UBS GROUP AG - H42097107

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 139,105,725 6,423,206 0.09% 0.09% 1 0 0.0% Q4 2025 Jan 29, 2026
NORGES BANK History No change 104,982,026 4,889,413 0.52% 0.52% 2 0 0.0% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 117,481,352 4,589,996 0.69% 1.1% 3 -28,797,582 -19.69% Q1 2026 May 05, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 97,263,943 3,792,612 0.09% — 4 +97,263,943 New Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 65,542,061 2,601,483 0.87% 1.02% 5 -3,080,379 -4.49% Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Added to 66,074,238 2,581,520 0.88% 1.01% 6 +1,966,974 3.07% Q1 2026 May 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 56,674,567 2,167,398 4.72% 4.99% 7 +7,145,297 14.43% Q1 2026 May 15, 2026
FMR LLC History Reduced 53,883,732 2,101,387 0.11% 0.14% 8 -4,214,498 -7.25% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 49,920,657 1,909,105 0.36% 0.47% 9 -7,732,133 -13.41% Q1 2026 May 15, 2026
Cevian Capital II GP LTD History No change 48,117,675 1,879,957 60.29% 60.89% 10 0 0.0% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Reduced 35,591,624 1,361,113 1.44% 1.63% 11 -340,568 -0.95% Q1 2026 Apr 22, 2026
DODGE & COX History Reduced 33,644,642 1,308,575 0.72% 0.84% 12 -20,700 -0.06% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 31,922,626 1,247,216 0.41% 0.45% 13 +2,316,845 7.83% Q1 2026 May 06, 2026
VANGUARD FIDUCIARY TRUST CO History New 27,510,543 1,072,718 0.27% — 14 +27,510,543 New Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Reduced 27,434,247 1,006,013 0.06% 0.12% 15 -12,958,047 -32.08% Q1 2026 May 13, 2026
Capital World Investors History Reduced 23,495,846 913,458 0.12% 0.24% 16 -13,903,480 -37.18% Q1 2026 May 13, 2026
Amundi History Added to 23,294,847 910,129 0.25% 0.25% 17 +3,374,516 16.94% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 23,402,544 894,982 0.21% 0.24% 18 -208,575 -0.88% Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Added to 22,365,786 873,831 0.1% 0.13% 19 +147,454 0.66% Q1 2026 May 15, 2026
SIH Partners, LLLP History Added to 21,347,811 834,058 11.01% 15.91% 20 +3,218,765 17.75% Q1 2026 May 15, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 26,544,355 815,708 2.65% 3.29% 21 -3,230,218 -10.85% Q1 2026 Apr 24, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 18,850,928 728,340 0.39% 0.48% 22 +1,323,586 7.55% Q1 2026 May 14, 2026
Vontobel Holding Ltd. History Added to 15,126,281 581,493 2.0% 2.09% 23 +901,769 6.34% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 14,112,416 550,285 0.48% — 24 +14,112,416 New Q1 2026 May 08, 2026
Nuveen, LLC History Reduced 11,227,404 431,845 0.12% 0.14% 25 -180,782 -1.58% Q1 2026 Apr 30, 2026
Qube Research & Technologies Ltd History Added to 10,846,242 417,194 0.46% 0.22% 26 +6,256,408 136.31% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 9,654,984 377,220 0.03% 0.04% 27 -1,053,388 -9.84% Q1 2026 May 15, 2026
Ninety One UK Ltd History Reduced 8,687,978 332,252 0.77% 0.88% 28 -141,608 -1.6% Q1 2026 Apr 24, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 7,956,822 305,880 0.2% 0.27% 29 -821,253 -9.36% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 7,763,223 303,309 0.02% 0.02% 30 +109,124 1.43% Q1 2026 May 15, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History Reduced 7,812,061 298,755 4.93% 8.41% 31 -110,000 -1.39% Q1 2026 Apr 30, 2026
Russell Investments Group, Ltd. History Reduced 7,738,898 295,369 0.32% 0.43% 32 -675,518 -8.03% Q1 2026 May 08, 2026
CITIGROUP INC History Reduced 7,322,383 280,028 0.12% 0.17% 33 -693,463 -8.65% Q1 2026 May 11, 2026
Banque Cantonale Vaudoise History Added to 7,141,370 273,109 10.28% 11.22% 34 +402,440 5.97% Q1 2026 Apr 20, 2026
Bank of New York Mellon Corp History Reduced 6,502,710 254,060 0.05% 0.06% 35 -246,082 -3.65% Q1 2026 May 05, 2026
Allianz Asset Management GmbH History Reduced 6,194,747 236,904 0.25% 0.3% 36 -143,209 -2.26% Q1 2026 May 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 6,114,163 235,723 0.71% 0.73% 37 +409,969 7.19% Q1 2026 May 05, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 5,845,369 223,859 0.2% 0.2% 38 +898,213 18.16% Q1 2026 May 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 5,850,200 214,526 0.49% 0.5% 39 +639,111 12.26% Q1 2026 May 07, 2026
Compagnie Lombard Odier SCmA History Reduced 5,272,070 201,613 2.48% 2.73% 40 -110,367 -2.05% Q1 2026 Apr 15, 2026
FRANKLIN RESOURCES INC History Added to 5,101,601 199,035 0.05% 0.06% 41 +194,387 3.96% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 5,193,433 198,545 0.09% 0.14% 42 -1,668,313 -24.31% Q1 2026 May 18, 2026
M&G Plc History Added to 4,980,760 193,155 1.0% 1.08% 43 +479,982 10.66% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 4,693,103 180,600 0.08% 0.02% 44 +3,994,874 572.14% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 4,638,662 178,382 0.21% 0.17% 45 +654,403 16.42% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Reduced 4,356,906 170,224 0.02% 0.03% 46 -10,112 -0.23% Q1 2026 May 14, 2026
DekaBank Deutsche Girozentrale History No change 4,269,505 165,358 0.27% 0.22% 47 0 0.0% Q1 2026 May 07, 2026
NATIXIS ADVISORS, LLC History Reduced 4,127,014 161,242 0.22% 0.28% 48 -205,220 -4.74% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 4,010,260 156,680 0.02% 0.01% 49 +1,222,778 43.87% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 3,935,581 153,763 0.03% 0.04% 50 -1,890,456 -32.45% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 3,846,436 150,280 0.0% 0.0% 51 -184,481 -4.58% Q1 2026 May 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 3,515,878 137,365 0.29% 0.34% 52 -18,309 -0.52% Q1 2026 May 01, 2026
AVIVA PLC History Added to 3,570,737 136,712 0.23% 0.28% 53 +27,482 0.78% Q1 2026 May 14, 2026
LGT Group Foundation History Reduced 3,439,417 132,220 1.61% 1.86% 54 -232,985 -6.34% Q1 2026 Apr 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,518,000 128,096 0.06% 0.0% 55 +3,476,613 8400.25% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 3,266,069 127,605 0.02% 0.0% 56 +2,647,832 428.29% Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 3,167,175 121,449 0.22% 0.26% 57 -54,196 -1.68% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 2,971,356 113,618 0.16% 1.24% 58 -13,209,941 -81.64% Q1 2026 May 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 2,542,054 101,157 0.31% 0.38% 59 +85,562 3.48% Q1 2026 May 13, 2026
TD ASSET MANAGEMENT INC History Added to 2,551,370 98,353 0.08% 0.04% 60 +1,402,274 122.03% Q1 2026 May 11, 2026
Invesco Ltd. History Added to 2,432,381 95,033 0.01% 0.02% 61 +237,051 10.8% Q1 2026 May 12, 2026
BANK OF MONTREAL /CAN/ History Added to 2,461,029 94,608 0.04% 0.04% 62 +267,747 12.21% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 2,392,368 92,011 0.3% 0.36% 63 -68,047 -2.77% Q1 2026 May 14, 2026
Border to Coast Pensions Partnership Ltd History No change 2,307,000 88,496 1.49% 1.88% 64 0 0.0% Q1 2026 Apr 22, 2026
CITADEL ADVISORS LLC History Added to 2,235,862 87,355 0.01% 0.01% 65 +716,039 47.11% Q1 2026 May 15, 2026
Korea Investment CORP History Reduced 2,279,366 87,169 0.18% 0.22% 66 -141,825 -5.86% Q1 2026 May 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 2,096,407 81,884 0.14% 0.18% 67 -1,120 -0.05% Q1 2026 May 14, 2026
Generali Asset Management SPA SGR History Added to 2,653,910 81,554 1.7% 1.87% 68 +173,668 7.0% Q1 2026 May 05, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,021,616 78,984 0.04% 0.04% 69 +233,933 13.09% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 2,039,599 78,321 1.59% 1.47% 70 -157,503 -7.17% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 1,936,941 74,074 0.25% 0.28% 71 +95,684 5.2% Q1 2026 May 15, 2026
Exane Asset Management History Added to 1,883,385 66,650 13.62% 6.08% 72 +1,217,927 183.02% Q1 2026 Apr 29, 2026
FIL Ltd History Reduced 1,665,021 64,924 0.05% 0.07% 73 -401,918 -19.45% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 1,663,816 64,815 0.02% 0.01% 74 +521,869 45.7% Q1 2026 May 15, 2026
BANQUE PICTET & CIE SA History Added to 1,665,074 63,677 0.45% 0.42% 75 +145,220 9.55% Q1 2026 Apr 14, 2026
Vanguard Investments Australia, Ltd. History New 1,578,711 61,558 0.18% — 76 +1,578,711 New Q1 2026 May 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,503,490 58,741 0.02% 0.02% 77 +90,504 6.41% Q1 2026 May 04, 2026
D. E. Shaw & Co., Inc. History Added to 1,466,454 57,294 0.03% 0.03% 78 +118,606 8.8% Q1 2026 May 15, 2026
ABN AMRO Bank N.V. History Reduced 1,470,238 56,717 0.61% 0.83% 79 -420,648 -22.25% Q1 2026 Apr 22, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,668,444 55,868 0.02% 0.02% 80 +493,791 42.04% Q1 2026 May 15, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 1,410,094 53,925 0.28% 0.32% 81 +43,522 3.18% Q1 2026 Apr 23, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 1,368,472 53,467 0.38% 0.48% 82 -4,160 -0.3% Q1 2026 May 15, 2026
Life Cycle Investment Partners Ltd History Added to 1,719,019 52,825 0.34% 0.39% 83 +207,002 13.69% Q1 2026 May 12, 2026
ASR Vermogensbeheer N.V. History Added to 1,317,110 50,361 0.59% 0.47% 84 +453,568 52.52% Q1 2026 Apr 30, 2026
Crocodile Capital Partners GmbH History Added to 1,170,000 49,551 35.45% 29.62% 85 +100,000 9.35% Q1 2026 Apr 09, 2026
Patient Capital Management, LLC History Added to 1,241,955 48,523 1.77% 2.12% 86 +54,629 4.6% Q1 2026 May 14, 2026
GAM Holding AG History No change 1,020,351 47,601 3.04% 3.04% 87 0 0.0% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 1,234,642 47,463 0.04% 0.05% 88 -179,357 -12.68% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 1,208,363 47,117 0.03% — 89 +1,208,363 New Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 1,164,155 44,520 0.1% 0.13% 90 -95,930 -7.61% Q1 2026 May 15, 2026
SEB Asset Management AB History New 1,159,090 44,326 0.19% — 91 +1,159,090 New Q1 2026 May 07, 2026
J. Safra Sarasin Holding AG History Reduced 1,086,608 41,468 0.71% 0.85% 92 -34,011 -3.04% Q1 2026 May 04, 2026
CREDIT AGRICOLE S A History Reduced 932,556 36,434 0.1% 0.18% 93 -821,516 -46.83% Q1 2026 May 15, 2026
EFG International AG History Added to 892,831 34,882 0.75% 0.47% 94 +366,347 69.58% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 865,820 33,115 0.06% 0.09% 95 -196,495 -18.5% Q1 2026 May 01, 2026
TWO SIGMA ADVISERS, LP History No change 690,725 31,987 0.06% 0.06% 96 0 0.0% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 769,339 30,058 0.04% 0.01% 97 +549,513 249.98% Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 762,124 29,776 0.07% 0.09% 98 -270,676 -26.21% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 616,815 28,564 0.01% 0.01% 99 -2,605 -0.42% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 714,894 27,488 0.03% 0.05% 100 -211,798 -22.86% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 686,991 26,840 0.04% 0.01% 101 +480,400 232.54% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 686,017 26,802 0.01% 0.01% 102 -5,367 -0.78% Q1 2026 May 14, 2026
CHANNING GLOBAL ADVISORS, LLC History Reduced 684,783 26,206 15.32% 20.44% 103 -853 -0.12% Q1 2026 Apr 30, 2026
WELLS FARGO & COMPANY/MN History Reduced 653,613 25,536 0.0% 0.01% 104 -23,140 -3.42% Q1 2026 May 11, 2026
Haven Global Partners, LLC History Reduced 658,608 25,188 23.69% 22.93% 105 -10,420 -1.56% Q1 2026 May 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 652,816 25,088 0.36% 0.36% 106 +108,802 20.0% Q1 2026 May 13, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 633,487 24,750 1.88% 2.63% 107 -25,433 -3.86% Q1 2026 May 13, 2026
Systrade AG History Added to 627,300 24,508 16.45% 17.78% 108 +2,300 0.37% Q1 2026 Apr 08, 2026
Gemsstock Ltd. History New 630,741 24,240 2.55% — 109 +630,741 New Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 618,683 24,171 0.04% 0.04% 110 +144,200 30.39% Q1 2026 May 15, 2026
ANTIPODES PARTNERS Ltd History Reduced 587,054 22,450 0.43% 0.87% 111 -303,378 -34.07% Q1 2026 May 05, 2026
Fiera Capital Corp History Reduced 571,944 22,345 0.08% 0.08% 112 -617 -0.11% Q1 2026 May 12, 2026
Zurich Insurance Group Ltd/FI History Reduced 579,963 22,218 0.17% 0.27% 113 -270,323 -31.79% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 560,647 21,904 0.02% 0.02% 114 +6,852 1.24% Q1 2026 May 12, 2026
Mediolanum International Funds Ltd History Added to 588,312 21,739 0.23% 0.25% 115 +47,444 8.77% Q1 2026 May 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 531,870 20,780 0.0% 0.0% 116 +48,064 9.93% Q1 2026 May 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 533,634 20,407 0.05% 0.0% 117 +496,192 1325.23% Q1 2026 May 14, 2026
Walleye Trading LLC History Added to 518,298 20,249 0.03% 0.02% 118 +203,886 64.85% Q1 2026 May 08, 2026
USS Investment Management Ltd History Added to 521,884 20,053 0.08% 0.11% 119 +5,448 1.05% Q1 2026 Apr 24, 2026
Baker Avenue Asset Management, LP History Added to 509,573 19,909 0.45% 0.54% 120 +6,273 1.25% Q1 2026 May 12, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History Added to 490,514 18,758 0.28% 0.25% 121 +111,465 29.41% Q1 2026 Apr 10, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 487,964 18,734 0.07% 0.09% 122 -26,633 -5.18% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 464,525 18,148 0.09% 0.12% 123 -2,303 -0.49% Q1 2026 May 13, 2026
Walleye Capital LLC History Added to 456,485 17,834 0.07% 0.06% 124 +36,904 8.8% Q1 2026 May 13, 2026
NOMURA HOLDINGS INC History New 450,000 17,581 0.05% — 125 +450,000 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 434,401 16,972 0.03% 0.01% 126 +321,001 283.07% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 421,896 16,483 0.02% 0.01% 127 +255,796 154.0% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 412,655 16,122 0.01% 0.01% 128 +272,125 193.64% Q1 2026 May 15, 2026
LGT Fund Management Co Ltd. History Added to 415,512 15,973 0.69% 1.08% 129 +121,228 41.19% Q1 2026 Apr 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 401,569 15,357 0.02% 0.02% 130 -17,099 -4.08% Q1 2026 May 12, 2026
Gator Capital Management, LLC History Added to 380,240 14,855 3.04% 0.49% 131 +327,810 625.23% Q1 2026 May 13, 2026
Creative Planning History Added to 379,936 14,844 0.01% 0.01% 132 +22,869 6.4% Q1 2026 May 12, 2026
GREAT LAKES ADVISORS, LLC History Reduced 366,164 14,306 0.12% 0.23% 133 -245,130 -40.1% Q1 2026 May 11, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 370,444 14,241 0.02% 0.02% 134 +75,251 25.49% Q1 2026 May 15, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History Reduced 363,525 14,202 3.08% 4.32% 135 -4,413 -1.2% Q1 2026 May 08, 2026
Pictet North America Advisors SA History No change 369,855 14,144 1.4% 1.64% 136 0 0.0% Q1 2026 Apr 14, 2026
Maryland State Retirement & Pension System History Added to 355,549 13,681 0.28% 0.32% 137 +24,132 7.28% Q1 2026 May 04, 2026
Andra AP-fonden History Added to 442,119 13,586 0.16% 0.03% 138 +376,955 578.47% Q1 2026 May 08, 2026
RBF Capital, LLC History No change 340,000 13,283 0.65% 0.7% 139 0 0.0% Q1 2026 May 18, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 342,487 13,162 1.03% 1.02% 140 +58,159 20.45% Q1 2026 Apr 29, 2026
CIBC WORLD MARKET INC. History Reduced 337,853 12,993 0.02% 0.19% 141 -2,119,464 -86.25% Q1 2026 May 14, 2026
PRUDENTIAL PLC History Reduced 323,030 12,418 0.07% 0.12% 142 -14,401 -4.27% Q1 2026 May 13, 2026
Baader Bank Aktiengesellschaft History Reduced 321,846 12,369 0.97% 1.16% 143 -38,994 -10.81% Q1 2026 May 08, 2026
PDT Partners, LLC History No change 305,288 11,732 0.69% 0.92% 144 0 0.0% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 299,837 11,714 0.0% 0.0% 145 +16,824 5.94% Q1 2026 May 06, 2026
MetLife Investment Management, LLC History Added to 300,243 11,482 0.06% 0.06% 146 +13,779 4.81% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Added to 295,357 11,400 0.01% 0.01% 147 +89,419 43.42% Q1 2026 May 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 290,546 11,351 2.33% 2.84% 148 -19,023 -6.14% Q1 2026 Apr 20, 2026
CHILTON INVESTMENT CO INC. History Added to 285,184 11,142 0.26% 0.24% 149 +38,792 15.74% Q1 2026 May 15, 2026
Henry James International Management Inc. History Reduced 272,394 10,642 3.84% 4.98% 150 -69,007 -20.21% Q1 2026 Apr 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 262,183 10,243 0.0% 0.0% 151 +257,115 5073.3% Q1 2026 May 12, 2026
Assenagon Asset Management S.A. History Added to 259,293 9,916 0.02% 0.02% 152 +7,253 2.88% Q1 2026 Apr 20, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 249,268 9,532 0.02% — 153 +249,268 New Q1 2026 May 14, 2026
Value Partners Investments Inc. History No change 240,090 9,391 0.72% 0.85% 154 0 0.0% Q1 2026 Apr 21, 2026
Promethos Capital, LLC History Added to 233,095 9,107 2.45% 2.94% 155 +440 0.19% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History New 294,057 9,036 0.01% — 156 +294,057 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 227,767 8,889 0.01% 0.01% 157 +10,521 4.84% Q1 2026 May 13, 2026
GROUPAMA ASSET MANAGMENT History Added to 288,118 8,853 0.13% 0.08% 158 +134,767 87.88% Q1 2026 May 22, 2026
Crossmark Global Holdings, Inc. History Reduced 226,138 8,835 0.13% 0.16% 159 -14,011 -5.83% Q1 2026 May 11, 2026
Squarepoint Ops LLC History Added to 222,160 8,679 0.01% 0.0% 160 +216,360 3730.34% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Reduced 219,224 8,509 0.03% 0.04% 161 -4,625 -2.07% Q1 2026 May 11, 2026
Cerity Partners LLC History Added to 214,375 8,375 0.01% 0.01% 162 +54,586 34.16% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 218,432 8,353 0.08% 0.08% 163 +36,557 20.1% Q1 2026 May 08, 2026
RPg Family Wealth Advisory, LLC History Reduced 209,548 8,187 1.71% 2.16% 164 -2,562 -1.21% Q1 2026 May 14, 2026
Osmosis Investment Management UK Ltd History Added to 201,332 7,705 0.21% 0.16% 165 +65,238 47.94% Q1 2026 May 14, 2026
INGALLS & SNYDER LLC History Added to 193,936 7,577 0.27% 0.31% 166 +11,917 6.55% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Added to 185,459 7,229 0.01% 0.01% 167 +26,707 16.82% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 176,322 6,888 0.07% 0.09% 168 -14,657 -7.67% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 176,266 6,887 0.01% 0.01% 169 +10,609 6.4% Q1 2026 May 13, 2026
M&T BANK CORP History Reduced 172,964 6,752 0.02% 0.03% 170 -18,686 -9.75% Q1 2026 May 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 168,735 6,592 0.07% 0.08% 171 +9,246 5.8% Q1 2026 Apr 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 166,156 6,491 0.15% 0.33% 172 +17,303 11.62% Q1 2026 Apr 27, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 166,043 6,487 0.14% 0.17% 173 -7,241 -4.18% Q1 2026 May 15, 2026
INSPIRE TRUST CO, N.A. History Added to 160,000 6,251 0.97% 0.99% 174 +30,000 23.08% Q1 2026 May 11, 2026
TD Waterhouse Canada Inc. History Added to 154,291 6,116 0.02% 0.01% 175 +134,168 666.74% Q1 2026 May 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 155,238 6,065 0.11% 0.13% 176 -73 -0.05% Q1 2026 Apr 20, 2026
Campbell & CO Investment Adviser LLC History New 151,341 5,902 0.34% — 177 +151,341 New Q1 2026 May 15, 2026
Triasima Portfolio Management inc. History Added to 148,260 5,792 0.88% 1.0% 178 +3,905 2.71% Q1 2026 Apr 24, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 150,646 5,791 0.28% 0.42% 179 -47,081 -23.81% Q1 2026 May 11, 2026
NatWest Group plc History Added to 147,921 5,779 1.25% 1.5% 180 +9,189 6.62% Q1 2026 May 11, 2026
Y-Intercept (Hong Kong) Ltd History Added to 143,584 5,609 0.11% 0.1% 181 +51,556 56.02% Q1 2026 Apr 27, 2026
Banco Santander, S.A. History Added to 140,956 5,601 0.05% 0.0% 182 +135,907 2691.76% Q1 2026 May 08, 2026
Alberta Investment Management Corp History Reduced 142,510 5,478 0.03% 0.05% 183 -27,483 -16.17% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Added to 139,466 5,448 0.01% 0.01% 184 +8,069 6.14% Q1 2026 May 13, 2026
Callan Family Office, LLC History Added to 139,309 5,442 0.12% 0.14% 185 +1,722 1.25% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Added to 138,003 5,391 0.01% 0.01% 186 +3,364 2.5% Q1 2026 May 05, 2026
Vestmark Advisory Solutions, Inc. History Reduced 134,305 5,247 0.06% 0.1% 187 -33,515 -19.97% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 137,752 5,246 0.0% 0.0% 188 +3,175 2.36% Q1 2026 May 13, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 136,000 5,227 5.5% 4.36% 189 0 0.0% Q1 2026 May 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 132,400 5,172 0.02% 0.03% 190 -67,800 -33.87% Q1 2026 May 14, 2026
Ninety One North America, Inc. History Added to 135,267 5,172 0.23% 0.25% 191 +900 0.67% Q1 2026 Apr 24, 2026
Quantbot Technologies LP History Added to 127,877 4,996 0.2% 0.07% 192 +84,048 191.76% Q1 2026 May 13, 2026
Gradient Investments LLC History Added to 127,288 4,973 0.08% 0.03% 193 +81,461 177.76% Q1 2026 Apr 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 127,057 4,964 0.0% 0.0% 194 +7,465 6.24% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Added to 122,318 4,778 0.0% 0.0% 195 +69,288 130.66% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History Reduced 116,827 4,564 0.04% 0.04% 196 -3,835 -3.18% Q1 2026 May 13, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 117,507 4,497 1.13% 1.27% 197 0 0.0% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Added to 114,202 4,461 0.01% 0.0% 198 +53,621 88.51% Q1 2026 May 06, 2026
Ensign Peak Advisors, Inc History Reduced 115,794 4,428 0.01% 0.01% 199 -24,300 -17.35% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 110,833 4,330 0.01% 0.01% 200 +5,659 5.38% Q1 2026 May 14, 2026
Timber Creek Capital Management LLC History Reduced 109,157 4,264 1.03% 1.22% 201 -4,226 -3.73% Q1 2026 Apr 28, 2026
QUADRANT CAPITAL GROUP LLC History Added to 108,930 4,255 0.13% 0.15% 202 +1,380 1.28% Q1 2026 May 13, 2026
Plato Investment Management Ltd History Reduced 108,726 4,163 0.28% 0.37% 203 -12,194 -10.08% Q1 2026 May 04, 2026
ASSETMARK, INC History Added to 102,252 3,995 0.01% 0.01% 204 +24,248 31.09% Q1 2026 May 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 97,508 3,809 0.01% 0.01% 205 -1,892 -1.9% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History Added to 98,734 3,775 0.08% 0.09% 206 +2,620 2.73% Q1 2026 Apr 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 94,882 3,707 0.01% 0.01% 207 -17,646 -15.68% Q1 2026 May 04, 2026
GLENMEDE TRUST CO NA History No change 75,851 3,512 0.02% 0.02% 208 0 0.0% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 110,065 3,479 0.0% 0.01% 209 -12,312 -10.06% Q1 2026 May 15, 2026
Karl Kapital LLC History New 88,866 3,471 2.4% — 210 +88,866 New Q1 2026 May 15, 2026
CenterBook Partners LP History New 86,515 3,380 0.18% — 211 +86,515 New Q1 2026 May 05, 2026
Metis Global Partners, LLC History Reduced 86,461 3,309 0.08% 0.11% 212 -11,423 -11.67% Q1 2026 May 07, 2026
Independent Advisor Alliance History Reduced 84,676 3,308 0.04% 0.1% 213 -1,556 -1.8% Q1 2026 May 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 83,961 3,280 0.17% 0.19% 214 -300 -0.36% Q1 2026 Apr 13, 2026
Bleakley Financial Group, LLC History Added to 80,450 3,143 0.05% 0.05% 215 +16,210 25.23% Q1 2026 May 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 80,255 3,136 0.0% — 216 +80,255 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 80,207 3,133 0.0% 0.0% 217 +9,665 13.7% Q1 2026 May 07, 2026
SIGNATUREFD, LLC History Added to 79,895 3,121 0.05% 0.06% 218 +82 0.1% Q1 2026 Apr 07, 2026
OLD MISSION CAPITAL LLC History New 74,367 3,037 0.05% — 219 +74,367 New Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 77,689 3,014 0.0% 0.0% 220 +72,485 1392.87% Q1 2026 Apr 30, 2026
Ethic Inc. History Added to 76,099 2,973 0.05% 0.03% 221 +31,708 71.43% Q1 2026 Apr 27, 2026
HRT FINANCIAL LP History Added to 75,306 2,942 0.01% 0.0% 222 +61,738 455.03% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Added to 75,092 2,933 0.01% 0.01% 223 +5,018 7.16% Q1 2026 May 13, 2026
EQUITABLE TRUST CO History Added to 75,009 2,930 0.14% 0.15% 224 +1,371 1.86% Q1 2026 Apr 30, 2026
ARGA Investment Management, LP History Reduced 75,301 2,894 0.1% 0.12% 225 -17,915 -19.22% Q1 2026 Apr 30, 2026
Vident Advisory, LLC History Added to 72,782 2,843 0.02% 0.03% 226 +3,229 4.64% Q1 2026 May 14, 2026
BTC Capital Management, Inc. History Added to 72,621 2,837 0.19% 0.19% 227 +15,052 26.15% Q1 2026 Apr 20, 2026
Permanent Capital Management, LP History Reduced 64,477 2,832 0.44% 0.61% 228 -2,993 -4.44% Q1 2026 May 14, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Added to 72,127 2,818 0.91% 1.03% 229 +373 0.52% Q1 2026 May 14, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 60,399 2,816 0.88% 0.88% 230 0 0.0% Q4 2025 Feb 10, 2026
Stamos Capital Partners, L.P. History Added to 70,376 2,749 0.43% 0.35% 231 +23,697 50.77% Q1 2026 May 13, 2026
Advisors Capital Management, LLC History Added to 69,956 2,733 0.03% 0.04% 232 +4,993 7.69% Q1 2026 May 01, 2026
Alaethes Wealth, LLC History Added to 69,843 2,728 0.78% 0.91% 233 +117 0.17% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Added to 69,672 2,722 0.01% 0.01% 234 +17,260 32.93% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Added to 69,370 2,710 0.02% 0.01% 235 +39,944 135.74% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Added to 69,282 2,706 0.02% 0.0% 236 +64,465 1338.28% Q1 2026 May 15, 2026
Banque Transatlantique SA History Added to 70,235 2,699 0.06% 0.01% 237 +65,388 1349.04% Q1 2026 May 13, 2026
CHOREO, LLC History Reduced 69,065 2,698 0.03% 0.04% 238 -521 -0.75% Q1 2026 May 12, 2026
IMC-Chicago, LLC History New 67,609 2,641 0.0% — 239 +67,609 New Q1 2026 May 05, 2026
MITCHELL CAPITAL MANAGEMENT CO History Reduced 67,377 2,632 0.48% 0.79% 240 -28,141 -29.46% Q1 2026 May 11, 2026
Groupe la Francaise History Reduced 66,548 2,548 0.03% 0.06% 241 -19,867 -22.99% Q1 2026 May 21, 2026
Trivant Custom Portfolio Group, LLC History Added to 64,462 2,518 1.38% 1.71% 242 +183 0.28% Q1 2026 May 14, 2026
Twin Tree Management, LP History Reduced 64,200 2,508 0.05% 0.18% 243 -383,600 -85.66% Q1 2026 May 14, 2026
Altman Advisors, Inc. History Reduced 63,194 2,469 1.02% 1.22% 244 -6,770 -9.68% Q1 2026 May 05, 2026
Wealth Alliance Advisory Group, LLC History Reduced 60,960 2,381 0.38% 0.49% 245 -525 -0.85% Q1 2026 Apr 09, 2026
Jefferies Financial Group Inc. History Reduced 60,840 2,352 0.02% 0.05% 246 -148,509 -70.94% Q1 2026 May 07, 2026
Orca Wealth Management, LLC History Reduced 59,800 2,336 1.66% 2.06% 247 -338 -0.56% Q1 2026 Apr 23, 2026
OPAL CAPITAL LLC History Reduced 58,794 2,297 0.41% 0.95% 249 -23,482 -28.54% Q1 2026 May 15, 2026
TrueMark Investments, LLC History Reduced 58,794 2,297 0.45% 0.72% 248 -22,998 -28.12% Q1 2026 Apr 20, 2026
Vise Technologies, Inc. History No change 48,911 2,265 0.04% 0.04% 250 0 0.0% Q1 2026 Apr 21, 2026
Sequoia Financial Advisors, LLC History Added to 56,831 2,220 0.01% 0.01% 251 +19,272 51.31% Q1 2026 Apr 30, 2026
Focus Partners Wealth History Added to 55,049 2,179 0.0% 0.0% 252 +3,762 7.34% Q1 2026 May 14, 2026
South Shore Capital Advisors History New 56,737 2,169 1.59% — 253 +56,737 New Q1 2026 Apr 28, 2026
Bellecapital International Ltd. History New 56,150 2,153 0.39% — 255 +56,150 New Q1 2026 May 12, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 56,287 2,153 0.33% 0.38% 254 -164 -0.29% Q1 2026 May 11, 2026
Marex Group plc History Added to 53,085 2,074 0.01% 0.01% 256 +1,670 3.25% Q1 2026 May 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 52,568 2,053 0.5% 0.62% 257 -2,036 -3.73% Q1 2026 Apr 08, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 51,200 2,000 0.81% 0.99% 258 -549 -1.06% Q1 2026 Apr 24, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 51,008 1,993 0.03% 0.04% 259 -14,133 -21.7% Q1 2026 May 01, 2026
Rockefeller Capital Management L.P. History Added to 50,106 1,957 0.0% 0.0% 261 +17,223 52.38% Q1 2026 May 14, 2026
CIM, LLC History Added to 50,095 1,957 0.28% 0.3% 260 +332 0.67% Q1 2026 May 18, 2026
TRUIST FINANCIAL CORP History Added to 49,018 1,915 0.0% 0.0% 262 +9,654 24.52% Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 47,087 1,856 0.0% 0.01% 263 -85,103 -64.38% Q1 2026 Apr 08, 2026
PARK AVENUE SECURITIES LLC History Reduced 46,698 1,824 0.01% 0.03% 264 -20,963 -30.98% Q1 2026 Apr 07, 2026
Parallax Volatility Advisers, L.P. History Reduced 42,107 1,820 0.0% 0.01% 265 -12,893 -23.44% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 45,665 1,784 0.02% 0.02% 266 0 0.0% Q1 2026 Apr 24, 2026
XTX Topco Ltd History New 45,515 1,778 0.03% — 267 +45,515 New Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Reduced 45,318 1,770 0.03% 0.04% 268 -2,277 -4.78% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Added to 45,249 1,767 0.02% 0.01% 269 +29,678 190.6% Q1 2026 May 06, 2026
Allspring Global Investments Holdings, LLC History New 45,238 1,740 0.0% — 270 +45,238 New Q1 2026 May 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 42,534 1,661 0.0% 0.0% 271 +7,417 21.12% Q1 2026 Apr 27, 2026
Sanctuary Advisors, LLC History Reduced 42,271 1,651 0.01% 0.01% 272 -763 -1.77% Q1 2026 May 05, 2026
Compound Planning, Inc. History Reduced 41,095 1,605 0.05% 0.06% 273 -537 -1.29% Q1 2026 May 14, 2026
CULLINAN ASSOCIATES INC History Added to 40,407 1,578 0.13% 0.09% 274 +11,407 39.33% Q1 2026 May 01, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 40,104 1,566 0.01% 0.0% 275 +23,393 139.99% Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Reduced 39,597 1,547 0.0% 0.0% 276 -623 -1.55% Q1 2026 May 12, 2026
Ballentine Partners, LLC History Added to 39,296 1,535 0.02% 0.03% 277 +643 1.66% Q1 2026 May 14, 2026
Havemeyer Place LP History Added to 39,216 1,532 0.18% 0.21% 278 +15,791 67.41% Q1 2026 May 13, 2026
Abacus Wealth Partners, LLC History Reduced 37,369 1,460 0.13% 0.2% 279 -7,167 -16.09% Q1 2026 Apr 24, 2026
Aquatic Capital Management LLC History New 37,276 1,456 0.04% — 280 +37,276 New Q1 2026 May 15, 2026
Baker Ellis Asset Management LLC History Added to 37,250 1,455 0.17% 0.21% 281 +100 0.27% Q1 2026 Apr 17, 2026
NorthCoast Asset Management LLC History Added to 36,814 1,438 0.03% 0.04% 282 +1,460 4.13% Q1 2026 May 13, 2026
Kathmere Capital Management, LLC History Added to 36,805 1,437 0.09% 0.11% 283 +1,635 4.65% Q1 2026 Apr 28, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 36,545 1,427 0.02% 0.04% 284 -50,000 -57.77% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Added to 35,698 1,394 0.0% 0.0% 285 +3,900 12.26% Q1 2026 May 15, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 35,230 1,376 0.02% — 286 +35,230 New Q1 2026 Apr 09, 2026
Atria Investments, Inc History Reduced 34,683 1,355 0.02% 0.02% 287 -6,402 -15.58% Q1 2026 May 05, 2026
Caprock Group, LLC History Added to 34,308 1,340 0.03% 0.03% 288 +5,086 17.4% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 33,751 1,337 0.0% 0.15% 289 -3,548,050 -99.06% Q1 2026 May 14, 2026
Morningstar Investment Management LLC History Added to 34,188 1,333 0.08% 0.08% 290 +4,334 14.52% Q1 2026 May 14, 2026
Snowden Capital Advisors LLC History Reduced 33,999 1,328 0.04% 0.04% 291 -1,143 -3.25% Q1 2026 May 14, 2026
GABELLI FUNDS LLC History Reduced 33,750 1,318 0.01% 0.01% 292 -600 -1.75% Q1 2026 May 14, 2026
Summit Trail Advisors, LLC History Added to 33,025 1,290 0.02% 0.0% 293 +28,536 635.69% Q1 2026 May 12, 2026
BAROMETER CAPITAL MANAGEMENT INC. History New 32,800 1,249 0.43% — 295 +32,800 New Q1 2026 May 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 31,982 1,249 0.0% — 294 +31,982 New Q1 2026 May 14, 2026
Legacy Capital Group California, Inc. History Reduced 31,802 1,242 0.47% 0.44% 296 -7,669 -19.43% Q1 2026 May 04, 2026
CULLEN/FROST BANKERS, INC. History Reduced 31,469 1,229 0.01% 0.02% 297 -228 -0.72% Q1 2026 May 05, 2026
GREENLEAF TRUST History Reduced 31,046 1,212 0.01% 0.02% 298 -17,685 -36.29% Q1 2026 Apr 27, 2026
BAILARD, INC. History Reduced 30,281 1,183 0.03% 0.03% 299 -876 -2.81% Q1 2026 May 11, 2026
Brooklyn Investment Group History Added to 29,114 1,137 0.04% 0.05% 300 +7,600 35.33% Q1 2026 Apr 29, 2026
Evelyn Partners Investment Management LLP History Reduced 28,866 1,128 0.03% 0.04% 301 -139 -0.48% Q1 2026 May 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 28,492 1,113 0.01% 0.02% 302 -1,588 -5.28% Q1 2026 May 08, 2026
Generali Investments CEE, investicni spolecnost, a.s. History New 28,866 1,109 0.06% — 303 +28,866 New Q1 2026 Apr 15, 2026
Farther Finance Advisors, LLC History Reduced 27,484 1,092 0.01% 0.02% 304 -4,065 -12.88% Q1 2026 Apr 07, 2026
U S GLOBAL INVESTORS INC History Added to 27,800 1,086 0.13% 0.12% 305 +3,300 13.47% Q1 2026 May 01, 2026
Future Fund LLC History Added to 27,430 1,071 0.38% 0.4% 306 +177 0.65% Q1 2026 May 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 27,325 1,067 0.02% 0.04% 307 -13,983 -33.85% Q1 2026 May 14, 2026
Main Street Financial Solutions, LLC History No change 22,916 1,061 0.08% 0.08% 308 0 0.0% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 27,118 1,059 0.0% 0.0% 309 +12,655 87.5% Q1 2026 Apr 24, 2026
Private Advisor Group, LLC History Added to 26,220 1,024 0.0% 0.01% 310 +821 3.23% Q1 2026 Apr 24, 2026
GeoWealth Management, LLC History Added to 25,874 1,010 0.04% 0.02% 311 +14,605 129.6% Q1 2026 May 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 27,520 1,009 0.18% — 312 +27,520 New Q1 2026 May 12, 2026
Themes Management Co LLC History Added to 25,660 1,002 0.62% 0.7% 313 +5,349 26.34% Q1 2026 May 15, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Added to 25,629 1,001 0.15% 0.13% 314 +5,973 30.39% Q1 2026 May 07, 2026
&PARTNERS History Added to 25,592 999 0.0% 0.01% 315 +873 3.53% Q1 2026 May 15, 2026
CONNABLE OFFICE INC History Reduced 25,143 982 0.1% 0.11% 316 -266 -1.05% Q1 2026 Apr 29, 2026
Checchi Capital Advisers, LLC History Added to 24,571 959 0.05% 0.06% 317 +705 2.95% Q1 2026 May 04, 2026
PINNACLE ASSOCIATES LTD History Reduced 24,478 956 0.01% 0.02% 318 -6,154 -20.09% Q1 2026 Apr 21, 2026
GC Wealth Management RIA, LLC History Added to 23,946 933 0.04% 0.02% 319 +14,829 162.65% Q1 2026 May 14, 2026
Blue Trust, Inc. History Reduced 23,858 932 0.01% 0.01% 320 -716 -2.91% Q1 2026 Apr 20, 2026
JFS WEALTH ADVISORS, LLC History Reduced 23,592 921 0.05% 0.07% 321 -2,100 -8.17% Q1 2026 Apr 20, 2026
Qtron Investments LLC History Reduced 23,088 882 0.12% 0.28% 322 -22,925 -49.82% Q1 2026 May 15, 2026
CHICAGO TRUST Co NA History Reduced 22,337 872 0.14% 0.17% 323 -603 -2.63% Q1 2026 Apr 24, 2026
Solstein Capital, LLC History No change 22,647 870 0.36% 0.42% 324 0 0.0% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 22,235 868 0.02% 0.0% 325 +22,200 63428.57% Q1 2026 May 15, 2026
Intesa Sanpaolo Wealth Management History Added to 22,536 866 0.21% 0.19% 326 +3,152 16.26% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 22,132 864 0.09% 0.11% 327 +3,924 21.55% Q1 2026 Apr 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 22,000 860 0.0% 0.0% 328 +647 3.03% Q1 2026 Apr 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 21,976 858 0.01% 0.01% 329 -429 -1.91% Q1 2026 May 15, 2026
Gryphon Financial Partners LLC History Added to 21,446 837 0.09% 0.1% 330 +1,941 9.95% Q1 2026 May 06, 2026
SYON CAPITAL LLC History Reduced 21,247 830 0.04% 0.05% 331 -712 -3.24% Q1 2026 May 13, 2026
Massachusetts Wealth Management History No change 21,080 823 0.36% 0.45% 332 0 0.0% Q1 2026 Apr 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 20,951 818 0.01% 0.01% 333 -605 -2.81% Q1 2026 Apr 20, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 20,702 808 0.09% 0.14% 334 -5,599 -21.29% Q1 2026 May 11, 2026
U.S. Capital Wealth Advisors, LLC History Added to 19,945 779 0.02% 0.02% 335 +40 0.2% Q1 2026 Apr 07, 2026
Rehmann Capital Advisory Group History Added to 19,902 777 0.04% 0.05% 336 +243 1.24% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 19,605 766 0.02% 0.02% 337 +6,105 45.22% Q1 2026 May 15, 2026
Centennial Bank/AR/ History No change 19,927 762 0.27% 0.37% 338 0 0.0% Q1 2026 May 06, 2026
Venturi Wealth Management, LLC History Added to 19,502 761 0.03% 0.02% 339 +7,427 61.51% Q1 2026 Apr 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 19,462 760 0.01% 0.0% 340 +12,625 184.66% Q1 2026 May 05, 2026
SkyView Investment Advisors, LLC History Added to 19,431 759 0.1% 0.11% 341 +99 0.51% Q1 2026 May 14, 2026
Cresset Asset Management, LLC History Added to 19,290 753 0.0% 0.0% 342 +5,201 36.92% Q1 2026 May 15, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 19,222 750 0.11% 0.14% 343 +174 0.91% Q1 2026 Apr 30, 2026
PDS Planning, Inc History Added to 18,944 740 0.05% 0.06% 344 +422 2.28% Q1 2026 Apr 21, 2026
Global Retirement Partners, LLC History No change 15,814 732 0.01% 0.01% 345 0 0.0% Q4 2025 Feb 06, 2026
Verition Fund Management LLC History New 18,328 716 0.0% — 346 +18,328 New Q1 2026 May 15, 2026
CenterStar Asset Management, LLC History New 18,289 714 0.09% — 347 +18,289 New Q1 2026 May 01, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 18,087 706 0.0% 0.0% 348 -1,448 -7.41% Q1 2026 May 15, 2026
Clarius Group, LLC History No change 15,199 703 0.04% 0.04% 349 0 0.0% Q4 2025 Jan 14, 2026
Winning Points Advisors, LLC History No change 39,780 695 0.74% 0.74% 350 0 0.0% Q4 2025 Feb 12, 2026
Net Worth Advisory Group History Reduced 17,464 682 0.14% 0.17% 351 -431 -2.41% Q1 2026 May 05, 2026
Climber Capital SA History New 17,618 677 0.44% — 352 +17,618 New Q1 2026 May 01, 2026
Ascent Group, LLC History Added to 17,237 673 0.02% 0.03% 353 +869 5.31% Q1 2026 May 15, 2026
Dorsey & Whitney Trust CO LLC History Added to 17,215 672 0.04% 0.04% 354 +1,684 10.84% Q1 2026 May 14, 2026
VIKING FUND MANAGEMENT LLC History New 17,000 664 0.07% — 355 +17,000 New Q1 2026 Apr 10, 2026
Concurrent Investment Advisors, LLC History Added to 16,987 663 0.01% 0.01% 356 +1,904 12.62% Q1 2026 Apr 20, 2026
Impact Capital Partners LLC History Added to 16,983 663 0.2% 0.23% 357 +230 1.37% Q1 2026 Apr 10, 2026
OneDigital Investment Advisors LLC History Reduced 16,861 658 0.01% 0.01% 358 -283 -1.65% Q1 2026 May 08, 2026
HB Wealth Management, LLC History Added to 16,630 649 0.0% 0.0% 359 +1,953 13.31% Q1 2026 Apr 27, 2026
Savant Capital, LLC History Added to 16,597 648 0.0% 0.0% 360 +3,011 22.16% Q1 2026 May 04, 2026
SAX WEALTH ADVISORS, LLC History No change 13,990 647 0.03% 0.03% 361 0 0.0% Q1 2026 Apr 08, 2026
Parallel Advisors, LLC History Added to 16,278 636 0.01% 0.01% 363 +632 4.04% Q1 2026 May 07, 2026
Waverly Advisors, LLC History Reduced 16,290 636 0.0% 0.01% 362 -58 -0.35% Q1 2026 May 15, 2026
American Trust Investment Advisors, LLC History Added to 16,260 635 0.35% 0.28% 364 +4,965 43.96% Q1 2026 May 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 16,230 634 0.01% 0.01% 365 -2,645 -14.01% Q1 2026 May 01, 2026
XY Capital Ltd History New 16,150 630 0.62% — 366 +16,150 New Q1 2026 May 12, 2026
New Vernon Capital Holdings II LLC History Reduced 16,086 628 0.46% 0.41% 367 -2,541 -13.64% Q1 2026 May 15, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Added to 15,872 620 0.06% 0.09% 368 +1,372 9.46% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 15,056 588 0.0% 0.0% 369 +5,257 53.65% Q1 2026 Apr 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 15,040 587 0.01% 0.01% 370 -853 -5.37% Q1 2026 May 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 14,993 585 0.01% 0.01% 371 -891 -5.61% Q1 2026 May 04, 2026
KLINGENSTEIN FIELDS & CO LP History No change 14,930 583 0.02% 0.03% 372 0 0.0% Q1 2026 May 12, 2026
Fideuram Asset Management (Ireland) dac History New 18,438 581 0.07% — 373 +18,438 New Q1 2026 May 11, 2026
Sivia Capital Partners, LLC History Reduced 14,868 580 0.11% 0.21% 374 -7,338 -33.05% Q1 2026 May 12, 2026
Bridgewater Advisors Inc. History Reduced 12,033 556 0.03% 0.04% 376 -2,172 -15.29% Q1 2026 May 14, 2026
DAVENPORT & Co LLC History Added to 14,243 556 0.0% 0.0% 375 +814 6.06% Q1 2026 Apr 15, 2026
SAGE RHINO CAPITAL LLC History Added to 14,244 556 0.1% 0.12% 377 +30 0.21% Q1 2026 Apr 28, 2026
Legacy Financial Advisors, Inc. History Added to 14,222 555 0.08% 0.09% 378 +638 4.7% Q1 2026 Apr 30, 2026
Merit Financial Group, LLC History Added to 13,924 543 0.0% 0.01% 379 +366 2.7% Q1 2026 Apr 15, 2026
Limestone Investment Advisors LP History New 13,700 535 0.04% — 381 +13,700 New Q1 2026 May 15, 2026
swisspartners Advisors Ltd History No change 14,000 535 0.34% 0.47% 380 0 0.0% Q1 2026 May 07, 2026
Trust Point Inc. History Added to 13,638 532 0.05% 0.04% 382 +2,218 19.42% Q1 2026 Apr 15, 2026
Beacon Pointe Advisors, LLC History New 13,506 527 0.0% — 383 +13,506 New Q1 2026 May 15, 2026
Summit Global Investments History Added to 13,464 526 0.03% 0.02% 384 +7,199 114.91% Q1 2026 May 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 13,293 519 0.01% 0.01% 385 -1,758 -11.68% Q1 2026 Apr 23, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 13,031 509 0.05% 0.06% 386 +521 4.16% Q1 2026 May 11, 2026
Beverly Hills Private Wealth, LLC History Reduced 12,955 506 0.08% 0.12% 387 -2,523 -16.3% Q1 2026 May 01, 2026
Northside Capital Management, LLC History Reduced 12,823 500 0.04% 0.1% 388 -12,832 -50.02% Q1 2026 Apr 10, 2026
Vigil Wealth Management, LLC History New 12,700 496 0.4% — 389 +12,700 New Q1 2026 Apr 21, 2026
Quinn Opportunity Partners LLC History No change 12,617 492 0.03% 0.02% 390 0 0.0% Q1 2026 May 15, 2026
Centiva Capital, LP History New 12,589 491 0.0% — 391 +12,589 New Q1 2026 May 14, 2026
Sciencast Management LP History New 12,531 489 0.06% — 392 +12,531 New Q1 2026 May 13, 2026
Nilsine Partners, LLC History New 11,553 487 0.04% — 394 +11,553 New Q1 2026 Apr 29, 2026
Smartleaf Asset Management LLC History Added to 13,286 487 0.02% 0.02% 393 +1,632 14.0% Q1 2026 May 15, 2026
Spire Wealth Management History Reduced 12,270 479 0.02% 0.02% 395 -7 -0.06% Q1 2026 Apr 22, 2026
Aprio Wealth Management, LLC History Added to 12,146 474 0.03% 0.03% 396 +781 6.87% Q1 2026 May 11, 2026
Evelyn Partners Investment Management Services Ltd History No change 12,109 473 0.06% 0.07% 397 0 0.0% Q1 2026 May 15, 2026
FDx Advisors, Inc. History New 12,031 470 0.15% — 398 +12,031 New Q1 2026 May 01, 2026
LEUTHOLD GROUP, LLC History Reduced 11,983 468 0.05% 0.06% 399 -358 -2.9% Q1 2026 May 06, 2026
My Portfolio Guide, LLC History New 11,877 464 0.26% — 402 +11,877 New Q1 2026 May 05, 2026
First National Bank of Hutchinson History Reduced 11,890 464 0.3% 0.4% 400 -2,900 -19.61% Q1 2026 May 04, 2026
Corient IA LLC History No change 11,890 464 0.44% 0.52% 401 0 0.0% Q1 2026 May 14, 2026
OSSIAM History Reduced 12,060 461 0.01% 0.07% 403 -59,461 -83.14% Q1 2026 May 14, 2026
Covenant Partners, LLC History No change 9,908 458 0.13% 0.13% 404 0 0.0% Q4 2025 Jan 26, 2026
Quantum Portfolio Management LLC History No change 11,718 457 0.2% 0.24% 405 0 0.0% Q1 2026 May 01, 2026
Seed Wealth Management, Inc. History No change 11,695 456 0.31% 0.37% 406 0 0.0% Q1 2026 Apr 08, 2026
Root Financial Partners, LLC History Reduced 11,583 452 0.02% 0.04% 407 -4,604 -28.44% Q1 2026 Apr 24, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 11,553 451 0.1% 0.11% 408 -1,047 -8.31% Q1 2026 Apr 13, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 11,484 448 0.08% 0.1% 409 -28 -0.24% Q1 2026 May 15, 2026
CWM, LLC History Added to 11,249 439 0.0% 0.0% 410 +1,668 17.41% Q1 2026 May 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 11,143 435 0.01% 0.01% 411 -276 -2.42% Q1 2026 May 15, 2026
Knights of Columbus Asset Advisors LLC History No change 11,116 434 0.02% 0.03% 412 0 0.0% Q1 2026 May 11, 2026
Ninety One SA (PTY) Ltd History Reduced 11,272 431 0.02% 0.03% 413 -1,244 -9.94% Q1 2026 Apr 24, 2026
Steward Partners Investment Advisory, LLC History Added to 10,912 426 0.0% 0.0% 414 +78 0.72% Q1 2026 May 08, 2026
STEPHENS INC /AR/ History Reduced 10,848 423 0.01% 0.01% 415 -1,291 -10.64% Q1 2026 Apr 28, 2026
D.A. DAVIDSON & CO. History Added to 10,831 423 0.0% 0.0% 416 +112 1.04% Q1 2026 May 05, 2026
D'Orazio & Associates, Inc. History No change 10,784 421 0.05% 0.06% 417 0 0.0% Q1 2026 May 07, 2026
NBC SECURITIES, INC. History Reduced 10,748 419 0.03% 0.05% 418 -2,462 -18.64% Q1 2026 Apr 14, 2026
Arkadios Wealth Advisors History Added to 10,676 417 0.01% 0.01% 419 +810 8.21% Q1 2026 May 18, 2026
CIBC Private Wealth Group LLC History No change 8,901 413 0.0% 0.0% 420 0 0.0% Q4 2025 Feb 12, 2026
M.E. ALLISON & CO., INC. History No change 10,560 412 0.27% 0.33% 421 0 0.0% Q1 2026 Apr 08, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 10,609 407 0.0% 0.0% 422 -8,986 -45.86% Q1 2026 May 13, 2026
Indivisible Partners History Reduced 10,408 406 0.04% 0.05% 424 -231 -2.17% Q1 2026 Apr 30, 2026
Keel Point, LLC History No change 8,783 406 0.02% 0.02% 423 0 0.0% Q4 2025 Feb 12, 2026
Edge Financial Advisors LLC History No change 4,366 404 0.17% 0.17% 425 0 0.0% Q4 2025 Jan 28, 2026
Optas, LLC History Reduced 10,197 398 0.06% 0.07% 426 -6 -0.06% Q1 2026 Apr 24, 2026
B. Riley Wealth Advisors, Inc. History Reduced 10,793 395 0.03% 0.03% 427 -2,871 -21.01% Q1 2026 Apr 24, 2026
Pinnacle Financial Partners, Inc. History Added to 10,126 395 0.0% 0.0% 428 +27 0.27% Q1 2026 May 14, 2026
Roundview Capital LLC History Reduced 10,062 393 0.02% 0.03% 429 -1,000 -9.04% Q1 2026 May 08, 2026
Credit Capital Investments LLC History Reduced 10,000 390 0.35% 0.65% 430 -5,000 -33.33% Q1 2026 May 01, 2026
Wedmont Private Capital History Reduced 9,433 389 0.01% 0.02% 431 -487 -4.91% Q1 2026 Apr 09, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 9,077 387 0.01% — 432 +9,077 New Q1 2026 May 01, 2026
Gallacher Capital Management LLC History Reduced 9,772 381 0.15% 0.27% 433 -5,178 -34.64% Q1 2026 May 05, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History New 9,745 380 0.03% — 435 +9,745 New Q1 2026 Apr 22, 2026
Lido Advisors, LLC History Added to 9,727 380 0.0% 0.0% 434 +1,142 13.3% Q1 2026 May 13, 2026
Avior Wealth Management, LLC History Added to 9,703 379 0.01% 0.01% 436 +3,085 46.62% Q1 2026 Apr 09, 2026
COMMERCE BANK History Added to 9,682 378 0.0% 0.0% 437 +739 8.26% Q1 2026 May 11, 2026
J.Safra Asset Management Corp History New 9,340 364 0.02% — 439 +9,340 New Q1 2026 May 04, 2026
Frec Markets, Inc. History Added to 9,318 364 0.06% 0.1% 438 +1,809 24.09% Q1 2026 May 13, 2026
SG Americas Securities, LLC History New 9,200 359 0.0% — 440 +9,200 New Q1 2026 Apr 16, 2026
MATHER GROUP, LLC. History No change 9,175 358 0.0% 0.0% 441 0 0.0% Q1 2026 Apr 13, 2026
Valeo Financial Advisors, LLC History Reduced 9,121 356 0.01% 0.02% 442 -7,665 -45.66% Q1 2026 May 08, 2026
Empower Advisory Group, LLC History Added to 9,122 356 0.0% 0.0% 443 +618 7.27% Q1 2026 May 14, 2026
ANCHYRA PARTNERS LLC History Added to 9,090 355 0.11% 0.12% 444 +294 3.34% Q1 2026 Apr 17, 2026
Allworth Financial LP History Added to 9,085 354 0.0% 0.0% 445 +953 11.72% Q1 2026 May 14, 2026
FIDUCIARY TRUST CO History Reduced 9,037 353 0.0% 0.0% 446 -77 -0.84% Q1 2026 May 15, 2026
Aaron Wealth Advisors LLC History New 8,938 349 0.02% — 448 +8,938 New Q1 2026 Apr 21, 2026
Kingsview Wealth Management, LLC History Added to 8,933 349 0.0% 0.01% 447 +487 5.77% Q1 2026 May 12, 2026
Compton Wealth Advisory Group, LLC History No change 8,780 348 0.08% 0.09% 449 0 0.0% Q1 2026 Apr 14, 2026
Keebeck Wealth Management History Added to 8,772 342 0.04% 0.03% 450 +2,540 40.76% Q1 2026 May 14, 2026
Five Oceans Advisors History No change 8,767 342 0.12% 0.14% 451 0 0.0% Q1 2026 Apr 07, 2026
FOCUSED ALPHA, LLC History No change 8,773 342 0.11% 0.12% 452 0 0.0% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 8,597 335 0.0% 0.0% 453 -1,667 -16.24% Q1 2026 May 08, 2026
Ellevest, Inc. History New 8,464 330 0.05% — 455 +8,464 New Q1 2026 May 11, 2026
EJMK Ventures LLC History Reduced 8,455 330 0.18% 0.32% 454 -2,943 -25.82% Q1 2026 Apr 24, 2026
Werba Rubin Papier Wealth Management History Added to 8,442 329 0.05% 0.1% 456 +159 1.92% Q1 2026 May 12, 2026
PUREfi Wealth, LLC History Added to 8,364 326 0.21% 0.25% 457 +1,424 20.52% Q1 2026 Apr 28, 2026
BROWN ADVISORY INC History New 8,294 324 0.0% — 458 +8,294 New Q1 2026 May 15, 2026
Storgate, LLC History New 8,254 322 0.25% — 460 +8,254 New Q1 2026 May 06, 2026
Perigon Wealth Management, LLC History Added to 8,250 322 0.01% 0.01% 459 +699 9.26% Q1 2026 Apr 10, 2026
Florida Trust Wealth Management Co History No change 8,166 319 0.01% 0.01% 461 0 0.0% Q1 2026 May 14, 2026
World Investment Advisors History Reduced 8,136 317 0.01% 0.01% 462 -232 -2.77% Q1 2026 Apr 27, 2026
CTC Alternative Strategies, Ltd. History New 8,208 315 0.72% — 463 +8,208 New Q1 2026 May 21, 2026
Investors Research Corp History No change 8,036 313 0.06% 0.07% 464 0 0.0% Q1 2026 Apr 03, 2026
Kestra Advisory Services, LLC History Reduced 7,883 307 0.0% 0.0% 465 -3,873 -32.94% Q1 2026 Apr 30, 2026
EVOKE WEALTH, LLC History Added to 7,806 304 0.01% 0.01% 466 +943 13.74% Q1 2026 May 14, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 7,765 303 0.0% 0.0% 467 -9,786 -55.76% Q1 2026 Apr 29, 2026
Calydon Capital History No change 7,694 300 0.05% 0.06% 468 0 0.0% Q1 2026 May 15, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 7,661 299 0.02% 0.02% 469 -485 -5.95% Q1 2026 Apr 16, 2026
Traveka Wealth, LLC History Reduced 7,500 293 0.11% 0.14% 470 -78 -1.03% Q1 2026 Apr 22, 2026
Mattson Financial Services, LLC History New 7,404 289 0.07% — 471 +7,404 New Q1 2026 May 11, 2026
Greenspring Advisors, LLC History Added to 7,316 285 0.02% 0.02% 473 +820 12.62% Q1 2026 May 04, 2026
Westover Capital Advisors, LLC History No change 7,300 285 0.05% 0.06% 472 0 0.0% Q1 2026 May 05, 2026
PRINCIPAL SECURITIES, INC. History Reduced 7,273 284 0.0% 0.01% 474 -104 -1.41% Q1 2026 May 13, 2026
COZAD ASSET MANAGEMENT INC History No change 6,130 283 0.02% 0.02% 475 0 0.0% Q4 2025 Feb 13, 2026
Cromwell Holdings LLC History No change 7,242 282 0.16% 0.18% 476 0 0.0% Q1 2026 Apr 30, 2026
New Republic Capital, LLC History Reduced 7,151 279 0.09% 0.14% 477 -4,065 -36.24% Q1 2026 May 01, 2026
Janney Capital Management LLC History No change 5,987 277 0.02% 0.02% 478 0 0.0% Q4 2025 Feb 11, 2026
Integrated Investment Consultants, LLC History No change 5,981 276 0.05% 0.05% 479 0 0.0% Q4 2025 Mar 03, 2026
Zhang Financial LLC History Reduced 7,061 275 0.01% 0.01% 480 -212 -2.91% Q1 2026 May 06, 2026
NewEdge Wealth, LLC History Reduced 7,023 274 0.0% 0.01% 481 -7,332 -51.08% Q1 2026 May 13, 2026
Columbia Asset Management History Added to 6,998 273 0.05% 0.06% 482 +62 0.89% Q1 2026 Apr 20, 2026
Brown Financial Advisors History New 6,981 272 0.1% — 483 +6,981 New Q1 2026 May 15, 2026
BTG Pactual Asset Management US LLC History New 6,972 268 0.02% — 484 +6,972 New Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 6,997 267 0.0% 0.0% 485 +1,859 36.18% Q1 2026 May 15, 2026
SEVEN MILE ADVISORY History Added to 6,737 263 0.19% 0.05% 486 +303 4.71% Q1 2026 Apr 14, 2026
EP Wealth Advisors, LLC History Reduced 6,502 254 0.0% 0.0% 487 -5,992 -47.96% Q1 2026 May 14, 2026
Wealthspire Advisors, LLC History Reduced 6,476 253 0.0% 0.01% 488 -9,005 -58.17% Q1 2026 May 01, 2026
Centurion Wealth Management LLC History No change 6,500 253 0.06% 0.07% 489 0 0.0% Q1 2026 Apr 10, 2026
First City Capital Management, Inc. History Reduced 6,464 252 0.13% 0.16% 490 -5 -0.08% Q1 2026 Apr 17, 2026
Collaborative Fund Advisors, LLC History New 6,441 251 0.16% — 491 +6,441 New Q1 2026 Apr 28, 2026
Simmons Bank History Reduced 6,399 250 0.02% 0.03% 492 -2,168 -25.31% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History Added to 6,399 250 0.01% 0.01% 493 +119 1.89% Q1 2026 Apr 27, 2026
Athena Wealth Management, LLC History New 6,264 244 0.2% — 495 +6,264 New Q1 2026 Apr 17, 2026
Hilltop Holdings Inc. History Reduced 6,360 244 0.02% 0.03% 494 -3,130 -32.98% Q1 2026 May 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 6,241 243 0.01% — 496 +6,241 New Q1 2026 May 06, 2026
Soltis Investment Advisors LLC History Added to 6,214 242 0.02% 0.02% 497 +226 3.77% Q1 2026 Apr 27, 2026
SG Trading Solutions, LLC History No change 5,218 242 0.06% 0.06% 498 0 0.0% Q4 2025 Feb 24, 2026
Granite Group Advisors, LLC History No change 6,104 241 0.15% 0.16% 499 0 0.0% Q1 2026 Apr 14, 2026
Sunpointe, LLC History Reduced 6,144 240 0.08% 0.09% 500 -20 -0.32% Q1 2026 Apr 21, 2026
Prime Capital Investment Advisors, LLC History Added to 6,047 236 0.0% 0.0% 501 +171 2.91% Q1 2026 May 08, 2026
Greykasell Wealth Strategies, Inc. History No change 6,044 236 0.1% 0.11% 502 0 0.0% Q1 2026 May 07, 2026
Gotham Asset Management, LLC History Reduced 6,021 235 0.0% 0.0% 503 -140 -2.27% Q1 2026 May 15, 2026
111 Capital History New 6,018 231 0.06% — 504 +6,018 New Q1 2026 May 11, 2026
OneAscent Financial Services LLC History New 5,838 228 0.01% — 505 +5,838 New Q1 2026 Apr 21, 2026
SCS Capital Management LLC History No change 5,831 227 0.0% 0.0% 506 0 0.0% Q1 2026 May 11, 2026
Integrity Financial Corp /WA History New 5,655 220 0.11% — 510 +5,655 New Q1 2026 May 14, 2026
a16z Perennial Management, L.P. History Reduced 5,648 220 0.02% 0.02% 509 -511 -8.3% Q1 2026 May 11, 2026
AIRE ADVISORS, LLC History Added to 5,647 220 0.04% 0.05% 508 +29 0.52% Q1 2026 May 06, 2026
PICTET BANK & TRUST Ltd History No change 5,758 220 0.29% 0.32% 507 0 0.0% Q1 2026 Apr 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History New 5,284 219 0.02% — 511 +5,284 New Q1 2026 Apr 29, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Added to 5,700 218 0.07% 0.06% 514 +950 20.0% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 5,586 218 0.0% 0.0% 512 +369 7.07% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Reduced 5,594 218 0.01% 0.01% 513 -74 -1.31% Q1 2026 May 11, 2026
Brucke Financial, Inc. History Reduced 5,577 217 0.11% 0.26% 516 -4,895 -46.74% Q1 2026 Apr 10, 2026
West Family Investments, Inc. History Reduced 5,558 217 0.08% 0.11% 515 -4,137 -42.67% Q1 2026 May 07, 2026
Prospera Financial Services Inc History Reduced 5,545 216 0.0% 0.01% 517 -12,701 -69.61% Q1 2026 Apr 14, 2026
FLC Capital Advisors History No change 5,468 213 0.04% 0.05% 518 0 0.0% Q1 2026 May 01, 2026
Advisory Services Network, LLC History Added to 5,364 209 0.0% 0.0% 519 +528 10.92% Q1 2026 May 15, 2026
Syverson Strege & Co History Reduced 5,349 208 0.05% 0.06% 520 -392 -6.83% Q1 2026 May 04, 2026
MONECO ADVISORS, LLC History Added to 5,327 208 0.02% 0.02% 521 +44 0.83% Q1 2026 May 07, 2026
PCM Encore, LLC History New 5,282 206 0.04% — 525 +5,282 New Q1 2026 May 12, 2026
PARK NATIONAL CORP /OH/ History Reduced 5,278 206 0.01% 0.01% 522 -3,805 -41.89% Q1 2026 Apr 16, 2026
Texas Capital Bank Wealth Management Services Inc History No change 5,281 206 0.01% 0.01% 523 0 0.0% Q1 2026 May 11, 2026
Glen Eagle Advisors, LLC History No change 5,282 206 0.03% 0.03% 524 0 0.0% Q1 2026 May 15, 2026
Arax Advisory Partners History Reduced 5,210 205 0.01% 0.01% 526 -2,527 -32.66% Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 5,218 203 0.01% 0.01% 527 -342 -6.15% Q1 2026 Apr 13, 2026
MQS Management LLC History New 5,141 200 0.14% — 528 +5,141 New Q1 2026 Apr 23, 2026
Cheviot Value Management, LLC History No change 5,119 199 0.02% 0.02% 529 0 0.0% Q1 2026 May 12, 2026
Financial Perspectives, Inc History No change 4,894 191 0.05% 0.06% 530 0 0.0% Q1 2026 May 11, 2026
Hilltop National Bank History Added to 4,849 189 0.04% 0.05% 531 +379 8.48% Q1 2026 Apr 02, 2026
Independence Bank of Kentucky History No change 4,766 182 0.02% 0.03% 532 0 0.0% Q1 2026 Apr 30, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3,750 146 0.01% 0.01% 533 -1,196 -24.18% Q1 2026 May 07, 2026
UMB Bank, n.a. History Reduced 3,497 136 0.0% 0.0% 534 -331 -8.65% Q1 2026 May 11, 2026
ALLIANZ SE History No change 3,390 129 0.0% 0.0% 535 0 0.0% Q1 2026 May 11, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 3,175 124 0.01% 0.01% 536 +306 10.67% Q1 2026 Apr 13, 2026
Golden State Wealth Management, LLC History No change 3,144 122 0.01% 0.02% 537 0 0.0% Q1 2026 Apr 28, 2026
IFP Advisors, Inc History Reduced 3,056 119 0.0% 0.0% 538 -1,098 -26.43% Q1 2026 Apr 13, 2026
Anfield Capital Management, LLC History New 3,034 118 0.03% — 539 +3,034 New Q1 2026 May 12, 2026
Rosenberg Matthew Hamilton History No change 2,667 104 0.02% 0.03% 540 0 0.0% Q1 2026 Apr 06, 2026
Owl Creek Wealth Partners LLC History New 2,612 102 0.04% — 541 +2,612 New Q1 2026 May 13, 2026
Bruce G. Allen Investments, LLC History Reduced 2,575 100 0.07% 0.08% 543 -66 -2.5% Q1 2026 May 08, 2026
Atlantic Union Bankshares Corp History No change 2,564 100 0.0% 0.0% 542 0 0.0% Q1 2026 May 12, 2026
Opal Wealth Advisors, LLC History New 2,506 97 0.02% — 545 +2,506 New Q1 2026 Apr 14, 2026
Bayforest Capital Ltd History Reduced 2,503 97 0.11% 0.12% 544 -1,005 -28.65% Q1 2026 Apr 15, 2026
FIFTH THIRD BANCORP History Added to 2,313 90 0.0% 0.0% 546 +20 0.87% Q1 2026 May 01, 2026
Ancora Advisors LLC History Added to 2,207 86 0.0% 0.0% 547 +1,989 912.39% Q1 2026 May 15, 2026
Westside Investment Management, Inc. History No change 2,095 82 0.01% 0.02% 548 0 0.0% Q1 2026 May 04, 2026
PlanVest Financial, Inc History New 2,096 81 0.06% — 549 +2,096 New Q1 2026 May 14, 2026
Mountain Hill Investment Partners Corp. History Reduced 2,000 78 0.05% 0.26% 550 -6,000 -75.0% Q1 2026 May 01, 2026
Activest Wealth Management History No change 2,000 76 0.01% 0.02% 551 0 0.0% Q1 2026 Apr 15, 2026
Berbice Capital Management LLC History Added to 1,700 66 0.04% 0.04% 552 +100 6.25% Q1 2026 May 06, 2026
MAI Capital Management History Added to 1,674 65 0.0% 0.0% 553 +875 109.51% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 1,611 62 0.0% 0.0% 555 +311 23.92% Q1 2026 Apr 06, 2026
Wilmington Savings Fund Society, FSB History No change 1,590 62 0.0% 0.0% 554 0 0.0% Q1 2026 Apr 30, 2026
Parkside Financial Bank & Trust History Added to 1,513 59 0.0% 0.01% 556 +50 3.42% Q1 2026 May 13, 2026
NFSG Corp History Reduced 1,425 55 0.01% 0.01% 557 -150 -9.52% Q1 2026 May 05, 2026
Sound Income Strategies, LLC History Added to 1,378 54 0.0% 0.0% 558 +11 0.8% Q1 2026 Apr 27, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,354 52 0.0% 0.0% 559 +354 35.4% Q1 2026 Apr 30, 2026
Salomon & Ludwin, LLC History No change 1,297 51 0.0% 0.01% 560 0 0.0% Q1 2026 May 11, 2026
Cornerstone Planning Group LLC History Added to 1,143 50 0.01% 0.01% 561 +174 17.96% Q1 2026 May 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,237 48 0.01% — 562 +1,237 New Q1 2026 May 08, 2026
Larson Financial Group LLC History Added to 1,169 45 0.0% 0.0% 563 +293 33.45% Q1 2026 May 15, 2026
Ares Financial Consulting, LLC History Added to 1,130 44 0.03% 0.0% 564 +1,062 1561.76% Q1 2026 Apr 02, 2026
Federation des caisses Desjardins du Quebec History Added to 1,120 43 0.0% 0.0% 565 +490 77.78% Q1 2026 May 13, 2026
Community Bank, N.A. History No change 1,000 39 0.0% 0.01% 566 0 0.0% Q1 2026 May 12, 2026
Key FInancial Inc History Added to 988 38 0.01% 0.01% 568 +215 27.81% Q1 2026 Apr 24, 2026
McIlrath & Eck, LLC History No change 991 38 0.0% 0.0% 567 0 0.0% Q1 2026 May 19, 2026
BAYBAN History No change 1,000 38 0.03% 0.04% 569 0 0.0% Q1 2026 Apr 24, 2026
SHP Wealth Management History Added to 963 37 0.0% 0.0% 570 +60 6.64% Q1 2026 May 08, 2026
Fairscale Capital, LLC History No change 969 37 0.03% 0.03% 571 0 0.0% Q1 2026 May 11, 2026
Smithfield Trust Co History No change 900 36 0.0% 0.0% 572 0 0.0% Q1 2026 May 08, 2026
True Wealth Design, LLC History Added to 906 35 0.01% 0.01% 573 +477 111.19% Q1 2026 Apr 13, 2026
HUNTINGTON NATIONAL BANK History Added to 858 33 0.0% 0.0% 574 +263 44.2% Q1 2026 May 15, 2026
PROSPERITY BANCSHARES INC History No change 870 33 0.03% 0.04% 575 0 0.0% Q1 2026 May 12, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 700 32 0.01% 0.01% 576 0 0.0% Q4 2025 Feb 11, 2026
MidFirst Bank History Added to 715 27 0.0% 0.0% 578 +57 8.66% Q1 2026 May 15, 2026
Addison Advisors LLC History No change 711 27 0.01% 0.01% 577 0 0.0% Q1 2026 May 08, 2026
GW&K Investment Management, LLC History Added to 650 25 0.0% 0.0% 579 +186 40.09% Q1 2026 May 13, 2026
Whipplewood Advisors, LLC History New 635 24 0.01% — 582 +635 New Q1 2026 Apr 30, 2026
PRIVATE TRUST CO NA History No change 635 24 0.0% 0.0% 580 0 0.0% Q1 2026 Apr 30, 2026
SageView Advisory Group, LLC History No change 522 24 0.0% 0.0% 581 0 0.0% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 591 23 0.0% 0.0% 583 -6,050 -91.1% Q1 2026 May 14, 2026
Clean Yield Group History No change 591 23 0.01% 0.01% 584 0 0.0% Q1 2026 Apr 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 559 21 0.0% 0.0% 585 -685 -55.06% Q1 2026 Apr 27, 2026
REDMONT WEALTH ADVISORS LLC History No change 475 21 0.03% 0.03% 586 0 0.0% Q4 2025 Feb 06, 2026
YANKCOM Partnership History Reduced 509 19 0.01% 0.02% 591 -499 -49.5% Q1 2026 Apr 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 501 19 0.0% 0.0% 587 0 0.0% Q1 2026 May 08, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 500 19 0.01% 0.01% 588 0 0.0% Q1 2026 May 01, 2026
CoreCap Advisors, LLC History No change 497 19 0.0% 0.0% 589 0 0.0% Q1 2026 Apr 07, 2026
WealthCollab, LLC History No change 509 19 0.01% 0.01% 590 0 0.0% Q1 2026 May 13, 2026
Nalls Sherbakoff Group, LLC History No change 400 18 0.01% 0.01% 592 0 0.0% Q4 2025 Mar 12, 2026
SJS Investment Consulting Inc. History Added to 451 17 0.0% 0.0% 594 +10 2.27% Q1 2026 Apr 23, 2026
Lavaca Capital LLC History No change 460 17 0.0% 0.0% 593 0 0.0% Q1 2026 May 13, 2026
Acumen Wealth Advisors, LLC History Reduced 429 16 0.0% 0.01% 596 -43 -9.11% Q1 2026 May 13, 2026
Transamerica Financial Advisors, LLC History Reduced 411 16 0.0% 0.0% 595 -36 -8.05% Q1 2026 May 15, 2026
UNION SAVINGS BANK History No change 410 16 0.01% 0.01% 597 0 0.0% Q1 2026 Apr 17, 2026
Western Wealth Management, LLC History New 367 14 0.0% — 600 +367 New Q1 2026 May 19, 2026
Innovative Asset Advisors Group, LLC History New 360 14 0.01% — 601 +360 New Q1 2026 May 12, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 360 14 0.0% 0.01% 599 -219 -37.82% Q1 2026 Apr 06, 2026
Triumph Capital Management History Reduced 373 14 0.0% 0.0% 598 -66 -15.03% Q1 2026 May 13, 2026
Truvestments Capital LLC History Added to 348 13 0.0% — 604 +342 5700.0% Q1 2026 May 13, 2026
Financial Gravity Asset Management, Inc. History Added to 340 13 0.0% — 603 +339 33900.0% Q1 2026 May 08, 2026
Hanson & Doremus Investment Management History No change 339 13 0.0% 0.0% 602 0 0.0% Q1 2026 Apr 17, 2026
Destiny Wealth Partners, LLC History New 315 12 0.0% — 607 +315 New Q1 2026 May 11, 2026
Financial Management Professionals, Inc. History Reduced 328 12 0.0% 0.0% 606 -46 -12.3% Q1 2026 Apr 15, 2026
Sterling Capital Management LLC History Reduced 314 12 0.0% 0.0% 605 -1 -0.32% Q1 2026 Apr 22, 2026
CX Institutional History Added to 288 11 0.0% 0.0% 608 +64 28.57% Q1 2026 Apr 06, 2026
SALEM INVESTMENT COUNSELORS INC History New 277 10 0.0% — 610 +277 New Q1 2026 Apr 29, 2026
AdvisorNet Financial, Inc History No change 279 10 0.0% 0.0% 609 0 0.0% Q1 2026 Apr 17, 2026
Main Street Group, LTD History New 242 9 0.0% — 615 +242 New Q1 2026 May 06, 2026
MONTAG A & ASSOCIATES INC History Reduced 237 9 0.0% 0.0% 611 -64 -21.26% Q1 2026 Apr 29, 2026
FINANCIAL CONSULATE, INC History Reduced 254 9 0.0% 0.0% 612 -64 -20.13% Q1 2026 Apr 21, 2026
Retirement Wealth Solutions LLC History Added to 239 9 0.01% 0.01% 614 +4 1.7% Q1 2026 Apr 07, 2026
TUCKER ASSET MANAGEMENT LLC History No change 195 9 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 05, 2026
True Link Financial Advisors, LLC History New 216 8 0.0% — 623 +216 New Q1 2026 Apr 29, 2026
Bell Investment Advisors, Inc History Reduced 226 8 0.0% 0.0% 618 -165 -42.2% Q1 2026 Apr 17, 2026
Bare Financial Services, Inc History Added to 205 8 0.0% 0.0% 619 +121 144.05% Q1 2026 May 14, 2026
Pinnacle Bancorp, Inc. History Reduced 224 8 0.0% 0.0% 617 -57 -20.28% Q1 2026 Apr 22, 2026
Cornerstone Financial Management LLC History Added to 209 8 0.01% 0.01% 622 +11 5.56% Q1 2026 May 08, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 224 8 0.0% 0.0% 616 0 0.0% Q1 2026 May 12, 2026
Principia Wealth Advisory, LLC History No change 185 8 0.01% 0.01% 620 0 0.0% Q4 2025 Feb 10, 2026
Roxbury Financial LLC History No change 205 8 0.01% 0.01% 621 0 0.0% Q1 2026 Apr 17, 2026
Arlington Trust Co LLC History New 180 7 0.0% — 633 +180 New Q1 2026 Apr 08, 2026
American Capital Advisory, LLC History Added to 203 7 0.0% 0.0% 631 +150 283.02% Q1 2026 Apr 29, 2026
Abound Wealth Management History Reduced 180 7 0.0% 0.0% 629 -61 -25.31% Q1 2026 Apr 10, 2026
Physician Wealth Advisors, Inc. History Added to 190 7 0.0% 0.0% 628 +27 16.56% Q1 2026 Apr 24, 2026
Frazier Financial Advisors, LLC History Added to 192 7 0.0% 0.0% 630 +9 4.92% Q1 2026 May 05, 2026
Westend Capital Management, LLC History Reduced 191 7 0.0% 0.0% 625 -8 -4.02% Q1 2026 Apr 14, 2026
Penserra Capital Management LLC History Reduced 189 7 0.0% 0.0% 627 -3 -1.56% Q1 2026 May 11, 2026
ALBION FINANCIAL GROUP /UT History No change 188 7 0.0% 0.0% 624 0 0.0% Q1 2026 Apr 27, 2026
Manchester Capital Management LLC History No change 186 7 0.0% 0.0% 626 0 0.0% Q1 2026 May 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 200 7 0.0% 0.01% 632 0 0.0% Q1 2026 May 13, 2026
LRI Investments, LLC History Added to 160 6 0.0% 0.0% 637 +26 19.4% Q1 2026 Apr 30, 2026
Stephens Consulting, LLC History No change 132 6 0.0% 0.0% 634 0 0.0% Q4 2025 Jan 13, 2026
ORG Partners LLC History No change 135 6 0.0% 0.0% 635 0 0.0% Q4 2025 Jan 14, 2026
Atlantic Edge Private Wealth Management, LLC History No change 175 6 0.0% 0.0% 636 0 0.0% Q1 2026 Apr 22, 2026
Signature Equity Partners, LLC History No change 162 6 0.0% 0.0% 638 0 0.0% Q1 2026 May 13, 2026
Benson Wealth Management INC History New 137 5 0.01% — 647 +137 New Q1 2026 May 12, 2026
Essential Partners LLC History New 131 5 0.0% — 648 +131 New Q1 2026 May 21, 2026
North Star Investment Management Corp. History Added to 141 5 0.0% 0.0% 640 +32 29.36% Q1 2026 Apr 23, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 160 5 0.0% 0.0% 639 -15 -8.57% Q1 2026 Apr 30, 2026
Bravera Wealth History Reduced 132 5 0.0% 0.0% 646 -14 -9.59% Q1 2026 Apr 22, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 146 5 0.0% 0.0% 641 0 0.0% Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History No change 151 5 0.0% 0.0% 642 0 0.0% Q1 2026 May 15, 2026
CVA Family Office, LLC History No change 138 5 0.0% 0.0% 643 0 0.0% Q1 2026 Apr 29, 2026
Private Wealth Asset Management, LLC History No change 136 5 0.0% 0.0% 644 0 0.0% Q1 2026 May 06, 2026
Harbor Asset Planning, Inc. History No change 133 5 0.0% 0.01% 645 0 0.0% Q1 2026 Apr 22, 2026
Dunhill Financial, LLC History New 123 4 0.0% — 657 +123 New Q1 2026 May 06, 2026
JPL Wealth Management, LLC History New 123 4 0.0% — 659 +123 New Q1 2026 May 08, 2026
Cassaday & Co Wealth Management LLC History New 117 4 0.0% — 658 +117 New Q1 2026 May 07, 2026
Key Capital Management, INC History New 103 4 0.0% — 660 +103 New Q1 2026 May 07, 2026
Rossby Financial, LCC History Added to 111 4 0.0% — 654 +94 552.94% Q1 2026 May 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 108 4 0.0% 0.0% 649 -30 -21.74% Q1 2026 Apr 14, 2026
Grove Bank & Trust History Added to 108 4 0.0% 0.0% 650 +16 17.39% Q1 2026 Apr 08, 2026
Kozak & Associates, Inc. History No change 96 4 0.0% 0.0% 651 0 0.0% Q1 2026 Apr 14, 2026
First Pacific Financial History No change 112 4 0.0% 0.0% 652 0 0.0% Q1 2026 Apr 23, 2026
Bank of Jackson Hole Trust History No change 100 4 0.0% 0.0% 653 0 0.0% Q1 2026 May 12, 2026
Provenance Wealth Advisors, LLC History No change 120 4 0.0% 0.0% 655 0 0.0% Q1 2026 Apr 20, 2026
Godfrey Financial Associates, Inc. History No change 118 4 0.0% 0.0% 656 0 0.0% Q1 2026 May 11, 2026
First Command Advisory Services, Inc. History Added to 98 3 0.0% 0.0% 662 +62 172.22% Q1 2026 May 07, 2026
IMA Advisory Services, Inc. History Reduced 81 3 0.0% 0.0% 661 -9 -10.0% Q1 2026 May 06, 2026
Trifecta Capital Advisors, LLC History No change 96 3 0.0% 0.0% 663 0 0.0% Q1 2026 May 01, 2026
Intentional Wealth Strategies, LLC History New 70 2 0.0% — 676 +70 New Q1 2026 May 05, 2026
GHP Investment Advisors, Inc. History New 67 2 0.0% — 672 +67 New Q1 2026 Apr 21, 2026
Ascentis Independent Advisors History New 60 2 0.0% — 674 +60 New Q1 2026 Apr 28, 2026
Burk Holdings LLC History New 59 2 0.0% — 675 +59 New Q1 2026 May 07, 2026
MBM WEALTH CONSULTANTS, LLC History New 56 2 0.0% — 673 +56 New Q1 2026 Apr 20, 2026
FEDERATED HERMES, INC. History Reduced 54 2 0.0% 0.0% 665 -39 -41.94% Q1 2026 May 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 65 2 0.0% 0.0% 664 0 0.0% Q1 2026 May 14, 2026
Bogart Wealth, LLC History No change 55 2 0.0% 0.0% 666 0 0.0% Q1 2026 Apr 28, 2026
Strategic Wealth Partners, Ltd. History No change 69 2 0.0% 0.0% 667 0 0.0% Q1 2026 May 12, 2026
Avion Wealth History No change 65 2 0.0% 0.0% 668 0 0.0% Q1 2026 May 01, 2026
Coston, McIsaac & Partners History No change 52 2 0.0% 0.0% 669 0 0.0% Q1 2026 Apr 22, 2026
Fortitude Family Office, LLC History No change 74 2 0.0% 0.0% 670 0 0.0% Q1 2026 Apr 15, 2026
Basepoint Wealth LLC History No change 56 2 0.0% 0.0% 671 0 0.0% Q1 2026 May 07, 2026
Stone House Investment Management, LLC History Reduced 32 1 0.0% 0.0% 680 -79 -71.17% Q1 2026 Apr 22, 2026
Dogwood Wealth Management LLC History New 41 1 0.0% — 688 +41 New Q1 2026 May 12, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 39 1 0.0% — 686 +39 New Q1 2026 Apr 28, 2026
Financial Network Wealth Advisors LLC History New 35 1 0.0% — 687 +35 New Q1 2026 May 14, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 35 1 0.0% 0.0% 677 0 0.0% Q1 2026 Apr 17, 2026
ST GERMAIN D J CO INC History No change 46 1 0.0% 0.0% 678 0 0.0% Q1 2026 Apr 13, 2026
TD Capital Management LLC History No change 29 1 0.0% 0.0% 679 0 0.0% Q1 2026 May 11, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 38 1 0.0% 0.0% 681 0 0.0% Q1 2026 Apr 10, 2026
SWAN Capital LLC History No change 48 1 0.0% 0.0% 682 0 0.0% Q1 2026 May 14, 2026
Caitlin John, LLC History No change 27 1 0.0% 0.0% 683 0 0.0% Q1 2026 May 13, 2026
Advocate Investing Services LLC History No change 40 1 0.0% 0.0% 684 0 0.0% Q1 2026 Apr 22, 2026
Sankala Group LLC History No change 44 1 0.0% 0.0% 685 0 0.0% Q1 2026 Mar 31, 2026
VIKING GLOBAL INVESTORS LP History Closed out 0 0 — 1.13% — -9,128,817 -100.0% Q1 2026 May 15, 2026
Liontrust Investment Partners LLP History Closed out 0 0 — 1.55% — -2,233,585 -100.0% Q1 2026 May 20, 2026
Alyeska Investment Group, L.P. History Closed out 0 0 — 0.28% — -2,138,351 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 — 0.08% — -1,819,630 -100.0% Q1 2026 May 14, 2026
Leonteq Securities AG History Closed out 0 0 — 0.4% — -356,549 -100.0% Q1 2026 Apr 27, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 — 0.31% — -222,920 -100.0% Q1 2026 May 14, 2026
Permanens Capital L.P. History Closed out 0 0 — 1.25% — -207,412 -100.0% Q1 2026 May 15, 2026
DJE Kapital AG History Closed out 0 0 — 0.26% — -203,050 -100.0% Q1 2026 May 08, 2026
Black Diamond Capital Management I, LLLP History Closed out 0 0 — 6.16% — -200,000 -100.0% Q1 2026 May 15, 2026
LuminArx Capital Management LP History Closed out 0 0 — 0.01% — -125,000 -100.0% Q1 2026 May 14, 2026
Symmetry Investments LP History Closed out 0 0 — 0.45% — -111,400 -100.0% Q1 2026 May 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 — 0.26% — -82,661 -100.0% Q1 2026 May 15, 2026
Runnymede Capital Advisors, Inc. History Closed out 0 0 — 1.71% — -64,279 -100.0% Q1 2026 Apr 13, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.01% — -63,920 -100.0% Q1 2026 May 15, 2026
Man Group plc History Closed out 0 0 — 0.0% — -59,063 -100.0% Q1 2026 May 15, 2026
Forum Financial Management, LP History Closed out 0 0 — 0.03% — -56,356 -100.0% Q1 2026 Apr 23, 2026
1832 Asset Management L.P. History Closed out 0 0 — 0.0% — -45,500 -100.0% Q1 2026 May 14, 2026
Capital International Sarl History Closed out 0 0 — 0.03% — -42,498 -100.0% Q1 2026 May 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 — 0.16% — -37,169 -100.0% Q1 2026 May 12, 2026
SOL Capital Management CO History Closed out 0 0 — 0.14% — -32,580 -100.0% Q1 2026 Apr 24, 2026
XPONANCE LLC History Closed out 0 0 — 0.01% — -25,011 -100.0% Q1 2026 May 13, 2026
Greenwich Wealth Management LLC History Closed out 0 0 — 0.05% — -24,847 -100.0% Q1 2026 May 12, 2026
AlphaCore Capital LLC History Closed out 0 0 — 0.02% — -17,958 -100.0% Q1 2026 May 15, 2026
Harbour Capital Advisors, LLC History Closed out 0 0 — 0.15% — -16,140 -100.0% Q1 2026 Apr 29, 2026
Cordatus Wealth Management LLC History Closed out 0 0 — 0.14% — -12,737 -100.0% Q1 2026 Apr 29, 2026
Sage Mountain Advisors LLC History Closed out 0 0 — 0.03% — -10,686 -100.0% Q1 2026 May 11, 2026
WINTON GROUP Ltd History Closed out 0 0 — 0.01% — -9,300 -100.0% Q1 2026 May 12, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.01% — -9,157 -100.0% Q1 2026 May 01, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.02% — -8,931 -100.0% Q1 2026 May 14, 2026
JOURNEY STRATEGIC WEALTH LLC History Closed out 0 0 — 0.01% — -8,911 -100.0% Q1 2026 Apr 15, 2026
Magnetar Financial LLC History Closed out 0 0 — 0.0% — -8,330 -100.0% Q1 2026 May 13, 2026
FourThought Financial Partners, LLC History Closed out 0 0 — 0.02% — -5,680 -100.0% Q1 2026 May 07, 2026
National Philanthropic Trust History Closed out 0 0 — 0.0% — -5,499 -100.0% Q1 2026 May 15, 2026
MGO ONE SEVEN LLC History Closed out 0 0 — 0.0% — -5,260 -100.0% Q1 2026 May 14, 2026
Genus Capital Management Inc. History Closed out 0 0 — 0.03% — -5,250 -100.0% Q1 2026 May 01, 2026
Brown Miller Wealth Management, LLC History Closed out 0 0 — 0.07% — -5,176 -100.0% Q1 2026 Apr 23, 2026
Interchange Capital Partners, LLC History Closed out 0 0 — 0.04% — -5,104 -100.0% Q1 2026 Apr 23, 2026
Pure Financial Advisors, LLC History Closed out 0 0 — 0.0% — -5,103 -100.0% Q1 2026 Apr 10, 2026
WELCH & FORBES LLC History Closed out 0 0 — 0.0% — -5,008 -100.0% Q1 2026 May 01, 2026
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 — 0.04% — -4,955 -100.0% Q1 2026 Apr 15, 2026
Foster Group, Inc. History Closed out 0 0 — 0.01% — -4,924 -100.0% Q1 2026 Apr 13, 2026
SAPIENT CAPITAL LLC History Closed out 0 0 — 0.0% — -4,903 -100.0% Q1 2026 Apr 08, 2026
Stronghold Wealth Management L.L.C. History Closed out 0 0 — 0.33% — -4,901 -100.0% Q1 2026 Apr 30, 2026
American Trust History Closed out 0 0 — 0.02% — -4,879 -100.0% Q1 2026 May 01, 2026
Sowell Financial Services LLC History Closed out 0 0 — 0.01% — -4,868 -100.0% Q1 2026 Apr 20, 2026
Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -4,834 -100.0% Q1 2026 Apr 17, 2026
Aspen Grove Capital, LLC History Closed out 0 0 — 0.04% — -4,828 -100.0% Q1 2026 May 14, 2026
GRANVILLE CAPITAL, INC. History Closed out 0 0 — 0.12% — -4,803 -100.0% Q1 2026 May 11, 2026
Summit Financial, LLC History Closed out 0 0 — 0.0% — -4,729 -100.0% Q1 2026 May 15, 2026
55 North Private Wealth, LLC History Closed out 0 0 — 0.06% — -4,659 -100.0% Q1 2026 Apr 17, 2026
Tranquilli Financial Advisor LLC History Closed out 0 0 — 0.12% — -4,621 -100.0% Q1 2026 May 11, 2026
SYM FINANCIAL Corp History Closed out 0 0 — 0.02% — -4,597 -100.0% Q1 2026 May 08, 2026
SVB WEALTH LLC History Closed out 0 0 — 0.01% — -4,595 -100.0% Q1 2026 Apr 17, 2026
Choate Investment Advisors History Closed out 0 0 — 0.0% — -4,546 -100.0% Q1 2026 May 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -4,541 -100.0% Q1 2026 Apr 30, 2026
Fortress Financial Solutions, LLC History Closed out 0 0 — 0.21% — -4,492 -100.0% Q1 2026 May 04, 2026
Financial Engines Advisors L.L.C. History Closed out 0 0 — 0.0% — -4,486 -100.0% Q1 2026 May 14, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Closed out 0 0 — 0.0% — -4,480 -100.0% Q1 2026 May 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -4,464 -100.0% Q1 2026 Apr 27, 2026
AlTi Global, Inc. History Closed out 0 0 — 0.0% — -4,437 -100.0% Q1 2026 May 07, 2026
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 — 0.0% — -4,435 -100.0% Q1 2026 May 15, 2026
Itau Unibanco Holding S.A. History Closed out 0 0 — 0.0% — -3,916 -100.0% Q1 2026 May 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History Closed out 0 0 — 0.0% — -2,403 -100.0% Q1 2026 Apr 29, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Closed out 0 0 — 0.03% — -2,109 -100.0% Q1 2026 Apr 29, 2026
VIRTUS ADVISERS, LLC History Closed out 0 0 — 0.03% — -1,608 -100.0% Q1 2026 May 14, 2026
Kohmann Bosshard Financial Services, LLC History Closed out 0 0 — 0.01% — -1,350 -100.0% Q1 2026 May 01, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 — 0.01% — -971 -100.0% Q1 2026 May 15, 2026
Navalign, LLC History Closed out 0 0 — 0.01% — -688 -100.0% Q1 2026 Apr 29, 2026
United Financial Planning Group LLC History Closed out 0 0 — 0.01% — -244 -100.0% Q1 2026 May 08, 2026
Winch Advisory Services, LLC History Closed out 0 0 — 0.0% — -233 -100.0% Q1 2026 Apr 30, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -152 -100.0% Q1 2026 May 15, 2026
FWL INVESTMENT MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -143 -100.0% Q1 2026 May 15, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.01% — -134 -100.0% Q1 2026 Apr 16, 2026
Copeland Capital Management, LLC History Closed out 0 0 — 0.0% — -126 -100.0% Q1 2026 May 06, 2026
Quaker Wealth Management, LLC History Closed out 0 0 — 0.0% — -126 -100.0% Q1 2026 Apr 10, 2026
Rakuten Securities, Inc. History Closed out 0 0 — 0.0% — -100 -100.0% Q1 2026 May 01, 2026
VALLEY WEALTH MANAGERS, INC. History Closed out 0 0 — 0.0% — -96 -100.0% Q1 2026 May 06, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.0% — -76 -100.0% Q1 2026 May 06, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -66 -100.0% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.0% — -44 -100.0% Q1 2026 Apr 28, 2026
FIRST HORIZON CORP History Closed out 0 0 — 0.0% — -35 -100.0% Q1 2026 Apr 30, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 — 0.0% — -34 -100.0% Q1 2026 May 13, 2026
Horizon Investments, LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q1 2026 May 14, 2026
Crewe Advisors LLC History Closed out 0 0 — — — -17 -100.0% Q1 2026 May 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 13 0 — — — +13 New Q1 2026 Apr 14, 2026
Nemes Rush Group LLC History Reduced 11 0 — — — -9 -45.0% Q1 2026 Apr 21, 2026
Nvest Wealth Strategies, Inc. History New 9 0 — — — +9 New Q1 2026 Apr 13, 2026
Kilter Group LLC History Reduced 10 0 — — — -4 -28.57% Q1 2026 May 14, 2026
Midwest Capital Advisors, LLC History New 4 0 — — — +4 New Q1 2026 Apr 24, 2026
CENTRAL TRUST Co History Reduced 20 0 — 0.0% — -3 -13.04% Q1 2026 Apr 17, 2026
Murphy & Mullick Capital Management Corp History Closed out 0 0 — — — -2 -100.0% Q1 2026 Apr 17, 2026
Lloyd Advisory Services, LLC. History New 1 0 — — — +1 New Q1 2026 May 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 3 0 — — — 0 0.0% Q1 2026 Apr 16, 2026
FORSTA AP-FONDEN History No change 668,012 0 — — — 0 0.0% Q4 2025 Feb 10, 2026
Covestor Ltd History No change 8 0 — — — 0 0.0% Q1 2026 May 05, 2026
Kingdom Financial Group LLC. History No change 1 0 — — — 0 0.0% Q1 2026 May 13, 2026
Monetary Solutions, Ltd History No change 8 0 — — — 0 0.0% Q1 2026 May 01, 2026