 310 +3,155 468.1% Q1 2026 Apr 06, 2026
Resona Asset Management Co.,Ltd. History No change 3,801 568 0.0% 0.0% 311 0 0.0% Q1 2026 Apr 29, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 3,786 566 0.0% 0.0% 312 +223 6.26% Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 3,780 565 0.01% 0.01% 313 +276 7.88% Q1 2026 May 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 4,046 563 0.01% 0.03% 314 +833 25.93% Q1 2026 May 01, 2026
Vontobel Holding Ltd. History New 3,745 560 0.0% 315 +3,745 New Q1 2026 May 08, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 3,741 559 0.0% 0.0% 316 +1,007 36.83% Q1 2026 Apr 27, 2026
Empower Advisory Group, LLC History Added to 3,721 556 0.0% 0.0% 317 +17 0.46% Q1 2026 May 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 3,696 552 0.01% 318 +3,696 New Q1 2026 May 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 3,661 547 0.0% 0.01% 319 -805 -18.03% Q1 2026 May 15, 2026
Procyon Advisors, LLC History Reduced 3,623 541 0.03% 0.04% 320 -154 -4.08% Q1 2026 May 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 3,560 532 0.01% 0.02% 321 -553 -13.45% Q1 2026 May 14, 2026
RMR Wealth Builders History No change 3,559 532 0.04% 0.06% 322 0 0.0% Q1 2026 Apr 22, 2026
AMI ASSET MANAGEMENT CORP History New 3,543 529 0.03% 323 +3,543 New Q1 2026 Apr 23, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 3,526 527 0.16% 0.2% 324 +153 4.54% Q1 2026 Apr 28, 2026
HighTower Advisors, LLC History Reduced 3,521 526 0.0% 0.0% 325 -3,760 -51.64% Q1 2026 May 05, 2026
Neuberger Berman Group LLC History Added to 3,516 525 0.0% 0.0% 326 +543 18.26% Q1 2026 May 14, 2026
Kera Capital Partners, Inc. History Added to 3,491 522 0.06% 0.03% 327 +1,818 108.67% Q1 2026 May 06, 2026
CHICAGO TRUST Co NA History No change 3,460 517 0.08% 0.11% 328 0 0.0% Q1 2026 Apr 24, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 3,447 515 0.0% 0.0% 329 +416 13.72% Q1 2026 Apr 24, 2026
Magnetar Financial LLC History Added to 3,447 515 0.01% 0.01% 330 +73 2.16% Q1 2026 May 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 3,435 513 0.0% 0.0% 331 -2,369 -40.82% Q1 2026 May 13, 2026
ProShare Advisors LLC History No change 3,409 509 0.0% 0.0% 332 0 0.0% Q1 2026 Apr 24, 2026
Brevan Howard Capital Management LP History Reduced 3,400 508 0.0% 0.05% 333 -18,363 -84.38% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 3,395 507 0.01% 0.01% 334 +518 18.0% Q1 2026 May 08, 2026
First Bank & Trust History Added to 3,396 507 0.08% 0.1% 335 +335 10.94% Q1 2026 Apr 10, 2026
Sequoia Financial Advisors, LLC History Added to 3,354 501 0.0% 0.0% 336 +635 23.35% Q1 2026 Apr 30, 2026
INTRUST BANK NA History Reduced 3,297 493 0.04% 0.07% 337 -951 -22.39% Q1 2026 May 06, 2026
Hills Bank & Trust Co History Added to 3,256 486 0.02% 0.04% 338 +47 1.46% Q1 2026 May 01, 2026
DUTCH ASSET Corp History Added to 3,240 484 0.33% 0.44% 339 +405 14.29% Q1 2026 May 08, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 3,225 482 0.0% 340 +3,225 New Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History Added to 3,213 480 0.01% 0.01% 341 +511 18.91% Q1 2026 Apr 23, 2026
Mesirow Financial Investment Management, Inc. History Reduced 2,975 444 0.01% 0.01% 342 -515 -14.76% Q1 2026 Apr 21, 2026
BANK OF NOVA SCOTIA History Added to 2,885 431 0.0% 0.0% 343 +1,173 68.52% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 3,013 430 0.01% 0.01% 344 +1,421 89.26% Q1 2026 May 04, 2026
Strategic Planning, Inc. History No change 2,879 430 0.22% 0.31% 345 0 0.0% Q1 2026 May 18, 2026
Baker Avenue Asset Management, LP History New 2,871 429 0.01% 346 +2,871 New Q1 2026 May 12, 2026
Meeder Advisory Services, Inc. History Added to 2,863 428 0.02% 0.01% 347 +1,166 68.71% Q1 2026 May 07, 2026
MAYPORT, LLC History Reduced 2,867 428 0.08% 0.12% 348 -75 -2.55% Q1 2026 Apr 21, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,849 426 0.01% 0.01% 349 0 0.0% Q1 2026 May 15, 2026
Linscomb Wealth, Inc. History Reduced 2,817 421 0.02% 0.03% 350 -589 -17.29% Q1 2026 May 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 2,808 419 0.0% 0.01% 351 -1,420 -33.59% Q1 2026 May 08, 2026
GAMMA Investing LLC History Added to 2,776 415 0.02% 0.02% 352 +646 30.33% Q1 2026 Apr 06, 2026
KBC Group NV History Added to 2,719 407 0.0% 0.0% 353 +385 16.5% Q1 2026 May 07, 2026
NORDEN GROUP LLC History Reduced 2,718 406 0.04% 0.08% 354 -1,515 -35.79% Q1 2026 Apr 15, 2026
STEPHENS INC /AR/ History Added to 2,693 402 0.01% 0.01% 355 +155 6.11% Q1 2026 Apr 28, 2026
DRW Securities, LLC History New 2,681 400 0.01% 356 +2,681 New Q1 2026 May 13, 2026
CIBC Asset Management Inc History No change 2,652 396 0.0% 0.0% 357 0 0.0% Q1 2026 May 12, 2026
LMR Partners LLP History Reduced 2,644 395 0.0% 0.0% 358 -660 -19.98% Q1 2026 May 15, 2026
State of Wyoming History Reduced 2,627 392 0.05% 0.09% 359 -1,437 -35.36% Q1 2026 May 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 2,626 392 0.02% 0.03% 360 +279 11.89% Q1 2026 May 06, 2026
HUB Investment Partners, LLC History New 2,615 391 0.01% 361 +2,615 New Q1 2026 May 15, 2026
Main Street Financial Solutions, LLC History No change 1,927 387 0.03% 0.03% 362 0 0.0% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 2,568 384 0.0% 0.0% 363 +323 14.39% Q1 2026 May 14, 2026
Trust Point Inc. History Added to 2,557 382 0.03% 0.04% 364 +235 10.12% Q1 2026 Apr 15, 2026
REGATTA CAPITAL GROUP, LLC History Added to 2,533 378 0.06% 0.05% 365 +912 56.26% Q1 2026 Apr 15, 2026
R Squared Ltd History Reduced 2,496 373 0.2% 0.28% 366 -435 -14.84% Q1 2026 Apr 29, 2026
Farther Finance Advisors, LLC History Reduced 2,500 371 0.0% 0.01% 367 -519 -17.19% Q1 2026 Apr 07, 2026
North Dakota State Investment Board History Reduced 2,481 371 0.02% 0.02% 368 -467 -15.84% Q1 2026 May 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 2,475 370 0.03% 0.04% 369 -438 -15.04% Q1 2026 Apr 23, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2,458 367 0.04% 0.06% 370 0 0.0% Q1 2026 May 11, 2026
BANK OF NOVA SCOTIA TRUST CO History Added to 2,421 362 0.03% 0.03% 371 +891 58.24% Q1 2026 May 13, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 2,487 360 0.01% 0.03% 372 -6,706 -72.95% Q1 2026 May 15, 2026
Frec Markets, Inc. History New 2,409 360 0.06% 373 +2,409 New Q1 2026 May 13, 2026
Quantum Private Wealth, LLC History No change 2,406 359 0.11% 0.14% 374 0 0.0% Q1 2026 Apr 27, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 2,378 355 0.01% 0.01% 375 +252 11.85% Q1 2026 May 15, 2026
Westwind Capital History Reduced 2,348 351 0.08% 3.19% 378 -75,441 -96.98% Q1 2026 Apr 14, 2026
WoodTrust Financial Corp History Reduced 2,350 351 0.05% 0.1% 377 -2,000 -45.98% Q1 2026 May 06, 2026
BENJAMIN EDWARDS INC History Reduced 2,350 351 0.0% 0.01% 376 -208 -8.13% Q1 2026 May 12, 2026
Engineers Gate Manager LP History Reduced 2,321 347 0.0% 0.21% 380 -84,431 -97.32% Q1 2026 May 15, 2026
Malaga Cove Capital, LLC History Reduced 2,321 347 0.12% 0.16% 379 -6 -0.26% Q1 2026 May 07, 2026
Wedmont Private Capital History Added to 2,515 344 0.01% 0.01% 381 +482 23.71% Q1 2026 Apr 09, 2026
Verdence Capital Advisors LLC History Added to 2,296 343 0.02% 0.01% 382 +1,047 83.83% Q1 2026 Apr 30, 2026
Vident Advisory, LLC History Reduced 2,280 340 0.0% 0.01% 383 -1,534 -40.22% Q1 2026 May 14, 2026
Ballentine Partners, LLC History Added to 2,271 339 0.0% 0.0% 384 +849 59.7% Q1 2026 May 14, 2026
Somerset Trust Co History Reduced 2,271 339 0.1% 0.14% 385 -12 -0.53% Q1 2026 Apr 02, 2026
Graham Capital Management, L.P. History Reduced 2,240 335 0.01% 0.02% 386 -1,085 -32.63% Q1 2026 May 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 2,397 331 0.02% 0.35% 387 -23,289 -90.67% Q1 2026 May 15, 2026
Calamos Wealth Management LLC History New 2,207 330 0.01% 389 +2,207 New Q1 2026 May 04, 2026
Calamos Advisors LLC History Reduced 2,207 330 0.0% 0.0% 388 -588 -21.04% Q1 2026 May 04, 2026
Omega Financial Group, LLC History New 2,168 324 0.11% 390 +2,168 New Q1 2026 May 12, 2026
Blackstone Inc. History New 2,137 319 0.0% 391 +2,137 New Q1 2026 May 15, 2026
PROFUND ADVISORS LLC History Added to 2,125 317 0.01% 0.01% 392 +227 11.96% Q1 2026 Apr 24, 2026
Rodgers Brothers Inc. History New 2,084 311 0.04% 393 +2,084 New Q1 2026 May 14, 2026
Compound Planning, Inc. History Reduced 2,072 309 0.01% 0.02% 394 -1,597 -43.53% Q1 2026 May 14, 2026
CHOREO, LLC History New 2,059 307 0.0% 395 +2,059 New Q1 2026 May 12, 2026
STRS OHIO History Reduced 2,030 303 0.0% 0.03% 396 -32,003 -94.04% Q1 2026 Apr 24, 2026
Fifth Third Wealth Advisors LLC History Added to 2,028 303 0.01% 0.01% 397 +146 7.76% Q1 2026 Apr 17, 2026
Sanctuary Advisors, LLC History Reduced 2,019 301 0.0% 0.0% 399 -100 -4.72% Q1 2026 May 05, 2026
GLENMEDE TRUST CO NA History No change 1,498 301 0.0% 0.0% 398 0 0.0% Q4 2025 Feb 17, 2026
CERTUITY, LLC History New 2,003 299 0.02% 401 +2,003 New Q1 2026 May 11, 2026
CAXTON ASSOCIATES LLP History New 2,000 299 0.01% 402 +2,000 New Q1 2026 May 14, 2026
Beta Wealth Group, Inc. History No change 2,000 299 0.12% 0.16% 400 0 0.0% Q1 2026 May 07, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 1,961 293 0.01% 0.02% 403 +5 0.26% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History New 1,951 291 0.0% 405 +1,951 New Q1 2026 May 15, 2026
Portside Wealth Group, LLC History Reduced 1,951 291 0.04% 0.08% 404 -1,083 -35.7% Q1 2026 May 12, 2026
Third View Private Wealth, LLC History New 1,860 278 0.04% 406 +1,860 New Q1 2026 Apr 15, 2026
Ameritas Advisory Services, LLC History Reduced 1,828 273 0.01% 0.02% 407 -413 -18.43% Q1 2026 May 12, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,819 272 0.0% 0.0% 408 +8 0.44% Q1 2026 Apr 30, 2026
Waverly Advisors, LLC History Added to 1,817 271 0.0% 0.0% 409 +55 3.12% Q1 2026 May 15, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 1,772 265 0.03% 0.03% 410 +401 29.25% Q1 2026 Apr 30, 2026
Optas, LLC History New 1,766 264 0.04% 412 +1,766 New Q1 2026 Apr 24, 2026
Net Worth Advisory Group History Added to 1,769 264 0.05% 0.07% 411 +111 6.69% Q1 2026 May 05, 2026
Ashton Thomas Private Wealth, LLC History Added to 1,755 262 0.01% 0.01% 413 +587 50.26% Q1 2026 May 11, 2026
CIBC Bancorp USA Inc. History New 1,709 259 0.0% 414 +1,709 New Q1 2026 May 12, 2026
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna History Reduced 1,700 254 0.1% 0.24% 416 -1,500 -46.88% Q1 2026 May 14, 2026
Legacy Wealth Asset Management, LLC History Added to 1,699 254 0.06% 0.08% 415 +11 0.65% Q1 2026 Apr 08, 2026
iSAM Funds (UK) Ltd History New 1,685 252 0.12% 417 +1,685 New Q1 2026 May 13, 2026
Venturi Wealth Management, LLC History New 1,673 250 0.01% 419 +1,673 New Q1 2026 Apr 21, 2026
Eurizon Capital SGR S.p.A. History Added to 1,706 250 0.0% 0.0% 418 +267 18.55% Q1 2026 May 08, 2026
Merit Financial Group, LLC History Reduced 1,624 242 0.0% 0.01% 420 -2,120 -56.62% Q1 2026 Apr 15, 2026
Archer Investment Corp History New 1,597 238 0.05% 421 +1,597 New Q1 2026 May 04, 2026
TritonPoint Partners, LLC History New 1,581 236 0.09% 422 +1,581 New Q1 2026 Apr 28, 2026
CIBC WORLD MARKET INC. History Added to 1,568 234 0.0% 0.0% 423 +190 13.79% Q1 2026 May 14, 2026
MGO ONE SEVEN LLC History Added to 1,570 234 0.0% 0.01% 424 +141 9.87% Q1 2026 May 14, 2026
Mutual Advisors, LLC History Reduced 1,552 232 0.0% 0.01% 425 -15 -0.96% Q1 2026 May 01, 2026
Arkadios Wealth Advisors History Reduced 1,545 231 0.0% 0.01% 426 -2,182 -58.55% Q1 2026 May 18, 2026
National Philanthropic Trust History New 1,528 228 0.0% 428 +1,528 New Q1 2026 May 15, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 1,529 228 0.01% 0.01% 427 0 0.0% Q1 2026 May 12, 2026
Entropy Technologies, LP History Reduced 1,519 227 0.01% 0.32% 429 -27,520 -94.77% Q1 2026 May 14, 2026
Baird Financial Group, Inc. History Reduced 1,505 225 0.0% 0.0% 430 -5,952 -79.82% Q1 2026 May 14, 2026
Arista Wealth Management, LLC History Reduced 1,510 225 0.03% 0.05% 431 -335 -18.16% Q1 2026 Apr 30, 2026
WINTON GROUP Ltd History New 1,500 224 0.01% 432 +1,500 New Q1 2026 May 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 1,469 219 0.01% 433 +1,469 New Q1 2026 Apr 27, 2026
Crestwood Advisors Group, LLC History New 1,461 218 0.0% 434 +1,461 New Q1 2026 May 05, 2026
Baron Wealth Management LLC History Reduced 1,436 214 0.06% 0.1% 435 -139 -8.83% Q1 2026 Apr 16, 2026
FINANCIAL CONSULATE, INC History Reduced 1,425 213 0.03% 0.04% 436 -55 -3.72% Q1 2026 Apr 21, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 1,409 210 0.0% 0.0% 437 -1,243 -46.87% Q1 2026 Apr 29, 2026
Global Retirement Partners, LLC History No change 1,040 209 0.0% 0.0% 438 0 0.0% Q4 2025 Feb 06, 2026
Institute for Wealth Management, LLC. History Reduced 1,371 205 0.02% 0.03% 439 -10 -0.72% Q1 2026 May 13, 2026
DMC Group, LLC History Reduced 1,358 203 0.14% 0.21% 440 -237 -14.86% Q1 2026 Apr 30, 2026
Voya Financial Advisors, Inc. History Reduced 1,401 202 0.02% 0.03% 441 -131 -8.55% Q1 2026 May 12, 2026
Hilltop National Bank History Added to 1,282 191 0.05% 0.05% 442 +256 24.95% Q1 2026 Apr 02, 2026
Parkside Financial Bank & Trust History Added to 1,262 188 0.01% 0.01% 443 +327 34.97% Q1 2026 May 13, 2026
Washington Trust Advisors, Inc. History No change 1,250 186 0.02% 0.02% 444 0 0.0% Q1 2026 Apr 06, 2026
Exane Asset Management History New 1,038 178 0.04% 445 +1,038 New Q1 2026 Apr 29, 2026
Advisors Asset Management, Inc. History Added to 1,190 177 0.0% 0.0% 446 +117 10.9% Q1 2026 May 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,132 168 0.01% 0.02% 447 -11 -0.96% Q1 2026 May 01, 2026
Horizon Investments, LLC History Reduced 1,088 162 0.0% 0.02% 448 -5,544 -83.59% Q1 2026 May 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 1,072 160 0.0% 0.01% 449 -3,794 -77.97% Q1 2026 Apr 14, 2026
VIRTUS ADVISERS, LLC History No change 1,000 149 0.07% 0.1% 450 0 0.0% Q1 2026 May 14, 2026
UMB Bank, n.a. History Added to 991 148 0.0% 0.0% 451 +1 0.1% Q1 2026 May 11, 2026
Cassaday & Co Wealth Management LLC History Reduced 987 147 0.0% 0.0% 452 -98 -9.03% Q1 2026 May 07, 2026
DARA CAPITAL US, INC. History Added to 981 146 0.14% 0.16% 453 +55 5.94% Q1 2026 Apr 30, 2026
IFP Advisors, Inc History Reduced 915 136 0.0% 0.01% 454 -235 -20.43% Q1 2026 Apr 13, 2026
Allworth Financial LP History Reduced 884 132 0.0% 0.0% 455 -169 -16.05% Q1 2026 May 14, 2026
V-Square Quantitative Management LLC History New 845 126 0.01% 457 +845 New Q1 2026 Apr 27, 2026
MassMutual Private Wealth & Trust, FSB History Added to 843 126 0.0% 0.0% 456 +586 228.02% Q1 2026 Apr 13, 2026
Employees Retirement System of Texas History No change 781 117 0.0% 0.0% 458 0 0.0% Q1 2026 May 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 719 107 0.0% 0.0% 459 -5,371 -88.19% Q1 2026 May 13, 2026
Larson Financial Group LLC History Added to 713 106 0.0% 0.0% 460 +329 85.68% Q1 2026 May 15, 2026
BOKF, NA History Reduced 679 101 0.0% 0.0% 461 -215 -24.05% Q1 2026 May 08, 2026
Steward Partners Investment Advisory, LLC History Added to 669 100 0.0% 0.0% 462 +157 30.66% Q1 2026 May 08, 2026
Bayforest Capital Ltd History Added to 658 98 0.11% 0.08% 463 +120 22.3% Q1 2026 Apr 15, 2026
Sterling Capital Management LLC History Added to 609 91 0.0% 0.0% 464 +2 0.33% Q1 2026 Apr 22, 2026
iA Global Asset Management Inc. History Reduced 603 90 0.0% 0.0% 465 -15 -2.43% Q1 2026 Apr 23, 2026
MAI Capital Management History Added to 593 88 0.0% 0.0% 466 +248 71.88% Q1 2026 May 15, 2026
1620 INVESTMENT ADVISORS, INC. History New 581 86 0.06% 467 +581 New Q1 2026 May 13, 2026
HUNTINGTON NATIONAL BANK History Added to 556 83 0.0% 0.0% 468 +424 321.21% Q1 2026 May 15, 2026
OP Asset Management Ltd History New 542 81 0.0% 470 +542 New Q1 2026 Apr 10, 2026
Park Place Capital Corp History Added to 543 81 0.02% 0.02% 469 +35 6.89% Q1 2026 Apr 09, 2026
Smartleaf Asset Management LLC History Reduced 525 76 0.0% 0.0% 471 -123 -18.98% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Added to 500 74 0.0% 0.0% 472 +120 31.58% Q1 2026 May 13, 2026
SageView Advisory Group, LLC History No change 373 74 0.0% 0.0% 473 0 0.0% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Added to 465 69 0.0% 0.0% 474 +211 83.07% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Reduced 457 68 0.0% 0.01% 475 -339 -42.59% Q1 2026 May 15, 2026
Penserra Capital Management LLC History Added to 442 66 0.0% 0.0% 477 +12 2.79% Q1 2026 May 11, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 442 66 0.01% 0.01% 476 0 0.0% Q1 2026 Apr 22, 2026
Medallion Wealth Advisors, LLC History Added to 421 62 0.02% 0.02% 478 +77 22.38% Q1 2026 Apr 24, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 411 61 0.0% 0.0% 479 -94 -18.61% Q1 2026 May 04, 2026
Covestor Ltd History Reduced 394 59 0.04% 0.06% 480 -187 -32.19% Q1 2026 May 05, 2026
Plato Investment Management Ltd History New 374 55 0.0% 481 +374 New Q1 2026 May 04, 2026
Wilmington Savings Fund Society, FSB History Reduced 350 52 0.0% 0.0% 482 -7 -1.96% Q1 2026 Apr 30, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 339 50 0.02% 483 +337 16850.0% Q1 2026 Apr 14, 2026
Asset Management One Co., Ltd. History Reduced 301 45 0.0% 0.01% 484 -9,766 -97.01% Q1 2026 May 08, 2026
Advisory Services Network, LLC History Reduced 290 43 0.0% 0.01% 485 -1,619 -84.81% Q1 2026 May 15, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 300 42 0.02% 0.03% 486 0 0.0% Q1 2026 May 11, 2026
True Wealth Design, LLC History Added to 280 41 0.01% 0.01% 489 +71 33.97% Q1 2026 Apr 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 275 41 0.0% 0.0% 487 +68 32.85% Q1 2026 May 05, 2026
Westside Investment Management, Inc. History No change 278 41 0.01% 0.01% 488 0 0.0% Q1 2026 May 04, 2026
Leonteq Securities AG History New 242 36 0.0% 492 +242 New Q1 2026 Apr 27, 2026
Bogart Wealth, LLC History Added to 246 36 0.0% 0.0% 491 +138 127.78% Q1 2026 Apr 28, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 242 36 0.0% 0.0% 490 0 0.0% Q1 2026 May 11, 2026
CENTRAL TRUST Co History Added to 233 34 0.0% 0.0% 493 +28 13.66% Q1 2026 Apr 17, 2026
ASSETMARK, INC History Reduced 219 32 0.0% 0.0% 495 -3,928 -94.72% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 215 32 0.0% 0.0% 494 +4 1.9% Q1 2026 May 07, 2026
OSSIAM History Added to 213 31 0.0% 0.0% 496 +159 294.44% Q1 2026 May 14, 2026
HARBOUR INVESTMENTS, INC. History Reduced 204 30 0.0% 0.0% 497 -43 -17.41% Q1 2026 May 15, 2026
STANCE CAPITAL LLC History New 200 29 0.01% 500 +200 New Q1 2026 May 13, 2026
SHP Wealth Management History Added to 200 29 0.0% 0.0% 499 +85 73.91% Q1 2026 May 08, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 197 29 0.0% 0.0% 498 0 0.0% Q1 2026 May 12, 2026
FIRST HORIZON CORP History Reduced 178 26 0.0% 0.0% 502 -92 -34.07% Q1 2026 Apr 30, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 175 26 0.01% 0.01% 501 0 0.0% Q1 2026 Apr 17, 2026
Cornerstone Planning Group LLC History Added to 181 25 0.0% 0.0% 503 +39 27.46% Q1 2026 May 06, 2026
Kemnay Advisory Services Inc. History New 162 24 0.0% 504 +162 New Q1 2026 May 15, 2026
Owl Creek Wealth Partners LLC History New 140 20 0.01% 507 +140 New Q1 2026 May 13, 2026
CX Institutional History New 134 20 0.0% 506 +134 New Q1 2026 Apr 06, 2026
New Millennium Group LLC History No change 104 20 0.01% 0.01% 505 0 0.0% Q4 2025 Feb 06, 2026
Rossby Financial, LCC History Added to 121 17 0.0% 0.0% 508 +47 63.51% Q1 2026 May 11, 2026
Clearstead Advisors, LLC History Reduced 109 16 0.0% 0.0% 509 -216 -66.46% Q1 2026 May 06, 2026
Reflection Asset Management History No change 80 16 0.01% 0.01% 510 0 0.0% Q4 2025 Mar 02, 2026
Destiny Wealth Partners, LLC History New 105 15 0.0% 511 +105 New Q1 2026 May 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 96 14 0.0% 0.03% 513 -7,608 -98.75% Q1 2026 Apr 27, 2026
DANSKE BANK A/S History Reduced 100 14 0.0% 0.0% 512 -400 -80.0% Q1 2026 May 12, 2026
REAP Financial Group, LLC History New 100 14 0.0% 518 +100 New Q1 2026 May 11, 2026
JPL Wealth Management, LLC History New 99 14 0.0% 517 +99 New Q1 2026 May 08, 2026
BAYBAN History Added to 96 14 0.01% 0.01% 516 +20 26.32% Q1 2026 Apr 24, 2026
Bradley & Co. Private Wealth Management, LLC History No change 99 14 0.01% 0.01% 514 0 0.0% Q1 2026 May 13, 2026
Colonial Trust Co / SC History No change 98 14 0.0% 0.0% 515 0 0.0% Q1 2026 May 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 87 13 0.0% 520 +87 New Q1 2026 May 08, 2026
Keating Financial Advisory Services, Inc. History Added to 87 13 0.0% 0.0% 519 +63 262.5% Q1 2026 May 15, 2026
Essential Partners LLC History Reduced 82 12 0.0% 0.05% 522 -728 -89.88% Q1 2026 May 21, 2026
Root Financial Partners, LLC History Reduced 86 12 0.0% 0.0% 521 -28 -24.56% Q1 2026 Apr 24, 2026
Spire Wealth Management History Reduced 74 11 0.0% 0.0% 524 -1 -1.33% Q1 2026 Apr 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 74 11 0.0% 0.0% 523 0 0.0% Q1 2026 Apr 23, 2026
Wall Street Financial Group, Inc. History New 67 10 0.01% 527 +67 New Q1 2026 May 05, 2026
Ancora Advisors LLC History Added to 72 10 0.0% 0.0% 525 +65 928.57% Q1 2026 May 15, 2026
Blue Trust, Inc. History Added to 69 10 0.0% 0.0% 526 +28 68.29% Q1 2026 Apr 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 66 9 0.0% 0.0% 528 +9 15.79% Q1 2026 May 08, 2026
Quent Capital, LLC History Added to 65 9 0.0% 0.0% 529 +8 14.04% Q1 2026 Apr 28, 2026
Sachetta, LLC History Added to 55 8 0.0% 0.0% 531 +34 161.9% Q1 2026 May 01, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 54 8 0.0% 0.0% 530 -22 -28.95% Q1 2026 May 11, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 50 7 0.0% 0.01% 532 -105 -67.74% Q1 2026 May 14, 2026
Main Street Group, LTD History New 50 7 0.0% 537 +50 New Q1 2026 May 06, 2026
CVA Family Office, LLC History Added to 48 7 0.0% 0.0% 534 +37 336.36% Q1 2026 Apr 29, 2026
Transamerica Financial Advisors, LLC History Reduced 47 7 0.0% 0.0% 533 -16 -25.4% Q1 2026 May 15, 2026
Activest Wealth Management History Reduced 49 7 0.0% 0.0% 535 -15 -23.44% Q1 2026 Apr 15, 2026
New England Capital Financial Advisors LLC History No change 50 7 0.0% 0.0% 536 0 0.0% Q1 2026 Apr 27, 2026
Meramec Financial Planners, LLC History Added to 46 6 0.0% 0.0% 539 +16 53.33% Q1 2026 Apr 27, 2026
Grove Bank & Trust History No change 45 6 0.0% 0.0% 538 0 0.0% Q1 2026 Apr 08, 2026
JNBA Financial Advisors History New 39 5 0.0% 546 +39 New Q1 2026 Apr 22, 2026
Avion Wealth History Added to 38 5 0.0% 0.0% 543 +27 245.45% Q1 2026 May 01, 2026
Manchester Capital Management LLC History Added to 35 5 0.0% 0.0% 540 +18 105.88% Q1 2026 May 11, 2026
First Command Advisory Services, Inc. History Added to 37 5 0.0% 0.0% 541 +11 42.31% Q1 2026 May 07, 2026
Birchwood Financial Partners, Inc. History Reduced 36 5 0.0% 0.01% 545 -1 -2.7% Q1 2026 May 05, 2026
Osbon Capital Management LLC History No change 34 5 0.0% 0.01% 542 0 0.0% Q1 2026 May 15, 2026
SWAN Capital LLC History No change 35 5 0.0% 0.0% 544 0 0.0% Q1 2026 May 14, 2026
SouthState Bank Corp History Added to 29 4 0.0% 0.0% 547 +21 262.5% Q1 2026 May 05, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 29 4 0.0% 0.0% 549 +10 52.63% Q1 2026 Apr 30, 2026
First Pacific Financial History Added to 31 4 0.0% 0.0% 550 +1 3.33% Q1 2026 Apr 23, 2026
Johnson Financial Group, Inc. History No change 27 4 0.0% 0.0% 548 0 0.0% Q1 2026 May 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 27 4 0.0% 0.0% 551 0 0.0% Q1 2026 May 06, 2026
MidFirst Bank History Reduced 26 3 0.0% 0.0% 557 -1,030 -97.54% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 22 3 0.0% 0.0% 553 -108 -83.08% Q1 2026 Apr 27, 2026
Retirement Wealth Solutions LLC History Added to 25 3 0.0% 0.0% 556 +20 400.0% Q1 2026 Apr 07, 2026
Bell Investment Advisors, Inc History Added to 26 3 0.0% 0.0% 554 +6 30.0% Q1 2026 Apr 17, 2026
VISION FINANCIAL MARKETS LLC History No change 25 3 0.0% 0.01% 552 0 0.0% Q1 2026 Apr 24, 2026
Bruce G. Allen Investments, LLC History No change 25 3 0.0% 0.0% 555 0 0.0% Q1 2026 May 08, 2026
Elequin Capital, LP History Reduced 16 2 0.0% 0.0% 559 -22 -57.89% Q1 2026 May 11, 2026
Bare Financial Services, Inc History Reduced 14 2 0.0% 0.0% 561 -17 -54.84% Q1 2026 May 14, 2026
Intentional Wealth Strategies, LLC History New 16 2 0.0% 566 +16 New Q1 2026 May 05, 2026
Marquette Asset Management, LLC History New 15 2 0.0% 564 +15 New Q1 2026 Apr 23, 2026
Triumph Capital Management History New 14 2 0.0% 565 +14 New Q1 2026 May 13, 2026
Golden State Wealth Management, LLC History Reduced 18 2 0.0% 0.0% 558 -8 -30.77% Q1 2026 Apr 28, 2026
Cornerstone Financial Management LLC History Added to 18 2 0.0% 0.0% 563 +8 80.0% Q1 2026 May 08, 2026
Cromwell Holdings LLC History Added to 15 2 0.0% 0.0% 560 +5 50.0% Q1 2026 Apr 30, 2026
Tidemark, LLC History No change 20 2 0.0% 0.0% 562 0 0.0% Q1 2026 May 07, 2026
GILL CAPITAL PARTNERS, LLC History New 12 1 0.0% 578 +12 New Q1 2026 Apr 13, 2026
Richardson Capital Management LLC History New 11 1 0.0% 579 +11 New Q1 2026 May 12, 2026
RMG Wealth Management LLC History New 9 1 0.0% 581 +9 New Q1 2026 May 14, 2026
Whipplewood Advisors, LLC History New 9 1 0.0% 582 +9 New Q1 2026 Apr 30, 2026
Kilter Group LLC History New 8 1 0.0% 583 +8 New Q1 2026 May 14, 2026
Dunhill Financial, LLC History Added to 9 1 0.0% 572 +7 350.0% Q1 2026 May 06, 2026
Strategic Wealth Partners, Ltd. History New 7 1 0.0% 580 +7 New Q1 2026 May 12, 2026
AdvisorNet Financial, Inc History Reduced 7 1 0.0% 0.0% 568 -6 -46.15% Q1 2026 Apr 17, 2026
IMA Advisory Services, Inc. History Reduced 13 1 0.0% 0.0% 569 -5 -27.78% Q1 2026 May 06, 2026
North Star Investment Management Corp. History Reduced 8 1 0.0% 0.0% 567 -3 -27.27% Q1 2026 Apr 23, 2026
Physician Wealth Advisors, Inc. History Added to 10 1 0.0% 0.0% 570 +3 42.86% Q1 2026 Apr 24, 2026
Private Wealth Management Group, LLC History Reduced 9 1 0.0% 0.0% 574 -1 -10.0% Q1 2026 Apr 23, 2026
Signature Equity Partners, LLC History Reduced 7 1 0.0% 0.0% 577 -1 -12.5% Q1 2026 May 13, 2026
Beaird Harris Wealth Management, LLC History No change 11 1 0.0% 0.0% 571 0 0.0% Q1 2026 May 14, 2026
Aspect Partners, LLC History No change 8 1 0.0% 0.0% 573 0 0.0% Q1 2026 Apr 02, 2026
Principia Wealth Advisory, LLC History No change 7 1 0.0% 0.0% 575 0 0.0% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History No change 7 1 0.0% 0.0% 576 0 0.0% Q1 2026 May 14, 2026
Capital World Investors History Closed out 0 0 0.03% -1,006,940 -100.0% Q1 2026 May 13, 2026
SurgoCap Partners LP History Closed out 0 0 4.0% -719,573 -100.0% Q1 2026 May 14, 2026
Freestone Grove Partners LP History Closed out 0 0 0.36% -250,570 -100.0% Q1 2026 May 15, 2026
Capital International Investors History Closed out 0 0 0.01% -239,672 -100.0% Q1 2026 May 13, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.11% -156,142 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.04% -113,900 -100.0% Q1 2026 May 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Closed out 0 0 0.01% -61,674 -100.0% Q1 2026 May 15, 2026
M&G Plc History Closed out 0 0 0.06% -53,535 -100.0% Q1 2026 May 13, 2026
PEAK6 LLC History Closed out 0 0 0.02% -47,000 -100.0% Q1 2026 May 13, 2026
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.12% -45,246 -100.0% Q1 2026 May 22, 2026
AQR Arbitrage LLC History Closed out 0 0 0.18% -42,954 -100.0% Q1 2026 May 15, 2026
Trexquant Investment LP History Closed out 0 0 0.07% -40,210 -100.0% Q1 2026 May 15, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 0.32% -37,644 -100.0% Q1 2026 May 15, 2026
NAVELLIER & ASSOCIATES INC History Closed out 0 0 0.79% -35,232 -100.0% Q1 2026 May 07, 2026
Zurich Insurance Group Ltd/FI History Closed out 0 0 0.04% -27,598 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.12% -27,294 -100.0% Q1 2026 Apr 27, 2026
FIL Ltd History Closed out 0 0 0.0% -22,200 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.01% -21,812 -100.0% Q1 2026 May 14, 2026
Sone Capital Management, LLC History Closed out 0 0 0.32% -19,584 -100.0% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Closed out 0 0 0.01% -18,962 -100.0% Q1 2026 May 15, 2026
Tairen Capital Ltd History Closed out 0 0 0.38% -18,000 -100.0% Q1 2026 May 15, 2026
Independent Advisor Alliance History Closed out 0 0 0.09% -17,712 -100.0% Q1 2026 May 12, 2026
DLD Asset Management, LP History Closed out 0 0 0.23% -15,400 -100.0% Q1 2026 May 13, 2026
CREDIT AGRICOLE S A History Closed out 0 0 0.01% -14,314 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -13,528 -100.0% Q1 2026 May 06, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -13,300 -100.0% Q1 2026 May 15, 2026
Inspire Advisors, LLC History Closed out 0 0 0.23% -12,469 -100.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Closed out 0 0 0.08% -11,456 -100.0% Q1 2026 May 13, 2026
Elo Mutual Pension Insurance Co History Closed out 0 0 0.03% -10,871 -100.0% Q1 2026 May 11, 2026
Sciencast Management LP History Closed out 0 0 0.3% -10,684 -100.0% Q1 2026 May 13, 2026
NEXT CENTURY GROWTH INVESTORS LLC History Closed out 0 0 0.14% -9,943 -100.0% Q1 2026 May 14, 2026
Oak Thistle LLC History Closed out 0 0 0.27% -9,544 -100.0% Q1 2026 Apr 10, 2026
Harbour Capital Advisors, LLC History Closed out 0 0 0.36% -9,332 -100.0% Q1 2026 Apr 29, 2026
Catalyst Funds Management Pty Ltd History Closed out 0 0 0.43% -9,119 -100.0% Q1 2026 May 11, 2026
Ethic Inc. History Closed out 0 0 0.03% -9,016 -100.0% Q1 2026 Apr 27, 2026
BDF-GESTION History Closed out 0 0 0.22% -8,969 -100.0% Q1 2026 Apr 10, 2026
Schonfeld Strategic Advisors LLC History Closed out 0 0 0.01% -8,093 -100.0% Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.01% -8,007 -100.0% Q1 2026 Apr 07, 2026
ABN AMRO INVESTMENT SOLUTIONS History Closed out 0 0 0.02% -7,815 -100.0% Q1 2026 May 12, 2026
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -7,513 -100.0% Q1 2026 Apr 22, 2026
Main Management ETF Advisors, LLC History Closed out 0 0 0.05% -7,047 -100.0% Q1 2026 May 14, 2026
Virtu Financial LLC History Closed out 0 0 0.05% -6,543 -100.0% Q1 2026 May 14, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Closed out 0 0 0.16% -6,053 -100.0% Q1 2026 May 04, 2026
HighPoint Advisor Group LLC History Closed out 0 0 0.05% -5,809 -100.0% Q1 2026 May 14, 2026
MACKENZIE FINANCIAL CORP History Closed out 0 0 0.0% -5,693 -100.0% Q1 2026 May 13, 2026
Polymer Capital Management (US) LLC History Closed out 0 0 0.12% -5,631 -100.0% Q1 2026 May 13, 2026
Pallas Capital Advisors LLC History Closed out 0 0 0.04% -5,472 -100.0% Q1 2026 Apr 21, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.09% -5,000 -100.0% Q1 2026 May 07, 2026
OAK RIDGE INVESTMENTS LLC History Closed out 0 0 0.06% -4,998 -100.0% Q1 2026 Apr 30, 2026
NewEdge Wealth, LLC History Closed out 0 0 0.01% -4,987 -100.0% Q1 2026 May 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.09% -4,963 -100.0% Q1 2026 May 12, 2026
PRUDENTIAL PLC History Closed out 0 0 0.01% -4,653 -100.0% Q1 2026 May 13, 2026
BAILARD, INC. History Closed out 0 0 0.02% -4,463 -100.0% Q1 2026 May 11, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.01% -4,450 -100.0% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History Closed out 0 0 0.0% -4,136 -100.0% Q1 2026 May 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.04% -4,116 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -3,868 -100.0% Q1 2026 May 15, 2026
Quantum Portfolio Management LLC History Closed out 0 0 0.31% -3,473 -100.0% Q1 2026 May 01, 2026
Woodline Partners LP History Closed out 0 0 0.0% -3,460 -100.0% Q1 2026 May 15, 2026
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.01% -3,355 -100.0% Q1 2026 May 13, 2026
Gibbs Wealth Management History Closed out 0 0 0.14% -3,169 -100.0% Q1 2026 May 13, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.02% -2,835 -100.0% Q1 2026 May 14, 2026
Yarbrough Capital, LLC History Closed out 0 0 0.02% -2,709 -100.0% Q1 2026 Apr 13, 2026
COERENTE CAPITAL MANAGEMENT History Closed out 0 0 0.09% -2,530 -100.0% Q1 2026 Apr 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Closed out 0 0 0.14% -2,491 -100.0% Q1 2026 May 07, 2026
Allegiance Financial Group Advisory Services LLC History Closed out 0 0 0.09% -2,175 -100.0% Q1 2026 May 08, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Closed out 0 0 0.35% -2,085 -100.0% Q1 2026 May 12, 2026
AE Wealth Management LLC History Closed out 0 0 0.0% -2,024 -100.0% Q1 2026 May 13, 2026
PDT Partners, LLC History Closed out 0 0 0.03% -1,948 -100.0% Q1 2026 May 15, 2026
Curi Capital, LLC History Closed out 0 0 0.01% -1,927 -100.0% Q1 2026 May 15, 2026
Scientech Research LLC History Closed out 0 0 0.24% -1,888 -100.0% Q1 2026 May 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 0.02% -1,850 -100.0% Q1 2026 Apr 28, 2026
EVOLVE PRIVATE WEALTH, LLC History Closed out 0 0 0.02% -1,837 -100.0% Q1 2026 Apr 16, 2026
Index Technologies Group LLC History Closed out 0 0 0.37% -1,774 -100.0% Q1 2026 Apr 29, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -1,740 -100.0% Q1 2026 May 07, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,733 -100.0% Q1 2026 Apr 30, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 0.08% -1,706 -100.0% Q1 2026 May 15, 2026
ANB BANK History Closed out 0 0 0.13% -1,634 -100.0% Q1 2026 May 06, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -1,562 -100.0% Q1 2026 Apr 23, 2026
Turtle Creek Wealth Advisors, LLC History Closed out 0 0 0.02% -1,547 -100.0% Q1 2026 Apr 27, 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.06% -1,482 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.03% -1,461 -100.0% Q1 2026 May 08, 2026
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.0% -1,449 -100.0% Q1 2026 May 11, 2026
Krilogy Financial LLC History Closed out 0 0 0.01% -1,446 -100.0% Q1 2026 Apr 17, 2026
Rafferty Asset Management, LLC History Closed out 0 0 0.0% -1,429 -100.0% Q1 2026 May 15, 2026
Yorktown Management & Research Co Inc History Closed out 0 0 0.22% -1,400 -100.0% Q1 2026 Apr 20, 2026
NorthCrest Asset Manangement, LLC History Closed out 0 0 0.01% -1,391 -100.0% Q1 2026 Apr 08, 2026
RITHOLTZ WEALTH MANAGEMENT History Closed out 0 0 0.01% -1,390 -100.0% Q1 2026 Apr 20, 2026
Equitable Holdings, Inc. History Closed out 0 0 0.0% -1,354 -100.0% Q1 2026 May 15, 2026
City Center Advisors, LLC History Closed out 0 0 0.25% -1,332 -100.0% Q1 2026 Apr 07, 2026
TCW GROUP INC History Closed out 0 0 0.0% -1,310 -100.0% Q1 2026 May 14, 2026
Perigon Wealth Management, LLC History Closed out 0 0 0.0% -1,265 -100.0% Q1 2026 Apr 10, 2026
AlphaCore Capital LLC History Closed out 0 0 0.01% -1,265 -100.0% Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 0.0% -1,264 -100.0% Q1 2026 May 15, 2026
Legacy Trust History Closed out 0 0 0.05% -1,248 -100.0% Q1 2026 Apr 14, 2026
BURNEY CO/ History Closed out 0 0 0.01% -1,241 -100.0% Q1 2026 Apr 29, 2026
Legato Capital Management LLC History Closed out 0 0 0.02% -1,195 -100.0% Q1 2026 May 14, 2026
Avory & Company, LLC History Closed out 0 0 0.15% -1,187 -100.0% Q1 2026 Apr 29, 2026
SEEDS INVESTOR LLC History Closed out 0 0 0.05% -1,173 -100.0% Q1 2026 May 11, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.05% -1,151 -100.0% Q1 2026 May 12, 2026
Altura Wealth Advisors Inc. History Closed out 0 0 0.1% -1,150 -100.0% Q1 2026 May 12, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.1% -1,133 -100.0% Q1 2026 May 13, 2026
Element Wealth, LLC History Closed out 0 0 0.09% -1,123 -100.0% Q1 2026 May 04, 2026
Lifeworks Advisors, LLC History Closed out 0 0 0.03% -1,121 -100.0% Q1 2026 May 04, 2026
EARNED WEALTH ADVISORS, LLC History Closed out 0 0 0.02% -1,117 -100.0% Q1 2026 May 07, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.01% -1,116 -100.0% Q1 2026 May 14, 2026
POINCIANA ADVISORS GROUP, LLC History Closed out 0 0 0.17% -1,077 -100.0% Q1 2026 Apr 16, 2026
Cooper Financial Group History Closed out 0 0 0.02% -1,054 -100.0% Q1 2026 Apr 07, 2026
PharVision Advisers, LLC History Closed out 0 0 0.11% -1,040 -100.0% Q1 2026 May 11, 2026
Chevy Chase Trust Holdings, LLC History Closed out 0 0 0.0% -1,033 -100.0% Q1 2026 May 15, 2026
AGP FRANKLIN, LLC History Closed out 0 0 0.1% -1,029 -100.0% Q1 2026 Apr 17, 2026
MQS Management LLC History Closed out 0 0 0.12% -1,028 -100.0% Q1 2026 Apr 23, 2026
Focus Financial Network, Inc. History Closed out 0 0 0.01% -1,018 -100.0% Q1 2026 Apr 14, 2026
Keystone Financial Services History Closed out 0 0 0.06% -1,017 -100.0% Q1 2026 May 06, 2026
ZWJ INVESTMENT COUNSEL INC History Closed out 0 0 0.01% -1,000 -100.0% Q1 2026 Apr 24, 2026
Caitong International Asset Management Co., Ltd History Reduced 2 0 0.05% -992 -99.8% Q1 2026 May 11, 2026
Gen-Wealth Partners Inc History Closed out 0 0 0.06% -925 -100.0% Q1 2026 May 08, 2026
NATIXIS History Closed out 0 0 0.0% -827 -100.0% Q1 2026 May 14, 2026
Chung Wu Investment Group, LLC History Closed out 0 0 0.11% -700 -100.0% Q1 2026 May 12, 2026
Fortress Investment Group LLC History Closed out 0 0 0.03% -600 -100.0% Q1 2026 May 15, 2026
PITTENGER & ANDERSON INC History Closed out 0 0 0.0% -400 -100.0% Q1 2026 May 01, 2026
Quarry LP History Closed out 0 0 0.01% -352 -100.0% Q1 2026 May 15, 2026
Westfuller Advisors, LLC History Closed out 0 0 0.03% -338 -100.0% Q1 2026 Apr 28, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 0.02% -326 -100.0% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -178 -100.0% Q1 2026 Apr 28, 2026
RiverPark Advisors, LLC History Closed out 0 0 0.01% -147 -100.0% Q1 2026 May 14, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 0.0% -131 -100.0% Q1 2026 May 13, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Closed out 0 0 0.0% -115 -100.0% Q1 2026 Apr 20, 2026
Bank of Jackson Hole Trust History Closed out 0 0 0.01% -113 -100.0% Q1 2026 May 12, 2026
Measured Wealth Private Client Group, LLC History Closed out 0 0 0.01% -111 -100.0% Q1 2026 May 13, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 0.0% -71 -100.0% Q1 2026 May 12, 2026
EFG International AG History Closed out 0 0 0.0% -54 -100.0% Q1 2026 May 15, 2026
Neo Ivy Capital Management History Closed out 0 0 0.0% -53 -100.0% Q1 2026 May 15, 2026
Darwin Wealth Management, LLC History Closed out 0 0 0.0% -50 -100.0% Q1 2026 May 01, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 0.01% -50 -100.0% Q1 2026 May 15, 2026
Financial Network Wealth Advisors LLC History Closed out 0 0 0.01% -48 -100.0% Q1 2026 May 14, 2026
Geneos Wealth Management Inc. History Closed out 0 0 0.0% -45 -100.0% Q1 2026 May 04, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 0.01% -35 -100.0% Q1 2026 Apr 16, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -34 -100.0% Q1 2026 May 06, 2026
Purpose Unlimited Inc. History Closed out 0 0 0.0% -34 -100.0% Q1 2026 May 15, 2026
High Note Wealth, LLC History Closed out 0 0 0.0% -26 -100.0% Q1 2026 May 11, 2026
Community Bank, N.A. History Closed out 0 0 0.0% -25 -100.0% Q1 2026 May 12, 2026
SRH ADVISORS, LLC History Closed out 0 0 0.0% -24 -100.0% Q1 2026 Apr 29, 2026
JFS WEALTH ADVISORS, LLC History Reduced 3 0 0.0% -18 -85.71% Q1 2026 Apr 20, 2026
Bravera Wealth History Closed out 0 0 0.0% -17 -100.0% Q1 2026 Apr 22, 2026
Benson Wealth Management INC History Closed out 0 0 0.0% -13 -100.0% Q1 2026 May 12, 2026
Inspire Investing, LLC History Closed out 0 0 0.0% -12 -100.0% Q1 2026 Apr 23, 2026
HFM Investment Advisors, LLC History Closed out 0 0 0.0% -9 -100.0% Q1 2026 May 01, 2026
Fortitude Family Office, LLC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 Apr 15, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 May 04, 2026
Investors Portfolio Services LLC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 May 14, 2026
DiNuzzo Private Wealth, Inc. History Reduced 1 0 0.0% -5 -83.33% Q1 2026 Apr 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History New 5 0 +5 New Q1 2026 Apr 13, 2026
Sunbelt Securities, Inc. History New 5 0 +5 New Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 0.0% -5 -100.0% Q1 2026 Apr 29, 2026
COUNTRY TRUST BANK History Closed out 0 0 0.0% -5 -100.0% Q1 2026 Apr 10, 2026
Financial Management Professionals, Inc. History Closed out 0 0 0.0% -5 -100.0% Q1 2026 Apr 15, 2026
Stone House Investment Management, LLC History New 4 0 +4 New Q1 2026 Apr 22, 2026
LRI Investments, LLC History New 4 0 +4 New Q1 2026 Apr 30, 2026
Breakwater Investment Management History New 4 0 +4 New Q1 2026 May 14, 2026
Sound Income Strategies, LLC History Closed out 0 0 -4 -100.0% Q1 2026 Apr 27, 2026
Quaker Wealth Management, LLC History Added to 6 0 +3 100.0% Q1 2026 Apr 10, 2026
Salomon & Ludwin, LLC History Reduced 4 0 0.0% -3 -42.86% Q1 2026 May 11, 2026
SJS Investment Consulting Inc. History Reduced 2 0 0.0% -3 -60.0% Q1 2026 Apr 23, 2026
American Capital Advisory, LLC History Added to 5 0 +3 150.0% Q1 2026 Apr 29, 2026
Hughes Financial Services, LLC History Reduced 4 0 0.0% -3 -42.86% Q1 2026 Apr 29, 2026
Capital Advisors, Ltd. LLC History New 3 0 +3 New Q1 2026 Apr 16, 2026
Vermillion Wealth Management, Inc. History New 3 0 +3 New Q1 2026 Apr 17, 2026
Bay Harbor Wealth Management, LLC History Closed out 0 0 -3 -100.0% Q1 2026 Apr 14, 2026
Ascentis Independent Advisors History New 2 0 +2 New Q1 2026 Apr 28, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 -2 -100.0% Q1 2026 May 15, 2026
1015 Capital Partners, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 11, 2026
GHP Investment Advisors, Inc. History New 1 0 +1 New Q1 2026 Apr 21, 2026
Davis Capital Management History Closed out 0 0 -1 -100.0% Q1 2026 Apr 16, 2026
TFC Financial Management, Inc. History Closed out 0 0 -1 -100.0% Q1 2026 Apr 23, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
Abound Wealth Management History Closed out 0 0 -1 -100.0% Q1 2026 Apr 10, 2026
Seneschal Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 08, 2026
United Financial Planning Group LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 08, 2026
Trust Co History No change 2 0 0 0.0% Q1 2026 Apr 13, 2026
CoreCap Advisors, LLC History No change 4 0 0 0.0% Q1 2026 Apr 07, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 4 0 0 0.0% Q1 2026 Apr 10, 2026
DecisionPoint Financial, LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
ORG Partners LLC History No change 2 0 0 0.0% Q4 2025 Jan 14, 2026
Rakuten Securities, Inc. History No change 1 0 0 0.0% Q1 2026 May 01, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 4 0 0 0.0% Q1 2026 May 01, 2026
Legacy Wealth Managment, LLC/ID History No change 5 0 0.0% 0 0.0% Q1 2026 May 07, 2026
CURIO WEALTH, LLC History No change 5 0 0.0% 0 0.0% Q1 2026 May 11, 2026