IPG PHOTONICS CORP - IPGP

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
First Eagle Investment Management, LLC History Added to 4,593,349 526,351 0.89% 0.57% 1 +106,246 2.37% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 2,713,341 310,921 0.01% 0.0% 2 +255,650 10.4% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 2,802,047 200,626 0.0% 0.0% 3 0 0.0% Q4 2025 Jan 29, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,701,269 194,929 0.04% 0.03% 4 -113,773 -6.27% Q1 2026 May 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,639,991 187,926 0.01% 5 +1,639,991 New Q1 2026 May 08, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 1,374,460 157,499 0.26% 0.21% 6 -394,823 -22.32% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 1,350,328 154,734 0.1% 0.07% 7 -374,174 -21.7% Q1 2026 Apr 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,138,725 130,486 0.0% 8 +1,138,725 New Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Added to 844,398 96,514 0.07% 0.04% 9 +134,615 18.97% Q1 2026 May 14, 2026
STATE STREET CORP History Added to 819,259 93,878 0.0% 0.0% 10 +13,824 1.72% Q1 2026 May 15, 2026
WESTWOOD HOLDINGS GROUP INC History New 779,528 89,326 0.65% 11 +779,528 New Q1 2026 May 15, 2026
M&G Plc History Reduced 596,812 68,633 0.35% 0.23% 12 -24,033 -3.87% Q1 2026 May 13, 2026
MORGAN STANLEY History Reduced 592,686 67,916 0.0% 0.0% 13 -152,560 -20.47% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 586,917 67,254 0.01% 0.0% 14 +298,410 103.43% Q1 2026 May 12, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 551,992 63,252 0.21% 0.02% 15 +457,322 483.07% Q1 2026 May 14, 2026
DISCIPLINED GROWTH INVESTORS INC /MN History Reduced 528,737 60,587 1.24% 0.78% 16 -37,997 -6.7% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 500,367 57,351 0.0% 0.0% 17 +15,212 3.14% Q1 2026 May 15, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 469,471 53,796 0.77% 0.41% 18 +46,935 11.11% Q1 2026 May 22, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 429,732 47,700 0.02% 0.03% 19 -268,673 -38.47% Q1 2026 May 15, 2026
Allianz Asset Management GmbH History Added to 352,665 40,411 0.04% 0.02% 20 +98,099 38.54% Q1 2026 May 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 324,182 37,148 0.01% 0.0% 21 -13,664 -4.04% Q1 2026 May 15, 2026
EMERALD ADVISERS, LLC History Added to 304,916 34,940 1.11% 0.45% 22 +100,866 49.43% Q1 2026 May 04, 2026
BAILLIE GIFFORD & CO History Reduced 269,355 30,865 0.03% 0.02% 23 -114,629 -29.85% Q1 2026 May 08, 2026
BANK OF AMERICA CORP /DE/ History Added to 258,600 29,632 0.0% 0.0% 24 +39,671 18.12% Q1 2026 May 15, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History No change 225,000 25,782 0.86% 0.6% 25 0 0.0% Q1 2026 May 08, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 215,794 24,727 0.18% 0.14% 26 -42,511 -16.46% Q1 2026 Apr 14, 2026
CITADEL ADVISORS LLC History Added to 214,973 24,633 0.0% 0.0% 27 +39,285 22.36% Q1 2026 May 15, 2026
AMERICAN CAPITAL MANAGEMENT INC History Reduced 208,918 23,939 1.29% 0.74% 28 -26,636 -11.31% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 202,457 23,199 0.0% 0.0% 29 +7,573 3.89% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 192,688 22,080 0.02% 0.0% 30 +157,392 445.92% Q1 2026 May 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Added to 192,457 22,053 1.07% 0.43% 31 +70,232 57.46% Q1 2026 May 04, 2026
RAYMOND JAMES FINANCIAL INC History Added to 187,046 21,433 0.01% 0.0% 32 +58,119 45.08% Q1 2026 May 14, 2026
Legal & General Group Plc History Reduced 177,192 20,304 0.0% 0.0% 33 -22,574 -11.3% Q1 2026 May 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 156,518 17,935 0.0% 34 +156,518 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Added to 155,076 17,770 0.0% 0.0% 35 +2,866 1.88% Q1 2026 May 05, 2026
S SQUARED TECHNOLOGY, LLC History Added to 153,916 17,637 6.68% 3.99% 36 +10,000 6.95% Q1 2026 May 15, 2026
UBS Group AG History Added to 145,750 16,701 0.0% 0.0% 37 +68,958 89.8% Q1 2026 May 05, 2026
ROYCE & ASSOCIATES LP History Reduced 136,021 15,586 0.15% 0.12% 38 -34,159 -20.07% Q1 2026 May 12, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 132,384 15,170 0.35% 0.21% 39 +6,227 4.94% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History New 130,492 14,953 0.01% 40 +130,492 New Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 138,292 14,892 0.0% 0.0% 41 -49 -0.04% Q1 2026 May 13, 2026
NORGES BANK History No change 176,632 12,646 0.0% 0.0% 42 0 0.0% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Reduced 106,052 12,152 0.02% 0.02% 43 -4,217 -3.82% Q1 2026 May 15, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 97,092 11,125 0.08% 0.08% 44 -54,056 -35.76% Q1 2026 May 15, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 96,662 11,076 0.85% 0.5% 45 +58 0.06% Q1 2026 Apr 28, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 85,700 9,820 0.02% 0.0% 46 +54,400 173.8% Q1 2026 May 14, 2026
Retirement Systems of Alabama History Reduced 79,319 9,089 0.03% 0.05% 47 -134,479 -62.9% Q1 2026 Apr 24, 2026
WESTPORT ASSET MANAGEMENT INC History No change 77,500 8,880 3.92% 2.56% 48 0 0.0% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 72,650 8,324 0.0% 0.0% 49 +539 0.75% Q1 2026 May 13, 2026
LHM, INC. History Reduced 69,656 7,981 3.14% 2.88% 50 -38,429 -35.55% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Added to 67,945 7,785 0.0% 0.0% 51 +3,383 5.24% Q1 2026 May 15, 2026
Hodges Capital Management Inc. History Added to 67,198 7,700 0.64% 0.14% 52 +44,598 197.34% Q1 2026 Apr 28, 2026
RHUMBLINE ADVISERS History Added to 66,514 7,621 0.01% 0.0% 53 +1,382 2.12% Q1 2026 May 12, 2026
GOLDMAN SACHS GROUP INC History Added to 63,508 7,277 0.0% 0.0% 54 +18,553 41.27% Q1 2026 May 15, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 62,690 7,183 0.02% 0.01% 55 0 0.0% Q1 2026 May 05, 2026
CASTLEARK MANAGEMENT LLC History Added to 60,456 6,927 0.23% 0.08% 56 +21,766 56.26% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 59,569 6,826 0.09% 0.06% 57 -6,583 -9.95% Q1 2026 Apr 21, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 56,432 6,466 0.0% 0.0% 58 +2,092 3.85% Q1 2026 May 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 53,170 6,092 0.0% 0.0% 59 +20,085 60.71% Q1 2026 May 15, 2026
Swiss National Bank History No change 50,000 5,729 0.0% 0.0% 60 0 0.0% Q1 2026 May 07, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 46,412 5,318 0.05% 0.06% 61 -42,641 -47.88% Q1 2026 May 08, 2026
Nuveen, LLC History Added to 44,982 5,154 0.0% 0.0% 62 +2,036 4.74% Q1 2026 Apr 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 44,273 5,073 0.0% 0.0% 63 +97 0.22% Q1 2026 May 04, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 42,859 4,911 0.0% 0.0% 64 -39,886 -48.2% Q1 2026 May 15, 2026
Tidal Investments LLC History Added to 43,741 4,802 0.01% 0.0% 65 +30,167 222.24% Q1 2026 May 15, 2026
Pier Capital, LLC History New 40,920 4,689 0.77% 66 +40,920 New Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 38,662 4,430 0.0% 0.0% 67 +20,703 115.28% Q1 2026 May 15, 2026
QSM Asset Management Ltd History Reduced 38,637 4,295 2.1% 2.12% 68 -13,195 -25.46% Q1 2026 Apr 15, 2026
Old West Investment Management, LLC History Reduced 37,220 4,265 0.46% 0.49% 69 -1,292 -3.35% Q1 2026 May 12, 2026
Concurrent Investment Advisors, LLC History New 35,394 4,055 0.04% 70 +35,394 New Q1 2026 Apr 20, 2026
Raiffeisen Bank International AG History No change 35,000 3,769 0.05% 0.03% 71 0 0.0% Q1 2026 Apr 24, 2026
Decker Retirement Planning Inc. History New 32,618 3,737 1.69% 72 +32,618 New Q1 2026 Apr 20, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Added to 32,356 3,707 0.21% 0.12% 73 +2,932 9.96% Q1 2026 May 15, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 30,711 3,519 0.01% 0.0% 74 0 0.0% Q1 2026 May 08, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 29,744 3,408 0.0% 0.0% 75 +5,563 23.01% Q1 2026 May 15, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Reduced 29,649 3,397 0.4% 0.26% 76 -792 -2.6% Q1 2026 Apr 28, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 29,287 3,355 0.01% 0.0% 77 +21,061 256.03% Q1 2026 May 14, 2026
XTX Topco Ltd History Added to 28,572 3,274 0.06% 0.04% 78 +8,127 39.75% Q1 2026 May 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 26,636 3,167 0.17% 79 +26,636 New Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 27,619 3,165 0.01% 0.0% 80 -823 -2.89% Q1 2026 Apr 27, 2026
Ballast Asset Management, LP History Reduced 26,119 2,992 1.33% 1.14% 81 -7,695 -22.76% Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 25,502 2,923 0.0% 0.0% 82 +495 1.98% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 25,373 2,907 0.0% 0.0% 83 -9,634 -27.52% Q1 2026 Apr 16, 2026
FIFTH THIRD BANCORP History Added to 24,759 2,837 0.01% 0.0% 84 +24,437 7589.13% Q1 2026 May 01, 2026
CITIGROUP INC History Reduced 24,472 2,804 0.0% 0.0% 85 -708 -2.81% Q1 2026 May 11, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 25,413 2,736 0.0% 0.0% 86 -9,197 -26.57% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Added to 23,475 2,689 0.0% 0.0% 87 +23,323 15344.08% Q1 2026 May 15, 2026
Kerrisdale Advisers, LLC History New 23,440 2,685 1.02% 88 +23,440 New Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 22,667 2,597 0.0% 0.0% 89 +4,386 23.99% Q1 2026 May 15, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 21,439 2,456 0.11% 0.08% 90 -4,800 -18.29% Q1 2026 May 08, 2026
STRS OHIO History Added to 21,391 2,451 0.01% 0.0% 91 +20,800 3519.46% Q1 2026 Apr 24, 2026
PRUDENTIAL FINANCIAL INC History New 21,228 2,432 0.0% 92 +21,228 New Q1 2026 May 13, 2026
CWM, LLC History Reduced 21,101 2,417 0.01% 0.0% 93 -2,590 -10.93% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 21,056 2,408 0.0% 0.0% 94 +18,941 895.56% Q1 2026 May 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 20,268 2,322 0.22% 0.12% 95 +2,388 13.36% Q1 2026 Apr 09, 2026
Waterfront Wealth Inc. History Reduced 19,510 2,235 0.41% 0.43% 96 -6,899 -26.12% Q1 2026 Apr 30, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 19,100 2,188 0.0% 97 +19,100 New Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 29,530 2,114 0.0% 0.03% 98 -1,334,097 -97.83% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 18,230 2,088 0.0% 0.0% 99 -313 -1.69% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 18,172 2,070 0.0% 0.0% 100 +1,276 7.55% Q1 2026 Apr 08, 2026
Motley Fool Asset Management LLC History Reduced 18,030 2,066 0.09% 0.06% 101 -4,442 -19.77% Q1 2026 May 12, 2026
Creative Planning History Added to 17,960 2,058 0.0% 0.0% 102 +2,017 12.65% Q1 2026 May 12, 2026
Pathstone Holdings, LLC History Reduced 17,316 1,984 0.01% 0.01% 103 -7,559 -30.39% Q1 2026 May 11, 2026
State of New Jersey Common Pension Fund D History New 17,295 1,981 0.01% 104 +17,295 New Q1 2026 May 05, 2026
L2 Asset Management, LLC History Added to 16,634 1,906 0.18% 0.1% 105 +6,550 64.95% Q1 2026 May 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 16,456 1,885 0.03% 0.05% 106 -21,620 -56.78% Q1 2026 Apr 13, 2026
STIFEL FINANCIAL CORP History Added to 16,214 1,857 0.0% 0.0% 107 +1,405 9.49% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 16,133 1,848 0.0% 0.0% 108 -16,016 -49.82% Q1 2026 May 14, 2026
Aristotle Capital Boston, LLC History Reduced 15,465 1,790 0.11% 0.06% 109 -499 -3.13% Q1 2026 May 15, 2026
Man Group plc History Reduced 15,564 1,783 0.0% 0.0% 110 -21,959 -58.52% Q1 2026 May 15, 2026
Kestra Investment Management, LLC History Added to 15,313 1,754 0.03% 0.02% 111 +4,152 37.2% Q1 2026 May 11, 2026
CANADA LIFE ASSURANCE Co History Reduced 15,090 1,731 0.0% 0.0% 112 -701 -4.44% Q1 2026 May 14, 2026
LPL Financial LLC History Added to 14,341 1,643 0.0% 0.0% 113 +3,646 34.09% Q1 2026 May 06, 2026
TWO SIGMA ADVISERS, LP History No change 22,800 1,632 0.0% 0.0% 114 0 0.0% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 13,745 1,575 0.01% 0.0% 115 +9,843 252.26% Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 13,658 1,565 0.0% 0.0% 116 -9,619 -41.32% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 13,327 1,527 0.0% 0.0% 117 +4,429 49.78% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 12,942 1,483 0.0% 0.0% 118 +7,290 128.98% Q1 2026 May 12, 2026
IMC-Chicago, LLC History New 12,609 1,444 0.0% 119 +12,609 New Q1 2026 May 05, 2026
MetLife Investment Management, LLC History Added to 12,424 1,423 0.01% 0.0% 120 +85 0.69% Q1 2026 May 14, 2026
Russell Investments Group, Ltd. History Reduced 12,380 1,418 0.0% 0.0% 121 -5,536 -30.9% Q1 2026 May 08, 2026
JANUS HENDERSON GROUP PLC History Added to 12,206 1,399 0.0% 0.0% 122 +1,900 18.44% Q1 2026 May 18, 2026
Aquatic Capital Management LLC History Added to 12,191 1,396 0.04% 0.02% 123 +4,036 49.49% Q1 2026 May 15, 2026
Trexquant Investment LP History New 11,892 1,362 0.01% 124 +11,892 New Q1 2026 May 15, 2026
AMALGAMATED BANK History Added to 11,342 1,300 0.01% 0.01% 125 +291 2.63% Q1 2026 May 08, 2026
HSBC HOLDINGS PLC History Reduced 11,424 1,299 0.0% 0.0% 126 -8,373 -42.29% Q1 2026 Apr 30, 2026
Cerity Partners LLC History Added to 11,303 1,295 0.0% 0.0% 127 +2,147 23.45% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 17,675 1,265 0.07% 0.07% 128 0 0.0% Q4 2025 Feb 09, 2026
Summit Trail Advisors, LLC History Reduced 10,881 1,246 0.02% 0.03% 129 -13,464 -55.3% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 10,632 1,218 0.0% 130 +10,632 New Q1 2026 May 08, 2026
Treasurer of the State of North Carolina History Added to 10,571 1,211 0.0% 0.0% 131 +226 2.18% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 10,430 1,195 0.01% 0.01% 132 -333 -3.09% Q1 2026 Apr 29, 2026
State of Tennessee, Department of Treasury History No change 10,416 1,193 0.0% 0.0% 133 0 0.0% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 10,268 1,176 0.0% 0.0% 134 +1,352 15.16% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History New 10,207 1,169 0.01% 135 +10,207 New Q1 2026 May 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 10,155 1,163 0.0% 0.0% 136 0 0.0% Q1 2026 May 06, 2026
MARSHALL WACE, LLP History Reduced 10,149 1,162 0.0% 0.0% 137 -7,955 -43.94% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 9,781 1,120 0.0% 0.0% 138 +1,079 12.4% Q1 2026 Apr 27, 2026
US BANCORP \DE\ History Reduced 9,710 1,112 0.0% 0.0% 139 -25 -0.26% Q1 2026 May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 9,686 1,109 0.01% 0.01% 140 -833 -7.92% Q1 2026 May 07, 2026
Prospera Financial Services Inc History New 9,461 1,084 0.02% 141 +9,461 New Q1 2026 Apr 14, 2026
COMERICA BANK History No change 15,105 1,081 0.0% 0.0% 142 0 0.0% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 9,350 1,071 0.0% 0.0% 143 -310 -3.21% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History Reduced 9,206 1,054 0.01% 0.01% 144 -1,833 -16.6% Q1 2026 May 13, 2026
Handelsbanken Fonder AB History No change 8,800 1,008 0.0% 0.0% 145 0 0.0% Q1 2026 Apr 28, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History New 8,741 1,001 0.0% 146 +8,741 New Q1 2026 May 11, 2026
Holocene Advisors, LP History Reduced 8,720 999 0.0% 0.0% 147 -8,667 -49.85% Q1 2026 May 15, 2026
Eaton Financial Holdings Company, LLC History Added to 8,259 946 0.31% 0.15% 148 +373 4.73% Q1 2026 Apr 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 8,172 936 0.01% 0.0% 149 0 0.0% Q1 2026 May 04, 2026
FRED ALGER MANAGEMENT, LLC History New 8,147 933 0.0% 150 +8,147 New Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 7,800 893 0.0% 0.0% 151 -18,293 -70.11% Q1 2026 May 12, 2026
Cetera Investment Advisers History Added to 7,665 878 0.0% 0.0% 152 +4,494 141.72% Q1 2026 May 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 7,461 854 0.0% 0.0% 153 +1,119 17.64% Q1 2026 May 12, 2026
WELLS FARGO & COMPANY/MN History Added to 7,362 843 0.0% 0.0% 154 +4,254 136.87% Q1 2026 May 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 7,360 843 0.01% 0.01% 155 -441 -5.65% Q1 2026 Apr 24, 2026
Louisiana State Employees Retirement System History Added to 7,300 836 0.01% 0.01% 156 +300 4.29% Q1 2026 Apr 20, 2026
Empowered Funds, LLC History Reduced 7,052 808 0.01% 0.01% 157 -643 -8.36% Q1 2026 May 14, 2026
Arizona State Retirement System History Reduced 6,943 795 0.0% 0.0% 158 -151 -2.13% Q1 2026 May 01, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 6,600 756 0.02% 0.01% 159 0 0.0% Q1 2026 May 04, 2026
ALGERT GLOBAL LLC History New 6,530 748 0.01% 160 +6,530 New Q1 2026 May 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 6,354 728 0.0% 0.0% 161 -537 -7.79% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 6,337 726 0.01% 0.0% 162 -358 -5.35% Q1 2026 May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 6,333 725 0.0% 0.0% 163 +8 0.13% Q1 2026 May 01, 2026
Paloma Partners Management Co History New 6,250 716 0.14% 165 +6,250 New Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 6,255 716 0.01% 0.0% 164 +1,835 41.52% Q1 2026 May 05, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 6,100 698 0.0% 0.0% 166 +100 1.67% Q1 2026 May 04, 2026
Calamos Advisors LLC History New 6,037 691 0.0% 168 +6,037 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History Reduced 6,037 691 0.02% 0.02% 167 -249 -3.96% Q1 2026 May 04, 2026
Inspire Investing, LLC History Reduced 5,919 678 0.06% 0.05% 169 -1,880 -24.11% Q1 2026 Apr 23, 2026
Vanguard Investments Australia, Ltd. History New 5,874 673 0.0% 170 +5,874 New Q1 2026 May 08, 2026
Pallas Capital Advisors LLC History Reduced 5,846 669 0.03% 0.02% 171 -690 -10.56% Q1 2026 Apr 21, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 5,695 653 0.0% 0.0% 172 +4 0.07% Q1 2026 May 01, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 5,663 648 0.01% 0.0% 173 +8 0.14% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History Added to 5,600 641 0.0% 0.0% 174 +200 3.7% Q1 2026 Apr 29, 2026
ALTFEST L J & CO INC History New 5,592 640 0.07% 175 +5,592 New Q1 2026 Apr 28, 2026
BANK OF MONTREAL /CAN/ History Added to 5,413 620 0.0% 0.0% 176 +122 2.31% Q1 2026 May 13, 2026
Schonfeld Strategic Advisors LLC History New 5,380 616 0.0% 177 +5,380 New Q1 2026 May 15, 2026
Amundi History New 5,211 597 0.0% 178 +5,211 New Q1 2026 May 15, 2026
Caprock Group, LLC History New 5,175 593 0.01% 179 +5,175 New Q1 2026 May 11, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 5,139 588 0.01% 0.0% 180 +100 1.98% Q1 2026 Apr 29, 2026
Bridgewater Associates, LP History New 5,076 581 0.0% 181 +5,076 New Q1 2026 May 15, 2026
Verdence Capital Advisors LLC History New 5,066 580 0.03% 182 +5,066 New Q1 2026 Apr 30, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 4,903 561 0.0% 0.0% 183 -1,493 -23.34% Q1 2026 May 12, 2026
Kera Capital Partners, Inc. History Reduced 4,799 549 0.07% 0.06% 184 -156 -3.15% Q1 2026 May 06, 2026
Brevan Howard Capital Management LP History Added to 4,635 531 0.0% 0.0% 186 +60 1.31% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 4,634 531 0.02% 0.01% 185 0 0.0% Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 4,631 530 0.0% 0.0% 187 +4,079 738.95% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History No change 4,527 518 0.01% 0.0% 188 0 0.0% Q1 2026 Apr 20, 2026
FMR LLC History Added to 4,492 514 0.0% 0.0% 189 +108 2.46% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History New 4,461 511 0.03% 190 +4,461 New Q1 2026 May 08, 2026
OPPENHEIMER & CO INC History Reduced 4,456 510 0.01% 0.01% 191 -1,444 -24.47% Q1 2026 Apr 23, 2026
Sanctuary Advisors, LLC History Added to 4,205 481 0.0% 0.0% 192 +650 18.28% Q1 2026 May 05, 2026
Belpointe Asset Management LLC History New 4,165 477 0.02% 193 +4,165 New Q1 2026 Apr 28, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 4,028 461 0.0% 0.0% 194 +263 6.99% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Reduced 3,921 449 0.0% 0.0% 195 -106 -2.63% Q1 2026 Apr 15, 2026
Cambridge Investment Research Advisors, Inc. History New 3,899 447 0.0% 196 +3,899 New Q1 2026 Apr 30, 2026
Pictet Asset Management Holding SA History Added to 3,783 433 0.0% 0.0% 197 +46 1.23% Q1 2026 Apr 22, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,528 404 0.0% 0.0% 198 0 0.0% Q1 2026 May 14, 2026
M.E. ALLISON & CO., INC. History No change 3,410 390 0.26% 0.17% 199 0 0.0% Q1 2026 Apr 08, 2026
HighTower Advisors, LLC History New 3,347 383 0.0% 201 +3,347 New Q1 2026 May 05, 2026
Claret Asset Management Corp History Added to 3,341 383 0.05% 0.03% 200 +1 0.03% Q1 2026 May 11, 2026
First Dallas Securities Inc. History New 3,340 382 0.14% 202 +3,340 New Q1 2026 Apr 27, 2026
Huntleigh Advisors, Inc. History New 3,318 380 0.06% 203 +3,318 New Q1 2026 Apr 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 3,284 376 0.03% 204 +3,284 New Q1 2026 May 13, 2026
SCOTIA CAPITAL INC. History New 3,260 373 0.0% 205 +3,260 New Q1 2026 May 13, 2026
Advisory Services Network, LLC History New 3,152 361 0.0% 206 +3,152 New Q1 2026 May 15, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 3,150 360 0.02% 207 +3,150 New Q1 2026 May 06, 2026
XPONANCE LLC History New 3,116 357 0.0% 208 +3,116 New Q1 2026 May 13, 2026
Hilltop Holdings Inc. History New 3,026 346 0.03% 209 +3,026 New Q1 2026 May 14, 2026
Sequoia Financial Advisors, LLC History Reduced 2,983 341 0.0% 0.0% 210 -378 -11.25% Q1 2026 Apr 30, 2026
Campbell & CO Investment Adviser LLC History New 2,961 339 0.02% 211 +2,961 New Q1 2026 May 15, 2026
NBC SECURITIES, INC. History New 2,878 329 0.02% 212 +2,878 New Q1 2026 Apr 14, 2026
FORA Capital, LLC History New 2,864 328 0.02% 213 +2,864 New Q1 2026 May 14, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Reduced 2,824 323 0.09% 0.05% 214 -71 -2.45% Q1 2026 May 08, 2026
Ethic Inc. History Reduced 2,818 322 0.01% 0.01% 215 -1,757 -38.4% Q1 2026 Apr 27, 2026
Destination Wealth Management History Added to 2,808 321 0.01% 0.01% 216 +8 0.29% Q1 2026 May 15, 2026
FORTRESS PRIVATE LEDGER, LLC History New 2,798 320 0.1% 217 +2,798 New Q1 2026 May 13, 2026
EntryPoint Capital, LLC History Reduced 2,615 299 0.09% 0.38% 218 -11,143 -80.99% Q1 2026 May 14, 2026
Vident Advisory, LLC History New 2,559 293 0.0% 219 +2,559 New Q1 2026 May 14, 2026
Williams Jones Wealth Management, LLC. History New 2,554 292 0.0% 220 +2,554 New Q1 2026 May 05, 2026
Asset Management One Co., Ltd. History Added to 2,532 290 0.0% 0.0% 221 +520 25.84% Q1 2026 May 08, 2026
BENJAMIN EDWARDS INC History New 2,513 287 0.0% 222 +2,513 New Q1 2026 May 12, 2026
Walleye Trading LLC History New 2,500 286 0.0% 223 +2,500 New Q1 2026 May 08, 2026
Savant Capital, LLC History New 2,478 283 0.0% 224 +2,478 New Q1 2026 May 04, 2026
STATE OF WISCONSIN INVESTMENT BOARD History New 2,466 282 0.0% 225 +2,466 New Q1 2026 May 15, 2026
Inspire Advisors, LLC History New 2,455 281 0.02% 226 +2,455 New Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History New 2,411 276 0.0% 227 +2,411 New Q1 2026 May 26, 2026
Archer Investment Corp History New 2,339 268 0.06% 228 +2,339 New Q1 2026 May 04, 2026
Krilogy Financial LLC History New 2,203 265 0.01% 229 +2,203 New Q1 2026 Apr 17, 2026
DEUTSCHE BANK AG\ History Added to 2,308 264 0.0% 0.0% 230 +94 4.25% Q1 2026 May 06, 2026
Phoenix Financial Ltd. History New 2,300 263 0.0% 231 +2,300 New Q1 2026 May 11, 2026
CHOREO, LLC History New 2,255 258 0.0% 232 +2,255 New Q1 2026 May 12, 2026
GUGGENHEIM CAPITAL LLC History Reduced 2,208 253 0.0% 0.0% 233 -2,305 -51.07% Q1 2026 May 15, 2026
Legacy Wealth Asset Management, LLC History New 2,193 251 0.06% 234 +2,193 New Q1 2026 Apr 08, 2026
Headlands Technologies LLC History New 2,135 244 0.03% 235 +2,135 New Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History New 2,119 242 0.0% 236 +2,119 New Q1 2026 Apr 30, 2026
WINTON GROUP Ltd History New 2,100 240 0.01% 237 +2,100 New Q1 2026 May 12, 2026
EVOLVE PRIVATE WEALTH, LLC History New 2,053 235 0.01% 238 +2,053 New Q1 2026 Apr 16, 2026
Millstone Evans Group, LLC History No change 2,000 229 0.14% 0.08% 239 0 0.0% Q1 2026 Apr 30, 2026
DnB Asset Management AS History New 1,987 227 0.0% 240 +1,987 New Q1 2026 May 14, 2026
ZWJ INVESTMENT COUNSEL INC History New 1,917 219 0.01% 242 +1,917 New Q1 2026 Apr 24, 2026
ASSETMARK, INC History Added to 1,917 219 0.0% 0.0% 241 +97 5.33% Q1 2026 May 06, 2026
FRANKLIN RESOURCES INC History Reduced 1,844 211 0.0% 0.0% 243 -979 -34.68% Q1 2026 May 13, 2026
ARMISTICE CAPITAL, LLC History New 1,835 210 0.0% 245 +1,835 New Q1 2026 May 15, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,840 210 0.01% 0.0% 244 0 0.0% Q1 2026 May 01, 2026
Integrated Wealth Concepts LLC History Reduced 1,816 208 0.0% 0.0% 246 -2,979 -62.13% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 1,800 206 0.0% 247 +1,800 New Q1 2026 May 12, 2026
Martin Capital Advisors, LLP History New 1,755 201 0.13% 248 +1,755 New Q1 2026 May 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,744 199 0.0% 0.0% 249 -89 -4.86% Q1 2026 May 08, 2026
GAMMA Investing LLC History Added to 1,736 198 0.01% 0.01% 250 +52 3.09% Q1 2026 Apr 06, 2026
Allworth Financial LP History Reduced 1,398 160 0.0% 0.0% 251 -5 -0.36% Q1 2026 May 14, 2026
Premier Fund Managers Ltd History New 1,393 150 0.01% 252 +1,393 New Q1 2026 May 14, 2026
Essential Partners LLC History Reduced 1,304 149 0.05% 0.03% 253 -18 -1.36% Q1 2026 May 21, 2026
Atlantic Union Bankshares Corp History No change 1,300 148 0.0% 0.0% 254 0 0.0% Q1 2026 May 12, 2026
Parallel Advisors, LLC History Added to 1,137 130 0.0% 0.0% 255 +14 1.25% Q1 2026 Jun 02, 2026
KBC Group NV History No change 1,105 127 0.0% 0.0% 256 0 0.0% Q1 2026 May 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,053 121 0.0% 0.0% 257 +369 53.95% Q1 2026 May 01, 2026
FEDERATED HERMES, INC. History Reduced 1,014 116 0.0% 0.0% 258 -1,097 -51.97% Q1 2026 May 11, 2026
QUADRANT CAPITAL GROUP LLC History Added to 984 112 0.0% 0.0% 259 +172 21.18% Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History No change 962 110 0.0% 0.0% 260 0 0.0% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Added to 915 104 0.0% 0.0% 261 +133 17.01% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 828 94 0.0% 0.0% 262 -633 -43.33% Q1 2026 Apr 22, 2026
SIGNATUREFD, LLC History Added to 820 93 0.0% 0.0% 263 +4 0.49% Q1 2026 Apr 07, 2026
Tower Research Capital LLC (TRC) History Reduced 799 91 0.0% 0.0% 264 -573 -41.76% Q1 2026 May 15, 2026
Blue Trust, Inc. History Added to 762 87 0.0% 0.0% 265 +743 3910.53% Q1 2026 Apr 20, 2026
SIMPLEX TRADING, LLC History New 652 74 0.0% 266 +652 New Q1 2026 May 14, 2026
Larson Financial Group LLC History Added to 541 61 0.0% 0.0% 267 +293 118.15% Q1 2026 May 15, 2026
Covestor Ltd History Added to 501 58 0.04% 0.01% 269 +256 104.49% Q1 2026 May 05, 2026
UMB Bank, n.a. History Reduced 512 58 0.0% 0.0% 268 -26 -4.83% Q1 2026 May 11, 2026
True Wealth Design, LLC History Reduced 450 51 0.01% 0.01% 270 -18 -3.85% Q1 2026 Apr 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 441 50 0.0% 0.0% 271 +102 30.09% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 677 48 0.0% 0.0% 272 0 0.0% Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History No change 343 39 0.0% 0.0% 273 0 0.0% Q1 2026 Apr 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 338 38 0.0% 0.0% 274 -49 -12.66% Q1 2026 May 08, 2026
Crewe Advisors LLC History No change 325 37 0.0% 0.0% 275 0 0.0% Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Added to 291 33 0.0% 0.0% 276 +184 171.96% Q1 2026 Apr 07, 2026
AdvisorNet Financial, Inc History No change 255 29 0.0% 0.0% 277 0 0.0% Q1 2026 Apr 17, 2026
HARBOUR INVESTMENTS, INC. History New 220 25 0.0% 279 +220 New Q1 2026 May 15, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 220 25 0.01% 0.0% 278 0 0.0% Q1 2026 Apr 24, 2026
Root Financial Partners, LLC History Added to 195 22 0.0% 0.0% 280 +33 20.37% Q1 2026 Apr 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 164 18 0.0% 0.0% 282 +146 811.11% Q1 2026 May 07, 2026
MAI Capital Management History Reduced 162 18 0.0% 0.0% 281 -15 -8.47% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History No change 151 17 0.0% 0.0% 283 0 0.0% Q1 2026 Apr 13, 2026
IFP Advisors, Inc History Reduced 148 16 0.0% 0.0% 284 -2 -1.33% Q1 2026 Apr 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 131 15 0.0% 0.0% 285 0 0.0% Q1 2026 May 08, 2026
BESSEMER GROUP INC History Added to 123 14 0.0% 0.0% 286 +54 78.26% Q1 2026 May 06, 2026
Caitong International Asset Management Co., Ltd History Reduced 110 12 0.0% 0.02% 287 -800 -87.91% Q1 2026 May 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 100 11 0.01% 0.0% 288 0 0.0% Q1 2026 May 12, 2026
First Pacific Financial History Added to 93 10 0.0% 0.0% 289 +26 38.81% Q1 2026 Apr 23, 2026
Abound Wealth Management History No change 90 10 0.0% 0.0% 290 0 0.0% Q1 2026 Apr 10, 2026
NewEdge Advisors, LLC History Added to 84 9 0.0% 0.0% 291 +70 500.0% Q1 2026 Jun 02, 2026
Clearstead Trust, LLC History Added to 87 9 0.0% 0.0% 292 +3 3.57% Q1 2026 May 06, 2026
Quent Capital, LLC History Added to 77 8 0.0% 0.0% 294 +9 13.24% Q1 2026 Apr 28, 2026
Winch Advisory Services, LLC History No change 75 8 0.0% 0.0% 293 0 0.0% Q1 2026 Apr 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 66 7 0.0% 0.0% 295 +31 88.57% Q1 2026 May 15, 2026
Arax Advisory Partners History Reduced 62 6 0.0% 0.0% 296 -36 -36.73% Q1 2026 May 13, 2026
Smartleaf Asset Management LLC History Added to 60 6 0.0% 0.0% 297 +3 5.26% Q1 2026 May 15, 2026
CVA Family Office, LLC History Added to 47 5 0.0% 0.0% 299 +32 213.33% Q1 2026 Apr 29, 2026
Parkside Financial Bank & Trust History No change 47 5 0.0% 0.0% 298 0 0.0% Q1 2026 May 13, 2026
Caitlin John, LLC History No change 47 5 0.0% 0.0% 300 0 0.0% Q1 2026 May 13, 2026
Ancora Advisors LLC History New 36 4 0.0% 305 +36 New Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Added to 36 4 0.0% 0.0% 302 +3 9.09% Q1 2026 Apr 20, 2026
HUNTINGTON NATIONAL BANK History No change 39 4 0.0% 0.0% 301 0 0.0% Q1 2026 May 15, 2026
HHM Wealth Advisors, LLC History No change 35 4 0.0% 0.0% 303 0 0.0% Q1 2026 Apr 17, 2026
Physician Wealth Advisors, Inc. History No change 36 4 0.0% 0.0% 304 0 0.0% Q1 2026 Apr 24, 2026
Cassaday & Co Wealth Management LLC History New 34 3 0.0% 313 +34 New Q1 2026 May 07, 2026
CoreCap Advisors, LLC History New 32 3 0.0% 312 +32 New Q1 2026 Apr 07, 2026
Capital Analysts, LLC History New 26 3 0.0% 311 +26 New Q1 2026 May 14, 2026
Fortitude Family Office, LLC History Added to 31 3 0.0% 0.0% 309 +17 121.43% Q1 2026 Apr 15, 2026
SBI Securities Co., Ltd. History Reduced 31 3 0.0% 0.0% 307 -1 -3.13% Q1 2026 Apr 27, 2026
CIBC Private Wealth Group LLC History No change 50 3 0.0% 0.0% 306 0 0.0% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History No change 45 3 0.0% 0.0% 308 0 0.0% Q4 2025 Feb 17, 2026
Kilter Group LLC History No change 29 3 0.0% 0.0% 310 0 0.0% Q1 2026 May 14, 2026
Torren Management, LLC History Reduced 18 2 0.0% 0.0% 318 -91 -83.49% Q1 2026 Apr 30, 2026
Rakuten Securities, Inc. History Added to 21 2 0.0% 0.0% 317 +1 5.0% Q1 2026 May 01, 2026
NISA INVESTMENT ADVISORS, LLC History No change 24 2 0.0% 0.0% 314 0 0.0% Q1 2026 Apr 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 21 2 0.0% 0.0% 315 0 0.0% Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History No change 18 2 0.0% 0.0% 316 0 0.0% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History No change 21 2 0.0% 0.0% 319 0 0.0% Q1 2026 May 15, 2026
Hilton Head Capital Partners, LLC History No change 19 2 0.0% 0.0% 320 0 0.0% Q1 2026 Apr 20, 2026
Eukles Asset Management History Reduced 11 1 0.0% 0.0% 324 -16 -59.26% Q1 2026 May 05, 2026
Evergreen Advisors, LLC History New 11 1 0.0% 330 +11 New Q1 2026 May 05, 2026
Raleigh Capital Management Inc. History New 11 1 0.0% 331 +11 New Q1 2026 Apr 28, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 11 1 0.0% 325 +9 450.0% Q1 2026 May 11, 2026
Bay Harbor Wealth Management, LLC History Added to 9 1 0.0% 326 +4 80.0% Q1 2026 Apr 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 11 1 0.0% 321 0 0.0% Q1 2026 Apr 28, 2026
PRIVATE TRUST CO NA History No change 17 1 0.0% 0.0% 322 0 0.0% Q1 2026 Apr 30, 2026
Manchester Capital Management LLC History No change 9 1 0.0% 323 0 0.0% Q1 2026 May 11, 2026
Avion Wealth History No change 9 1 0.0% 327 0 0.0% Q1 2026 May 01, 2026
DiNuzzo Private Wealth, Inc. History No change 9 1 0.0% 328 0 0.0% Q1 2026 Apr 08, 2026
Hughes Financial Services, LLC History No change 9 1 0.0% 329 0 0.0% Q1 2026 Apr 29, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.0% -98,599 -100.0% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 0.02% -89,482 -100.0% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.01% -59,529 -100.0% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Closed out 0 0 0.0% -47,981 -100.0% Q1 2026 Apr 20, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 0.03% -37,039 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.01% -32,064 -100.0% Q1 2026 May 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -26,029 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -23,684 -100.0% Q1 2026 May 15, 2026
Federation des caisses Desjardins du Quebec History Closed out 0 0 0.01% -21,110 -100.0% Q1 2026 May 13, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.03% -18,277 -100.0% Q1 2026 May 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History Closed out 0 0 0.0% -12,278 -100.0% Q1 2026 May 11, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -10,013 -100.0% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -7,183 -100.0% Q1 2026 May 15, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -5,722 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -3,928 -100.0% Q1 2026 May 14, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.02% -3,600 -100.0% Q1 2026 May 15, 2026
DRW Securities, LLC History Closed out 0 0 0.01% -3,356 -100.0% Q1 2026 May 13, 2026
Engineers Gate Manager LP History Closed out 0 0 0.0% -3,054 -100.0% Q1 2026 May 15, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -3,022 -100.0% Q1 2026 May 06, 2026
Corient Private Wealth LLC History Closed out 0 0 0.0% -2,890 -100.0% Q1 2026 May 15, 2026
Entropy Technologies, LP History Closed out 0 0 0.01% -2,796 -100.0% Q1 2026 May 14, 2026
FNY Investment Advisers, LLC History Closed out 0 0 0.05% -2,300 -100.0% Q1 2026 Apr 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,145 -100.0% Q1 2026 Apr 30, 2026
Eurizon Capital SGR S.p.A. History Closed out 0 0 0.0% -938 -100.0% Q1 2026 May 08, 2026
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 0.0% -430 -100.0% Q1 2026 May 11, 2026
Clearstead Advisors, LLC History Closed out 0 0 0.0% -98 -100.0% Q1 2026 May 06, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -54 -100.0% Q1 2026 May 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 8 0 +8 New Q1 2026 May 08, 2026
Elyxium Wealth, LLC History Closed out 0 0 -5 -100.0% Q1 2026 May 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History New 4 0 +4 New Q1 2026 May 08, 2026
SJS Investment Consulting Inc. History Added to 7 0 +3 75.0% Q1 2026 Apr 23, 2026
Vermillion Wealth Management, Inc. History New 3 0 +3 New Q1 2026 Apr 17, 2026
Wealth Watch Advisors, INC History Closed out 0 0 -3 -100.0% Q1 2026 May 15, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 06, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 4 0 +1 33.33% Q1 2026 Apr 30, 2026
Rialto Wealth Management, LLC History Added to 7 0 +1 16.67% Q1 2026 May 14, 2026
Ascentis Independent Advisors History New 1 0 +1 New Q1 2026 Apr 28, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History No change 2 0 0 0.0% Q1 2026 May 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 5 0 0 0.0% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2 0 0 0.0% Q1 2026 Apr 27, 2026
Capital Advisors, Ltd. LLC History No change 3 0 0 0.0% Q1 2026 Apr 16, 2026
TD Waterhouse Canada Inc. History No change 1 0 0 0.0% Q1 2026 May 12, 2026
Bare Financial Services, Inc History No change 7 0 0 0.0% Q1 2026 May 14, 2026
Ransom Advisory, Ltd History No change 8 0 0 0.0% Q4 2025 Jan 06, 2026
HFM Investment Advisors, LLC History No change 3 0 0 0.0% Q1 2026 May 01, 2026