Innovex International, Inc. - INVX

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BRANDES INVESTMENT PARTNERS, LP History Reduced 6,583,415 160,569 1.14% 1.27% 1 -1,072,795 -14.01% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 6,037,314 147,250 0.0% 0.0% 2 +166,755 2.84% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 4,712,614 103,064 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 3,653,386 89,106 0.02% 0.01% 4 +1,593,918 77.39% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 2,677,894 65,313 0.0% 5 +2,677,894 New Q1 2026 May 08, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,646,376 64,544 0.01% 0.01% 6 +335,839 14.54% Q1 2026 May 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,931,211 47,102 0.0% 7 +1,931,211 New Q1 2026 May 15, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 1,734,693 42,309 0.42% 0.42% 8 -246,650 -12.45% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 1,716,278 41,860 0.0% 0.0% 9 +115,129 7.19% Q1 2026 May 15, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History New 1,536,309 37,470 0.28% 10 +1,536,309 New Q1 2026 May 15, 2026
FMR LLC History Added to 1,319,115 32,173 0.0% 0.0% 11 +1,305,363 9492.17% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 1,028,666 25,090 0.02% 0.01% 12 +269,524 35.5% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 941,933 22,978 0.0% 0.0% 13 +21,072 2.29% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 866,447 21,132 0.01% 0.01% 14 +205,710 31.13% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 702,104 17,124 0.01% 0.0% 15 +419,208 148.18% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 693,814 16,922 0.0% 0.0% 16 +319,181 85.2% Q1 2026 May 12, 2026
LOOMIS SAYLES & CO L P History New 671,309 16,373 0.02% 17 +671,309 New Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Added to 738,370 16,112 0.01% 0.01% 18 +7,970 1.09% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 654,265 15,957 0.0% 0.0% 19 +331,178 102.5% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 651,477 15,889 0.08% 0.09% 20 -177,280 -21.39% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 640,400 15,619 0.0% 0.0% 21 -52,180 -7.53% Q1 2026 May 15, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Added to 631,706 15,407 3.67% 3.81% 22 +20 0.0% Q1 2026 May 07, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 587,123 14,319 0.05% 0.04% 23 +1,748 0.3% Q1 2026 May 08, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 499,979 12,194 0.25% 0.22% 24 +12,260 2.51% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 433,026 10,561 0.0% 0.0% 25 -3,450 -0.79% Q1 2026 Apr 30, 2026
NORTHERN TRUST CORP History Added to 422,083 10,294 0.0% 0.0% 26 +17,260 4.26% Q1 2026 May 14, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 412,573 10,062 0.03% 0.04% 27 -139,130 -25.22% Q1 2026 May 15, 2026
HEARTLAND ADVISORS INC History Added to 407,332 9,934 0.51% 0.35% 28 +107,332 35.78% Q1 2026 May 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 362,616 8,844 0.0% 0.0% 29 -1,415 -0.39% Q1 2026 May 15, 2026
GENDELL JEFFREY L History Reduced 356,460 8,694 0.12% 0.15% 30 -35,851 -9.14% Q1 2026 May 15, 2026
UBS Group AG History Added to 348,797 8,507 0.0% 0.0% 31 +247,835 245.47% Q1 2026 May 05, 2026
GABELLI FUNDS LLC History Reduced 340,800 8,312 0.06% 0.05% 32 -11,800 -3.35% Q1 2026 May 14, 2026
Empowered Funds, LLC History New 325,179 7,931 0.05% 33 +325,179 New Q1 2026 May 14, 2026
Zimmer Partners, LP History New 297,425 7,254 0.17% 34 +297,425 New Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 252,917 6,168 0.0% 35 +252,917 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 246,158 6,003 0.0% 0.0% 36 -10,449 -4.07% Q1 2026 May 05, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 235,165 5,735 0.0% 37 +235,165 New Q1 2026 May 14, 2026
De Lisle Partners LLP History Added to 235,073 5,732 0.69% 0.64% 38 +6,982 3.06% Q1 2026 May 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 231,404 5,643 0.0% 0.0% 39 -4,451 -1.89% Q1 2026 May 04, 2026
CITADEL ADVISORS LLC History Added to 222,294 5,421 0.0% 0.0% 40 +180,566 432.72% Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History New 208,929 5,095 0.01% 41 +208,929 New Q1 2026 May 15, 2026
BESSEMER GROUP INC History Added to 208,753 5,091 0.01% 0.0% 42 +74,600 55.61% Q1 2026 May 06, 2026
JUPITER ASSET MANAGEMENT LTD History Added to 208,206 5,078 0.03% 0.0% 43 +197,758 1892.78% Q1 2026 May 12, 2026
GOLDMAN SACHS GROUP INC History Added to 199,989 4,877 0.0% 0.0% 44 +90,786 83.14% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Reduced 195,314 4,763 0.0% 0.0% 45 -6,354 -3.15% Q1 2026 May 05, 2026
FIRST TRUST ADVISORS LP History Reduced 187,978 4,584 0.0% 0.0% 46 -24,251 -11.43% Q1 2026 May 13, 2026
Tidal Investments LLC History New 176,248 4,274 0.01% 47 +176,248 New Q1 2026 May 15, 2026
MOODY ALDRICH PARTNERS LLC History New 174,730 4,261 0.77% 48 +174,730 New Q1 2026 Apr 20, 2026
Simcoe Capital LLC History Added to 169,934 4,144 3.8% 3.41% 49 +4,178 2.52% Q1 2026 May 08, 2026
Bridge City Capital, LLC History Reduced 167,183 4,077 1.13% 1.09% 50 -2,357 -1.39% Q1 2026 May 13, 2026
SG Americas Securities, LLC History Reduced 165,170 4,028 0.0% 0.02% 51 -415,625 -71.56% Q1 2026 Apr 16, 2026
AMERIPRISE FINANCIAL INC History Reduced 157,533 3,842 0.0% 0.0% 52 -71,311 -31.16% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Reduced 142,889 3,485 0.03% 0.04% 53 -26,887 -15.84% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 138,097 3,368 0.01% 0.01% 54 +4,622 3.46% Q1 2026 May 13, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 131,356 3,203 0.45% 0.66% 55 -79,622 -37.74% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 126,288 3,080 0.0% 0.0% 56 +52,218 70.5% Q1 2026 May 13, 2026
Lesa Sroufe & Co History Added to 122,788 2,995 2.04% 1.98% 57 +1,253 1.03% Q1 2026 Apr 27, 2026
GeoSphere Capital Management, LLC History Added to 118,424 2,888 1.26% 0.36% 58 +68,424 136.85% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 113,597 2,770 0.0% 0.0% 59 +4,138 3.78% Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 105,968 2,584 0.0% 60 +105,968 New Q1 2026 May 11, 2026
CITIGROUP INC History Reduced 100,704 2,456 0.0% 0.0% 61 -59,227 -37.03% Q1 2026 May 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 97,185 2,370 0.0% 0.0% 62 +1,566 1.64% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 95,826 2,337 0.0% 0.0% 63 -8,094 -7.79% Q1 2026 May 08, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 93,027 2,268 0.01% 0.0% 64 +81,669 719.04% Q1 2026 May 08, 2026
Dean Capital Management History Reduced 91,931 2,242 0.93% 1.34% 65 -51,559 -35.93% Q1 2026 May 15, 2026
CSM Advisors, LLC History New 80,479 1,962 0.05% 66 +80,479 New Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Reduced 76,224 1,859 0.0% 0.0% 67 -16,341 -17.65% Q1 2026 May 06, 2026
Swiss National Bank History Added to 74,900 1,826 0.0% 0.0% 68 +1,300 1.77% Q1 2026 May 07, 2026
Legato Capital Management LLC History Reduced 71,052 1,732 0.16% 0.19% 69 -27,777 -28.11% Q1 2026 May 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History New 69,717 1,700 0.01% 70 +69,717 New Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 68,102 1,661 0.01% 0.0% 71 +58,576 614.91% Q1 2026 May 04, 2026
MARSHALL WACE, LLP History New 66,192 1,614 0.0% 72 +66,192 New Q1 2026 May 14, 2026
CenterBook Partners LP History Added to 65,733 1,603 0.09% 0.03% 73 +37,940 136.51% Q1 2026 May 05, 2026
Sanctuary Advisors, LLC History Reduced 63,368 1,545 0.01% 0.01% 74 -4,055 -6.01% Q1 2026 May 05, 2026
Russell Investments Group, Ltd. History Reduced 62,016 1,512 0.0% 0.0% 75 -21,865 -26.07% Q1 2026 May 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 60,710 1,480 0.0% 0.0% 76 +6,226 11.43% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 60,506 1,475 0.0% 0.0% 77 +16,398 37.18% Q1 2026 May 04, 2026
Burkehill Global Management, LP History New 60,000 1,463 0.07% 78 +60,000 New Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 58,548 1,428 0.0% 0.0% 79 -2,525 -4.13% Q1 2026 Apr 27, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 56,450 1,376 0.0% 0.0% 80 +2,665 4.95% Q1 2026 May 06, 2026
Penn Capital Management Company, LLC History New 54,453 1,328 0.1% 81 +54,453 New Q1 2026 May 06, 2026
LPL Financial LLC History Added to 48,927 1,193 0.0% 0.0% 82 +1,474 3.11% Q1 2026 May 06, 2026
PRUDENTIAL FINANCIAL INC History Added to 48,337 1,178 0.0% 0.0% 83 +11,080 29.74% Q1 2026 May 13, 2026
Brevan Howard Capital Management LP History Added to 46,775 1,140 0.01% 0.0% 84 +37,303 393.82% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 46,680 1,138 0.0% 0.0% 85 +15,566 50.03% Q1 2026 May 15, 2026
New Age Alpha Advisors, LLC History Reduced 42,091 1,026 0.05% 0.04% 86 -1,716 -3.92% Q1 2026 May 11, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History No change 42,000 1,024 0.22% 0.22% 87 0 0.0% Q1 2026 May 11, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 45,269 990 0.0% 0.0% 88 -11,100 -19.69% Q1 2026 May 15, 2026
SEVEN GRAND MANAGERS, LLC History New 40,000 975 0.07% 89 +40,000 New Q1 2026 May 06, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 37,857 923 0.0% 0.0% 90 -7,686 -16.88% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 35,554 867 0.0% 0.0% 91 +6,374 21.84% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 34,861 850 0.0% 0.0% 92 -289 -0.82% Q1 2026 May 15, 2026
Atria Investments, Inc History Reduced 34,699 846 0.01% 0.01% 93 -6,006 -14.75% Q1 2026 May 05, 2026
Horizon Investments, LLC History Added to 31,651 771 0.01% 0.01% 94 +3,511 12.48% Q1 2026 May 14, 2026
State of Wyoming History Added to 29,216 712 0.08% 0.04% 95 +12,361 73.34% Q1 2026 May 13, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 28,647 698 0.04% 0.03% 96 +1,732 6.44% Q1 2026 Apr 16, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 27,712 676 0.0% 0.0% 97 +5,691 25.84% Q1 2026 May 15, 2026
STRS OHIO History Added to 27,300 665 0.0% 0.0% 98 +25,300 1265.0% Q1 2026 Apr 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 25,765 628 0.0% 0.0% 99 -759 -2.86% Q1 2026 May 01, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 25,676 626 0.0% 0.0% 100 -15,873 -38.2% Q1 2026 May 15, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 25,531 622 0.02% 0.02% 101 -3,300 -11.45% Q1 2026 Apr 27, 2026
JPMORGAN CHASE & CO History Added to 24,469 593 0.0% 0.0% 102 +191 0.79% Q1 2026 May 13, 2026
Creative Planning History Added to 23,590 575 0.0% 0.0% 103 +822 3.61% Q1 2026 May 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 22,677 553 0.0% 104 +22,677 New Q1 2026 May 08, 2026
Round Rock Advisors LLC History Added to 22,654 552 0.08% 0.07% 105 +17 0.08% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 21,894 533 0.0% 0.0% 106 +1,593 7.85% Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Reduced 21,605 526 0.01% 0.01% 107 -594 -2.68% Q1 2026 Apr 20, 2026
Vanguard Global Advisers, LLC History New 21,025 512 0.0% 108 +21,025 New Q1 2026 May 08, 2026
Inspire Investing, LLC History Reduced 20,916 510 0.04% 0.04% 109 -438 -2.05% Q1 2026 Apr 23, 2026
Aventail Capital Group, LP History New 20,619 502 0.02% 110 +20,619 New Q1 2026 May 15, 2026
ALPS ADVISORS INC History Reduced 20,461 499 0.0% 0.0% 112 -7,209 -26.05% Q1 2026 May 08, 2026
&PARTNERS History Reduced 20,505 499 0.0% 0.0% 111 -3,715 -15.34% Q1 2026 May 15, 2026
CoreCommodity Management, LLC History New 20,384 497 0.09% 113 +20,384 New Q1 2026 May 15, 2026
Illinois Municipal Retirement Fund History Reduced 20,016 488 0.01% 0.01% 114 -22 -0.11% Q1 2026 May 05, 2026
Covalis Capital LLP History New 20,000 487 0.03% 115 +20,000 New Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History No change 18,995 463 0.0% 0.0% 116 0 0.0% Q1 2026 May 12, 2026
Man Group plc History New 18,527 451 0.0% 117 +18,527 New Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 18,186 443 0.0% 0.0% 118 +184 1.02% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 17,539 427 0.0% 0.0% 119 -13,146 -42.84% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 17,100 417 0.01% 0.01% 120 -600 -3.39% Q1 2026 Apr 20, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 16,201 395 0.01% 0.01% 121 -265 -1.61% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History No change 15,814 385 0.0% 0.0% 122 0 0.0% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 15,743 383 0.0% 0.0% 123 -608 -3.72% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History No change 15,221 371 0.0% 0.0% 124 0 0.0% Q1 2026 May 18, 2026
WELLS FARGO & COMPANY/MN History Reduced 14,953 364 0.0% 0.0% 125 -28,545 -65.62% Q1 2026 May 11, 2026
FRANKLIN RESOURCES INC History No change 14,511 353 0.0% 0.0% 126 0 0.0% Q1 2026 May 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 13,468 328 0.01% 0.0% 127 +2,119 18.67% Q1 2026 May 04, 2026
D.A. DAVIDSON & CO. History No change 13,300 324 0.0% 0.0% 128 0 0.0% Q1 2026 May 05, 2026
Amundi History New 12,717 310 0.0% 129 +12,717 New Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 12,708 309 0.0% 0.0% 130 +11,944 1563.35% Q1 2026 May 01, 2026
Campbell & CO Investment Adviser LLC History Reduced 12,598 307 0.02% 0.02% 131 -4,929 -28.12% Q1 2026 May 15, 2026
LEUTHOLD GROUP, LLC History Reduced 12,528 305 0.03% 0.03% 132 -374 -2.9% Q1 2026 May 06, 2026
COMERICA BANK History No change 13,654 298 0.0% 0.0% 133 0 0.0% Q4 2025 Jan 29, 2026
Cetera Investment Advisers History Added to 11,905 290 0.0% 0.0% 134 +865 7.84% Q1 2026 May 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 11,798 287 0.0% 0.0% 135 -5,916 -33.4% Q1 2026 May 08, 2026
MQS Management LLC History Reduced 11,381 277 0.19% 0.17% 136 -1,778 -13.51% Q1 2026 Apr 23, 2026
AMALGAMATED BANK History Reduced 11,118 271 0.0% 0.0% 137 -81 -0.72% Q1 2026 May 08, 2026
PROFUND ADVISORS LLC History New 10,752 262 0.01% 139 +10,752 New Q1 2026 Apr 24, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 12,000 262 0.0% 0.0% 138 0 0.0% Q4 2025 Feb 04, 2026
Police & Firemen's Retirement System of New Jersey History No change 10,716 261 0.0% 0.0% 140 0 0.0% Q1 2026 Apr 29, 2026
Arizona State Retirement System History Reduced 10,417 254 0.0% 0.0% 141 -149 -1.41% Q1 2026 May 01, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,316 251 0.0% 0.0% 142 -44 -0.42% Q1 2026 Apr 24, 2026
SageView Advisory Group, LLC History No change 11,506 251 0.01% 0.01% 143 0 0.0% Q4 2025 Feb 17, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 9,736 237 0.0% 0.0% 144 0 0.0% Q1 2026 May 08, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 9,545 232 0.0% 0.0% 145 -11 -0.12% Q1 2026 May 01, 2026
Vanguard Investments Australia, Ltd. History New 9,432 230 0.0% 146 +9,432 New Q1 2026 May 08, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 9,330 227 0.0% 0.0% 147 +2,597 38.57% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 8,855 215 0.0% 0.0% 148 -52,057 -85.46% Q1 2026 May 12, 2026
Quantinno Capital Management LP History New 8,832 215 0.0% 149 +8,832 New Q1 2026 May 15, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 8,796 214 0.0% 0.0% 150 -56 -0.63% Q1 2026 Apr 29, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 8,560 208 0.02% 151 +8,560 New Q1 2026 May 12, 2026
Swiss Life Asset Management Ltd History New 8,481 206 0.0% 152 +8,481 New Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 8,100 197 0.0% 0.0% 153 0 0.0% Q1 2026 Apr 29, 2026
BARCLAYS PLC History Reduced 7,408 180 0.0% 0.0% 154 -53,050 -87.75% Q1 2026 May 14, 2026
Quantbot Technologies LP History Added to 7,271 177 0.01% 0.01% 155 +83 1.15% Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History No change 6,208 151 0.0% 0.0% 156 0 0.0% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 5,810 142 0.0% 0.0% 157 0 0.0% Q1 2026 May 14, 2026
CWM, LLC History Added to 4,562 111 0.0% 0.0% 158 +76 1.69% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 4,694 102 0.0% 0.0% 159 0 0.0% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Added to 4,095 99 0.0% 0.0% 160 +2,892 240.4% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 4,076 99 0.0% 0.0% 161 +498 13.92% Q1 2026 May 15, 2026
Covestor Ltd History No change 3,284 80 0.06% 0.04% 162 0 0.0% Q1 2026 May 05, 2026
Ameritas Investment Partners, Inc. History No change 3,240 79 0.0% 0.0% 163 0 0.0% Q1 2026 May 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 2,621 63 0.0% 0.0% 164 +584 28.67% Q1 2026 May 14, 2026
AlphaQuest LLC History No change 2,872 62 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,318 56 0.0% 0.0% 166 -10 -0.43% Q1 2026 May 08, 2026
USA FINANCIAL FORMULAS History New 2,163 52 0.01% 167 +2,163 New Q1 2026 Apr 14, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,807 44 0.03% 0.03% 168 0 0.0% Q1 2026 May 13, 2026
GAMMA Investing LLC History Added to 1,635 39 0.0% 0.0% 169 +135 9.0% Q1 2026 Apr 06, 2026
Central Pacific Bank - Trust Division History No change 1,500 36 0.0% 0.0% 170 0 0.0% Q1 2026 Apr 07, 2026
Sterling Capital Management LLC History Reduced 1,285 31 0.0% 0.01% 171 -21,611 -94.39% Q1 2026 Apr 22, 2026
Freestone Grove Partners LP History New 1,147 27 0.0% 173 +1,147 New Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Added to 1,115 27 0.0% 0.0% 172 +699 168.03% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History Reduced 913 22 0.0% 0.0% 174 -1,586 -63.47% Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 827 20 0.0% 0.0% 175 +87 11.76% Q1 2026 May 15, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 802 19 0.0% 0.0% 176 +15 1.91% Q1 2026 Apr 30, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 684 16 0.0% 0.0% 177 +34 5.23% Q1 2026 May 11, 2026
Versant Capital Management, Inc History No change 662 16 0.0% 0.0% 178 0 0.0% Q1 2026 Apr 06, 2026
Steward Partners Investment Advisory, LLC History New 550 13 0.0% 179 +550 New Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History Added to 462 11 0.0% 0.0% 180 +141 43.93% Q1 2026 Apr 07, 2026
Rockefeller Capital Management L.P. History Reduced 397 9 0.0% 0.0% 181 -90 -18.48% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 330 8 0.0% 0.0% 182 0 0.0% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Added to 298 7 0.0% 0.0% 183 +20 7.19% Q1 2026 May 07, 2026
UMB Bank, n.a. History Added to 233 5 0.0% 0.0% 184 +7 3.1% Q1 2026 May 11, 2026
Larson Financial Group LLC History Added to 194 4 0.0% 0.0% 186 +27 16.17% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 168 4 0.0% 0.0% 185 +15 9.8% Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History New 128 3 0.0% 187 +128 New Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 97 2 0.0% 190 +86 781.82% Q1 2026 May 15, 2026
ROTHSCHILD INVESTMENT LLC History Added to 93 2 0.0% 0.0% 188 +2 2.2% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History No change 102 2 0.0% 0.0% 189 0 0.0% Q1 2026 Apr 30, 2026
Salomon & Ludwin, LLC History No change 101 2 0.0% 0.0% 191 0 0.0% Q1 2026 May 11, 2026
Aster Capital Management (DIFC) Ltd History Reduced 87 1 0.0% 0.02% 196 -2,436 -96.55% Q1 2026 May 13, 2026
Quarry LP History Reduced 66 1 0.0% 0.0% 195 -104 -61.18% Q1 2026 May 15, 2026
Parkside Financial Bank & Trust History No change 50 1 0.0% 0.0% 192 0 0.0% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History No change 67 1 0.0% 0.0% 193 0 0.0% Q1 2026 Apr 07, 2026
Physician Wealth Advisors, Inc. History No change 43 1 0.0% 194 0 0.0% Q1 2026 Apr 24, 2026
Avidian Wealth Enterprises, LLC History Closed out 0 0 0.21% -266,162 -100.0% Q1 2026 May 07, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.01% -261,792 -100.0% Q1 2026 May 06, 2026
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -101,044 -100.0% Q1 2026 May 12, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.01% -62,751 -100.0% Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -42,859 -100.0% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -27,440 -100.0% Q1 2026 May 15, 2026
AVIVA PLC History Closed out 0 0 0.0% -21,565 -100.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -17,134 -100.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -13,441 -100.0% Q1 2026 May 15, 2026
OLD NATIONAL BANCORP /IN/ History Closed out 0 0 0.0% -11,755 -100.0% Q1 2026 Apr 21, 2026
NATIXIS History Closed out 0 0 0.0% -10,000 -100.0% Q1 2026 May 14, 2026
BROWN ADVISORY INC History Closed out 0 0 0.0% -10,000 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -3,768 -100.0% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 16 0 0.0% -237 -93.68% Q1 2026 Apr 13, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 13, 2026
Root Financial Partners, LLC History New 37 0 +37 New Q1 2026 Apr 24, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 35 0 +35 New Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 27 0 +27 New Q1 2026 May 07, 2026
ASSETMARK, INC History Added to 22 0 +8 57.14% Q1 2026 May 06, 2026
Arax Advisory Partners History Closed out 0 0 -6 -100.0% Q1 2026 May 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 10 0 +4 66.67% Q1 2026 Apr 21, 2026
MAI Capital Management History New 4 0 +4 New Q1 2026 May 15, 2026
Stone House Investment Management, LLC History New 3 0 +3 New Q1 2026 Apr 22, 2026
Hughes Financial Services, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
Dunhill Financial, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 13 0 0 0.0% Q1 2026 May 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 23 0 0 0.0% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 9 0 0 0.0% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History No change 6 0 0 0.0% Q1 2026 May 15, 2026
IFP Advisors, Inc History No change 26 0 0 0.0% Q1 2026 Apr 13, 2026
Cornerstone Planning Group LLC History No change 36 0 0 0.0% Q1 2026 May 06, 2026
Ankerstar Wealth, LLC History No change 3 0 0 0.0% Q1 2026 May 13, 2026