iSHARES TRUST - IGV

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
Varma Mutual Pension Insurance Co History New 20,358,901 1,629,730 9.6% 1 +20,358,901 New Q1 2026 May 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 19,066,606 1,526,281 0.17% 0.01% 2 +18,116,996 1907.84% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 17,013,238 1,361,909 0.16% 0.02% 3 +15,479,690 1009.4% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 11,658,789 933,286 0.4% 0.06% 4 +10,343,272 786.25% Q1 2026 May 11, 2026
JANE STREET GROUP, LLC History Added to 11,145,110 892,166 0.11% 0.01% 5 +10,454,710 1514.3% Q1 2026 May 12, 2026
MORGAN STANLEY History Added to 10,687,487 855,533 0.05% 0.02% 6 +7,244,399 210.4% Q1 2026 May 15, 2026
UBS Group AG History Added to 8,636,201 691,327 0.1% 0.02% 7 +7,312,411 552.38% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Added to 8,510,618 681,274 0.11% 0.01% 8 +7,843,518 1175.76% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 7,164,988 646,181 0.31% 0.25% 9 +2,031,642 39.58% Q1 2026 May 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,520,404 281,808 0.02% 0.04% 10 -1,633,019 -31.69% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 2,783,127 222,789 0.04% 0.03% 11 +1,429,603 105.62% Q1 2026 May 11, 2026
LPL Financial LLC History Added to 2,400,960 192,196 0.05% 0.04% 12 +881,062 57.97% Q1 2026 May 06, 2026
Squarepoint Ops LLC History Added to 2,294,727 183,692 0.22% 0.01% 13 +2,182,099 1937.44% Q1 2026 May 15, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 2,193,601 175,597 0.83% 0.85% 14 +487,000 28.54% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Added to 2,088,388 167,175 0.17% 0.0% 15 +2,065,188 8901.67% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 2,066,115 165,392 0.0% 0.0% 16 +2,062,891 63985.45% Q1 2026 May 13, 2026
Caption Management, LLC History New 1,846,700 147,828 0.86% 17 +1,846,700 New Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 1,617,687 125,564 0.01% 0.0% 18 +1,351,769 508.34% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Added to 1,566,341 125,385 0.02% 0.01% 19 +1,032,116 193.2% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History New 1,518,500 121,555 0.23% 20 +1,518,500 New Q1 2026 May 15, 2026
Laura & John Arnold Foundation History No change 1,479,875 118,463 27.58% 27.53% 21 0 0.0% Q1 2026 May 15, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 1,312,218 105,029 0.17% 22 +1,312,218 New Q1 2026 May 14, 2026
Phoenix Financial Ltd. History Reduced 1,295,294 103,688 0.98% 1.51% 23 -25,706 -1.95% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History New 1,134,300 90,800 1.38% 24 +1,134,300 New Q1 2026 May 08, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,099,700 88,030 0.04% 0.02% 25 +595,900 118.28% Q1 2026 May 15, 2026
LMR Partners LLP History New 1,073,409 85,926 0.19% 26 +1,073,409 New Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 967,239 77,427 0.02% 0.0% 27 +891,537 1177.69% Q1 2026 May 14, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 929,000 74,366 0.45% 1.18% 28 -805,000 -46.42% Q1 2026 May 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 900,000 72,045 0.12% 0.13% 29 +150,000 20.0% Q1 2026 May 14, 2026
TORONTO DOMINION BANK History Added to 500,000 63,455 0.09% 0.0% 30 +490,707 5280.39% Q1 2026 May 15, 2026
PEAK6 LLC History Added to 742,600 59,445 0.14% 0.01% 31 +706,986 1985.14% Q1 2026 May 13, 2026
Equitable Holdings, Inc. History Added to 550,965 57,848 0.37% 0.21% 32 +260,068 89.4% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 700,159 56,042 0.01% 0.01% 33 +132,164 23.27% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 668,393 53,504 0.01% 0.01% 34 +452,500 209.59% Q1 2026 May 04, 2026
Walleye Trading LLC History New 652,200 52,208 0.09% 35 +652,200 New Q1 2026 May 08, 2026
Fisher Asset Management, LLC History Reduced 626,482 50,149 0.02% 0.02% 36 -59,518 -8.68% Q1 2026 May 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 577,550 46,232 0.01% 0.01% 37 +276,294 91.71% Q1 2026 May 14, 2026
HighTower Advisors, LLC History Added to 548,424 43,901 0.05% 0.05% 38 +97,268 21.56% Q1 2026 May 05, 2026
BANK OF NOVA SCOTIA History New 548,204 43,883 0.08% 39 +548,204 New Q1 2026 May 14, 2026
Parallax Volatility Advisers, L.P. History New 463,036 37,066 0.1% 40 +463,036 New Q1 2026 May 15, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 443,036 35,465 0.31% 2.47% 41 -2,276,536 -83.71% Q1 2026 May 14, 2026
SP Asset Management LLC History Added to 437,356 35,010 3.09% 3.49% 42 +19,943 4.78% Q1 2026 May 06, 2026
BW Gestao de Investimentos Ltda. History New 400,000 32,020 1.06% 43 +400,000 New Q1 2026 Apr 28, 2026
Federation des caisses Desjardins du Quebec History Added to 365,200 29,233 0.11% 0.13% 44 +48,204 15.21% Q1 2026 May 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 359,597 28,785 0.04% 0.02% 45 +248,617 224.02% Q1 2026 Apr 27, 2026
MML INVESTORS SERVICES, LLC History Reduced 353,881 28,328 0.08% 0.11% 46 -56,980 -13.87% Q1 2026 May 04, 2026
Cartenna Capital, LP History New 350,000 28,017 1.02% 47 +350,000 New Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 343,401 27,489 0.04% 0.06% 48 -109,674 -24.21% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 312,200 24,991 0.11% 0.13% 49 -120,695 -27.88% Q1 2026 May 14, 2026
Cetera Investment Advisers History Added to 312,848 24,965 0.03% 0.03% 50 +44,209 16.46% Q1 2026 May 13, 2026
Nan Shan Life Insurance Co., Ltd. History New 306,916 24,568 0.89% 51 +306,916 New Q1 2026 May 14, 2026
Empyrean Capital Partners, LP History New 286,000 22,894 0.75% 52 +286,000 New Q1 2026 May 15, 2026
Main Management ETF Advisors, LLC History Added to 285,736 22,873 0.85% 0.85% 53 +60,160 26.67% Q1 2026 May 14, 2026
Luken Investment Analytics, LLC History New 274,298 21,957 8.41% 54 +274,298 New Q1 2026 May 12, 2026
Westwind Capital History Added to 25,689 20,564 4.94% 0.52% 55 +1,544 6.39% Q1 2026 Apr 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History New 255,095 20,420 0.12% 56 +255,095 New Q1 2026 May 13, 2026
Quantitative Investment Management, LLC History New 254,717 20,390 2.12% 57 +254,717 New Q1 2026 May 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 253,418 20,284 0.04% 0.02% 58 +161,366 175.3% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Added to 250,052 20,017 0.05% 0.05% 59 +48,613 24.13% Q1 2026 Apr 22, 2026
Schonfeld Strategic Advisors LLC History New 249,000 19,932 0.14% 60 +249,000 New Q1 2026 May 15, 2026
1248 Management, LLC History New 242,040 19,375 8.98% 61 +242,040 New Q1 2026 May 15, 2026
BARINGS LLC History Added to 240,898 19,283 0.31% 0.21% 62 +132,419 122.07% Q1 2026 May 06, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 230,800 18,475 16.42% 63 +230,800 New Q1 2026 May 13, 2026
Carnegie Investment Counsel History Added to 228,028 18,253 0.36% 0.04% 64 +209,655 1141.1% Q1 2026 May 01, 2026
Waverly Advisors, LLC History Reduced 223,569 17,896 0.13% 0.35% 65 -180,055 -44.61% Q1 2026 May 15, 2026
IMC-Chicago, LLC History New 221,893 17,762 0.01% 66 +221,893 New Q1 2026 May 05, 2026
STIFEL FINANCIAL CORP History Reduced 216,942 17,366 0.02% 0.03% 67 -94,910 -30.43% Q1 2026 May 12, 2026
Focus Partners Wealth History Added to 221,716 16,971 0.02% 0.01% 68 +149,561 207.28% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History Added to 211,735 16,949 0.08% 0.02% 69 +159,884 308.35% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 207,713 16,626 0.02% 0.05% 70 -93,758 -31.1% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Added to 205,956 16,486 0.11% 0.0% 71 +202,773 6370.5% Q1 2026 May 07, 2026
Capula Management Ltd History New 204,400 16,362 0.12% 72 +204,400 New Q1 2026 May 14, 2026
SONA ASSET MANAGEMENT (US) LLC History New 200,000 16,010 0.34% 74 +200,000 New Q1 2026 May 15, 2026
Bracebridge Capital, LLC History New 2,000 16,010 0.43% 73 +2,000 New Q1 2026 May 15, 2026
Wellspring Financial Advisors, LLC History Reduced 1,520,678 15,676 1.18% 2.4% 75 -94,834 -5.87% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 182,913 14,642 0.02% 0.0% 76 +181,402 12005.43% Q1 2026 Apr 16, 2026
Purpose Unlimited Inc. History New 178,637 14,319 0.59% 77 +178,637 New Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 178,005 14,249 0.04% 0.04% 78 +18,955 11.92% Q1 2026 Apr 30, 2026
D.A. DAVIDSON & CO. History Added to 165,335 13,235 0.08% 0.06% 79 +77,432 88.09% Q1 2026 May 05, 2026
B & T Capital Management DBA Alpha Capital Management History New 161,373 12,917 1.87% 80 +161,373 New Q1 2026 May 13, 2026
NOMURA HOLDINGS INC History New 160,000 12,808 0.03% 81 +160,000 New Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 156,800 12,551 0.02% 0.0% 82 +127,200 429.73% Q1 2026 May 14, 2026
Baker Avenue Asset Management, LP History Added to 155,554 12,452 0.28% 0.31% 83 +28,365 22.3% Q1 2026 May 12, 2026
Focused Wealth Management, Inc History New 152,311 12,192 1.26% 84 +152,311 New Q1 2026 Apr 20, 2026
NOESIS CAPITAL MANGEMENT CORP History Reduced 151,496 12,127 1.79% 2.36% 85 -2,578 -1.67% Q1 2026 May 05, 2026
Longitude (Cayman) Ltd. History New 150,500 12,047 4.93% 86 +150,500 New Q1 2026 May 04, 2026
Tribune Investment Group LP History New 150,000 12,007 4.6% 87 +150,000 New Q1 2026 May 14, 2026
Owl Creek Asset Management, L.P. History Reduced 148,500 11,887 0.86% 0.93% 88 -141,500 -48.79% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 148,351 11,875 0.02% 0.03% 89 -57,627 -27.98% Q1 2026 Apr 27, 2026
Rockefeller Capital Management L.P. History Added to 146,260 11,708 0.02% 0.02% 90 +33,520 29.73% Q1 2026 May 14, 2026
Jain Global LLC History New 144,527 11,569 0.05% 91 +144,527 New Q1 2026 May 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 133,534 11,283 0.2% 92 +133,534 New Q1 2026 May 01, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 140,354 11,235 0.89% 0.1% 93 +127,254 971.4% Q1 2026 Apr 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 139,969 11,204 0.02% 94 +139,969 New Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 145,314 11,173 0.01% 0.0% 95 +78,545 117.64% Q1 2026 May 15, 2026
Horizon Wealth Management, LLC History New 139,056 11,131 1.63% 96 +139,056 New Q1 2026 Apr 24, 2026
LOWE BROCKENBROUGH & CO INC History Added to 136,048 10,890 0.54% 0.69% 97 +3,965 3.0% Q1 2026 May 07, 2026
Y.D. More Investments Ltd History Added to 134,760 10,782 0.42% 0.02% 98 +130,038 2753.88% Q1 2026 May 04, 2026
Concentric Capital Strategies, LP History New 130,654 10,458 0.88% 99 +130,654 New Q1 2026 May 15, 2026
DG Capital Management, LLC History New 130,000 10,406 3.19% 100 +130,000 New Q1 2026 May 12, 2026
Procyon Advisors, LLC History New 128,027 10,248 0.5% 101 +128,027 New Q1 2026 May 04, 2026
GGM Financial LLC History New 127,941 10,241 4.71% 102 +127,941 New Q1 2026 May 11, 2026
FIDUCIARY TRUST CO History Reduced 125,564 10,051 0.12% 0.16% 103 -3,545 -2.75% Q1 2026 May 15, 2026
LM Advisors LLC History Added to 789 9,855 0.16% 0.04% 104 +570 260.27% Q1 2026 May 13, 2026
Mariner, LLC History Reduced 117,474 9,403 0.01% 0.02% 105 -36,719 -23.81% Q1 2026 May 13, 2026
Centiva Capital, LP History New 117,069 9,371 0.07% 106 +117,069 New Q1 2026 May 14, 2026
U.S. Capital Wealth Advisors, LLC History Added to 112,761 9,026 0.23% 0.21% 107 +35,470 45.89% Q1 2026 Apr 07, 2026
Graham Capital Management, L.P. History Added to 112,318 8,991 0.22% 0.21% 108 +29,818 36.14% Q1 2026 May 15, 2026
J. Goldman & Co LP History New 112,222 8,983 0.26% 109 +112,222 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 111,110 8,894 0.01% 0.01% 110 +30,205 37.33% Q1 2026 May 07, 2026
Joseph Group Capital Management History New 109,524 8,767 2.19% 111 +109,524 New Q1 2026 May 08, 2026
OPPENHEIMER & CO INC History Added to 107,973 8,643 0.11% 0.06% 112 +70,701 189.69% Q1 2026 Apr 23, 2026
ROTHSCHILD INVESTMENT LLC History New 107,475 8,603 0.45% 113 +107,475 New Q1 2026 May 07, 2026
Private Advisor Group, LLC History Added to 104,799 8,389 0.04% 0.02% 114 +68,518 188.85% Q1 2026 Apr 24, 2026
Principle Wealth Partners LLC History Added to 104,505 8,365 0.48% 0.57% 115 +9,442 9.93% Q1 2026 May 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 100,000 8,005 0.01% 116 +100,000 New Q1 2026 May 15, 2026
Waratah Capital Advisors Ltd. History New 100,000 8,005 0.3% 117 +100,000 New Q1 2026 May 11, 2026
HRT FINANCIAL LP History Added to 99,859 7,993 0.02% 0.01% 118 +76,940 335.7% Q1 2026 May 14, 2026
Cerity Partners LLC History Added to 99,752 7,985 0.01% 0.01% 119 +64,796 185.36% Q1 2026 May 15, 2026
Choate Investment Advisors History New 96,468 7,722 0.15% 120 +96,468 New Q1 2026 May 13, 2026
SIG BROKERAGE, LP History New 96,200 7,700 0.2% 121 +96,200 New Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 95,550 7,676 0.02% 0.01% 122 +12,912 15.62% Q1 2026 Apr 08, 2026
Aster Capital Management (DIFC) Ltd History New 85,820 7,637 2.5% 123 +85,820 New Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Reduced 92,422 7,398 0.04% 0.08% 124 -48,096 -34.23% Q1 2026 May 05, 2026
Kestra Advisory Services, LLC History Added to 90,142 7,215 0.03% 0.02% 125 +38,291 73.85% Q1 2026 Apr 30, 2026
CREDIT AGRICOLE S A History New 89,783 7,187 0.02% 126 +89,783 New Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 89,300 7,148 0.01% 0.03% 127 -97,900 -52.3% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 87,161 6,977 0.01% 0.0% 128 +68,876 376.68% Q1 2026 May 14, 2026
CWM, LLC History Reduced 87,084 6,971 0.02% 0.03% 129 -29,379 -25.23% Q1 2026 May 14, 2026
Freestone Capital Holdings, LLC History New 86,689 6,939 0.21% 130 +86,689 New Q1 2026 May 13, 2026
NFSG Corp History Added to 83,671 6,697 1.1% 0.0% 131 +83,451 37932.27% Q1 2026 May 05, 2026
Private Wealth Advisors, LLC History New 82,418 6,597 1.86% 132 +82,418 New Q1 2026 May 13, 2026
Quadrature Capital Ltd History New 82,280 6,586 0.08% 133 +82,280 New Q1 2026 May 15, 2026
Maniro Ltd History New 81,930 6,558 1.99% 134 +81,930 New Q1 2026 May 15, 2026
Silver Coast Investments LLC History Added to 79,882 6,394 2.04% 2.13% 135 +21,522 36.88% Q1 2026 Apr 22, 2026
Main Management LLC History Reduced 79,766 6,385 0.46% 0.67% 136 -7,834 -8.94% Q1 2026 May 14, 2026
SCOTIA CAPITAL INC. History New 77,822 6,229 0.03% 137 +77,822 New Q1 2026 May 13, 2026
FIRST MANHATTAN CO. LLC. History New 77,608 6,212 0.02% 138 +77,608 New Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Added to 76,457 6,120 0.02% 0.0% 139 +68,663 880.97% Q1 2026 May 08, 2026
IFP Advisors, Inc History Added to 76,137 6,094 0.13% 0.01% 140 +70,570 1267.65% Q1 2026 Apr 13, 2026
Arvest Bank Trust Division History New 75,195 6,019 0.33% 141 +75,195 New Q1 2026 May 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 72,943 5,839 0.44% 142 +72,943 New Q1 2026 Apr 30, 2026
KWMG, LLC History Added to 71,547 5,727 0.48% 0.63% 143 +2,539 3.68% Q1 2026 Apr 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 69,533 5,544 0.01% 0.01% 144 +371 0.54% Q1 2026 May 15, 2026
RIA Advisory Group LLC History New 69,219 5,540 1.32% 145 +69,219 New Q1 2026 Apr 23, 2026
Chicago Partners Investment Group LLC History Added to 61,798 5,483 0.12% 0.15% 146 +269 0.44% Q1 2026 May 04, 2026
Triumph Capital Management History Added to 68,168 5,456 1.11% 0.33% 147 +53,790 374.11% Q1 2026 May 13, 2026
Clark Capital Management Group, Inc. History New 66,673 5,337 0.03% 148 +66,673 New Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 64,970 5,201 0.01% 0.0% 149 +44,879 223.38% Q1 2026 May 01, 2026
CIBC WORLD MARKET INC. History Added to 64,851 5,191 0.01% 0.0% 150 +49,923 334.43% Q1 2026 May 14, 2026
Clarity Financial LLC History New 63,192 5,058 0.55% 151 +63,192 New Q1 2026 May 01, 2026
Bricktown Capital, LLC History New 63,000 5,043 0.99% 152 +63,000 New Q1 2026 Apr 16, 2026
ALTFEST L J & CO INC History New 62,714 5,020 0.54% 153 +62,714 New Q1 2026 Apr 28, 2026
Morningstar Investment Management LLC History New 61,715 4,940 0.31% 154 +61,715 New Q1 2026 May 14, 2026
Bogart Wealth, LLC History Added to 61,571 4,928 0.19% 0.0% 155 +61,176 15487.59% Q1 2026 Apr 28, 2026
JMAC ENTERPRISES LLC History Added to 61,156 4,895 0.94% 1.21% 156 +1,443 2.42% Q1 2026 May 01, 2026
KKM Financial LLC History No change 44,307 4,682 0.83% 0.83% 157 0 0.0% Q1 2026 May 15, 2026
Crestwood Advisors Group, LLC History Reduced 58,474 4,680 0.08% 0.3% 158 -109,560 -65.2% Q1 2026 May 05, 2026
Clearstead Advisors, LLC History Added to 58,059 4,647 0.04% 0.03% 159 +33,786 139.19% Q1 2026 May 06, 2026
Grange Capital, LLC History New 57,016 4,564 4.55% 160 +57,016 New Q1 2026 Apr 28, 2026
Venture Visionary Partners LLC History Added to 56,836 4,549 0.15% 0.04% 161 +46,176 433.17% Q1 2026 May 14, 2026
SummitTX Capital, L.P. History New 55,961 4,479 0.14% 162 +55,961 New Q1 2026 May 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 55,496 4,442 0.06% 163 +55,496 New Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 54,749 4,382 0.01% 0.01% 165 +23,205 73.56% Q1 2026 May 14, 2026
Sigma Planning Corp History Added to 54,744 4,382 0.12% 0.15% 164 +2,389 4.56% Q1 2026 May 04, 2026
Arete Wealth Advisors, LLC History Added to 54,813 4,381 0.33% 0.02% 166 +51,652 1634.04% Q1 2026 May 20, 2026
ARVEST INVESTMENTS, INC. History New 54,684 4,377 0.6% 167 +54,684 New Q1 2026 Apr 14, 2026
PRING TURNER CAPITAL GROUP INC History New 52,959 4,239 2.55% 168 +52,959 New Q1 2026 May 13, 2026
HSBC HOLDINGS PLC History Added to 52,140 4,171 0.0% 0.0% 169 +37,190 248.76% Q1 2026 Apr 30, 2026
Private Capital Management, LLC History New 51,503 4,122 0.41% 170 +51,503 New Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Added to 51,440 4,117 0.05% 0.04% 171 +18,328 55.35% Q1 2026 Apr 28, 2026
BANK HAPOALIM BM History Reduced 50,675 4,057 0.62% 0.83% 172 -40,101 -44.18% Q1 2026 May 04, 2026
Cresset Asset Management, LLC History Added to 50,620 4,052 0.02% 0.01% 173 +19,056 60.37% Q1 2026 May 15, 2026
SFMG, LLC History Added to 50,298 4,026 0.27% 0.35% 174 +975 1.98% Q1 2026 May 12, 2026
SCOGGIN MANAGEMENT LP History New 50,000 4,002 0.39% 175 +50,000 New Q1 2026 May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 49,534 3,965 0.09% 0.06% 176 +24,672 99.24% Q1 2026 May 15, 2026
StoneCrest Wealth Management, Inc. History Added to 48,638 3,893 1.65% 2.02% 177 +1,388 2.94% Q1 2026 Apr 08, 2026
Creative Planning History Added to 48,149 3,854 0.0% 0.0% 178 +8,531 21.53% Q1 2026 May 12, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Reduced 47,616 3,811 2.69% 3.62% 179 -474 -0.99% Q1 2026 Apr 17, 2026
Y-Intercept (Hong Kong) Ltd History New 47,257 3,782 0.07% 180 +47,257 New Q1 2026 Apr 27, 2026
Wealthfront Advisers LLC History Added to 47,155 3,774 0.01% 0.01% 181 +7,769 19.73% Q1 2026 May 05, 2026
Vontobel Holding Ltd. History Added to 46,448 3,717 0.01% 0.0% 182 +44,398 2165.76% Q1 2026 May 08, 2026
HOLDERNESS INVESTMENTS CO History Reduced 46,318 3,707 0.74% 1.02% 183 -1,039 -2.19% Q1 2026 May 12, 2026
Bawa N Mallick Trust History Reduced 46,000 3,682 1.51% 2.0% 184 -5,001 -9.81% Q1 2026 May 15, 2026
Trilogy Capital Inc. History Added to 44,358 3,550 0.16% 0.02% 185 +40,223 972.74% Q1 2026 Apr 21, 2026
FMR LLC History Reduced 44,132 3,532 0.0% 0.0% 186 -1,925 -4.18% Q1 2026 May 15, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 43,902 3,513 0.07% 0.08% 187 +491 1.13% Q1 2026 May 14, 2026
Verition Fund Management LLC History Added to 42,979 3,440 0.02% 0.0% 188 +36,979 616.32% Q1 2026 May 15, 2026
HARBOUR INVESTMENTS, INC. History Added to 42,886 3,433 0.05% 0.06% 189 +13,511 45.99% Q1 2026 May 15, 2026
COURIER CAPITAL LLC History New 41,826 3,348 0.19% 190 +41,826 New Q1 2026 Apr 23, 2026
Advisors Capital Management, LLC History New 40,847 3,269 0.04% 191 +40,847 New Q1 2026 May 01, 2026
Kingsview Wealth Management, LLC History Added to 40,645 3,253 0.04% 0.0% 192 +38,581 1869.23% Q1 2026 May 12, 2026
Sharper & Granite LLC History Added to 40,195 3,217 1.1% 1.43% 193 +1,790 4.66% Q1 2026 Apr 08, 2026
GTS SECURITIES LLC History New 40,000 3,202 0.11% 194 +40,000 New Q1 2026 May 14, 2026
Intrinsic Edge Capital Management LLC History New 40,000 3,202 0.53% 195 +40,000 New Q1 2026 May 18, 2026
Banco Santander, S.A. History New 38,430 3,076 0.02% 196 +38,430 New Q1 2026 May 08, 2026
Integrated Wealth Concepts LLC History Added to 37,841 3,029 0.02% 0.01% 197 +29,533 355.48% Q1 2026 May 15, 2026
Lido Advisors, LLC History Reduced 37,719 3,019 0.01% 0.04% 198 -64,484 -63.09% Q1 2026 May 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History New 37,686 3,016 0.34% 199 +37,686 New Q1 2026 Apr 16, 2026
Pallas Capital Advisors LLC History Added to 37,631 3,012 0.11% 0.02% 200 +32,855 687.92% Q1 2026 Apr 21, 2026
QUATTRO FINANCIAL ADVISORS LLC History New 37,467 3,008 0.91% 201 +37,467 New Q1 2026 Apr 22, 2026
OneAscent Wealth Management LLC History Added to 37,357 2,990 0.99% 1.26% 202 +1,509 4.21% Q1 2026 Apr 21, 2026
Merit Financial Group, LLC History Added to 37,283 2,984 0.02% 0.01% 204 +27,351 275.38% Q1 2026 Apr 15, 2026
PATTEN & PATTEN INC/TN History Reduced 37,277 2,984 0.18% 0.26% 203 -4,260 -10.26% Q1 2026 May 01, 2026
SFI Advisors, LLC History Reduced 36,568 2,927 3.07% 3.92% 205 -21,356 -36.87% Q1 2026 May 05, 2026
OneAscent Financial Services LLC History Added to 36,110 2,890 0.16% 0.17% 206 +19,098 112.26% Q1 2026 Apr 21, 2026
K2 PRINCIPAL FUND, L.P. History New 35,000 2,801 0.2% 207 +35,000 New Q1 2026 May 14, 2026
Spartan Wealth Advisory Services LLC History New 34,870 2,791 0.24% 208 +34,870 New Q1 2026 May 06, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 34,556 2,766 0.18% 0.23% 209 +753 2.23% Q1 2026 May 06, 2026
Horizon Investments, LLC History Added to 34,548 2,765 0.03% 0.02% 210 +18,385 113.75% Q1 2026 May 14, 2026
Twin Tree Management, LP History Reduced 34,478 2,759 0.06% 0.33% 211 -322,775 -90.35% Q1 2026 May 14, 2026
Beacon Pointe Advisors, LLC History Added to 34,334 2,748 0.01% 0.02% 212 +5,079 17.36% Q1 2026 May 15, 2026
Retirement Management Systems Inc. History New 34,205 2,738 0.66% 213 +34,205 New Q1 2026 Apr 14, 2026
MGB Wealth Management, LLC History No change 25,622 2,709 0.77% 0.77% 214 0 0.0% Q4 2025 Feb 17, 2026
Hudock, Inc. History New 33,546 2,685 0.4% 215 +33,546 New Q1 2026 May 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History New 33,345 2,669 0.14% 216 +33,345 New Q1 2026 May 15, 2026
Tidal Investments LLC History New 32,751 2,621 0.01% 217 +32,751 New Q1 2026 May 15, 2026
Rockingstone Advisors LLC History Added to 32,143 2,573 1.18% 1.44% 218 +2,195 7.33% Q1 2026 Apr 09, 2026
Apollon Wealth Management, LLC History Added to 32,094 2,569 0.04% 0.01% 219 +25,816 411.21% Q1 2026 Apr 22, 2026
Paragon Advisors, LLC History Added to 31,784 2,544 0.69% 0.7% 220 +7,346 30.06% Q1 2026 May 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 31,419 2,515 0.61% 221 +31,419 New Q1 2026 Apr 10, 2026
Financial Enhancement Group LLC History New 29,507 2,510 0.31% 222 +29,507 New Q1 2026 Apr 20, 2026
Wealthspire Advisors, LLC History Added to 31,217 2,498 0.02% 0.01% 223 +18,014 136.44% Q1 2026 May 01, 2026
Bulltick Wealth Management, LLC History Added to 30,793 2,463 0.54% 0.43% 224 +11,451 59.2% Q1 2026 Apr 27, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 30,777 2,446 1.39% 1.24% 225 +11,776 61.98% Q1 2026 Apr 17, 2026
Dynamic Wealth Strategies, LLC History Added to 30,505 2,441 1.41% 1.66% 226 +4,172 15.84% Q1 2026 May 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 30,303 2,425 0.19% 227 +30,303 New Q1 2026 Apr 29, 2026
Galaxy Group Investments LLC History No change 22,500 2,378 0.28% 0.28% 228 0 0.0% Q4 2025 Mar 23, 2026
NORTHERN TRUST CORP History Added to 29,369 2,350 0.0% 0.0% 229 +19,608 200.88% Q1 2026 May 14, 2026
Future Financial Wealth Managment LLC History New 27,763 2,303 1.48% 230 +27,763 New Q1 2026 Apr 16, 2026
Wealthcare Advisory Partners LLC History Added to 28,175 2,255 0.04% 0.06% 231 +1 0.0% Q1 2026 Apr 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 28,165 2,254 0.03% 0.03% 232 +5,621 24.93% Q1 2026 Apr 20, 2026
HERBST GROUP, LLC History New 27,953 2,237 1.38% 233 +27,953 New Q1 2026 Apr 09, 2026
Alexis Investment Partners, LLC History New 28,650 2,223 1.53% 234 +28,650 New Q1 2026 Apr 24, 2026
PRECEDENT WEALTH PARTNERS, LLC History New 27,647 2,213 0.44% 236 +27,647 New Q1 2026 Apr 14, 2026
Sowell Financial Services LLC History Reduced 27,654 2,213 0.08% 0.12% 235 -2,317 -7.73% Q1 2026 Apr 20, 2026
GUERRA PAN ADVISORS, LLC History Reduced 27,525 2,203 1.36% 1.76% 237 -503 -1.79% Q1 2026 May 12, 2026
Ebert Capital Management Inc. History Reduced 27,392 2,192 2.24% 2.93% 238 -6,117 -18.25% Q1 2026 Apr 10, 2026
Cordoba Advisory Partners LLC History Reduced 26,409 2,112 0.58% 0.77% 239 -2,935 -10.0% Q1 2026 Apr 28, 2026
Stratos Wealth Partners, LTD. History Added to 25,334 2,027 0.02% 0.01% 240 +20,770 455.08% Q1 2026 Apr 28, 2026
FORTE ASSET MANAGEMENT LLC History New 25,157 2,013 0.88% 241 +25,157 New Q1 2026 Apr 27, 2026
GC Wealth Management RIA, LLC History Added to 25,116 2,010 0.08% 0.1% 242 +351 1.42% Q1 2026 May 14, 2026
Invesco Ltd. History New 25,012 2,002 0.0% 243 +25,012 New Q1 2026 May 12, 2026
Archon Capital Management LLC History New 25,000 2,001 1.13% 244 +25,000 New Q1 2026 May 14, 2026
Banque Cantonale Vaudoise History New 25,000 2,001 0.08% 245 +25,000 New Q1 2026 Apr 20, 2026
SYNTAX RESEARCH, INC. History New 24,945 1,996 1.27% 247 +24,945 New Q1 2026 Apr 24, 2026
Strategic Blueprint, LLC History Reduced 24,943 1,996 0.12% 0.19% 246 -4,887 -16.38% Q1 2026 Apr 29, 2026
Farther Finance Advisors, LLC History Added to 25,016 1,995 0.02% 0.02% 248 +8,101 47.89% Q1 2026 Apr 07, 2026
Advisory Services Network, LLC History Added to 24,885 1,992 0.03% 0.03% 249 +4,700 23.28% Q1 2026 May 15, 2026
Fluent Financial, LLC History New 25,260 1,987 0.73% 250 +25,260 New Q1 2026 Apr 15, 2026
Quantinno Capital Management LP History Added to 24,814 1,986 0.0% 0.0% 251 +5,989 31.81% Q1 2026 May 15, 2026
Spire Wealth Management History Added to 24,561 1,966 0.07% 0.02% 252 +18,771 324.2% Q1 2026 Apr 22, 2026
Encore Global Management, LP History New 24,300 1,945 1.36% 253 +24,300 New Q1 2026 May 15, 2026
Atria Investments, Inc History Reduced 24,270 1,942 0.02% 0.07% 254 -35,727 -59.55% Q1 2026 May 05, 2026
CURIO WEALTH, LLC History Reduced 24,242 1,940 0.66% 0.94% 255 -249 -1.02% Q1 2026 May 11, 2026
Independent Advisor Alliance History New 23,591 1,888 0.02% 256 +23,591 New Q1 2026 May 12, 2026
Prime Capital Investment Advisors, LLC History Added to 23,524 1,883 0.02% 0.02% 257 +10,854 85.67% Q1 2026 May 08, 2026
Cane Capital Partners, LLC History New 23,481 1,879 0.82% 258 +23,481 New Q1 2026 Apr 24, 2026
COMERICA BANK History No change 17,731 1,874 0.01% 0.01% 259 0 0.0% Q4 2025 Jan 29, 2026
Keystone Wealth Services, LLC History New 23,280 1,863 0.4% 260 +23,280 New Q1 2026 May 13, 2026
Stone Summit Wealth LLC History Reduced 23,150 1,853 0.52% 0.72% 261 -2,052 -8.14% Q1 2026 Apr 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 22,600 1,809 0.0% 262 +22,600 New Q1 2026 May 11, 2026
TD Waterhouse Canada Inc. History Reduced 22,630 1,804 0.01% 0.02% 263 -5,882 -20.63% Q1 2026 May 12, 2026
NorthRock Partners, LLC History Added to 22,183 1,775 0.03% 0.03% 264 +4,299 24.04% Q1 2026 May 15, 2026
Clarius Group, LLC History No change 16,733 1,768 0.1% 0.1% 265 0 0.0% Q4 2025 Jan 14, 2026
Steward Partners Investment Advisory, LLC History Added to 21,286 1,703 0.01% 0.01% 266 +8,269 63.52% Q1 2026 May 08, 2026
Terra Nova Asset Management LLC History Reduced 21,254 1,701 1.26% 1.71% 267 -3,351 -13.62% Q1 2026 Apr 16, 2026
Alternative Investment Advisors, LLC. History New 21,163 1,694 0.74% 268 +21,163 New Q1 2026 May 15, 2026
Guardian Asset Advisors, LLC History Reduced 20,746 1,660 0.97% 1.22% 269 -1,490 -6.7% Q1 2026 May 14, 2026
US BANCORP \DE\ History Added to 20,727 1,659 0.0% 0.0% 270 +4,337 26.46% Q1 2026 May 14, 2026
Joule Financial, LLC History New 20,368 1,630 0.47% 271 +20,368 New Q1 2026 Apr 14, 2026
Argyle Capital Partners, LLC History New 20,240 1,620 1.17% 272 +20,240 New Q1 2026 May 07, 2026
Hunting Hill Global Capital, LLC History New 20,000 1,601 1.24% 273 +20,000 New Q1 2026 May 15, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 19,199 1,536 0.06% 0.05% 274 +6,030 45.79% Q1 2026 May 12, 2026
Blue Fin Capital, Inc. History No change 14,424 1,524 0.24% 0.24% 275 0 0.0% Q4 2025 Jan 23, 2026
Colonial Trust Advisors History Added to 18,999 1,520 0.12% 0.03% 276 +15,324 416.98% Q1 2026 May 12, 2026
Snowden Capital Advisors LLC History Reduced 18,965 1,518 0.04% 0.06% 277 -2,826 -12.97% Q1 2026 May 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 19,730 1,512 0.09% 0.12% 278 +1,044 5.59% Q1 2026 Apr 17, 2026
Haverford Trust Co History Added to 18,775 1,502 0.01% 0.0% 279 +13,900 285.13% Q1 2026 May 11, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 18,739 1,500 0.42% 0.6% 280 -1,080 -5.45% Q1 2026 May 07, 2026
WEDBUSH SECURITIES INC History Added to 18,475 1,479 0.04% 0.02% 281 +13,500 271.36% Q1 2026 Apr 21, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 18,146 1,452 0.0% 0.0% 282 +8,466 87.46% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 18,045 1,444 0.0% 0.0% 283 -2,393 -11.71% Q1 2026 May 08, 2026
Brookstone Capital Management History Added to 18,019 1,442 0.02% 0.01% 284 +11,080 159.68% Q1 2026 Apr 16, 2026
INTERCAPITAL, LLC History New 18,000 1,440 0.48% 285 +18,000 New Q1 2026 May 15, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 18,270 1,374 0.01% 0.05% 286 -36,425 -66.6% Q1 2026 May 05, 2026
Signature Equity Partners, LLC History Added to 16,974 1,358 0.73% 0.92% 287 +1,206 7.65% Q1 2026 May 13, 2026
Bank of New York Mellon Corp History Added to 16,920 1,354 0.0% 0.0% 288 +5,836 52.65% Q1 2026 May 05, 2026
Modern Wealth Management, LLC History Added to 16,906 1,348 0.02% 0.03% 290 +2,710 19.09% Q1 2026 May 14, 2026
Jasper Ridge Partners, L.P. History No change 16,851 1,348 0.03% 0.04% 289 0 0.0% Q1 2026 May 11, 2026
WESBANCO BANK INC History Added to 16,808 1,345 0.04% 0.04% 291 +2,980 21.55% Q1 2026 Apr 21, 2026
FFT WEALTH MANAGEMENT LLC History New 16,671 1,334 0.24% 292 +16,671 New Q1 2026 May 14, 2026
CreativeOne Wealth, LLC History Added to 16,660 1,333 0.03% 0.02% 293 +10,630 176.29% Q1 2026 May 15, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 16,622 1,325 0.18% 0.24% 294 +640 4.0% Q1 2026 Apr 13, 2026
GWN SECURITIES INC. History New 16,491 1,320 0.25% 296 +16,491 New Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 16,501 1,320 0.01% 0.01% 295 +2,742 19.93% Q1 2026 Apr 27, 2026
Empirical Asset Management, LLC History Added to 16,206 1,297 0.34% 0.48% 297 +100 0.62% Q1 2026 May 11, 2026
Intellectus Partners, LLC History Added to 16,129 1,291 0.26% 0.19% 298 +6,725 71.51% Q1 2026 Apr 10, 2026
WP Advisors, LLC History New 16,055 1,285 0.33% 299 +16,055 New Q1 2026 May 04, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 16,023 1,282 0.17% 0.3% 300 -4,613 -22.35% Q1 2026 Apr 15, 2026
Allworth Financial LP History Reduced 15,962 1,277 0.01% 0.01% 301 -1,293 -7.49% Q1 2026 May 14, 2026
Colonial Trust Co / SC History Added to 15,757 1,261 0.17% 0.02% 302 +14,077 837.92% Q1 2026 May 12, 2026
Cascade Wealth Advisors, Inc History Added to 13,770 1,255 0.55% 0.49% 303 +2,825 25.81% Q1 2026 May 11, 2026
Collaborative Fund Advisors, LLC History New 15,635 1,251 0.77% 304 +15,635 New Q1 2026 Apr 28, 2026
Concurrent Investment Advisors, LLC History Added to 15,284 1,223 0.01% 0.0% 305 +11,686 324.79% Q1 2026 Apr 20, 2026
Stratos Wealth Advisors, LLC History New 15,156 1,213 0.07% 306 +15,156 New Q1 2026 Apr 28, 2026
PSI Advisors, LLC History New 14,347 1,148 0.27% 307 +14,347 New Q1 2026 May 14, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 14,149 1,132 0.53% 0.64% 308 +85 0.6% Q1 2026 May 14, 2026
Arsenal Capital Advisors LLC History Added to 14,132 1,131 0.82% 1.03% 309 +396 2.88% Q1 2026 May 07, 2026
Runnymede Capital Advisors, Inc. History New 13,963 1,117 0.96% 310 +13,963 New Q1 2026 Apr 13, 2026
TRITONPOINT WEALTH, LLC History Reduced 13,902 1,112 0.12% 0.2% 311 -4,465 -24.31% Q1 2026 Apr 21, 2026
Altura Wealth Advisors Inc. History Added to 13,816 1,105 0.48% 0.5% 312 +2,739 24.73% Q1 2026 May 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 13,643 1,092 0.03% 0.02% 313 +5,957 77.5% Q1 2026 May 11, 2026
Arkadios Wealth Advisors History Added to 13,436 1,075 0.02% 0.0% 314 +11,462 580.65% Q1 2026 May 18, 2026
MGO ONE SEVEN LLC History Added to 13,414 1,073 0.02% 0.02% 315 +3,316 32.84% Q1 2026 May 14, 2026
MAI Capital Management History Reduced 13,341 1,067 0.01% 0.01% 316 -6,574 -33.01% Q1 2026 May 15, 2026
Houlihan Financial Resource Group, Ltd. History Added to 13,283 1,063 0.41% 0.48% 317 +394 3.06% Q1 2026 Apr 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 13,157 1,053 0.01% 0.01% 318 +4,218 47.19% Q1 2026 May 15, 2026
Global Financial Private Client, LLC History Added to 13,088 1,047 0.34% 0.4% 319 +2,256 20.83% Q1 2026 Apr 20, 2026
SANDERS MORRIS HARRIS LLC History New 67,233 1,042 0.17% 320 +67,233 New Q1 2026 Apr 09, 2026
PFG Investments, LLC History Added to 12,984 1,039 0.05% 0.03% 321 +7,114 121.19% Q1 2026 Apr 27, 2026
StoneX Group Inc. History Added to 12,894 1,031 0.06% 0.05% 322 +1,952 17.84% Q1 2026 May 14, 2026
VestGen Advisors, LLC History Added to 11,521 1,030 0.03% 0.01% 323 +9,159 387.76% Q1 2026 May 14, 2026
Allen Capital Group, LLC History No change 9,602 1,014 0.09% 0.09% 324 0 0.0% Q4 2025 Feb 09, 2026
HighPoint Advisor Group LLC History New 12,664 1,013 0.04% 326 +12,664 New Q1 2026 May 14, 2026
Mosley Wealth Management History No change 8,816 1,013 0.46% 0.47% 325 0 0.0% Q1 2026 Apr 27, 2026
Quarry LP History New 12,610 1,009 0.18% 327 +12,610 New Q1 2026 May 15, 2026
Perennial Investment Advisors, LLC History Added to 12,538 1,003 0.08% 0.06% 328 +5,813 86.44% Q1 2026 May 15, 2026
MARINER INVESTMENT GROUP LLC History Reduced 12,500 1,000 0.29% 0.0% 329 -37,500 -75.0% Q1 2026 May 05, 2026
Eagle Strategies LLC History New 12,453 996 0.12% 330 +12,453 New Q1 2026 Apr 20, 2026
Nikulski Financial, Inc. History No change 12,374 990 0.24% 0.31% 331 0 0.0% Q1 2026 May 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 12,338 987 0.01% 0.02% 332 +1,500 13.84% Q1 2026 May 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 12,300 984 0.04% 0.07% 333 -168 -1.35% Q1 2026 Apr 15, 2026
Canal Capital Management, LLC History Added to 12,281 983 0.13% 0.06% 334 +8,546 228.81% Q1 2026 Apr 27, 2026
FIFTH THIRD BANCORP History Added to 12,270 982 0.0% 0.0% 335 +8,163 198.76% Q1 2026 May 01, 2026
World Investment Advisors History Added to 12,212 977 0.02% 0.01% 336 +8,482 227.4% Q1 2026 Apr 27, 2026
Summit Trail Advisors, LLC History Reduced 12,109 969 0.01% 0.05% 337 -15,945 -56.84% Q1 2026 May 12, 2026
KINTRA WEALTH, LLC History New 12,096 968 0.07% 338 +12,096 New Q1 2026 May 15, 2026
Parkside Investments, LLC History New 12,000 960 0.12% 339 +12,000 New Q1 2026 Apr 08, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 11,833 947 0.0% 0.0% 340 +10,033 557.39% Q1 2026 May 04, 2026
Pinnacle Financial Partners, Inc. History Added to 11,623 930 0.01% 0.0% 341 +6,531 128.26% Q1 2026 May 14, 2026
Prospera Financial Services Inc History Reduced 11,553 924 0.01% 0.2% 342 -101,444 -89.78% Q1 2026 Apr 14, 2026
Patten Group, Inc. History Reduced 11,412 913 0.16% 0.33% 343 -5,617 -32.98% Q1 2026 Apr 24, 2026
Cardinal Point Capital Management ULC History New 11,265 901 0.06% 344 +11,265 New Q1 2026 Apr 20, 2026
PINNACLE ASSOCIATES LTD History Reduced 11,223 898 0.01% 0.02% 345 -1,932 -14.69% Q1 2026 Apr 21, 2026
Berkshire Money Management, Inc. History No change 11,230 898 0.09% 0.11% 346 0 0.0% Q1 2026 Apr 21, 2026
Allianz Asset Management GmbH History New 11,100 888 0.0% 347 +11,100 New Q1 2026 May 11, 2026
EP Wealth Advisors, LLC History Reduced 11,083 887 0.0% 0.01% 348 -1,700 -13.3% Q1 2026 May 14, 2026
Shepherd Financial Partners LLC History New 11,077 886 0.08% 349 +11,077 New Q1 2026 May 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 11,019 882 0.0% 0.0% 350 +8,701 375.37% Q1 2026 May 13, 2026
Leonteq Securities AG History New 11,000 880 0.03% 351 +11,000 New Q1 2026 Apr 27, 2026
OP Asset Management Ltd History Reduced 10,983 879 0.01% 0.03% 352 -10,226 -48.22% Q1 2026 Apr 10, 2026
Hills Bank & Trust Co History New 10,957 877 0.04% 353 +10,957 New Q1 2026 May 01, 2026
Advisor Resource Council History Added to 10,897 872 0.28% 0.32% 354 +694 6.8% Q1 2026 May 07, 2026
&PARTNERS History Added to 10,181 865 0.0% 0.01% 355 +1,023 11.17% Q1 2026 May 15, 2026
Advocate Investing Services LLC History Added to 10,550 844 0.72% 0.1% 356 +9,450 859.09% Q1 2026 Apr 22, 2026
Odyssey Capital Advisors, Inc. History Reduced 10,423 834 0.75% 1.02% 357 -410 -3.78% Q1 2026 Apr 29, 2026
Ulland Investment Advisors, LLC History Reduced 10,302 825 0.71% 0.92% 358 -598 -5.49% Q1 2026 Apr 27, 2026
Provenance Wealth Advisors, LLC History Reduced 10,170 814 0.09% 0.3% 360 -15,745 -60.76% Q1 2026 Apr 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 10,180 814 0.0% 0.01% 359 -852 -7.72% Q1 2026 May 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History New 10,149 812 0.08% 362 +10,149 New Q1 2026 Apr 27, 2026
Apollon Financial, LLC History Added to 10,150 812 0.11% 0.15% 361 +370 3.78% Q1 2026 Apr 22, 2026
Cornerstone Wealth Management, LLC History New 10,103 808 0.04% 363 +10,103 New Q1 2026 Apr 23, 2026
BANQUE PICTET & CIE SA History New 10,000 800 0.01% 364 +10,000 New Q1 2026 Apr 14, 2026
Alphadyne Asset Management LP History New 10,000 800 0.01% 365 +10,000 New Q1 2026 May 15, 2026
PACIFIC SUN FINANCIAL CORP History Added to 9,975 798 0.39% 0.5% 366 +235 2.41% Q1 2026 May 07, 2026
Ethos Capital Management, Inc. History Reduced 9,943 795 0.68% 1.27% 367 -2,833 -22.17% Q1 2026 Apr 07, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 7,500 792 0.19% 0.19% 368 0 0.0% Q4 2025 Feb 18, 2026
Saranac Partners Ltd History New 15,055 791 0.34% 369 +15,055 New Q1 2026 May 15, 2026
Next Capital Management LLC History New 9,611 769 0.23% 370 +9,611 New Q1 2026 May 07, 2026
Genesee Capital Advisors, LLC History Reduced 9,577 766 0.32% 0.45% 371 -993 -9.39% Q1 2026 Apr 22, 2026
Rothschild Capital Partners, LLC History New 9,384 751 0.18% 372 +9,384 New Q1 2026 May 15, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 9,378 750 0.04% 0.07% 373 -3,037 -24.46% Q1 2026 Apr 30, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 9,374 750 0.02% 0.03% 374 -550 -5.54% Q1 2026 May 15, 2026
Montis Financial, LLC History Reduced 9,353 748 0.15% 0.26% 376 -3,302 -26.09% Q1 2026 May 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 9,349 748 0.01% 0.01% 375 -1,383 -12.89% Q1 2026 May 11, 2026
Calamos Advisors LLC History New 9,300 744 0.0% 378 +9,300 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History No change 9,300 744 0.03% 0.03% 377 0 0.0% Q1 2026 May 04, 2026
VIAWEALTH, LLC History New 9,281 742 0.41% 379 +9,281 New Q1 2026 May 11, 2026
Investment Partners Asset Management, Inc. History New 9,259 741 0.46% 380 +9,259 New Q1 2026 Apr 07, 2026
EFG International AG History Added to 9,120 732 0.02% 0.01% 381 +3,960 76.74% Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History New 9,034 723 0.01% 382 +9,034 New Q1 2026 Apr 07, 2026
Citizens National Bank Trust Department History Reduced 9,028 722 0.12% 0.19% 383 -1,168 -11.46% Q1 2026 May 04, 2026
SALEM INVESTMENT COUNSELORS INC History No change 9,012 721 0.02% 0.03% 384 0 0.0% Q1 2026 Apr 29, 2026
JTC Employer Solutions Trustee Ltd History No change 9,011 721 0.06% 0.06% 385 0 0.0% Q1 2026 May 19, 2026
Yarbrough Capital, LLC History No change 8,945 716 0.03% 0.03% 386 0 0.0% Q1 2026 Apr 13, 2026
AlphaCore Capital LLC History Reduced 8,916 713 0.02% 0.17% 388 -63,870 -87.75% Q1 2026 May 15, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 8,912 713 0.02% 0.03% 387 -413 -4.43% Q1 2026 May 06, 2026
Sterling Investment Counsel, LLC History Added to 8,824 706 0.2% 0.23% 389 +1,215 15.97% Q1 2026 Apr 16, 2026
Goelzer Investment Management, Inc. History Added to 8,677 694 0.03% 0.03% 390 +2,207 34.11% Q1 2026 Apr 09, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 8,577 686 0.07% 0.1% 391 -406 -4.52% Q1 2026 May 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 8,561 682 0.05% 0.05% 392 +1,628 23.48% Q1 2026 May 01, 2026
Legacy Edge Advisors, LLC History Reduced 8,508 681 0.07% 1.05% 393 -82,682 -90.67% Q1 2026 May 11, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History New 8,458 677 0.09% 394 +8,458 New Q1 2026 May 15, 2026
Shay Capital LLC History New 8,450 676 0.06% 395 +8,450 New Q1 2026 May 15, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 8,438 675 0.25% 397 +8,438 New Q1 2026 May 18, 2026
MIDDLETON & CO INC/MA History Added to 8,441 675 0.08% 0.03% 396 +5,941 237.64% Q1 2026 May 08, 2026
Marex Group plc History New 8,362 669 0.0% 398 +8,362 New Q1 2026 May 13, 2026
LMCG INVESTMENTS, LLC History Reduced 8,357 668 0.04% 0.05% 399 -127 -1.5% Q1 2026 Apr 29, 2026
Valeo Financial Advisors, LLC History Added to 8,293 663 0.02% 0.02% 400 +643 8.41% Q1 2026 May 08, 2026
United Community Bank History Reduced 8,265 661 0.22% 0.4% 401 -1,857 -18.35% Q1 2026 Apr 24, 2026
Raab & Moskowitz Asset Management LLC History Reduced 8,249 660 0.15% 0.46% 402 -11,666 -58.58% Q1 2026 May 21, 2026
Fortis Group Advisors, LLC History Reduced 7,760 651 0.11% 0.12% 403 -184 -2.32% Q1 2026 May 08, 2026
IPG Investment Advisors LLC History New 8,065 645 0.11% 404 +8,065 New Q1 2026 May 12, 2026
Canoe Financial LP History New 750 645 0.01% 405 +750 New Q1 2026 Apr 22, 2026
DRW Securities, LLC History New 7,976 638 0.01% 406 +7,976 New Q1 2026 May 13, 2026
DAVENPORT & Co LLC History Reduced 7,892 631 0.0% 0.01% 407 -16,995 -68.29% Q1 2026 Apr 15, 2026
Composition Wealth, LLC History Reduced 7,894 631 0.01% 0.02% 408 -5,164 -39.55% Q1 2026 Apr 08, 2026
Fairvoy Private Wealth, LLC History New 7,866 629 0.15% 410 +7,866 New Q1 2026 Apr 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 7,859 629 0.01% 0.01% 409 +5,156 190.75% Q1 2026 May 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 7,855 628 0.0% 0.0% 411 -680 -7.97% Q1 2026 Apr 24, 2026
Capital Investment Advisors, LLC History New 7,742 619 0.01% 412 +7,742 New Q1 2026 Apr 17, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 7,625 610 0.09% 0.09% 413 +1,800 30.9% Q1 2026 Apr 20, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History New 7,574 606 0.01% 414 +7,574 New Q1 2026 May 13, 2026
BTG Pactual Asset Management US LLC History New 7,539 603 0.05% 417 +7,539 New Q1 2026 May 14, 2026
HBK Sorce Advisory LLC History Added to 6,624 603 0.01% 0.01% 416 +1,214 22.44% Q1 2026 May 11, 2026
CIBC Private Wealth Group LLC History No change 5,706 603 0.0% 0.0% 415 0 0.0% Q4 2025 Feb 12, 2026
SAX WEALTH ADVISORS, LLC History No change 5,696 602 0.03% 0.03% 418 0 0.0% Q1 2026 Apr 08, 2026
XTX Topco Ltd History New 7,506 600 0.01% 420 +7,506 New Q1 2026 May 15, 2026
Global Endowment Management, LP History New 7,500 600 0.07% 419 +7,500 New Q1 2026 May 14, 2026
Western Wealth Management, LLC History Added to 7,484 599 0.02% 0.03% 421 +719 10.63% Q1 2026 May 19, 2026
One Capital Management, LLC History Reduced 7,415 593 0.02% 0.02% 422 -119 -1.58% Q1 2026 May 12, 2026
Parallel Advisors, LLC History No change 7,374 590 0.01% 0.01% 423 0 0.0% Q1 2026 May 07, 2026
Capital Square, LLC History New 6,902 588 0.27% 424 +6,902 New Q1 2026 May 11, 2026
Greenspring Advisors, LLC History Added to 7,302 584 0.04% 0.04% 425 +1,047 16.74% Q1 2026 May 04, 2026
NVWM, LLC History Reduced 7,149 572 0.13% 0.27% 426 -4,540 -38.84% Q1 2026 Apr 27, 2026
AE Wealth Management LLC History Added to 7,150 572 0.0% 0.0% 427 +29 0.41% Q1 2026 May 13, 2026
Bramshill Investments, LLC History Reduced 7,000 560 0.05% 0.1% 429 -10,500 -60.0% Q1 2026 May 15, 2026
Walleye Capital LLC History New 7,000 560 0.0% 430 +7,000 New Q1 2026 May 13, 2026
Triangle Securities Wealth Management History Added to 7,005 560 0.13% 0.14% 428 +525 8.1% Q1 2026 Apr 20, 2026
Ignite Planners, LLC History Reduced 6,947 556 0.09% 0.11% 431 -690 -9.03% Q1 2026 Apr 17, 2026
NAPLES GLOBAL ADVISORS, LLC History New 6,934 555 0.04% 432 +6,934 New Q1 2026 Apr 20, 2026
LGL PARTNERS, LLC History New 6,930 554 0.23% 433 +6,930 New Q1 2026 May 14, 2026
COMMERCE BANK History New 6,872 550 0.0% 434 +6,872 New Q1 2026 May 11, 2026
Powell Investment Advisors, LLC History New 6,824 546 0.19% 435 +6,824 New Q1 2026 Apr 23, 2026
Perigon Wealth Management, LLC History Added to 6,815 545 0.01% 0.01% 437 +3,981 140.47% Q1 2026 Apr 10, 2026
WBH ADVISORY INC History Reduced 6,837 545 0.04% 0.06% 436 -364 -5.05% Q1 2026 Apr 27, 2026
Madison Wealth Partners, Inc History Reduced 6,763 541 0.09% 0.13% 438 -164 -2.37% Q1 2026 Apr 30, 2026
Balentine LLC History No change 6,724 538 0.02% 0.03% 439 0 0.0% Q1 2026 Apr 24, 2026
Kropog Financial Group, LLC History New 6,716 537 0.44% 441 +6,716 New Q1 2026 Apr 24, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 6,715 537 0.04% 440 +6,715 New Q1 2026 May 15, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 6,675 534 0.13% 0.17% 442 -150 -2.2% Q1 2026 May 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 6,568 525 0.0% 0.01% 443 -2,506 -27.62% Q1 2026 May 15, 2026
HIGHLINE WEALTH PARTNERS LLC History New 6,555 524 0.13% 444 +6,555 New Q1 2026 Apr 06, 2026
Huntleigh Advisors, Inc. History New 6,512 521 0.09% 445 +6,512 New Q1 2026 Apr 21, 2026
Trexquant Investment LP History Added to 6,410 513 0.0% 0.0% 446 +2,012 45.75% Q1 2026 May 15, 2026
Avantax Planning Partners, Inc. History Reduced 6,375 510 0.01% 0.02% 447 -175 -2.67% Q1 2026 May 04, 2026
Rathbones Group PLC History No change 6,360 509 0.0% 0.0% 448 0 0.0% Q1 2026 May 12, 2026
APPLETON PARTNERS INC/MA History New 6,340 508 0.04% 449 +6,340 New Q1 2026 Apr 28, 2026
Integrated Advisors Network LLC History New 6,325 506 0.03% 450 +6,325 New Q1 2026 Apr 28, 2026
Sunbelt Securities, Inc. History Added to 6,281 502 0.03% 0.04% 451 +326 5.47% Q1 2026 May 15, 2026
Allen Investment Management, LLC History New 6,254 500 0.01% 452 +6,254 New Q1 2026 May 07, 2026
B. Riley Wealth Advisors, Inc. History Added to 6,354 493 0.03% 0.02% 453 +3,079 94.02% Q1 2026 Apr 24, 2026
BROWN ADVISORY INC History Added to 6,010 481 0.0% 0.0% 454 +3,850 178.24% Q1 2026 May 15, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 6,000 480 0.03% 455 +6,000 New Q1 2026 Apr 13, 2026
Intesa Sanpaolo Wealth Management History New 6,000 480 0.12% 456 +6,000 New Q1 2026 May 15, 2026
Retirement Planning Group, LLC History Reduced 5,943 475 0.01% 0.03% 457 -1,927 -24.49% Q1 2026 May 04, 2026
Capital Investment Advisory Services, LLC History Added to 5,900 472 0.03% 0.0% 458 +5,690 2709.52% Q1 2026 May 05, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 5,891 471 0.03% 0.1% 459 -6,830 -53.69% Q1 2026 May 07, 2026
High Point Wealth Management, LLC History No change 5,875 470 0.45% 0.58% 460 0 0.0% Q1 2026 Apr 08, 2026
Stelac Advisory Services LLC History New 5,858 468 0.09% 461 +5,858 New Q1 2026 May 08, 2026
Stonehage Fleming Financial Services Holdings Ltd History New 5,840 467 0.02% 462 +5,840 New Q1 2026 May 13, 2026
Lansing Street Advisors History New 5,780 462 0.12% 463 +5,780 New Q1 2026 Apr 28, 2026
Kesler, Norman & Wride, LLC History Reduced 5,757 460 0.08% 0.12% 464 -838 -12.71% Q1 2026 May 06, 2026
Novak & Powell Financial Services, Inc. History Reduced 5,725 458 0.25% 0.34% 465 -400 -6.53% Q1 2026 May 14, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 5,719 457 0.12% 0.29% 467 -4,163 -42.13% Q1 2026 May 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 5,714 457 0.02% 0.01% 466 +3,481 155.89% Q1 2026 Apr 28, 2026
Northstar Advisory Group, LLC History Added to 5,703 456 0.17% 0.13% 468 +2,191 62.39% Q1 2026 Apr 08, 2026
CIBC Bancorp USA Inc. History New 5,695 455 0.0% 469 +5,695 New Q1 2026 May 12, 2026
Clare Market Investments LLC History New 5,675 454 0.09% 470 +5,675 New Q1 2026 Apr 29, 2026
Maxele Advisors, LLC History No change 4,180 441 0.36% 0.36% 471 0 0.0% Q4 2025 Feb 05, 2026
Hilltop Holdings Inc. History Reduced 5,500 440 0.04% 0.04% 472 -521 -8.65% Q1 2026 May 14, 2026
Caprock Group, LLC History Added to 5,392 431 0.01% 0.01% 473 +555 11.47% Q1 2026 May 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 5,382 430 0.03% 0.06% 474 -3,385 -38.61% Q1 2026 Apr 20, 2026
Cassaday & Co Wealth Management LLC History New 5,365 429 0.01% 475 +5,365 New Q1 2026 May 07, 2026
RB Capital Management, LLC History Added to 5,342 427 0.09% 0.07% 476 +2,042 61.88% Q1 2026 May 14, 2026
First Growth Capital LLC History Added to 5,352 426 0.38% 0.36% 477 +444 9.05% Q1 2026 May 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 5,321 425 0.02% 0.01% 478 +3,936 284.19% Q1 2026 Apr 28, 2026
Gateway Wealth Partners, LLC History New 5,301 424 0.02% 479 +5,301 New Q1 2026 May 15, 2026
Mesirow Financial Investment Management, Inc. History New 5,269 421 0.01% 481 +5,269 New Q1 2026 Apr 21, 2026
BBR PARTNERS, LLC History Added to 5,267 421 0.02% 0.02% 480 +2,000 61.22% Q1 2026 May 12, 2026
Quantum Portfolio Management LLC History New 5,250 420 0.18% 482 +5,250 New Q1 2026 May 01, 2026
Mutual Advisors, LLC History Reduced 5,221 417 0.01% 0.02% 483 -3,490 -40.06% Q1 2026 May 01, 2026
Realta Investment Advisors History New 5,200 416 0.14% 484 +5,200 New Q1 2026 Apr 22, 2026
Plotkin Financial Advisors, LLC History No change 5,170 413 0.21% 0.27% 485 0 0.0% Q1 2026 May 11, 2026
Capital Investment Counsel, Inc History Added to 5,150 412 0.05% 0.01% 486 +4,445 630.5% Q1 2026 Apr 21, 2026
Larson Financial Group LLC History Added to 5,140 411 0.01% 0.02% 487 +577 12.65% Q1 2026 May 15, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 5,115 409 0.0% 0.0% 488 -2,992 -36.91% Q1 2026 Apr 29, 2026
TAGStone Capital, Inc. History New 5,090 407 0.14% 490 +5,090 New Q1 2026 May 11, 2026
Sandbox Financial Partners, LLC History Added to 5,087 407 0.11% 0.12% 489 +935 22.52% Q1 2026 Apr 08, 2026
GFG Capital, LLC History New 5,000 400 0.13% 491 +5,000 New Q1 2026 Apr 21, 2026
FIFTH LANE CAPITAL, LP History New 5,000 400 0.49% 492 +5,000 New Q1 2026 May 15, 2026
PeakShares LLC History New 5,000 400 0.37% 493 +5,000 New Q1 2026 May 05, 2026
EARNED WEALTH ADVISORS, LLC History New 4,957 396 0.03% 494 +4,957 New Q1 2026 May 07, 2026
REGIONS FINANCIAL CORP History New 4,933 394 0.0% 496 +4,933 New Q1 2026 May 05, 2026
Tenzing Financial LLC History Reduced 5,007 394 0.3% 0.44% 495 -114 -2.23% Q1 2026 Apr 15, 2026
Round Rock Advisors LLC History New 4,910 393 0.06% 497 +4,910 New Q1 2026 May 15, 2026
Thrive Wealth Management, LLC History New 4,890 391 0.06% 499 +4,890 New Q1 2026 Apr 09, 2026
COFG Advisors, LLC History Added to 4,887 391 0.1% 0.11% 498 +581 13.49% Q1 2026 May 11, 2026
FSA WEALTH PARTNERS, INC. History New 4,880 390 0.19% 500 +4,880 New Q1 2026 Apr 27, 2026
Vivaldi Capital Management LP History New 4,805 384 0.05% 501 +4,805 New Q1 2026 May 14, 2026
Jessup Wealth Management, Inc History New 4,786 383 0.14% 502 +4,786 New Q1 2026 May 15, 2026
NTV ASSET MANAGEMENT LLC History Reduced 4,757 380 0.04% 0.1% 503 -3,911 -45.12% Q1 2026 Apr 28, 2026
Jacobi Capital Management LLC History New 4,745 379 0.02% 504 +4,745 New Q1 2026 May 13, 2026
LaSalle St. Investment Advisors, LLC History New 4,735 379 0.05% 505 +4,735 New Q1 2026 May 08, 2026
Midwest Trust Co History New 4,707 376 0.0% 506 +4,707 New Q1 2026 May 01, 2026
Karnit Road Accident Victims Compensation Fund History No change 4,640 371 0.22% 0.28% 507 0 0.0% Q1 2026 May 11, 2026
PRIVATE TRUST CO NA History Reduced 4,624 370 0.03% 0.04% 508 -210 -4.34% Q1 2026 Apr 30, 2026
Northstar Group, Inc. History New 4,615 369 0.05% 509 +4,615 New Q1 2026 Apr 28, 2026
Neuberger Berman Group LLC History Reduced 4,600 368 0.0% 0.0% 510 -20,963 -82.01% Q1 2026 May 14, 2026
WJ Wealth Management, LLC History Reduced 4,575 366 0.17% 0.23% 511 -350 -7.11% Q1 2026 Apr 28, 2026
Mathes Company, Inc. History Added to 4,525 362 0.13% 0.16% 512 +200 4.62% Q1 2026 May 08, 2026
CARRET ASSET MANAGEMENT, LLC History No change 4,505 360 0.04% 0.05% 513 0 0.0% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 4,491 359 0.0% 0.01% 514 -463,921 -99.04% Q1 2026 May 13, 2026
Capital Developers, LLC History Reduced 4,494 359 0.32% 0.43% 515 -35 -0.77% Q1 2026 May 08, 2026
Balboa Wealth Partners History New 4,468 357 0.06% 516 +4,468 New Q1 2026 Apr 16, 2026
Riggs Asset Managment Co. Inc. History Reduced 4,447 355 0.07% 1.44% 517 -62,958 -93.4% Q1 2026 May 11, 2026
Samalin Investment Counsel, LLC History Added to 4,405 352 0.12% 0.14% 518 +755 20.68% Q1 2026 Apr 22, 2026
Apeiron RIA LLC History Reduced 4,399 352 0.08% 0.09% 519 -470 -9.65% Q1 2026 Apr 27, 2026
IHT Wealth Management, LLC History Reduced 4,377 350 0.01% 0.03% 520 -6,556 -59.97% Q1 2026 May 15, 2026
Dynamic Advisor Solutions LLC History New 4,381 350 0.01% 521 +4,381 New Q1 2026 Apr 08, 2026
RWA WEALTH PARTNERS, LLC History Added to 4,314 345 0.0% 0.0% 522 +584 15.66% Q1 2026 May 13, 2026
Tranquilli Financial Advisor LLC History Added to 4,266 341 0.2% 0.18% 523 +1,306 44.12% Q1 2026 May 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 4,195 335 0.05% 0.34% 525 -16,102 -79.33% Q1 2026 Apr 30, 2026
FIRST HORIZON CORP History Added to 4,190 335 0.01% 0.0% 524 +3,286 363.5% Q1 2026 Apr 30, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 4,150 332 0.0% 0.01% 526 +330 8.64% Q1 2026 May 01, 2026
TopTier Wealth Management, LLC History New 4,132 330 0.2% 529 +4,132 New Q1 2026 May 05, 2026
SteelPeak Wealth, LLC History New 4,131 330 0.01% 528 +4,131 New Q1 2026 May 05, 2026
BANTA ASSET MANAGEMENT LP History New 4,130 330 0.33% 527 +4,130 New Q1 2026 May 07, 2026
Sankala Group LLC History Reduced 4,182 324 0.26% 0.66% 532 -5,901 -58.52% Q1 2026 Mar 31, 2026
GSA CAPITAL PARTNERS LLP History Reduced 4,043 324 0.02% 0.06% 530 -2,613 -39.26% Q1 2026 May 08, 2026
OneAscent Family Office, LLC History Added to 4,058 324 0.23% 0.24% 531 +771 23.46% Q1 2026 Apr 21, 2026
CMT Capital Markets Trading GmbH History New 4,000 320 0.0% 533 +4,000 New Q1 2026 May 15, 2026
Curated Wealth Partners LLC History New 4,000 320 0.04% 534 +4,000 New Q1 2026 Apr 09, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,991 319 0.02% 0.02% 535 +613 18.15% Q1 2026 May 18, 2026
CHOREO, LLC History Added to 3,951 316 0.0% 0.0% 537 +1,085 37.86% Q1 2026 May 12, 2026
Matthew Goff Investment Advisor, LLC History No change 3,957 316 0.05% 0.07% 536 0 0.0% Q1 2026 Apr 16, 2026
Ironwood Financial, llc History Added to 3,880 310 0.05% 0.06% 538 +475 13.95% Q1 2026 Apr 16, 2026
Sherman Wealth Management LLC History Reduced 3,860 309 0.27% 0.78% 539 -4,595 -54.35% Q1 2026 Apr 13, 2026
Index Technologies Group LLC History New 3,792 303 0.33% 540 +3,792 New Q1 2026 Apr 29, 2026
MWA Asset Management History Reduced 3,785 302 0.17% 0.23% 541 -75 -1.94% Q1 2026 May 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 3,771 301 0.0% 542 +3,771 New Q1 2026 May 08, 2026
Fortune Financial Group, Inc. History Reduced 3,732 298 0.27% 0.43% 543 -144 -3.72% Q1 2026 Apr 23, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History New 3,737 294 0.0% 545 +3,737 New Q1 2026 May 14, 2026
Ellis Investment Partners, LLC History No change 3,685 294 0.05% 0.07% 544 0 0.0% Q1 2026 May 12, 2026
NewEdge Wealth, LLC History Reduced 3,643 291 0.0% 0.01% 546 -561 -13.34% Q1 2026 May 13, 2026
Cache Advisors, LLC History New 3,490 289 0.03% 547 +3,490 New Q1 2026 Apr 17, 2026
Sound View Wealth Advisors Group, LLC History New 3,605 288 0.02% 548 +3,605 New Q1 2026 May 06, 2026
Coordinated Financial Services, Inc. History New 3,600 288 0.17% 549 +3,600 New Q1 2026 May 01, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 3,583 286 0.02% 551 +3,583 New Q1 2026 May 12, 2026
Navalign, LLC History Added to 3,581 286 0.07% 0.0% 550 +3,461 2884.17% Q1 2026 Apr 29, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 3,537 283 0.01% 0.01% 553 -49 -1.37% Q1 2026 Apr 15, 2026
Fortis Capital Management LLC History Reduced 3,539 283 0.03% 0.05% 552 -1 -0.03% Q1 2026 May 11, 2026
SOA Wealth Advisors, LLC. History Reduced 3,487 279 0.05% 0.06% 554 -8 -0.23% Q1 2026 May 20, 2026
Millennium Capital Advisors, LLC History Reduced 3,479 278 0.17% 0.22% 555 -105 -2.93% Q1 2026 May 11, 2026
LORD, ABBETT & CO. LLC History New 382,500 275 0.0% 556 +382,500 New Q1 2026 May 14, 2026
Krilogy Financial LLC History New 3,257 274 0.01% 558 +3,257 New Q1 2026 Apr 17, 2026
Sharp Wealth Advisory, LLC History Reduced 3,427 274 0.14% 0.27% 557 -1,648 -32.47% Q1 2026 Apr 27, 2026
Modera Wealth Management, LLC History Reduced 3,408 272 0.0% 0.0% 559 -681 -16.65% Q1 2026 May 06, 2026
FIRST FOUNDATION ADVISORS History Added to 3,362 269 0.01% 0.01% 560 +200 6.33% Q1 2026 May 04, 2026
Dupree Financial Group, LLC History Added to 3,365 269 0.11% 0.13% 561 +48 1.45% Q1 2026 Apr 23, 2026
OPTIMA CAPITAL LLC History New 3,350 268 0.12% 563 +3,350 New Q1 2026 May 04, 2026
CEERA INVESTMENTS, LLC History No change 3,350 268 0.12% 0.14% 562 0 0.0% Q1 2026 May 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History New 3,339 267 0.01% 564 +3,339 New Q1 2026 May 14, 2026
Arlington Capital Management, Inc. History Reduced 3,334 266 0.15% 0.24% 565 -360 -9.75% Q1 2026 May 01, 2026
Tempus Wealth Planning, LLC History Added to 3,320 265 0.06% 0.07% 566 +296 9.79% Q1 2026 Apr 28, 2026
Strategic Wealth Partners, Ltd. History Added to 3,288 263 0.02% 0.02% 567 +233 7.63% Q1 2026 May 12, 2026
Sequoia Financial Advisors, LLC History Added to 3,278 262 0.0% 0.0% 568 +400 13.9% Q1 2026 Apr 30, 2026
360 Financial, Inc. History Reduced 3,265 261 0.08% 0.13% 570 -832 -20.31% Q1 2026 May 07, 2026
Wealth Advisors of Tampa Bay, LLC History No change 3,268 261 0.09% 0.12% 569 0 0.0% Q1 2026 May 14, 2026
Harvest Investment Services, LLC History Added to 3,255 260 0.05% 0.06% 571 +260 8.68% Q1 2026 May 14, 2026
Whitcomb & Hess, Inc. History New 3,238 259 0.06% 572 +3,238 New Q1 2026 Apr 08, 2026
Westfuller Advisors, LLC History Reduced 3,230 258 0.11% 0.17% 573 -800 -19.85% Q1 2026 Apr 28, 2026
Garrett Wealth Advisory Group, LLC History No change 3,201 256 0.05% 0.06% 574 0 0.0% Q1 2026 Apr 27, 2026
Csenge Advisory Group History New 3,163 253 0.01% 575 +3,163 New Q1 2026 Apr 30, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 3,150 252 0.03% 0.23% 576 -17,441 -84.7% Q1 2026 Apr 23, 2026
Vise Technologies, Inc. History No change 2,366 250 0.0% 0.0% 577 0 0.0% Q1 2026 Apr 21, 2026
Roxbury Financial LLC History New 3,121 249 0.22% 578 +3,121 New Q1 2026 Apr 17, 2026
Betterment LLC History New 3,086 247 0.0% 579 +3,086 New Q1 2026 May 14, 2026
Kovack Advisors, Inc. History Reduced 2,961 244 0.01% 0.02% 580 -1,296 -30.44% Q1 2026 May 12, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 3,032 242 0.03% 582 +3,032 New Q1 2026 May 07, 2026
Abbot Financial Management, Inc. History No change 3,025 242 0.1% 0.13% 581 0 0.0% Q1 2026 May 13, 2026
Benin Management CORP History New 3,000 240 0.05% 584 +3,000 New Q1 2026 Apr 10, 2026
Cove Private Wealth, LLC History New 3,000 240 0.05% 585 +3,000 New Q1 2026 May 13, 2026
Cadia Private Client LLC History No change 3,001 240 0.19% 0.25% 583 0 0.0% Q1 2026 May 20, 2026
KANE INVESTMENT MANAGEMENT, INC. History Reduced 2,950 236 0.12% 0.37% 587 -4,370 -59.7% Q1 2026 May 14, 2026
Purus Wealth Management, LLC History Added to 2,955 236 0.08% 0.1% 586 +10 0.34% Q1 2026 Apr 15, 2026
Soltis Investment Advisors LLC History Reduced 2,944 235 0.01% 0.02% 588 -82 -2.71% Q1 2026 Apr 27, 2026
TRUE Private Wealth Advisors History Reduced 2,929 234 0.02% 0.03% 590 -1 -0.03% Q1 2026 May 15, 2026
Texas Yale Capital Corp. History No change 2,925 234 0.01% 0.01% 589 0 0.0% Q1 2026 May 04, 2026
Marathon Trading Investment Management LLC History New 2,900 232 0.01% 592 +2,900 New Q1 2026 May 14, 2026
NBC SECURITIES, INC. History Added to 2,900 232 0.02% 0.01% 591 +1,150 65.71% Q1 2026 Apr 14, 2026
Legacy Financial Strategies, LLC History Reduced 2,888 231 0.04% 0.14% 593 -4,381 -60.27% Q1 2026 Apr 30, 2026
Sovran Advisors, LLC History New 2,758 231 0.02% 594 +2,758 New Q1 2026 May 01, 2026
Mason & Associates Inc History New 2,951 229 0.04% 595 +2,951 New Q1 2026 Apr 30, 2026
RFG Advisory, LLC History Added to 2,837 227 0.0% 0.0% 596 +869 44.16% Q1 2026 Apr 17, 2026
Ameritas Advisory Services, LLC History Added to 2,847 227 0.01% 0.01% 597 +226 8.62% Q1 2026 May 12, 2026
LOM Asset Management Ltd History Added to 2,830 226 0.06% 0.04% 599 +1,630 135.83% Q1 2026 May 05, 2026
Cannell & Spears LLC History Reduced 2,825 226 0.0% 0.01% 598 -1,175 -29.38% Q1 2026 May 15, 2026
Clark Asset Management, LLC History No change 2,795 223 0.02% 0.03% 600 0 0.0% Q1 2026 Apr 16, 2026
Outlook Wealth Advisors, LLC History No change 2,782 222 0.05% 0.07% 601 0 0.0% Q1 2026 Apr 17, 2026
Conservest Capital Advisors, Inc. History New 2,758 220 0.02% 604 +2,758 New Q1 2026 May 04, 2026
Institute for Wealth Management, LLC. History New 2,751 220 0.02% 603 +2,751 New Q1 2026 May 13, 2026
Tennessee Valley Asset Management Partners History Reduced 2,753 220 0.03% 0.07% 602 -2,287 -45.38% Q1 2026 Apr 27, 2026
Forum Finance Group S.A. History New 3,417 219 0.12% 606 +3,417 New Q1 2026 May 07, 2026
Asset One Wealth Management LLC History Reduced 2,527 219 0.02% 0.04% 605 -550 -17.87% Q1 2026 May 12, 2026
APS Management Group, Inc. History Reduced 2,730 218 0.19% 0.26% 609 -157 -5.44% Q1 2026 Apr 15, 2026
Garde Capital, Inc. History No change 2,732 218 0.01% 0.02% 607 0 0.0% Q1 2026 Apr 28, 2026
Dakota Wealth Management History No change 2,725 218 0.0% 0.01% 608 0 0.0% Q1 2026 May 07, 2026
FNY Investment Advisers, LLC History New 2,715 217 0.09% 611 +2,715 New Q1 2026 Apr 15, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 2,711 217 0.06% 0.08% 610 0 0.0% Q1 2026 May 11, 2026
Cypress Capital Management LLC (WY) History Reduced 2,710 216 0.2% 0.28% 612 -115 -4.07% Q1 2026 May 08, 2026
Hexagon Capital Partners LLC History New 2,665 213 0.03% 616 +2,665 New Q1 2026 May 04, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 2,662 213 0.02% 0.03% 614 +634 31.26% Q1 2026 Apr 07, 2026
HUB Investment Partners, LLC History Added to 2,662 213 0.01% 0.01% 615 +60 2.31% Q1 2026 May 15, 2026
Cadence Bank History No change 2,022 213 0.01% 0.01% 613 0 0.0% Q4 2025 Jan 30, 2026
Claro Advisors Inc. History New 2,640 211 0.03% 619 +2,640 New Q1 2026 Apr 21, 2026
Catalina Capital Group, LLC History New 2,640 211 0.13% 620 +2,640 New Q1 2026 Apr 23, 2026
N.E.W. Advisory Services LLC History Reduced 2,642 211 0.02% 0.02% 617 -29 -1.09% Q1 2026 May 04, 2026
Running Point Capital Advisors, LLC History No change 2,000 211 0.06% 0.06% 618 0 0.0% Q4 2025 Feb 17, 2026
GPS Wealth Strategies Group, LLC History No change 1,982 209 0.18% 0.18% 621 0 0.0% Q4 2025 Feb 06, 2026
Sequent Planning LLC History Reduced 2,599 208 0.05% 0.07% 622 -111 -4.1% Q1 2026 Apr 21, 2026
Transcendent Capital Group LLC History Added to 2,600 208 0.09% 0.12% 623 +100 4.0% Q1 2026 Apr 27, 2026
Merkkuri Wealth Advisors LLC History No change 2,606 208 0.14% 0.19% 624 0 0.0% Q1 2026 Apr 21, 2026
Essex Bank History Added to 2,592 207 0.05% 0.06% 625 +67 2.65% Q1 2026 Apr 17, 2026
Belpointe Asset Management LLC History New 2,556 204 0.01% 626 +2,556 New Q1 2026 Apr 28, 2026
Hanson & Doremus Investment Management History No change 2,540 203 0.02% 0.03% 627 0 0.0% Q1 2026 Apr 17, 2026
South Shore Capital Advisors History Reduced 2,511 201 0.15% 0.25% 628 -676 -21.21% Q1 2026 Apr 28, 2026
TIG Advisors, LLC History New 2,510 200 0.01% 629 +2,510 New Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History New 2,500 200 0.0% 630 +2,500 New Q1 2026 May 15, 2026
BlueCrest Capital Management Ltd History New 2,500 200 0.01% 631 +2,500 New Q1 2026 May 15, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 2,479 198 0.03% 0.01% 632 +2,021 441.27% Q1 2026 May 06, 2026
Ayalon Insurance Comp Ltd. History No change 2,425 194 0.04% 0.06% 633 0 0.0% Q1 2026 Apr 13, 2026
Nemes Rush Group LLC History Added to 396 193 0.02% 0.0% 634 +300 312.5% Q1 2026 Apr 21, 2026
John A. Wolfe & Associates, Inc. History New 2,358 188 0.29% 635 +2,358 New Q1 2026 May 04, 2026
Global Trust Asset Management, LLC History Reduced 2,160 172 0.07% 0.09% 636 -115 -5.05% Q1 2026 Apr 23, 2026
Team Financial Group, LLC History New 2,137 171 0.08% 637 +2,137 New Q1 2026 May 01, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,870 165 0.0% 0.0% 638 0 0.0% Q1 2026 May 06, 2026
Aptus Capital Advisors, LLC History No change 2,041 163 0.0% 0.0% 639 0 0.0% Q1 2026 May 11, 2026
SIGNATUREFD, LLC History Reduced 1,998 159 0.0% 0.0% 640 -793 -28.41% Q1 2026 Apr 07, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,961 156 0.04% 641 +1,961 New Q1 2026 May 08, 2026
Rossmore Private Capital History Added to 1,918 153 0.01% 0.01% 643 +1,185 161.66% Q1 2026 May 01, 2026
Russell Investments Group, Ltd. History Reduced 1,915 153 0.0% 0.0% 642 -3 -0.16% Q1 2026 May 08, 2026
High Note Wealth, LLC History No change 1,885 150 0.03% 0.04% 644 0 0.0% Q1 2026 May 11, 2026
Murphy & Mullick Capital Management Corp History Added to 1,867 149 0.11% 0.06% 645 +1,050 128.52% Q1 2026 Apr 17, 2026
AdvisorNet Financial, Inc History Reduced 1,861 148 0.01% 0.01% 646 -34 -1.79% Q1 2026 Apr 17, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History New 1,873 145 0.0% 647 +1,873 New Q1 2026 May 15, 2026
ASSETMARK, INC History Reduced 1,738 139 0.0% 0.0% 648 -6,464 -78.81% Q1 2026 May 06, 2026
Capital Analysts, LLC History Added to 1,638 132 0.0% 0.0% 649 +768 88.28% Q1 2026 May 14, 2026
Financial Freedom, LLC History No change 1,637 131 0.07% 0.09% 650 0 0.0% Q1 2026 Apr 30, 2026
Golden State Wealth Management, LLC History Added to 1,629 130 0.01% 0.0% 651 +1,514 1316.52% Q1 2026 Apr 28, 2026
St. Johns Investment Management Company, LLC History New 1,580 126 0.05% 652 +1,580 New Q1 2026 Apr 28, 2026
Cheviot Value Management, LLC History Reduced 1,550 124 0.01% 0.02% 653 -250 -13.89% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 1,140 120 0.0% 0.0% 654 0 0.0% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Added to 1,521 118 0.0% 0.01% 655 +43 2.91% Q1 2026 May 15, 2026
TD PRIVATE CLIENT WEALTH LLC History New 1,430 114 0.0% 656 +1,430 New Q1 2026 Apr 27, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 1,405 112 0.01% 0.32% 657 -37,177 -96.36% Q1 2026 Apr 28, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 1,403 112 0.08% 0.13% 658 -472 -25.17% Q1 2026 Apr 07, 2026
Portfolio Resources Advisor Group, Inc. History New 1,399 111 0.11% 659 +1,399 New Q1 2026 Apr 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,338 107 0.0% 0.0% 660 -15 -1.11% Q1 2026 May 15, 2026
Activest Wealth Management History New 1,302 104 0.02% 661 +1,302 New Q1 2026 Apr 15, 2026
Global Assets Advisory, LLC History New 1,300 104 0.03% 662 +1,300 New Q1 2026 May 01, 2026
NINE MASTS CAPITAL Ltd History New 445,000 101 0.01% 663 +445,000 New Q1 2026 May 12, 2026
Planning Project LLC History No change 895 94 0.02% 0.02% 664 0 0.0% Q4 2025 Feb 12, 2026
Ascentis Independent Advisors History New 1,148 91 0.01% 665 +1,148 New Q1 2026 Apr 28, 2026
Glen Eagle Advisors, LLC History Added to 1,121 89 0.01% 0.01% 667 +115 11.43% Q1 2026 May 15, 2026
FAS Wealth Partners, Inc. History No change 850 89 0.01% 0.01% 666 0 0.0% Q4 2025 Feb 18, 2026
Mountain Hill Investment Partners Corp. History New 1,110 88 0.05% 668 +1,110 New Q1 2026 May 01, 2026
Harbor Asset Planning, Inc. History No change 1,077 86 0.07% 0.1% 669 0 0.0% Q1 2026 Apr 22, 2026
Copia Wealth Management History Reduced 1,070 85 0.06% 0.1% 670 -317 -22.86% Q1 2026 May 04, 2026
SUMMIT SECURITIES GROUP LLC History New 1,000 80 0.01% 672 +1,000 New Q1 2026 Apr 30, 2026
Geneos Wealth Management Inc. History No change 1,010 80 0.0% 0.0% 671 0 0.0% Q1 2026 May 04, 2026
Founders Financial Alliance, LLC History Added to 995 79 0.01% 0.01% 673 +510 105.15% Q1 2026 May 11, 2026
Align Financial, LLC History Reduced 974 77 0.04% 0.06% 674 -101,968 -99.05% Q1 2026 May 08, 2026
TFC Financial Management, Inc. History Reduced 929 74 0.01% 0.02% 675 -946 -50.45% Q1 2026 Apr 23, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History New 900 72 0.0% 677 +900 New Q1 2026 May 15, 2026
Plante Moran Financial Advisors, LLC History No change 905 72 0.0% 0.01% 676 0 0.0% Q1 2026 May 05, 2026
Winthrop Capital Management, LLC History No change 885 71 0.02% 0.02% 678 0 0.0% Q1 2026 Apr 28, 2026
Opal Wealth Advisors, LLC History New 863 69 0.02% 680 +863 New Q1 2026 Apr 14, 2026
CoreCap Advisors, LLC History No change 870 69 0.0% 0.0% 679 0 0.0% Q1 2026 Apr 07, 2026
Root Financial Partners, LLC History Reduced 805 64 0.0% 0.01% 681 -284 -26.08% Q1 2026 Apr 24, 2026
Anchor Investment Management, LLC History Added to 794 63 0.01% 0.0% 682 +479 152.06% Q1 2026 May 01, 2026
Tanglewood Legacy Advisors, LLC History No change 775 62 0.02% 0.03% 683 0 0.0% Q1 2026 Apr 27, 2026
Pinnacle Wealth Planning Services, Inc. History New 750 60 0.01% 685 +750 New Q1 2026 May 11, 2026
GLENMEDE TRUST CO NA History No change 576 60 0.0% 0.0% 684 0 0.0% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 744 59 0.0% 0.0% 686 -28 -3.63% Q1 2026 Apr 13, 2026
Aventura Private Wealth, LLC History Added to 682 54 0.02% 0.02% 687 +120 21.35% Q1 2026 May 05, 2026
SouthState Bank Corp History No change 655 52 0.0% 0.0% 688 0 0.0% Q1 2026 May 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 625 50 0.0% 0.01% 689 0 0.0% Q1 2026 May 11, 2026
Westside Investment Management, Inc. History Added to 600 48 0.01% 0.0% 690 +500 500.0% Q1 2026 May 04, 2026
Biltmore Family Office, LLC History Added to 569 45 0.01% 0.0% 691 +444 355.2% Q1 2026 May 11, 2026
Addison Advisors LLC History No change 565 45 0.01% 0.01% 692 0 0.0% Q1 2026 May 08, 2026
Turim 21 Investimentos Ltda. History Reduced 6,100 44 0.01% 0.13% 694 -40,000 -86.77% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History Added to 558 44 0.0% 0.0% 693 +258 86.0% Q1 2026 Apr 29, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 540 43 0.0% 0.0% 695 0 0.0% Q1 2026 Apr 23, 2026
TRUST CO OF VERMONT History No change 400 42 0.0% 0.0% 696 0 0.0% Q4 2025 Jan 16, 2026
Investors Research Corp History No change 525 42 0.01% 0.01% 697 0 0.0% Q1 2026 Apr 03, 2026
Arax Advisory Partners History Reduced 506 40 0.0% 0.02% 699 -5,335 -91.34% Q1 2026 May 13, 2026
SHP Wealth Management History New 512 40 0.0% 701 +512 New Q1 2026 May 08, 2026
Finley Financial, LLC History New 500 40 0.02% 702 +500 New Q1 2026 Apr 22, 2026
Manchester Capital Management LLC History No change 500 40 0.01% 0.01% 698 0 0.0% Q1 2026 May 11, 2026
Fortitude Family Office, LLC History No change 500 40 0.01% 0.01% 700 0 0.0% Q1 2026 Apr 15, 2026
JFS WEALTH ADVISORS, LLC History Added to 480 38 0.0% 0.0% 703 +40 9.09% Q1 2026 Apr 20, 2026
Fourth Dimension Wealth, LLC History Reduced 467 37 0.01% 0.03% 705 -215 -31.52% Q1 2026 May 11, 2026
Physician Wealth Advisors, Inc. History No change 473 37 0.01% 0.01% 704 0 0.0% Q1 2026 Apr 24, 2026
WEBSTER BANK, N. A. History No change 450 36 0.0% 0.0% 706 0 0.0% Q1 2026 Apr 17, 2026
Vanguard National Trust Co History New 425 34 0.0% 707 +425 New Q1 2026 May 08, 2026
Fairscale Capital, LLC History No change 420 33 0.02% 0.03% 708 0 0.0% Q1 2026 May 11, 2026
Oak Harvest Investment Services History New 1,000 31 0.0% 709 +1,000 New Q1 2026 Apr 22, 2026
HM PAYSON & CO History New 380 30 0.0% 711 +380 New Q1 2026 Apr 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 375 30 0.0% 0.0% 710 0 0.0% Q1 2026 May 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 371 29 0.0% 0.0% 712 +124 50.2% Q1 2026 May 07, 2026
Sound Income Strategies, LLC History Reduced 366 29 0.0% 0.0% 713 -62 -14.49% Q1 2026 Apr 27, 2026
BARRETT & COMPANY, INC. History Added to 353 28 0.01% 0.01% 714 +30 9.29% Q1 2026 May 04, 2026
CX Institutional History Reduced 350 28 0.0% 0.0% 715 -14 -3.85% Q1 2026 Apr 06, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 350 28 0.0% 0.01% 716 0 0.0% Q1 2026 Apr 21, 2026
WHITTIER TRUST CO History Reduced 320 25 0.0% 0.01% 717 -8,398 -96.33% Q1 2026 Apr 28, 2026
ADVISORTRUST PARTNERS, LLC History New 318 25 0.01% 720 +318 New Q1 2026 May 06, 2026
Allspring Global Investments Holdings, LLC History Added to 323 25 0.0% 0.0% 719 +248 330.67% Q1 2026 May 05, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 315 25 0.0% 0.0% 718 0 0.0% Q1 2026 Apr 17, 2026
Covestor Ltd History New 295 24 0.02% 721 +295 New Q1 2026 May 05, 2026
Archer Investment Corp History No change 290 23 0.0% 0.01% 722 0 0.0% Q1 2026 May 04, 2026
STEPH & CO History New 275 22 0.01% 726 +275 New Q1 2026 Apr 17, 2026
Atlantic Union Bankshares Corp History Added to 277 22 0.0% 0.0% 724 +242 691.43% Q1 2026 May 12, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 275 22 0.0% 0.0% 723 0 0.0% Q1 2026 May 15, 2026
PINNEY & SCOFIELD, INC. History No change 280 22 0.01% 0.02% 725 0 0.0% Q1 2026 May 15, 2026
Pflug Koory, LLC History No change 265 21 0.01% 0.01% 727 0 0.0% Q1 2026 Apr 21, 2026
GODSEY & GIBB, INC History No change 260 20 0.0% 0.0% 728 0 0.0% Q1 2026 Apr 20, 2026
PURSUIT WEALTH STRATEGIES, LLC History No change 250 20 0.03% 0.04% 729 0 0.0% Q1 2026 May 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 225 18 0.01% 0.01% 730 +31 15.98% Q1 2026 Apr 14, 2026
HOWE & RUSLING INC History New 218 17 0.0% 731 +218 New Q1 2026 Apr 28, 2026
CARDIFF PARK ADVISORS, LLC History New 200 16 0.0% 735 +200 New Q1 2026 May 15, 2026
Quent Capital, LLC History New 200 16 0.0% 736 +200 New Q1 2026 Apr 28, 2026
Founders Capital Management History Added to 200 16 0.01% 0.01% 733 +100 100.0% Q1 2026 Apr 21, 2026
Darwin Wealth Management, LLC History No change 207 16 0.0% 0.01% 732 0 0.0% Q1 2026 May 01, 2026
Rosenberg Matthew Hamilton History No change 200 16 0.0% 0.0% 734 0 0.0% Q1 2026 Apr 06, 2026
Byrne Asset Management LLC History No change 190 15 0.01% 0.01% 737 0 0.0% Q1 2026 Apr 02, 2026
GAMMA Investing LLC History No change 195 15 0.0% 0.0% 738 0 0.0% Q1 2026 Apr 06, 2026
Destiny Wealth Partners, LLC History New 180 14 0.0% 739 +180 New Q1 2026 May 11, 2026
REICON WEALTH ADVISORS, LLC History New 180 14 0.01% 740 +180 New Q1 2026 May 08, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 164 13 0.0% 0.01% 741 -5,072 -96.87% Q1 2026 Apr 28, 2026
Optiver Holding B.V. History New 164 13 0.0% 743 +164 New Q1 2026 May 15, 2026
Financial Perspectives, Inc History No change 170 13 0.0% 0.0% 742 0 0.0% Q1 2026 May 11, 2026
Union Bancaire Privee, UBP SA History Reduced 160 12 0.0% 0.0% 745 -465 -74.4% Q1 2026 Apr 22, 2026
VISION FINANCIAL MARKETS LLC History No change 151 12 0.01% 0.02% 744 0 0.0% Q1 2026 Apr 24, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 115 12 0.0% 0.0% 746 0 0.0% Q4 2025 Feb 11, 2026
Morse Asset Management, Inc History Reduced 149 11 0.0% 0.01% 747 -224 -60.05% Q1 2026 May 14, 2026
Strengthening Families & Communities, LLC History New 147 11 0.0% 748 +147 New Q1 2026 May 11, 2026
Coastline Trust Co History No change 125 10 0.0% 0.0% 749 0 0.0% Q1 2026 Apr 03, 2026
Greykasell Wealth Strategies, Inc. History No change 129 10 0.0% 0.01% 750 0 0.0% Q1 2026 May 07, 2026
Silicon Valley Capital Partners History No change 120 9 0.0% 0.0% 751 0 0.0% Q1 2026 May 19, 2026
IMG Wealth Management, Inc. History No change 115 9 0.01% 0.01% 752 0 0.0% Q1 2026 May 15, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History New 100 8 0.0% 757 +100 New Q1 2026 May 11, 2026
BIT Capital GmbH History New 100 8 0.0% 758 +100 New Q1 2026 May 13, 2026
Innovative Asset Advisors Group, LLC History New 100 8 0.0% 759 +100 New Q1 2026 May 12, 2026
BESSEMER GROUP INC History No change 100 8 0.0% 0.0% 753 0 0.0% Q1 2026 May 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 110 8 0.0% 0.0% 754 0 0.0% Q1 2026 May 06, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 100 8 0.01% 0.01% 755 0 0.0% Q1 2026 Apr 27, 2026
Strive Financial Group ,LLC History No change 94 8 0.0% 0.0% 756 0 0.0% Q1 2026 May 15, 2026
ASHTON THOMAS SECURITIES, LLC History New 89 7 0.0% 760 +89 New Q1 2026 May 18, 2026
WealthShield Partners, LLC History New 88 7 0.0% 761 +88 New Q1 2026 May 01, 2026
Napier Financial, LLC History New 85 6 0.0% 764 +85 New Q1 2026 May 05, 2026
Lloyd Advisory Services, LLC. History New 75 6 0.0% 763 +75 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History No change 75 6 0.0% 0.0% 762 0 0.0% Q1 2026 May 13, 2026
Key FInancial Inc History New 70 5 0.0% 770 +70 New Q1 2026 Apr 24, 2026
DUNCKER STREETT & CO INC History No change 70 5 0.0% 0.0% 765 0 0.0% Q1 2026 Apr 29, 2026
EPG Wealth Management LLC History No change 66 5 0.0% 0.0% 766 0 0.0% Q1 2026 May 07, 2026
SageView Advisory Group, LLC History No change 50 5 0.0% 0.0% 767 0 0.0% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History No change 66 5 0.0% 0.0% 768 0 0.0% Q1 2026 Apr 07, 2026
NorthAvenue LLC History No change 68 5 0.0% 0.01% 769 0 0.0% Q1 2026 Apr 15, 2026
WestEnd Advisors, LLC History Reduced 55 4 0.0% 0.02% 771 -6,594 -99.17% Q1 2026 Apr 22, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 50 4 0.0% 0.01% 772 -418 -89.32% Q1 2026 May 15, 2026
Register Financial Advisors LLC History New 60 4 0.0% 776 +60 New Q1 2026 Apr 15, 2026
Hartford Financial Management Inc. History New 59 4 0.0% 775 +59 New Q1 2026 Apr 15, 2026
Godfrey Financial Associates, Inc. History New 56 4 0.0% 777 +56 New Q1 2026 May 11, 2026
Advanced Asset Management Advisors Inc History New 50 4 0.0% 774 +50 New Q1 2026 Apr 24, 2026
Tidemark, LLC History No change 55 4 0.0% 0.0% 773 0 0.0% Q1 2026 May 07, 2026
Ancora Advisors LLC History New 48 3 0.0% 779 +48 New Q1 2026 May 15, 2026
Synergy Investment Management, LLC History New 43 3 0.0% 781 +43 New Q1 2026 May 14, 2026
Wagner Wealth Management, LLC History New 40 3 0.0% 780 +40 New Q1 2026 Apr 24, 2026
Strategic Investment Solutions, Inc. /IL History No change 40 3 0.0% 0.0% 778 0 0.0% Q1 2026 May 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 25 2 0.0% 0.0% 782 -280 -91.8% Q1 2026 Apr 13, 2026
Basepoint Wealth LLC History New 35 2 0.0% 786 +35 New Q1 2026 May 07, 2026
BROWN, LISLE/CUMMINGS, INC. History New 26 2 0.0% 785 +26 New Q1 2026 Apr 17, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 28 2 0.0% 0.0% 783 0 0.0% Q1 2026 May 01, 2026
Millstone Evans Group, LLC History No change 37 2 0.0% 0.0% 784 0 0.0% Q1 2026 Apr 30, 2026
Crewe Advisors LLC History Reduced 17 1 0.0% 0.0% 787 -276 -94.2% Q1 2026 May 07, 2026
Tradewinds Capital Management, LLC History New 20 1 0.0% 790 +20 New Q1 2026 Apr 14, 2026
DB Fitzpatrick & Co, Inc History New 18 1 0.0% 792 +18 New Q1 2026 Apr 27, 2026
CULLEN/FROST BANKERS, INC. History New 15 1 0.0% 789 +15 New Q1 2026 May 05, 2026
TSFG, LLC History New 12 1 0.0% 791 +12 New Q1 2026 Apr 27, 2026
Blue Trust, Inc. History No change 23 1 0.0% 0.0% 788 0 0.0% Q1 2026 Apr 20, 2026
Elliott Investment Management L.P. History Closed out 0 0 0.61% -1,300,000 -100.0% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.03% -448,277 -100.0% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Closed out 0 0 0.11% -281,938 -100.0% Q1 2026 May 15, 2026
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC History Closed out 0 0 0.6% -275,000 -100.0% Q1 2026 May 15, 2026
Black Swift Group, LLC History Closed out 0 0 2.69% -151,040 -100.0% Q1 2026 Apr 24, 2026
Decker Wealth Management LLC History Closed out 0 0 3.05% -131,743 -100.0% Q1 2026 May 06, 2026
MinichMacGregor Wealth Management, LLC History Closed out 0 0 2.4% -125,234 -100.0% Q1 2026 Apr 20, 2026
Royal Fund Management, LLC History Closed out 0 0 1.14% -118,193 -100.0% Q1 2026 May 19, 2026
Gemmer Asset Management LLC History Closed out 0 0 0.8% -97,840 -100.0% Q1 2026 Apr 22, 2026
Seven Springs Wealth Group, LLC History Closed out 0 0 2.81% -93,075 -100.0% Q1 2026 May 14, 2026
Altus Wealth Management, LLC History Closed out 0 0 4.09% -89,753 -100.0% Q1 2026 Apr 21, 2026
Silverleafe Capital Partners, LLC History Closed out 0 0 2.43% -77,593 -100.0% Q1 2026 Apr 02, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.03% -66,678 -100.0% Q1 2026 May 15, 2026
Well Done, LLC History Closed out 0 0 1.05% -66,590 -100.0% Q1 2026 Apr 14, 2026
IronBridge Private Wealth, LLC History Closed out 0 0 2.19% -65,473 -100.0% Q1 2026 May 13, 2026
Tepp RIA, LLC History Closed out 0 0 5.42% -51,843 -100.0% Q1 2026 Apr 22, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 1.39% -51,159 -100.0% Q1 2026 Apr 08, 2026
DELTEC ASSET MANAGEMENT LLC History Closed out 0 0 0.86% -49,100 -100.0% Q1 2026 Apr 24, 2026
Bienville Capital Management, LLC History Closed out 0 0 0.72% -42,676 -100.0% Q1 2026 May 13, 2026
Parcion Private Wealth LLC History Closed out 0 0 0.25% -39,252 -100.0% Q1 2026 Apr 22, 2026
Grandview Asset Management LLC History Closed out 0 0 0.99% -34,288 -100.0% Q1 2026 May 07, 2026
BXM Wealth LLC History Closed out 0 0 -33,292 -100.0% Q1 2026 Apr 23, 2026
PEAK FINANCIAL ADVISORS LLC History Closed out 0 0 1.54% -32,457 -100.0% Q1 2026 Apr 22, 2026
Castle Rock Wealth Management, LLC History Closed out 0 0 0.56% -30,878 -100.0% Q1 2026 Apr 08, 2026
Tudor Financial Inc. History Closed out 0 0 1.66% -30,751 -100.0% Q1 2026 May 15, 2026
IFG Advisory, LLC History Closed out 0 0 0.12% -25,937 -100.0% Q1 2026 May 12, 2026
Massachusetts Wealth Management History Closed out 0 0 1.25% -25,428 -100.0% Q1 2026 Apr 15, 2026
Great Diamond Partners, LLC History Closed out 0 0 0.48% -23,365 -100.0% Q1 2026 May 12, 2026
Venturi Wealth Management, LLC History Closed out 0 0 0.11% -22,831 -100.0% Q1 2026 Apr 21, 2026
Paller Financial Services Inc History Closed out 0 0 1.81% -21,387 -100.0% Q1 2026 Apr 28, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -20,245 -100.0% Q1 2026 May 13, 2026
Spruce Point Capital Management, LLC History Closed out 0 0 3.73% -17,000 -100.0% Q1 2026 May 12, 2026
Arista Wealth Management, LLC History Closed out 0 0 0.21% -16,038 -100.0% Q1 2026 Apr 30, 2026
Quantbot Technologies LP History Closed out 0 0 0.05% -15,045 -100.0% Q1 2026 May 13, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 0.01% -15,011 -100.0% Q1 2026 May 13, 2026
Segment Wealth Management, LLC History Closed out 0 0 0.09% -14,481 -100.0% Q1 2026 Apr 20, 2026
IAM Advisory, LLC History Closed out 0 0 0.32% -13,611 -100.0% Q1 2026 Apr 10, 2026
Summit Financial, LLC History Closed out 0 0 0.02% -13,107 -100.0% Q1 2026 May 15, 2026
IBEX WEALTH ADVISORS History Closed out 0 0 0.13% -12,556 -100.0% Q1 2026 Apr 30, 2026
United Asset Strategies, Inc. History Closed out 0 0 0.1% -12,470 -100.0% Q1 2026 Apr 29, 2026
MOULTON WEALTH MANAGEMENT, INC History Closed out 0 0 2.35% -12,397 -100.0% Q1 2026 Apr 08, 2026
Regal Investment Advisors LLC History Closed out 0 0 0.08% -12,214 -100.0% Q1 2026 May 14, 2026
Chicago Wealth Management, Inc. History Closed out 0 0 0.49% -11,656 -100.0% Q1 2026 May 11, 2026
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -11,216 -100.0% Q1 2026 May 15, 2026
J.W. COLE ADVISORS, INC. History Closed out 0 0 0.02% -10,923 -100.0% Q1 2026 Apr 23, 2026
Trivium Point Advisory, LLC History Closed out 0 0 0.1% -9,558 -100.0% Q1 2026 Apr 21, 2026
THOMIST CAPITAL MANAGEMENT, LP History Closed out 0 0 0.21% -9,300 -100.0% Q1 2026 May 15, 2026
TruWealth Advisors, LLC History Closed out 0 0 0.05% -9,223 -100.0% Q1 2026 Apr 09, 2026
MUIRFIELD WEALTH ADVISORS LLC History Closed out 0 0 0.61% -7,845 -100.0% Q1 2026 Apr 22, 2026
Cascades Capital Asset Management, LLC History Closed out 0 0 0.32% -7,315 -100.0% Q1 2026 May 15, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Closed out 0 0 0.02% -7,035 -100.0% Q1 2026 Apr 28, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 0.09% -6,898 -100.0% Q1 2026 Apr 08, 2026
BENJAMIN EDWARDS INC History Closed out 0 0 0.01% -5,873 -100.0% Q1 2026 May 12, 2026
EHRLICH FINANCIAL GROUP History Closed out 0 0 0.34% -5,608 -100.0% Q1 2026 Apr 08, 2026
Compound Planning, Inc. History Closed out 0 0 0.02% -5,514 -100.0% Q1 2026 May 14, 2026
CALTON & ASSOCIATES, INC. History Closed out 0 0 0.08% -5,242 -100.0% Q1 2026 May 13, 2026
Verity Asset Management, Inc. History Closed out 0 0 0.23% -5,000 -100.0% Q1 2026 Apr 21, 2026
Gladstone Institutional Advisory LLC History Closed out 0 0 0.02% -4,530 -100.0% Q1 2026 May 14, 2026
Investmark Advisory Group LLC History Closed out 0 0 0.19% -4,275 -100.0% Q1 2026 May 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History Closed out 0 0 0.01% -4,075 -100.0% Q1 2026 May 15, 2026
August Group Capital Ltd History Closed out 0 0 0.47% -3,985 -100.0% Q1 2026 May 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Closed out 0 0 0.12% -3,971 -100.0% Q1 2026 Apr 30, 2026
AK GLOBAL ASSET MANAGEMENT, LLC History Closed out 0 0 0.35% -3,825 -100.0% Q1 2026 Apr 29, 2026
Wellington Shields Capital Management, LLC History Closed out 0 0 0.06% -3,725 -100.0% Q1 2026 May 04, 2026
Wagner Wealth Management, Corp History Closed out 0 0 0.38% -3,670 -100.0% Q1 2026 May 05, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -3,595 -100.0% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 0.03% -3,385 -100.0% Q1 2026 May 13, 2026
PINEBRIDGE INVESTMENTS LLC History Closed out 0 0 0.0% -3,368 -100.0% Q1 2026 May 14, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.12% -3,364 -100.0% Q1 2026 Apr 16, 2026
Harbour Wealth Management Group, Inc. History Closed out 0 0 0.27% -3,281 -100.0% Q1 2026 Apr 17, 2026
SFG Wealth Management, LLC. History Closed out 0 0 0.13% -3,235 -100.0% Q1 2026 Apr 22, 2026
Kingsman Wealth Management, Inc. History Closed out 0 0 0.18% -3,175 -100.0% Q1 2026 Apr 21, 2026
Avestar Capital, LLC History Closed out 0 0 0.02% -3,035 -100.0% Q1 2026 May 13, 2026
Interchange Capital Partners, LLC History Closed out 0 0 0.06% -3,011 -100.0% Q1 2026 Apr 23, 2026
Expressive Wealth LLC History Closed out 0 0 0.34% -3,007 -100.0% Q1 2026 May 11, 2026
Gruss & Co., LLC History Closed out 0 0 0.7% -3,000 -100.0% Q1 2026 May 05, 2026
Daviman Financial, LLC History Closed out 0 0 0.18% -2,959 -100.0% Q1 2026 Apr 23, 2026
Mission Creek Capital Partners, Inc. History Closed out 0 0 0.06% -2,947 -100.0% Q1 2026 May 14, 2026
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.04% -2,940 -100.0% Q1 2026 May 15, 2026
Blue Chip Partners, LLC History Closed out 0 0 0.02% -2,937 -100.0% Q1 2026 May 15, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Closed out 0 0 0.01% -2,925 -100.0% Q1 2026 Apr 21, 2026
ABLE Financial Group, LLC History Closed out 0 0 0.06% -2,920 -100.0% Q1 2026 Apr 20, 2026
Lotus Technology Management, LP History Closed out 0 0 0.16% -2,728 -100.0% Q1 2026 May 15, 2026
AIRE ADVISORS, LLC History Closed out 0 0 0.05% -2,623 -100.0% Q1 2026 May 06, 2026
BlackDiamond Wealth Management, LLC History Closed out 0 0 0.11% -2,598 -100.0% Q1 2026 May 12, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.01% -2,500 -100.0% Q1 2026 May 18, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Closed out 0 0 0.04% -2,464 -100.0% Q1 2026 May 15, 2026
Ring Mountain Capital, LLC History Closed out 0 0 0.12% -2,441 -100.0% Q1 2026 Apr 30, 2026
Focus Partners Advisor Solutions, LLC History Closed out 0 0 0.0% -2,431 -100.0% Q1 2026 May 13, 2026
NWAM LLC History Closed out 0 0 0.01% -2,397 -100.0% Q1 2026 May 04, 2026
TCV Trust & Wealth Management, Inc. History Closed out 0 0 0.02% -2,375 -100.0% Q1 2026 Apr 21, 2026
Ceeto Capital Group, LLC History Closed out 0 0 0.07% -2,375 -100.0% Q1 2026 May 14, 2026
NIXON PEABODY TRUST CO History Closed out 0 0 0.02% -2,328 -100.0% Q1 2026 Apr 27, 2026
Robertson Stephens Wealth Management, LLC History Closed out 0 0 0.01% -2,297 -100.0% Q1 2026 Apr 28, 2026
COOKSON PEIRCE & CO INC History Closed out 0 0 0.01% -2,232 -100.0% Q1 2026 Apr 30, 2026
BEACON FINANCIAL GROUP History Closed out 0 0 0.02% -2,223 -100.0% Q1 2026 Apr 30, 2026
MMBG INVESTMENT ADVISORS CO. History Closed out 0 0 0.02% -2,200 -100.0% Q1 2026 Apr 30, 2026
Retirement Planning Co of New England, Inc. History Closed out 0 0 0.09% -2,200 -100.0% Q1 2026 May 08, 2026
Busey Bank History Closed out 0 0 0.01% -2,190 -100.0% Q1 2026 Apr 28, 2026
Eldridge Investment Advisors, Inc. History Closed out 0 0 0.05% -2,189 -100.0% Q1 2026 May 11, 2026
Pictet Asset Management Holding SA History Closed out 0 0 0.0% -2,184 -100.0% Q1 2026 Apr 22, 2026
Ark Wealth Advisors LLC History Closed out 0 0 0.25% -2,170 -100.0% Q1 2026 May 14, 2026
BIP Wealth, LLC History Closed out 0 0 0.01% -2,157 -100.0% Q1 2026 Apr 27, 2026
Financial Life Planners History Closed out 0 0 0.16% -2,156 -100.0% Q1 2026 Apr 24, 2026
McGuire Investment Group, LLC History Closed out 0 0 0.02% -2,107 -100.0% Q1 2026 Apr 28, 2026
LPWM LLC History Closed out 0 0 0.06% -2,095 -100.0% Q1 2026 Apr 08, 2026
Empower Advisory Group, LLC History Closed out 0 0 0.0% -2,081 -100.0% Q1 2026 May 14, 2026
Williams Jones Wealth Management, LLC. History Closed out 0 0 0.0% -2,077 -100.0% Q1 2026 May 05, 2026
First International Bank of Israel Ltd. History Closed out 0 0 0.1% -2,069 -100.0% Q1 2026 May 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Closed out 0 0 0.02% -2,065 -100.0% Q1 2026 Apr 29, 2026
KTF INVESTMENTS, LLC History Closed out 0 0 0.03% -2,000 -100.0% Q1 2026 May 04, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Closed out 0 0 0.01% -1,980 -100.0% Q1 2026 Apr 14, 2026
DMC Group, LLC History Closed out 0 0 0.14% -1,980 -100.0% Q1 2026 Apr 30, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.09% -1,957 -100.0% Q1 2026 May 05, 2026
Whalen Wealth Management Inc. History Closed out 0 0 0.11% -1,955 -100.0% Q1 2026 Apr 13, 2026
Merited Wealth, LLC History Closed out 0 0 0.16% -1,595 -100.0% Q1 2026 Apr 24, 2026
Tower Research Capital LLC (TRC) History Closed out 0 0 0.0% -1,421 -100.0% Q1 2026 May 15, 2026
Deane Retirement Strategies, Inc. History Closed out 0 0 0.04% -919 -100.0% Q1 2026 Apr 07, 2026
Hurley Capital, LLC History Closed out 0 0 0.05% -895 -100.0% Q1 2026 May 06, 2026
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 0.03% -716 -100.0% Q1 2026 Apr 14, 2026
Wellington Shields & Co., LLC History Closed out 0 0 0.02% -650 -100.0% Q1 2026 May 04, 2026
Redwood Park Advisors LLC History Closed out 0 0 0.03% -444 -100.0% Q1 2026 May 04, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 0.04% -400 -100.0% Q1 2026 Apr 16, 2026
Chung Wu Investment Group, LLC History Closed out 0 0 0.02% -250 -100.0% Q1 2026 May 12, 2026
EASTERN BANK History Closed out 0 0 0.0% -229 -100.0% Q1 2026 Apr 07, 2026
Princeton Global Asset Management LLC History Closed out 0 0 0.0% -225 -100.0% Q1 2026 Apr 22, 2026
Clark Wealth Partners History Closed out 0 0 0.01% -102 -100.0% Q1 2026 May 11, 2026
Estate Planners Group, LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 11, 2026
Navigoe, LLC History Closed out 0 0 0.01% -96 -100.0% Q1 2026 May 01, 2026
Hilltop National Bank History Closed out 0 0 0.0% -60 -100.0% Q1 2026 Apr 02, 2026
Perkins Coie Trust Co History Closed out 0 0 0.0% -45 -100.0% Q1 2026 Apr 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.0% -25 -100.0% Q1 2026 Apr 14, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.0% -15 -100.0% Q1 2026 May 12, 2026
Dunhill Financial, LLC History New 10 0 +10 New Q1 2026 May 06, 2026
Park Square Financial Group, LLC History New 7 0 +7 New Q1 2026 May 13, 2026
Legacy Bridge, LLC History Added to 8 0 +4 100.0% Q1 2026 May 14, 2026
BERKSHIRE CAPITAL HOLDINGS INC History No change 10 0 0.0% 0 0.0% Q1 2026 May 12, 2026
Moisand Fitzgerald Tamayo, LLC History No change 10 0 0.0% 0 0.0% Q1 2026 Apr 14, 2026
Elevated Capital Advisors, LLC History No change 10 0 0.0% 0 0.0% Q1 2026 Apr 30, 2026