JACOBS SOLUTIONS INC. - J

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 13,662,193 1,809,694 0.03% 0.03% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 10,488,712 1,335,003 0.02% 0.02% 2 +864,780 8.99% Q1 2026 May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 7,632,811 971,504 0.02% 3 +7,632,811 New Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 7,252,560 923,105 0.03% 0.03% 4 -115,268 -1.56% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 4,759,873 605,836 0.03% 5 +4,759,873 New Q1 2026 May 08, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 4,515,479 574,730 0.45% 0.45% 6 -10,480 -0.23% Q1 2026 May 11, 2026
Ninety One UK Ltd History Added to 3,255,342 414,339 0.96% 0.9% 7 +99,029 3.14% Q1 2026 Apr 24, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 3,255,944 412,890 0.03% 0.03% 8 +36,463 1.13% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 3,132,637 398,722 0.02% 0.03% 9 -247,044 -7.31% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 2,900,391 369,161 0.06% 0.05% 10 +254,017 9.6% Q1 2026 May 12, 2026
Boston Partners History Reduced 2,429,924 309,386 0.32% 0.34% 11 -17,956 -0.73% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 1,677,960 213,570 0.07% 0.07% 12 -62,899 -3.61% Q1 2026 May 14, 2026
Allspring Global Investments Holdings, LLC History Reduced 1,653,485 212,340 0.36% 0.52% 13 -733,730 -30.74% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,632,621 207,801 0.05% 0.05% 14 -68,973 -4.05% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,555,970 198,043 0.01% 0.02% 15 -391,731 -20.11% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 1,371,478 174,561 0.19% 0.2% 16 +32,780 2.45% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Reduced 1,274,372 162,202 0.02% 0.02% 17 -8,680 -0.68% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 1,202,807 153,093 0.25% 0.33% 18 -276,582 -18.7% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,198,535 151,866 0.07% 0.05% 19 +446,716 59.42% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,115,663 141,980 0.03% 0.03% 20 -34,571 -3.01% Q1 2026 May 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,104,029 140,520 0.03% 0.02% 21 +330,829 42.79% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 993,182 126,412 0.01% 0.01% 22 +140,379 16.46% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 882,012 112,259 0.15% 0.17% 23 +21,476 2.5% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 881,525 112,200 0.08% 0.07% 24 +258,802 41.56% Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 852,308 108,481 0.03% 0.01% 25 +497,528 140.24% Q1 2026 May 14, 2026
Amundi History Added to 849,375 108,100 0.03% 0.02% 26 +166,467 24.38% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 820,040 104,374 0.07% 0.05% 27 +349,826 74.4% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 818,443 104,171 0.08% 0.08% 28 +399,038 95.14% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 807,523 102,781 0.02% 0.02% 29 +6,877 0.86% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 752,570 95,787 0.02% 0.02% 30 -60,709 -7.46% Q1 2026 May 15, 2026
CI INVESTMENTS INC. History Reduced 747,249 95,109 0.46% 0.44% 31 -7,248 -0.96% Q1 2026 May 13, 2026
L1 Capital International Pty Ltd History Reduced 714,271 90,912 5.42% 4.95% 32 -9,262 -1.28% Q1 2026 May 14, 2026
Legal & General Group Plc History Reduced 681,711 86,768 0.02% 0.02% 33 -67,392 -9.0% Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 671,476 84,543 0.04% 0.01% 34 +538,818 406.17% Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 661,536 84,200 0.02% 35 +661,536 New Q1 2026 May 08, 2026
Bank of New York Mellon Corp History Reduced 639,270 81,366 0.01% 0.02% 36 -79,456 -11.06% Q1 2026 May 05, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 619,224 78,814 0.13% 0.13% 37 +41,700 7.22% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 610,487 77,702 0.03% 0.02% 38 +142,020 30.32% Q1 2026 May 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 587,555 74,784 0.14% 0.14% 39 -1,961 -0.33% Q1 2026 May 01, 2026
CACTI ASSET MANAGEMENT LLC History No change 587,472 74,773 4.53% 4.8% 40 0 0.0% Q1 2026 Apr 15, 2026
NATIXIS ADVISORS, LLC History Reduced 583,180 74,227 0.1% 0.13% 41 -89,601 -13.32% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History Added to 569,689 72,493 0.03% 0.03% 42 +101,137 21.59% Q1 2026 May 18, 2026
UBS Group AG History Reduced 559,927 71,267 0.01% 0.01% 43 -8,548 -1.5% Q1 2026 May 05, 2026
SG Americas Securities, LLC History Added to 530,083 67,469 0.07% 0.02% 44 +394,037 289.64% Q1 2026 Apr 16, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 510,722 65,005 0.11% 0.09% 45 +43,154 9.23% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 451,328 56,325 0.0% 0.0% 46 +21,372 4.97% Q1 2026 May 13, 2026
Robeco Institutional Asset Management B.V. History Reduced 409,132 52,074 0.07% 0.08% 47 -3,349 -0.81% Q1 2026 Apr 21, 2026
Pacer Advisors, Inc. History Added to 398,487 50,719 0.14% 0.0% 48 +386,822 3316.09% Q1 2026 Jun 18, 2026
Vontobel Holding Ltd. History Added to 390,811 49,742 0.17% 0.15% 49 +29,699 8.22% Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 390,000 49,639 0.08% 0.05% 50 +159,000 68.83% Q1 2026 May 14, 2026
Nuveen, LLC History Added to 378,044 48,117 0.01% 0.01% 51 +45,617 13.72% Q1 2026 Apr 30, 2026
Neuberger Berman Group LLC History Reduced 353,435 44,985 0.03% 0.11% 52 -717,848 -67.01% Q1 2026 May 14, 2026
Swiss National Bank History Added to 346,500 44,102 0.03% 0.03% 53 +19,500 5.96% Q1 2026 May 07, 2026
CITADEL ADVISORS LLC History Reduced 341,854 43,511 0.01% 0.01% 54 -231,171 -40.34% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 327,432 41,675 0.02% 0.04% 55 -247,418 -43.04% Q1 2026 May 14, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 307,834 39,181 0.03% 0.03% 56 -17,473 -5.37% Q1 2026 Apr 30, 2026
TODD ASSET MANAGEMENT LLC History Reduced 304,499 38,756 0.76% 0.79% 57 -1,613 -0.53% Q1 2026 May 12, 2026
Robeco Schweiz AG History Added to 303,330 38,607 0.82% 0.8% 58 +34,776 12.95% Q1 2026 May 07, 2026
HSBC HOLDINGS PLC History Added to 290,401 36,896 0.02% 0.02% 59 +57,693 24.79% Q1 2026 Apr 30, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 289,641 36,865 2.01% 2.91% 60 -20,830 -6.71% Q1 2026 Apr 17, 2026
WELLS FARGO & COMPANY/MN History Added to 280,792 35,739 0.01% 0.01% 61 +3,085 1.11% Q1 2026 May 11, 2026
Gotham Asset Management, LLC History Added to 276,200 35,154 0.11% 0.06% 62 +146,092 112.29% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 264,351 33,646 0.02% 0.02% 63 +15,950 6.42% Q1 2026 May 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 252,496 33,445 0.01% 0.01% 64 -12,301 -4.65% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 256,641 32,665 0.02% 65 +256,641 New Q1 2026 May 08, 2026
RHUMBLINE ADVISERS History Added to 254,045 32,334 0.03% 0.03% 66 +870 0.34% Q1 2026 May 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 250,940 31,939 0.01% 0.01% 67 -17,899 -6.66% Q1 2026 May 04, 2026
HENNESSY ADVISORS INC History Reduced 250,500 31,883 1.15% 1.3% 68 -26,200 -9.47% Q1 2026 Apr 21, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 249,968 31,815 0.06% 0.06% 69 -682 -0.27% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 239,802 30,521 0.02% 0.02% 70 -16,272 -6.35% Q1 2026 May 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 237,430 30,220 0.01% 0.01% 71 +29,897 14.41% Q1 2026 May 12, 2026
WATERS PARKERSON & CO., LLC History Added to 232,956 29,650 1.52% 1.47% 72 +6,828 3.02% Q1 2026 Apr 29, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 226,401 28,816 0.03% 0.03% 73 -5,377 -2.32% Q1 2026 May 15, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 218,295 27,784 1.0% 1.05% 74 -1,284 -0.58% Q1 2026 Apr 24, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 212,406 27,035 0.21% 0.21% 75 0 0.0% Q1 2026 May 04, 2026
RAYMOND JAMES FINANCIAL INC History Added to 205,019 26,094 0.01% 0.01% 76 +18,273 9.78% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Reduced 198,513 25,266 0.02% 0.03% 77 -62,035 -23.81% Q1 2026 May 13, 2026
Eurizon Capital SGR S.p.A. History Added to 191,254 24,320 0.08% 0.04% 78 +93,468 95.58% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 188,409 23,980 0.02% 79 +188,409 New Q1 2026 May 08, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 188,387 23,978 3.31% 3.05% 80 +10,901 6.14% Q1 2026 Apr 15, 2026
Pictet Asset Management Holding SA History Added to 185,563 23,618 0.02% 0.02% 81 +58,846 46.44% Q1 2026 Apr 22, 2026
Aberdeen Group plc History Reduced 181,492 23,100 0.04% 0.04% 82 -1,546 -0.84% Q1 2026 Apr 29, 2026
CWM, LLC History Reduced 174,315 22,186 0.06% 0.06% 83 -4,920 -2.74% Q1 2026 May 14, 2026
Mesirow Financial Investment Management, Inc. History Added to 171,318 21,805 0.35% 0.46% 84 +3,707 2.21% Q1 2026 Apr 21, 2026
Zurich Insurance Group Ltd/FI History Reduced 168,319 21,423 0.17% 0.25% 85 -107,198 -38.91% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 166,645 21,212 0.0% 0.0% 86 -5,129 -2.99% Q1 2026 May 15, 2026
Williams Jones Wealth Management, LLC. History Reduced 163,262 20,779 0.26% 0.28% 87 -24,733 -13.16% Q1 2026 May 05, 2026
LPL Financial LLC History Reduced 161,856 20,601 0.01% 0.01% 88 -391 -0.24% Q1 2026 May 06, 2026
Washington Trust Advisors, Inc. History Reduced 157,366 20,029 1.62% 1.63% 89 -3,838 -2.38% Q1 2026 Apr 06, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Reduced 155,069 19,737 1.6% 2.47% 90 -99,723 -39.14% Q1 2026 Apr 16, 2026
CITIGROUP INC History Added to 152,936 19,465 0.01% 0.01% 91 +31,551 25.99% Q1 2026 May 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 151,829 19,324 0.14% 0.1% 92 +54,002 55.2% Q1 2026 Apr 14, 2026
EVERETT HARRIS & CO /CA/ History Added to 150,363 19,138 0.25% 0.23% 93 +7,304 5.11% Q1 2026 May 08, 2026
TWO SIGMA ADVISERS, LP History No change 139,700 18,504 0.04% 0.04% 94 0 0.0% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 141,600 18,022 0.02% 0.02% 95 -13,626 -8.78% Q1 2026 May 13, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Reduced 137,768 17,535 3.22% 3.19% 96 -2,780 -1.98% Q1 2026 May 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 131,844 16,781 0.0% 0.0% 97 -23,417 -15.08% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 130,847 16,654 0.01% 0.01% 98 -2,857 -2.14% Q1 2026 May 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 130,174 16,568 0.1% 0.1% 99 +1,146 0.89% Q1 2026 May 15, 2026
Compagnie Lombard Odier SCmA History Reduced 129,963 16,541 0.2% 0.2% 100 -9,767 -6.99% Q1 2026 Apr 15, 2026
NATIXIS History Added to 129,840 16,526 0.06% 0.01% 101 +104,357 409.52% Q1 2026 May 14, 2026
Korea Investment CORP History Added to 126,787 16,137 0.03% 0.03% 102 +11,779 10.24% Q1 2026 May 12, 2026
LATHROP INVESTMENT MANAGEMENT CO History Reduced 125,298 15,948 2.98% 3.02% 103 -563 -0.45% Q1 2026 May 12, 2026
TOWER BRIDGE ADVISORS History Added to 120,052 15,280 1.48% 1.58% 104 +1,924 1.63% Q1 2026 May 12, 2026
EARNEST PARTNERS LLC History New 119,741 15,240 0.06% 105 +119,741 New Q1 2026 May 15, 2026
AVIVA PLC History Added to 119,275 15,181 0.03% 0.03% 106 +2,954 2.54% Q1 2026 May 14, 2026
FMR LLC History Added to 116,860 14,874 0.0% 0.0% 107 +26,904 29.91% Q1 2026 May 15, 2026
WASHINGTON TRUST Co History Added to 114,482 14,571 0.49% 0.49% 108 +1,324 1.17% Q1 2026 Apr 06, 2026
Russell Investments Group, Ltd. History Added to 114,009 14,394 0.02% 0.02% 109 +4,152 3.78% Q1 2026 May 08, 2026
Man Group plc History Added to 111,766 14,225 0.03% 0.02% 110 +42,780 62.01% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 134,133 14,040 0.03% 0.02% 111 +1,837 1.39% Q1 2026 Apr 08, 2026
CULLEN/FROST BANKERS, INC. History Added to 108,164 13,767 0.16% 0.15% 112 +3,757 3.6% Q1 2026 May 05, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 107,701 13,708 0.03% 0.03% 113 -207 -0.19% Q1 2026 May 08, 2026
Ninety One SA (PTY) Ltd History Added to 107,790 13,617 0.59% 0.59% 114 +5,383 5.26% Q1 2026 Apr 24, 2026
Tredje AP-fonden History Reduced 106,803 13,593 0.07% 0.33% 115 -222,172 -67.53% Q1 2026 May 12, 2026
Running Oak Capital LLC History Added to 106,137 13,509 1.82% 1.73% 116 +1,764 1.69% Q1 2026 May 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 105,821 13,468 0.0% 0.0% 117 -39,198 -27.03% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 104,827 13,342 0.02% 0.02% 118 -3,100 -2.87% Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 103,642 13,191 0.29% 0.3% 119 +882 0.86% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Reduced 100,558 12,799 0.03% 0.03% 120 -5,066 -4.8% Q1 2026 Apr 22, 2026
Federation des caisses Desjardins du Quebec History Added to 99,321 12,641 0.05% 0.03% 121 +33,893 51.8% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 99,260 12,633 0.03% 0.03% 122 -6,840 -6.45% Q1 2026 May 15, 2026
Bridgewater Associates, LP History New 98,091 12,485 0.06% 123 +98,091 New Q1 2026 May 15, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 97,611 12,424 0.03% 0.03% 124 -382 -0.39% Q1 2026 Apr 27, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Added to 96,000 12,218 0.62% 0.49% 125 +38,000 65.52% Q1 2026 May 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 95,031 12,111 0.02% 0.02% 126 -9,050 -8.7% Q1 2026 May 11, 2026
Cerity Partners LLC History Reduced 93,834 11,943 0.02% 0.02% 127 -10,359 -9.94% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 92,358 11,755 0.0% 0.01% 128 -27,319 -22.83% Q1 2026 May 13, 2026
Energy Income Partners, LLC History Added to 89,384 11,376 0.18% 0.02% 129 +81,350 1012.57% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 88,981 11,325 0.04% 0.03% 130 +12,373 16.15% Q1 2026 May 15, 2026
Mariner, LLC History Reduced 86,178 10,968 0.01% 0.01% 131 -314 -0.36% Q1 2026 May 13, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 84,657 10,775 0.2% 0.18% 132 +8,212 10.74% Q1 2026 Apr 13, 2026
Crestwood Advisors Group, LLC History Added to 84,337 10,734 0.18% 0.18% 133 +1,674 2.03% Q1 2026 May 05, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 84,102 10,705 0.01% 0.01% 134 -13,836 -14.13% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 81,579 10,383 0.02% 0.02% 135 +9,236 12.77% Q1 2026 May 15, 2026
North Growth Management Ltd. History Reduced 81,000 10,331 1.58% 1.97% 136 -14,000 -14.74% Q1 2026 Apr 23, 2026
GREENWOOD GEARHART LLC History Added to 80,587 10,257 0.55% 0.55% 137 +4,664 6.14% Q1 2026 May 06, 2026
TD ASSET MANAGEMENT INC History Added to 80,511 10,247 0.01% 0.01% 138 +7,378 10.09% Q1 2026 May 11, 2026
NEVILLE RODIE & SHAW INC History Reduced 79,512 10,120 0.74% 0.79% 139 -5,108 -6.04% Q1 2026 Apr 01, 2026
F/m Investments LLC History Added to 77,262 9,850 0.65% 0.38% 140 +1,696 2.24% Q1 2026 May 11, 2026
PINEBRIDGE INVESTMENTS LLC History Added to 77,150 9,819 0.08% 0.03% 141 +46,980 155.72% Q1 2026 May 14, 2026
STIFEL FINANCIAL CORP History Reduced 76,730 9,766 0.01% 0.01% 142 -29,529 -27.79% Q1 2026 May 12, 2026
Two Point Capital Management, Inc. History Reduced 76,460 9,731 4.25% 4.13% 143 -458 -0.6% Q1 2026 Apr 21, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 74,221 9,446 0.01% 0.01% 144 -2,000 -2.62% Q1 2026 May 06, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 73,476 9,352 0.02% 0.02% 145 -3,803 -4.92% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 72,438 9,219 0.0% 0.0% 146 +38,880 115.86% Q1 2026 May 12, 2026
Telos Capital Management, Inc. History Reduced 72,323 9,205 0.88% 0.94% 147 -3,856 -5.06% Q1 2026 Apr 16, 2026
Walleye Capital LLC History Added to 71,971 9,160 0.04% 0.0% 148 +63,882 789.74% Q1 2026 May 13, 2026
KBC Group NV History Added to 71,961 9,159 0.02% 0.02% 149 +1,227 1.73% Q1 2026 May 07, 2026
Osmosis Investment Management UK Ltd History Added to 71,397 9,087 0.24% 0.21% 150 +7,617 11.94% Q1 2026 May 14, 2026
EVOKE WEALTH, LLC History Added to 71,007 9,037 0.16% 0.04% 151 +56,746 397.91% Q1 2026 May 14, 2026
SFE Investment Counsel History Added to 67,647 8,610 1.36% 1.12% 152 +12,444 22.54% Q1 2026 May 01, 2026
Advisors Asset Management, Inc. History Added to 67,329 8,569 0.14% 0.15% 153 +1,519 2.31% Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 67,030 8,531 0.04% 0.01% 154 +43,817 188.76% Q1 2026 May 14, 2026
Varma Mutual Pension Insurance Co History Reduced 66,800 8,502 0.05% 0.07% 155 -20,000 -23.04% Q1 2026 May 05, 2026
Bryn Mawr Trust Advisors, LLC History Added to 66,271 8,434 0.41% 0.42% 156 +189 0.29% Q1 2026 May 04, 2026
McKinley Carter Wealth Services, Inc. History Added to 65,587 8,347 0.48% 0.47% 157 +1,539 2.4% Q1 2026 Apr 20, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 65,035 8,277 0.91% 0.94% 158 -161 -0.25% Q1 2026 Apr 16, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 64,407 8,197 0.02% 0.02% 159 -1,665 -2.52% Q1 2026 May 12, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 63,800 8,120 0.04% 160 +63,800 New Q1 2026 Apr 27, 2026
Horizon Investments, LLC History Added to 63,018 8,020 0.09% 0.0% 161 +61,069 3133.35% Q1 2026 May 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 62,472 7,951 0.01% 0.01% 162 -5,617 -8.25% Q1 2026 May 15, 2026
Wharton Business Group, LLC History Added to 62,400 7,942 0.3% 0.31% 163 +240 0.39% Q1 2026 May 07, 2026
Creative Planning History Added to 60,737 7,730 0.01% 0.0% 164 +19,321 46.65% Q1 2026 May 12, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 60,444 7,693 0.02% 0.02% 165 +1,081 1.82% Q1 2026 May 01, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 60,669 7,606 0.23% 0.2% 166 +9,833 19.34% Q1 2026 May 11, 2026
FRANKLIN RESOURCES INC History Reduced 59,237 7,539 0.0% 0.0% 167 -23,880 -28.73% Q1 2026 May 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 58,983 7,507 0.1% 0.1% 168 +2,009 3.53% Q1 2026 May 01, 2026
PDT Partners, LLC History Added to 58,762 7,479 0.44% 0.35% 169 +17,779 43.38% Q1 2026 May 15, 2026
Chevy Chase Trust Holdings, LLC History Reduced 58,269 7,416 0.02% 0.02% 170 -2,748 -4.5% Q1 2026 May 15, 2026
TORONTO DOMINION BANK History Added to 57,747 7,350 0.01% 0.01% 171 +14,805 34.48% Q1 2026 May 15, 2026
Gibraltar Capital Management, Inc. History Added to 56,384 7,176 1.24% 1.16% 172 +4,756 9.21% Q1 2026 Apr 13, 2026
Vanguard Investments Australia, Ltd. History New 55,202 7,026 0.02% 173 +55,202 New Q1 2026 May 08, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 54,858 6,982 0.02% 0.01% 174 +39,323 253.13% Q1 2026 May 13, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 54,820 6,977 0.53% 0.55% 175 -25 -0.05% Q1 2026 May 08, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 53,865 6,855 0.02% 0.01% 176 +13,033 31.92% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Reduced 53,703 6,835 0.01% 0.01% 177 -8,822 -14.11% Q1 2026 Apr 27, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 53,565 6,817 0.07% 0.08% 178 -3,868 -6.73% Q1 2026 Apr 27, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 53,528 6,811 0.01% 0.01% 179 +21,744 68.41% Q1 2026 May 14, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 53,499 6,809 0.23% 0.24% 180 -295 -0.55% Q1 2026 May 06, 2026
LINCLUDEN MANAGEMENT LTD History Added to 53,145 6,764 0.72% 0.57% 181 +2,748 5.45% Q1 2026 May 13, 2026
Asset Management One Co., Ltd. History Reduced 52,628 6,698 0.02% 0.03% 182 -27,086 -33.98% Q1 2026 May 08, 2026
HAHN CAPITAL MANAGEMENT LLC History Reduced 52,519 6,684 4.2% 4.48% 183 -10,231 -16.3% Q1 2026 May 07, 2026
INSPIRE TRUST CO, N.A. History Added to 51,500 6,554 1.01% 0.95% 184 +8,000 18.39% Q1 2026 May 11, 2026
OneDigital Investment Advisors LLC History Added to 50,863 6,473 0.06% 0.0% 185 +47,928 1632.98% Q1 2026 May 08, 2026
HighTower Advisors, LLC History Reduced 50,740 6,458 0.01% 0.01% 186 -7,520 -12.91% Q1 2026 May 05, 2026
BLAIR WILLIAM & CO/IL History Reduced 50,429 6,418 0.02% 0.02% 187 -536 -1.05% Q1 2026 May 08, 2026
Treasurer of the State of North Carolina History Added to 50,080 6,374 0.02% 0.02% 188 +205 0.41% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 49,791 6,337 0.06% 0.06% 189 -3,901 -7.27% Q1 2026 May 08, 2026
STEPHENS INC /AR/ History Added to 48,811 6,212 0.08% 0.08% 190 +1,499 3.17% Q1 2026 Apr 28, 2026
Marks Group Wealth Management, Inc History Reduced 47,945 6,102 0.59% 0.69% 191 -6,221 -11.49% Q1 2026 May 05, 2026
Mn Services Vermogensbeheer B.V. History No change 46,433 5,910 0.04% 0.04% 192 0 0.0% Q1 2026 Apr 30, 2026
Pallas Capital Advisors LLC History Reduced 46,000 5,854 0.22% 0.22% 193 -3,459 -6.99% Q1 2026 Apr 21, 2026
Qube Research & Technologies Ltd History Reduced 45,598 5,803 0.01% 0.03% 194 -163,478 -78.19% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 45,476 5,788 0.01% 0.0% 195 +40,309 780.12% Q1 2026 May 01, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 44,437 5,655 0.0% 0.0% 196 -3,460 -7.22% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Added to 44,267 5,634 0.02% 0.01% 197 +16,571 59.83% Q1 2026 Jun 02, 2026
Calamos Advisors LLC History Added to 44,088 5,611 0.02% 0.02% 198 +3,088 7.53% Q1 2026 May 04, 2026
BNP Paribas Asset Management Holding S.A. History Added to 43,656 5,556 0.01% 0.01% 199 +186 0.43% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 42,766 5,443 0.01% 0.01% 200 +1,069 2.56% Q1 2026 May 11, 2026
Daiwa Securities Group Inc. History Reduced 42,688 5,433 0.02% 0.02% 201 -13,112 -23.5% Q1 2026 May 13, 2026
Avanza Fonder AB History No change 42,581 5,419 0.15% 0.14% 202 0 0.0% Q1 2026 Apr 15, 2026
Andra AP-fonden History New 42,128 5,362 0.06% 203 +42,128 New Q1 2026 May 08, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 41,598 5,294 0.58% 0.42% 204 +12,195 41.48% Q1 2026 Apr 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 41,394 5,268 0.0% 0.0% 205 +2,001 5.08% Q1 2026 May 08, 2026
COMERICA BANK History No change 39,276 5,202 0.02% 0.02% 206 0 0.0% Q4 2025 Jan 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 40,599 5,167 0.02% 0.02% 207 -1,841 -4.34% Q1 2026 May 14, 2026
TCW GROUP INC History Added to 40,410 5,143 0.04% 0.03% 208 +6,205 18.14% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Added to 39,911 5,079 0.02% 0.02% 209 +1,163 3.0% Q1 2026 May 05, 2026
FIL Ltd History Reduced 39,826 5,069 0.0% 0.06% 210 -589,664 -93.67% Q1 2026 May 15, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 39,676 5,049 0.03% 0.03% 211 0 0.0% Q1 2026 Apr 23, 2026
Paragon Capital Management LLC History Reduced 39,458 5,022 2.49% 2.68% 212 -528 -1.32% Q1 2026 May 14, 2026
CIBC Bancorp USA Inc. History New 38,786 4,936 0.01% 213 +38,786 New Q1 2026 May 12, 2026
De Lisle Partners LLP History Added to 38,700 4,924 0.59% 0.54% 214 +7,000 22.08% Q1 2026 May 13, 2026
Hikari Tsushin, Inc. History No change 38,455 4,894 0.34% 0.33% 215 0 0.0% Q1 2026 May 13, 2026
Modera Wealth Management, LLC History Reduced 37,986 4,834 0.06% 0.06% 216 -1,438 -3.65% Q1 2026 May 06, 2026
OPPENHEIMER & CO INC History Reduced 37,969 4,832 0.06% 0.08% 217 -4,335 -10.25% Q1 2026 Apr 23, 2026
RWA WEALTH PARTNERS, LLC History Added to 37,890 4,822 0.05% 0.05% 218 +788 2.12% Q1 2026 May 13, 2026
Ninety One North America, Inc. History Added to 37,756 4,805 0.22% 0.2% 219 +251 0.67% Q1 2026 Apr 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 37,247 4,740 0.01% 0.01% 220 -18,133 -32.74% Q1 2026 Apr 27, 2026
American Trust Investment Advisors, LLC History Added to 36,787 4,682 2.59% 2.57% 221 +520 1.43% Q1 2026 May 15, 2026
Granite Investment Partners, LLC History Reduced 36,526 4,649 0.29% 0.29% 222 -415 -1.12% Q1 2026 Apr 30, 2026
Elo Mutual Pension Insurance Co History Added to 35,534 4,522 0.07% 0.07% 223 +1,908 5.67% Q1 2026 May 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 35,498 4,518 0.02% 0.02% 224 -973 -2.67% Q1 2026 Apr 30, 2026
IFM Investors Pty Ltd History Added to 35,468 4,514 0.04% 0.03% 225 +8,782 32.91% Q1 2026 Apr 23, 2026
Resona Asset Management Co.,Ltd. History Added to 35,455 4,496 0.02% 0.02% 226 +452 1.29% Q1 2026 Apr 29, 2026
CIBC Asset Management Inc History Reduced 35,079 4,464 0.01% 0.01% 227 -2,191 -5.88% Q1 2026 May 12, 2026
CREDIT AGRICOLE S A History Added to 34,969 4,450 0.01% 0.0% 228 +30,315 651.38% Q1 2026 May 15, 2026
Trexquant Investment LP History New 34,802 4,429 0.03% 229 +34,802 New Q1 2026 May 15, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 41,937 4,376 0.83% 1.02% 230 -5,675 -11.92% Q1 2026 Apr 22, 2026
BANK OF NOVA SCOTIA History Reduced 33,749 4,295 0.01% 0.04% 231 -169,649 -83.41% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 33,333 4,242 0.05% 0.08% 232 -15,046 -31.1% Q1 2026 Apr 23, 2026
JB Capital LLC History New 33,129 4,216 0.17% 233 +33,129 New Q1 2026 Apr 27, 2026
OLD NATIONAL BANCORP /IN/ History Added to 32,843 4,180 0.07% 0.06% 234 +5,951 22.13% Q1 2026 Apr 21, 2026
FORSTA AP-FONDEN History No change 31,200 4,132 0.02% 0.02% 235 0 0.0% Q4 2025 Feb 10, 2026
Occidental Asset Management, LLC History Added to 32,424 4,126 0.49% 0.49% 236 +1,686 5.49% Q1 2026 Apr 15, 2026
Arizona State Retirement System History Reduced 32,095 4,085 0.02% 0.02% 237 -842 -2.56% Q1 2026 May 01, 2026
Czech National Bank History Added to 31,986 4,071 0.03% 0.03% 238 +466 1.48% Q1 2026 Apr 13, 2026
Stratos Wealth Advisors, LLC History Reduced 31,526 4,012 0.25% 0.22% 239 -2,214 -6.56% Q1 2026 Apr 28, 2026
PEAK6 LLC History Added to 31,300 3,983 0.01% 0.0% 240 +21,600 222.68% Q1 2026 May 13, 2026
Tidal Investments LLC History Added to 30,697 3,907 0.01% 0.01% 242 +6,125 24.93% Q1 2026 May 15, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 30,699 3,907 0.02% 0.02% 241 -600 -1.92% Q1 2026 May 04, 2026
LBP AM SA History Added to 30,573 3,891 0.05% 0.01% 243 +20,850 214.44% Q1 2026 Apr 27, 2026
Y.D. More Investments Ltd History Added to 30,535 3,886 0.15% 0.07% 244 +20,235 196.46% Q1 2026 May 04, 2026
Walleye Trading LLC History Added to 30,435 3,873 0.01% 0.0% 245 +24,935 453.36% Q1 2026 May 08, 2026
Journey Advisory Group, LLC History Reduced 29,805 3,793 0.32% 0.36% 246 -2,169 -6.78% Q1 2026 May 05, 2026
FEDERATED HERMES, INC. History Reduced 29,692 3,779 0.01% 0.01% 247 -30,724 -50.85% Q1 2026 May 11, 2026
US BANCORP \DE\ History Reduced 29,473 3,751 0.0% 0.0% 248 -2,033 -6.45% Q1 2026 May 14, 2026
Compass Wealth Management LLC History Added to 29,212 3,718 0.92% 0.93% 249 +993 3.52% Q1 2026 Apr 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 28,877 3,675 0.09% 0.09% 250 +2,231 8.37% Q1 2026 Apr 29, 2026
Y-Intercept (Hong Kong) Ltd History New 28,469 3,623 0.07% 251 +28,469 New Q1 2026 Apr 27, 2026
Swiss Life Asset Management Ltd History Added to 28,233 3,593 0.02% 0.02% 252 +3,333 13.39% Q1 2026 May 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 28,112 3,571 0.02% 0.03% 253 -1,391 -4.71% Q1 2026 May 14, 2026
Hilton Capital Management, LLC History Added to 27,990 3,562 0.27% 0.24% 254 +3,576 14.65% Q1 2026 May 14, 2026
Ensign Peak Advisors, Inc History Added to 27,788 3,536 0.01% 0.0% 255 +12,335 79.82% Q1 2026 May 13, 2026
MetLife Investment Management, LLC History Reduced 27,431 3,491 0.02% 0.02% 256 -1,213 -4.23% Q1 2026 May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 27,358 3,482 0.02% 0.02% 257 -447 -1.61% Q1 2026 May 01, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 26,443 3,365 0.0% 0.01% 258 -42,357 -61.57% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 25,647 3,264 0.0% 0.01% 259 +5,440 26.92% Q1 2026 May 04, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 25,531 3,250 0.01% 0.01% 260 -4,601 -15.27% Q1 2026 Apr 30, 2026
XPONANCE LLC History Added to 25,093 3,193 0.02% 0.02% 261 +2,553 11.33% Q1 2026 May 13, 2026
Retirement Systems of Alabama History Reduced 24,941 3,174 0.01% 0.01% 262 -489 -1.92% Q1 2026 Apr 24, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 24,937 3,173 0.0% 0.0% 263 +15,459 163.1% Q1 2026 May 15, 2026
SIT INVESTMENT ASSOCIATES INC History No change 24,700 3,144 0.06% 0.07% 264 0 0.0% Q1 2026 May 13, 2026
Corient Private Wealth LLC History Reduced 24,474 3,135 0.0% 0.01% 265 -38,583 -61.19% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 24,630 3,134 0.0% 0.0% 266 -567 -2.25% Q1 2026 May 12, 2026
NorthCrest Asset Manangement, LLC History Reduced 24,459 3,131 0.1% 0.12% 267 -12,961 -34.64% Q1 2026 Apr 08, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 24,500 3,121 0.99% 1.14% 268 0 0.0% Q1 2026 May 12, 2026
Vest Financial, LLC History Reduced 24,335 3,097 0.04% 0.06% 269 -8,451 -25.78% Q1 2026 Apr 23, 2026
Coastal Bridge Advisors, LLC History Reduced 24,264 3,088 0.22% 0.24% 270 -178 -0.73% Q1 2026 May 14, 2026
Point72 Asset Management, L.P. History Added to 24,200 3,080 0.0% 0.0% 271 +3,000 14.15% Q1 2026 May 15, 2026
Clayton Partners LLC History Added to 23,952 3,048 2.22% 2.28% 272 +70 0.29% Q1 2026 May 15, 2026
HARVEY CAPITAL MANAGEMENT INC History Added to 23,722 3,019 0.69% 0.66% 273 +350 1.5% Q1 2026 May 11, 2026
Ancora Advisors LLC History Reduced 23,297 2,965 0.06% 0.06% 274 -34 -0.15% Q1 2026 May 15, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 23,215 2,955 0.05% 0.22% 275 -74,303 -76.19% Q1 2026 May 11, 2026
Crossmark Global Holdings, Inc. History Reduced 23,129 2,943 0.04% 0.05% 276 -1,690 -6.81% Q1 2026 May 11, 2026
Woodline Partners LP History Added to 23,029 2,931 0.01% 0.01% 277 +2,634 12.91% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 22,920 2,908 0.0% 0.01% 278 0 0.0% Q1 2026 May 07, 2026
Pine Valley Investments Ltd Liability Co History Added to 22,410 2,852 0.13% 0.13% 279 +794 3.67% Q1 2026 Jun 08, 2026
SECURITY NATIONAL BANK OF SO DAK History Reduced 21,914 2,789 1.34% 1.45% 280 -238 -1.07% Q1 2026 May 15, 2026
AMALGAMATED BANK History Reduced 21,648 2,755 0.02% 0.02% 281 -556 -2.5% Q1 2026 May 08, 2026
Aristotle Capital Boston, LLC History Reduced 21,397 2,737 0.17% 0.16% 282 -458 -2.1% Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 21,408 2,724 0.02% 0.02% 283 -11,886 -35.7% Q1 2026 May 15, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 21,289 2,709 0.03% 0.03% 284 -321 -1.49% Q1 2026 May 14, 2026
Kepler Cheuvreux (Suisse) SA History Added to 21,197 2,697 0.18% 0.12% 285 +4,880 29.91% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Added to 21,033 2,677 0.0% 0.0% 286 +68 0.32% Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 20,164 2,566 0.01% 0.02% 287 -29,572 -59.46% Q1 2026 Apr 30, 2026
CIBC WORLD MARKETS CORP History No change 19,305 2,557 0.01% 0.01% 288 0 0.0% Q4 2025 Feb 12, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History Added to 20,024 2,548 0.61% 0.56% 289 +2,147 12.01% Q1 2026 May 27, 2026
United Asset Strategies, Inc. History Added to 19,887 2,531 0.2% 0.2% 290 +559 2.89% Q1 2026 Apr 29, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 19,801 2,520 0.13% 0.02% 291 +17,330 701.34% Q1 2026 May 14, 2026
Wilmington Savings Fund Society, FSB History Reduced 19,517 2,484 0.06% 0.06% 292 -1,150 -5.56% Q1 2026 Apr 30, 2026
AIA Group Ltd History Added to 19,117 2,433 0.04% 0.01% 293 +11,782 160.63% Q1 2026 May 06, 2026
AXQ CAPITAL, LP History New 19,039 2,423 0.31% 294 +19,039 New Q1 2026 May 13, 2026
Utah Retirement Systems History Reduced 19,018 2,420 0.02% 0.02% 295 -650 -3.3% Q1 2026 May 15, 2026
Ilmarinen Mutual Pension Insurance Co History No change 19,000 2,418 0.02% 0.02% 296 0 0.0% Q1 2026 May 12, 2026
DAVENPORT & Co LLC History Reduced 18,746 2,385 0.01% 0.02% 297 -4,181 -18.24% Q1 2026 Apr 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 18,698 2,379 0.0% 0.0% 298 +165 0.89% Q1 2026 May 07, 2026
FORA Capital, LLC History Added to 18,521 2,357 0.17% 0.06% 299 +14,828 401.52% Q1 2026 May 14, 2026
ProShare Advisors LLC History Reduced 18,287 2,327 0.0% 0.01% 300 -4,080 -18.24% Q1 2026 Apr 24, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 18,235 2,320 0.02% 0.02% 301 -141 -0.77% Q1 2026 Apr 29, 2026
Keebeck Wealth Management History Reduced 18,079 2,301 0.26% 0.5% 302 -14,822 -45.05% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 18,006 2,292 0.0% 0.0% 303 -7,736 -30.05% Q1 2026 May 15, 2026
MACQUARIE GROUP LTD History Added to 17,899 2,278 0.01% 0.01% 304 +2,464 15.96% Q1 2026 May 15, 2026
Palouse Capital Management, Inc. History New 17,866 2,273 1.5% 305 +17,866 New Q1 2026 Apr 24, 2026
Summit Trail Advisors, LLC History Added to 17,550 2,233 0.03% 0.03% 306 +2,556 17.05% Q1 2026 May 12, 2026
Strategic Advisors LLC History Reduced 17,454 2,221 0.37% 0.36% 307 -83 -0.47% Q1 2026 May 14, 2026
NEOS Investment Management LLC History Reduced 17,150 2,182 0.01% 0.01% 308 -344 -1.97% Q1 2026 May 15, 2026
Rakuten Investment Management, Inc. History Added to 17,462 2,179 0.0% 0.01% 309 +1,737 11.05% Q1 2026 May 12, 2026
ARMSTRONG HENRY H ASSOCIATES INC History No change 17,081 2,174 0.22% 0.21% 310 0 0.0% Q1 2026 Apr 07, 2026
Union Bancaire Privee, UBP SA History Added to 19,444 2,173 0.03% 0.02% 311 +3,780 24.13% Q1 2026 Apr 22, 2026
Heritage Wealth Advisors History New 16,938 2,155 0.08% 312 +16,938 New Q1 2026 May 13, 2026
Empowered Funds, LLC History Added to 16,744 2,131 0.01% 0.02% 313 +9,001 116.25% Q1 2026 Jun 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 16,648 2,118 0.01% 0.01% 314 -3,085 -15.63% Q1 2026 May 04, 2026
Red Spruce Capital, LLC History Added to 16,573 2,109 0.87% 0.79% 315 +1,520 10.1% Q1 2026 Apr 09, 2026
Baird Financial Group, Inc. History Added to 16,564 2,108 0.0% 0.0% 316 +1,211 7.89% Q1 2026 May 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 16,315 2,076 0.02% 0.02% 317 -73 -0.45% Q1 2026 May 07, 2026
UniSuper Management Pty Ltd History Reduced 16,287 2,073 0.01% 0.01% 318 -587 -3.48% Q1 2026 May 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 16,280 2,072 0.01% 0.01% 319 -4,899 -23.13% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History Reduced 16,195 2,061 0.12% 0.26% 320 -24,523 -60.23% Q1 2026 May 15, 2026
Empire Financial Management Company, LLC History Added to 16,104 2,049 0.46% 0.43% 321 +1,138 7.6% Q1 2026 May 15, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 15,790 2,009 1.28% 1.36% 322 -45 -0.28% Q1 2026 Apr 17, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 15,444 1,965 0.01% 0.01% 323 +47 0.31% Q1 2026 May 15, 2026
FIRST MANHATTAN CO. LLC. History Reduced 15,174 1,931 0.01% 0.01% 324 -651 -4.11% Q1 2026 May 15, 2026
ING GROEP NV History Reduced 15,147 1,927 0.01% 0.01% 325 -301 -1.95% Q1 2026 May 11, 2026
CIBC WORLD MARKET INC. History Added to 15,115 1,923 0.0% 0.0% 326 +2,766 22.4% Q1 2026 May 14, 2026
Summit Financial, LLC History Added to 15,051 1,915 0.02% 0.03% 327 +2 0.01% Q1 2026 May 15, 2026
CGN Advisors LLC History Added to 14,993 1,908 0.15% 0.16% 328 +57 0.38% Q1 2026 Apr 13, 2026
BROWN ADVISORY INC History Added to 14,651 1,864 0.0% 0.0% 329 +201 1.39% Q1 2026 May 15, 2026
National Pension Service History Reduced 14,533 1,849 0.0% 0.0% 330 -17,899 -55.19% Q1 2026 May 11, 2026
ALLSTATE CORP History Added to 14,438 1,837 0.02% 0.02% 331 +5,547 62.39% Q1 2026 May 11, 2026
Henshaw Capital LLC History No change 14,221 1,810 0.07% 0.07% 332 0 0.0% Q1 2026 May 28, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Reduced 14,174 1,804 1.07% 1.24% 333 -431 -2.95% Q1 2026 May 15, 2026
Atria Investments, Inc History Reduced 14,146 1,800 0.02% 0.03% 334 -3,727 -20.85% Q1 2026 May 05, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 14,133 1,798 0.01% 0.01% 335 +819 6.15% Q1 2026 May 13, 2026
MACKENZIE FINANCIAL CORP History Added to 14,094 1,793 0.0% 0.0% 336 +1,052 8.07% Q1 2026 May 13, 2026
ASO GROUP Ltd History No change 14,085 1,793 0.76% 0.73% 337 0 0.0% Q1 2026 Apr 21, 2026
Vinva Investment Management Ltd History New 14,242 1,777 0.02% 339 +14,242 New Q1 2026 May 13, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History No change 13,963 1,777 0.01% 0.01% 338 0 0.0% Q1 2026 Apr 24, 2026
Westover Capital Advisors, LLC History Reduced 13,793 1,755 0.32% 0.35% 340 -783 -5.37% Q1 2026 May 05, 2026
Harfst & Associates, Inc. History Added to 13,764 1,751 0.31% 0.3% 341 +1,127 8.92% Q1 2026 May 12, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 13,538 1,723 0.03% 0.03% 342 -656 -4.62% Q1 2026 Apr 15, 2026
Malaga Cove Capital, LLC History Reduced 13,536 1,722 0.62% 0.66% 343 -841 -5.85% Q1 2026 May 07, 2026
Private Advisor Group, LLC History Reduced 16,212 1,709 0.01% 0.01% 344 -188 -1.15% Q1 2026 Apr 24, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 13,418 1,707 0.12% 0.12% 345 0 0.0% Q1 2026 Apr 29, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 13,409 1,706 0.02% 0.02% 346 -300 -2.19% Q1 2026 Apr 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 13,336 1,697 0.02% 0.02% 347 +135 1.02% Q1 2026 Apr 24, 2026
Ethic Inc. History Reduced 13,149 1,673 0.03% 0.04% 348 -7,790 -37.2% Q1 2026 Apr 27, 2026
Oak Thistle LLC History Reduced 13,112 1,668 0.16% 0.3% 349 -3,077 -19.01% Q1 2026 Apr 10, 2026
SHUFRO ROSE & CO LLC History Reduced 13,060 1,662 0.11% 0.12% 350 -297 -2.22% Q1 2026 May 15, 2026
Dynasty Wealth Management, LLC History Added to 12,793 1,628 0.01% 0.02% 351 +742 6.16% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Reduced 12,790 1,627 0.01% 0.01% 353 -2,513 -16.42% Q1 2026 May 11, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 12,786 1,627 0.01% 0.01% 352 +280 2.24% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 12,640 1,608 0.0% 0.0% 354 +5,491 76.81% Q1 2026 May 15, 2026
Callan Family Office, LLC History Reduced 12,640 1,608 0.04% 0.04% 355 -265 -2.05% Q1 2026 May 13, 2026
Sanctuary Advisors, LLC History Reduced 12,517 1,593 0.01% 0.01% 356 -3,662 -22.63% Q1 2026 May 05, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 12,495 1,590 0.02% 0.02% 357 -343 -2.67% Q1 2026 May 07, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Added to 12,456 1,585 0.54% 0.55% 358 +81 0.65% Q1 2026 Apr 16, 2026
OP Asset Management Ltd History Reduced 12,301 1,565 0.02% 0.02% 359 -1,267 -9.34% Q1 2026 Apr 10, 2026
Allworth Financial LP History Added to 11,906 1,515 0.01% 0.0% 360 +4,424 59.13% Q1 2026 May 14, 2026
State of Alaska, Department of Revenue History Reduced 11,723 1,492 0.02% 0.02% 361 -175 -1.47% Q1 2026 Apr 20, 2026
BDF-GESTION History No change 11,659 1,483 0.2% 0.19% 362 0 0.0% Q1 2026 Apr 10, 2026
Aureus Asset Management, LLC History New 11,595 1,475 0.1% 363 +11,595 New Q1 2026 May 13, 2026
BOKF, NA History Reduced 11,544 1,469 0.02% 0.03% 364 -5,175 -30.95% Q1 2026 May 08, 2026
PARK AVENUE SECURITIES LLC History Added to 11,462 1,459 0.01% 0.01% 365 +167 1.48% Q1 2026 Apr 07, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,402 1,451 0.01% 0.01% 366 0 0.0% Q1 2026 May 14, 2026
MARSHALL WACE, LLP History Added to 11,400 1,450 0.0% 0.0% 367 +6,825 149.18% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 11,263 1,433 0.07% 0.08% 368 +31 0.28% Q1 2026 May 07, 2026
SFMG, LLC History Added to 11,229 1,429 0.1% 0.1% 369 +229 2.08% Q1 2026 May 12, 2026
Prudent Man Advisors, LLC History Added to 11,186 1,423 0.43% 0.32% 370 +4,467 66.48% Q1 2026 May 08, 2026
CSM Advisors, LLC History Reduced 11,068 1,408 0.03% 0.04% 371 -424 -3.69% Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Added to 10,950 1,393 0.01% 0.01% 372 +1,024 10.32% Q1 2026 May 11, 2026
Intrinsic Value Partners, LLC History Reduced 10,883 1,385 1.07% 1.38% 373 -3,020 -21.72% Q1 2026 Apr 28, 2026
Boston Common Asset Management, LLC History Reduced 10,862 1,382 0.09% 0.09% 374 -382 -3.4% Q1 2026 May 07, 2026
Caldwell Investment Management Ltd. History No change 11,000 1,374 0.54% 0.91% 375 0 0.0% Q1 2026 May 14, 2026
Stratos Wealth Partners, LTD. History Added to 10,706 1,362 0.02% 0.01% 376 +733 7.35% Q1 2026 Apr 28, 2026
Lido Advisors, LLC History Reduced 10,608 1,350 0.0% 0.01% 377 -6,408 -37.66% Q1 2026 May 13, 2026
GLENMEDE TRUST CO NA History Added to 10,544 1,342 0.01% 0.0% 378 +2,789 35.96% Q1 2026 May 26, 2026
Investment Management Corp of Ontario History Added to 10,525 1,339 0.02% 0.02% 379 +300 2.93% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Added to 10,396 1,323 0.01% 0.01% 380 +2,012 24.0% Q1 2026 May 08, 2026
Lipe & Dalton History Reduced 10,279 1,308 0.68% 0.69% 381 -225 -2.14% Q1 2026 Apr 29, 2026
Apollon Wealth Management, LLC History Added to 10,265 1,306 0.02% 0.02% 382 +160 1.58% Q1 2026 Apr 22, 2026
Kestra Advisory Services, LLC History Reduced 10,198 1,298 0.0% 0.01% 383 -1,326 -11.51% Q1 2026 Apr 30, 2026
Canal Insurance CO History New 10,000 1,273 0.27% 384 +10,000 New Q1 2026 May 04, 2026
STRS OHIO History Reduced 9,998 1,272 0.01% 0.0% 385 -53 -0.53% Q1 2026 Apr 24, 2026
Machina Capital S.A.S. History Reduced 9,941 1,265 0.25% 0.6% 386 -13,602 -57.78% Q1 2026 May 13, 2026
Aberdeen Wealth Management LLC History No change 9,782 1,245 0.57% 0.6% 387 0 0.0% Q1 2026 May 15, 2026
Advisory Services Network, LLC History Added to 9,570 1,218 0.02% 0.02% 388 +515 5.69% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History Reduced 9,400 1,196 0.02% 0.03% 389 -853 -8.32% Q1 2026 May 12, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History No change 9,400 1,196 0.02% 0.02% 390 0 0.0% Q1 2026 May 11, 2026
IMC-Chicago, LLC History Reduced 9,300 1,183 0.0% 0.0% 391 -12,600 -57.53% Q1 2026 May 05, 2026
Gulf International Bank (UK) Ltd History Added to 9,276 1,181 0.03% 0.03% 392 +2,664 40.29% Q1 2026 May 11, 2026
Assenagon Asset Management S.A. History Added to 9,239 1,175 0.0% 0.0% 393 +687 8.03% Q1 2026 Apr 20, 2026
Havemeyer Place LP History Reduced 9,156 1,165 0.13% 0.52% 394 -10,947 -54.45% Q1 2026 May 13, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 9,150 1,164 0.92% 1.0% 395 0 0.0% Q1 2026 May 12, 2026
AlphaQuest LLC History No change 8,795 1,164 0.07% 0.07% 396 0 0.0% Q4 2025 Feb 09, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 9,122 1,161 0.01% 0.03% 397 -12,349 -57.51% Q1 2026 Apr 16, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Reduced 9,038 1,150 0.1% 0.06% 398 -561 -5.84% Q1 2026 May 15, 2026
West Tower Group, LLC History Added to 9,000 1,145 3.57% 2.38% 399 +1,000 12.5% Q1 2026 Apr 29, 2026
DANSKE BANK A/S History Reduced 8,900 1,132 0.0% 0.0% 400 -1,900 -17.59% Q1 2026 May 12, 2026
Metis Global Partners, LLC History Reduced 8,817 1,122 0.03% 0.03% 401 -1,737 -16.46% Q1 2026 May 07, 2026
GROUP ONE TRADING LLC History Added to 8,800 1,120 0.0% 0.0% 402 +2,442 38.41% Q1 2026 May 13, 2026
OSSIAM History Reduced 8,788 1,118 0.02% 0.02% 404 -132 -1.48% Q1 2026 May 14, 2026
Evercore Wealth Management, LLC History No change 8,786 1,118 0.02% 0.02% 403 0 0.0% Q1 2026 May 15, 2026
PFG Advisors History Added to 8,774 1,116 0.05% 0.05% 405 +1,008 12.98% Q1 2026 May 05, 2026
Total Wealth Planning & Management, Inc. History Added to 8,764 1,115 0.82% 0.73% 407 +1,285 17.18% Q1 2026 May 05, 2026
Pettee Investors, Inc. History No change 8,620 1,115 0.57% 0.64% 406 0 0.0% Q1 2026 May 04, 2026
KCM INVESTMENT ADVISORS LLC History No change 8,721 1,110 0.04% 0.04% 408 0 0.0% Q1 2026 May 15, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 8,700 1,107 0.26% 0.27% 409 0 0.0% Q1 2026 May 12, 2026
Hillsdale Investment Management Inc. History New 8,640 1,099 0.03% 410 +8,640 New Q1 2026 May 04, 2026
Norinchukin Bank, The History Reduced 8,540 1,086 0.01% 0.01% 411 -50 -0.58% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Reduced 8,520 1,084 0.01% 0.01% 412 -5,337 -38.51% Q1 2026 May 14, 2026
Legato Capital Management LLC History Reduced 8,504 1,082 0.1% 0.13% 413 -3,101 -26.72% Q1 2026 May 14, 2026
FRG Family Wealth Advisors LLC History Reduced 8,505 1,082 0.18% 0.19% 414 -545 -6.02% Q1 2026 Apr 24, 2026
Vident Advisory, LLC History Reduced 8,466 1,077 0.01% 0.01% 415 -1,690 -16.64% Q1 2026 May 14, 2026
Coastline Trust Co History Reduced 8,410 1,070 0.11% 0.11% 417 -240 -2.77% Q1 2026 Apr 03, 2026
FULTON BANK, N.A. History Reduced 8,411 1,070 0.04% 0.04% 416 -70 -0.83% Q1 2026 Apr 24, 2026
Equitable Holdings, Inc. History Added to 8,155 1,050 0.01% 0.0% 418 +5,046 162.3% Q1 2026 May 15, 2026
Savant Capital, LLC History Reduced 8,227 1,047 0.01% 0.01% 419 -3,116 -27.47% Q1 2026 May 04, 2026
Redwood Investment Management, LLC History New 8,213 1,045 0.13% 420 +8,213 New Q1 2026 Jun 23, 2026
CX Institutional History Added to 8,152 1,038 0.03% 0.03% 421 +570 7.52% Q1 2026 Apr 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 8,145 1,036 0.04% 0.04% 422 0 0.0% Q1 2026 May 12, 2026
Turn8 Private Wealth Inc. History Reduced 8,077 1,028 0.64% 2.46% 423 -17,838 -68.83% Q1 2026 Apr 27, 2026
Dorsey & Whitney Trust CO LLC History Added to 8,038 1,023 0.06% 0.06% 424 +24 0.3% Q1 2026 May 14, 2026
WINTON GROUP Ltd History Reduced 7,959 1,013 0.04% 0.04% 425 -627 -7.3% Q1 2026 May 12, 2026
Legacy Bridge, LLC History Reduced 7,897 1,005 0.38% 0.43% 426 -50 -0.63% Q1 2026 May 14, 2026
&PARTNERS History Reduced 7,889 1,004 0.0% 0.01% 427 -68 -0.85% Q1 2026 May 15, 2026
Merit Financial Group, LLC History Reduced 7,855 999 0.01% 0.01% 428 -260 -3.2% Q1 2026 Apr 15, 2026
COMMERCE BANK History Added to 7,667 975 0.0% 0.0% 429 +1,941 33.9% Q1 2026 May 11, 2026
Rafferty Asset Management, LLC History Reduced 7,650 973 0.0% 0.0% 430 -3,001 -28.18% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 7,638 972 0.0% 0.01% 431 -109,398 -93.47% Q1 2026 May 15, 2026
M&T BANK CORP History Reduced 7,559 962 0.0% 0.0% 432 -446 -5.57% Q1 2026 May 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History New 7,602 951 0.0% 433 +7,602 New Q1 2026 May 13, 2026
Jefferies Financial Group Inc. History New 7,470 950 0.01% 434 +7,470 New Q1 2026 May 07, 2026
AE Wealth Management LLC History Added to 7,442 947 0.01% 0.0% 435 +3,935 112.2% Q1 2026 May 13, 2026
Farther Finance Advisors, LLC History Added to 7,361 945 0.01% 0.01% 436 +945 14.73% Q1 2026 Apr 07, 2026
DOVER ADVISORS, LLC History Added to 7,409 943 0.39% 0.37% 437 +238 3.32% Q1 2026 Apr 08, 2026
Independent Advisor Alliance History Reduced 7,122 906 0.01% 0.03% 438 -762 -9.67% Q1 2026 May 12, 2026
MIZUHO SECURITIES USA LLC History Reduced 7,100 903 0.02% 0.02% 439 -1,604 -18.43% Q1 2026 May 11, 2026
Ballentine Partners, LLC History Reduced 7,017 893 0.01% 0.01% 440 -167 -2.32% Q1 2026 May 14, 2026
Curi Capital, LLC History Reduced 7,008 891 0.02% 0.02% 441 -3,777 -35.02% Q1 2026 May 15, 2026
Perigon Wealth Management, LLC History Reduced 6,903 878 0.02% 0.02% 442 -2,725 -28.3% Q1 2026 Apr 10, 2026
ABN AMRO INVESTMENT SOLUTIONS History Reduced 6,902 878 0.01% 0.01% 443 -549 -7.37% Q1 2026 May 12, 2026
SIMPLEX TRADING, LLC History Added to 6,800 865 0.0% 0.0% 444 +443 6.97% Q1 2026 May 14, 2026
TLWM History Added to 6,802 865 0.16% 0.16% 445 +222 3.37% Q1 2026 Apr 08, 2026
OFI INVEST ASSET MANAGEMENT History Added to 6,733 856 0.01% 0.01% 446 +3,621 116.36% Q1 2026 May 05, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 6,672 849 0.03% 0.03% 447 -234 -3.39% Q1 2026 Apr 15, 2026
Sequoia Financial Advisors, LLC History Added to 6,633 844 0.0% 0.0% 448 +97 1.48% Q1 2026 Apr 30, 2026
Wealthfront Advisers LLC History Added to 6,499 827 0.0% 0.0% 449 +721 12.48% Q1 2026 May 05, 2026
Meiji Yasuda Life Insurance Co History Added to 6,490 826 0.03% 0.02% 450 +260 4.17% Q1 2026 May 12, 2026
Rockefeller Capital Management L.P. History Reduced 6,463 822 0.0% 0.0% 451 -2,153 -24.99% Q1 2026 May 14, 2026
Destination Wealth Management History Added to 6,447 820 0.02% 0.01% 452 +4,355 208.17% Q1 2026 May 15, 2026
Ruane, Cunniff & Goldfarb L.P. History Reduced 6,288 800 0.01% 0.01% 453 -199 -3.07% Q1 2026 May 14, 2026
Waycross Investment Management Co History Reduced 6,292 800 0.76% 0.75% 454 -178 -2.75% Q1 2026 Apr 13, 2026
CIBC Private Wealth Group LLC History No change 6,023 797 0.0% 0.0% 455 0 0.0% Q4 2025 Feb 12, 2026
CIM INVESTMENT MANAGEMENT INC History Reduced 6,244 794 0.21% 0.22% 456 -29 -0.46% Q1 2026 May 19, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 6,233 793 0.02% 0.02% 457 -344 -5.23% Q1 2026 Apr 27, 2026
CHICAGO TRUST Co NA History Added to 6,230 792 0.13% 0.12% 458 +566 9.99% Q1 2026 Apr 24, 2026
Illinois Municipal Retirement Fund History Added to 6,198 788 0.01% 0.01% 459 +637 11.45% Q1 2026 May 05, 2026
MONARCH CAPITAL MANAGEMENT INC History Reduced 6,109 777 0.19% 0.2% 460 -115 -1.85% Q1 2026 Apr 16, 2026
Caldwell Trust Co History Reduced 6,018 765 0.07% 0.15% 461 -6,426 -51.64% Q1 2026 Apr 22, 2026
Louisiana State Employees Retirement System History Reduced 6,000 763 0.01% 0.01% 462 -100 -1.64% Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History Reduced 5,987 761 0.01% 0.01% 463 -382 -6.0% Q1 2026 May 06, 2026
PRUDENTIAL PLC History No change 5,977 760 0.0% 0.01% 464 0 0.0% Q1 2026 May 13, 2026
Johnson Financial Group, Inc. History Added to 5,964 759 0.03% 0.01% 465 +4,425 287.52% Q1 2026 May 07, 2026
MCDONALD PARTNERS LLC History No change 5,915 752 0.18% 0.25% 466 0 0.0% Q1 2026 May 15, 2026
Aspire Capital Advisors LLC History Added to 5,893 750 0.17% 0.17% 467 +462 8.51% Q1 2026 Apr 22, 2026
OMERS ADMINISTRATION Corp History Added to 5,862 746 0.0% 0.0% 468 +1,332 29.4% Q1 2026 May 15, 2026
BOK Financial Private Wealth, Inc. History Reduced 5,860 745 0.04% 0.07% 469 -2,536 -30.2% Q1 2026 May 12, 2026
POWER WEALTH MANAGEMENT LLC History Reduced 5,785 736 0.27% 0.29% 471 -381 -6.18% Q1 2026 May 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 5,784 736 0.03% 0.03% 470 0 0.0% Q1 2026 May 13, 2026
Maryland State Retirement & Pension System History No change 5,762 733 0.01% 0.02% 472 0 0.0% Q1 2026 May 04, 2026
Heritage Family Offices, LLP History Reduced 5,754 732 0.32% 0.82% 473 -7,914 -57.9% Q1 2026 Apr 08, 2026
J.W. COLE ADVISORS, INC. History Reduced 5,560 707 0.02% 0.02% 474 -126 -2.22% Q1 2026 Apr 23, 2026
HB Wealth Management, LLC History Added to 5,554 706 0.0% 0.0% 475 +54 0.98% Q1 2026 Apr 27, 2026
Kingsview Wealth Management, LLC History Added to 5,499 699 0.01% 0.01% 476 +1,320 31.59% Q1 2026 May 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 5,487 698 0.02% 0.02% 477 0 0.0% Q1 2026 May 04, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 5,473 696 0.13% 0.15% 478 -561 -9.3% Q1 2026 May 01, 2026
HMS Capital Management, LLC History Reduced 5,395 686 0.27% 0.31% 479 -297 -5.22% Q1 2026 Apr 22, 2026
Kentucky Retirement Systems History Added to 10,874 685 0.05% 0.03% 481 +3,401 45.51% Q1 2026 May 19, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 5,389 685 0.22% 0.22% 480 -81 -1.48% Q1 2026 Apr 21, 2026
Ameritas Advisory Services, LLC History Added to 5,380 684 0.03% 0.03% 482 +75 1.41% Q1 2026 May 12, 2026
CENTRAL TRUST Co History Reduced 5,284 672 0.01% 0.02% 483 -2,198 -29.38% Q1 2026 Apr 17, 2026
Hilltop Holdings Inc. History Reduced 5,272 671 0.06% 0.06% 484 -1,761 -25.04% Q1 2026 May 14, 2026
Polymer Capital Management (US) LLC History Reduced 5,225 665 0.07% 0.12% 485 -3,137 -37.51% Q1 2026 May 13, 2026
Fiduciary Alliance LLC History Reduced 5,188 660 0.04% 0.07% 487 -3,235 -38.41% Q1 2026 Apr 20, 2026
Waverly Advisors, LLC History Added to 5,192 660 0.0% 0.01% 486 +168 3.34% Q1 2026 May 15, 2026
GAMMA Investing LLC History Added to 5,174 658 0.03% 0.02% 488 +2,331 81.99% Q1 2026 Apr 06, 2026
Northwest & Ethical Investments L.P. History No change 5,162 657 0.02% 0.02% 489 0 0.0% Q1 2026 May 13, 2026
Brookstone Capital Management History Reduced 5,158 656 0.01% 0.01% 490 -86 -1.64% Q1 2026 Apr 16, 2026
Lombard Odier Asset Management (Switzerland) SA History New 5,147 655 0.02% 491 +5,147 New Q1 2026 May 15, 2026
Raiffeisen Bank International AG History New 5,238 653 0.01% 493 +5,238 New Q1 2026 Apr 24, 2026
UMB Bank, n.a. History Reduced 5,134 653 0.01% 0.01% 492 -621 -10.79% Q1 2026 May 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 5,164 644 0.0% 0.0% 494 -927 -15.22% Q1 2026 May 14, 2026
BIP Wealth, LLC History Added to 4,992 635 0.03% 0.02% 495 +682 15.82% Q1 2026 Apr 27, 2026
Pinnacle Financial Partners, Inc. History Added to 4,948 629 0.0% 0.0% 496 +90 1.85% Q1 2026 May 14, 2026
Integrated Wealth Concepts LLC History Added to 4,936 628 0.01% 0.0% 497 +2,776 128.52% Q1 2026 May 15, 2026
Princeton Global Asset Management LLC History Added to 4,901 623 0.1% 0.0% 498 +4,671 2030.87% Q1 2026 Apr 22, 2026
EntryPoint Capital, LLC History New 4,850 617 0.18% 499 +4,850 New Q1 2026 May 14, 2026
MUFG Securities EMEA plc History Reduced 4,815 612 0.01% 0.01% 500 -91 -1.85% Q1 2026 May 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 4,799 610 0.03% 0.02% 501 +783 19.5% Q1 2026 Apr 14, 2026
E. Ohman J:or Asset Management AB History No change 4,800 610 0.02% 0.01% 502 0 0.0% Q1 2026 Apr 16, 2026
Long Road Investment Counsel, LLC History Added to 4,775 607 0.24% 0.23% 503 +200 4.37% Q1 2026 May 08, 2026
Sepio Capital, LP History Added to 4,751 604 0.03% 0.03% 504 +220 4.86% Q1 2026 May 13, 2026
Zuckerman Investment Group, LLC History No change 4,730 602 0.06% 0.06% 505 0 0.0% Q1 2026 May 15, 2026
INGALLS & SNYDER LLC History Added to 4,719 601 0.02% 0.02% 506 +477 11.24% Q1 2026 May 13, 2026
Sterling Capital Management LLC History Reduced 4,707 599 0.01% 0.02% 507 -3,394 -41.9% Q1 2026 Apr 22, 2026
XTX Topco Ltd History Reduced 4,612 587 0.01% 0.06% 508 -13,598 -74.67% Q1 2026 May 15, 2026
State of Wyoming History Added to 4,587 583 0.07% 0.04% 509 +1,665 56.98% Q1 2026 May 13, 2026
Engineers Gate Manager LP History Added to 4,580 582 0.01% 0.0% 510 +2,605 131.9% Q1 2026 May 15, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 4,553 579 0.01% 0.01% 511 -112 -2.4% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Reduced 4,548 578 0.01% 0.01% 512 -428 -8.6% Q1 2026 Apr 20, 2026
Soltis Investment Advisors LLC History Reduced 4,505 573 0.04% 0.04% 513 -304 -6.32% Q1 2026 Apr 27, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 4,472 569 0.01% 0.01% 514 -240 -5.09% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Added to 4,477 569 0.0% 0.0% 515 +26 0.58% Q1 2026 May 05, 2026
Pasadena Private Wealth, LLC History No change 4,447 566 0.08% 0.08% 516 0 0.0% Q1 2026 Apr 22, 2026
iSAM Funds (UK) Ltd History New 4,443 565 0.28% 517 +4,443 New Q1 2026 May 13, 2026
Arax Advisory Partners History Reduced 4,435 556 0.02% 0.02% 518 -25 -0.56% Q1 2026 May 13, 2026
Empirical Finance, LLC History Reduced 4,362 555 0.03% 0.03% 519 -12 -0.27% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History New 4,355 554 0.0% 520 +4,355 New Q1 2026 May 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 4,332 551 0.01% 0.01% 521 -149 -3.33% Q1 2026 Apr 20, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 4,202 534 0.01% 522 +4,202 New Q1 2026 Apr 27, 2026
Old North State Trust, LLC History Reduced 4,180 532 0.32% 0.36% 523 -411 -8.95% Q1 2026 May 13, 2026
WHITTIER TRUST CO History Reduced 4,151 531 0.01% 0.01% 525 -367 -8.12% Q1 2026 Apr 28, 2026
MAI Capital Management History Added to 4,176 531 0.0% 0.0% 524 +205 5.16% Q1 2026 May 15, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 4,167 530 0.07% 0.07% 526 -130 -3.03% Q1 2026 May 05, 2026
EASTERN BANK History Reduced 4,163 529 0.01% 0.04% 527 -14,874 -78.13% Q1 2026 Apr 07, 2026
Arkadios Wealth Advisors History Reduced 4,155 528 0.01% 0.02% 528 -4,682 -52.98% Q1 2026 May 18, 2026
NewEdge Wealth, LLC History Added to 4,153 528 0.01% 0.0% 529 +2,039 96.45% Q1 2026 May 13, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 4,119 524 0.04% 0.03% 530 +1,234 42.77% Q1 2026 Apr 28, 2026
NOMURA HOLDINGS INC History Added to 4,034 513 0.0% 0.0% 531 +1,816 81.88% Q1 2026 May 15, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 3,992 508 0.0% 0.0% 532 0 0.0% Q1 2026 May 08, 2026
Gratus Wealth Advisors, LLC History Reduced 3,957 503 0.07% 0.11% 533 -2,236 -36.11% Q1 2026 May 04, 2026
TD Waterhouse Canada Inc. History Reduced 3,883 498 0.0% 0.02% 534 -23,300 -85.72% Q1 2026 May 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 3,895 495 0.0% 0.0% 535 +1,115 40.11% Q1 2026 May 14, 2026
TEMA ETFS LLC History Added to 3,886 494 0.03% 0.04% 536 +14 0.36% Q1 2026 Apr 15, 2026
Holocene Advisors, LP History New 3,863 491 0.0% 537 +3,863 New Q1 2026 May 15, 2026
Banque Cantonale Vaudoise History Added to 3,843 489 0.02% 0.02% 538 +147 3.98% Q1 2026 Apr 20, 2026
AMG National Trust Bank History No change 3,800 483 0.01% 0.01% 539 0 0.0% Q1 2026 May 04, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History Added to 3,775 480 0.07% 0.07% 540 +1 0.03% Q1 2026 Apr 29, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 3,757 478 0.01% 0.01% 541 -62 -1.62% Q1 2026 May 08, 2026
Chesley Taft & Associates LLC History No change 3,745 476 0.02% 0.02% 542 0 0.0% Q1 2026 Apr 13, 2026
BENJAMIN EDWARDS INC History Added to 3,710 472 0.0% 0.0% 543 +814 28.11% Q1 2026 May 12, 2026
Vise Technologies, Inc. History No change 3,470 459 0.01% 0.01% 544 0 0.0% Q1 2026 Apr 21, 2026
Legacy Trust History Reduced 3,595 457 0.09% 0.09% 545 -20 -0.55% Q1 2026 Apr 14, 2026
Legacy Wealth Partners, LLC History No change 3,590 456 0.11% 0.12% 546 0 0.0% Q1 2026 Apr 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 3,487 443 0.0% 0.01% 547 -1,628 -31.83% Q1 2026 May 13, 2026
North Dakota State Investment Board History Reduced 3,480 442 0.02% 0.02% 549 -602 -14.75% Q1 2026 May 08, 2026
Cresset Asset Management, LLC History Added to 3,478 442 0.0% 0.0% 548 +514 17.34% Q1 2026 May 15, 2026
Boltwood Capital Management History No change 3,465 441 0.11% 0.12% 550 0 0.0% Q1 2026 Apr 07, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 3,445 438 0.02% 0.03% 551 -100 -2.82% Q1 2026 May 15, 2026
Krilogy Financial LLC History Reduced 3,459 436 0.01% 0.02% 552 -883 -20.34% Q1 2026 Apr 17, 2026
First National Advisers, LLC History Added to 3,423 435 0.06% 0.03% 553 +1,604 88.18% Q1 2026 May 08, 2026
WEALTH ALLIANCE, LLC History Reduced 3,383 430 0.04% 0.04% 554 -17 -0.5% Q1 2026 May 14, 2026
NBT BANK N A /NY History Added to 3,378 429 0.03% 0.03% 555 +3 0.09% Q1 2026 Apr 28, 2026
Steward Partners Investment Advisory, LLC History Added to 3,330 423 0.0% 0.0% 556 +28 0.85% Q1 2026 May 08, 2026
LVW Advisors, LLC History Reduced 3,283 417 0.04% 0.05% 557 -179 -5.17% Q1 2026 Apr 20, 2026
Klingman & Associates, LLC History Reduced 3,279 417 0.02% 0.02% 558 -122 -3.59% Q1 2026 May 14, 2026
Janney Capital Management LLC History No change 3,134 415 0.03% 0.03% 559 0 0.0% Q4 2025 Feb 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 3,255 414 0.0% 0.0% 560 +311 10.56% Q1 2026 Apr 24, 2026
MUFG SECURITIES AMERICAS INC. History Added to 3,250 413 0.03% 0.03% 561 +30 0.93% Q1 2026 May 11, 2026
IFP Advisors, Inc History Added to 3,165 402 0.01% 0.0% 562 +2,316 272.79% Q1 2026 Apr 13, 2026
BROGAN FINANCIAL, INC. History Added to 3,161 402 0.18% 0.18% 563 +8 0.25% Q1 2026 May 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 3,127 398 0.01% 0.01% 564 -176 -5.33% Q1 2026 May 01, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 3,132 398 0.03% 0.03% 565 0 0.0% Q1 2026 May 19, 2026
Ridge Creek Global, Inc History No change 3,131 398 0.34% 0.35% 566 0 0.0% Q1 2026 May 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 3,121 397 0.02% 0.02% 567 -100 -3.1% Q1 2026 May 01, 2026
Squarepoint Ops LLC History Reduced 3,122 397 0.0% 0.0% 568 -64 -2.01% Q1 2026 May 15, 2026
Mutual Advisors, LLC History Reduced 3,096 394 0.01% 0.01% 569 -25 -0.8% Q1 2026 May 01, 2026
BankPlus Trust Department History No change 3,098 394 0.11% 0.11% 570 0 0.0% Q1 2026 May 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 3,076 391 0.01% 0.01% 571 -320 -9.42% Q1 2026 May 05, 2026
Clarion Wealth Managment Partners, LLC History No change 3,073 391 0.35% 0.38% 572 0 0.0% Q1 2026 May 08, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 3,066 390 0.01% 0.01% 573 -215 -6.55% Q1 2026 May 11, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 3,033 386 0.01% 0.01% 574 0 0.0% Q1 2026 May 15, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 3,027 385 0.04% 576 +3,027 New Q1 2026 May 12, 2026
FIRST WILSHIRE SECURITIES MANAGEMENT INC History No change 3,025 385 0.09% 0.1% 575 0 0.0% Q1 2026 May 11, 2026
M. Kulyk & Associates, LLC History Reduced 3,019 384 0.07% 0.53% 577 -17,897 -85.57% Q1 2026 May 06, 2026
Hennion & Walsh Asset Management, Inc. History New 3,001 381 0.01% 579 +3,001 New Q1 2026 May 13, 2026
Prossimo Advisors, LLC History New 3,000 381 2.32% 580 +3,000 New Q1 2026 Apr 29, 2026
WESTPORT ASSET MANAGEMENT INC History No change 3,000 381 0.17% 0.17% 578 0 0.0% Q1 2026 May 15, 2026
TWO SIGMA SECURITIES, LLC History New 2,986 380 0.04% 581 +2,986 New Q1 2026 May 15, 2026
Wahed Invest LLC History Reduced 2,957 376 0.05% 0.05% 582 -174 -5.56% Q1 2026 May 13, 2026
SUMMIT WEALTH GROUP LLC / CO History Added to 2,939 374 0.04% 0.05% 584 +1 0.03% Q1 2026 Apr 23, 2026
Mill Creek Capital Advisors, LLC History No change 2,945 374 0.01% 0.01% 583 0 0.0% Q1 2026 May 14, 2026
Vann Equity Management LLC History New 2,930 372 0.26% 585 +2,930 New Q1 2026 May 08, 2026
Radnor Capital Management, LLC History Reduced 2,914 370 0.05% 0.06% 586 -100 -3.32% Q1 2026 Apr 15, 2026
BESSEMER GROUP INC History Added to 2,900 369 0.0% 0.0% 587 +1,524 110.76% Q1 2026 May 06, 2026
WESBANCO BANK INC History Reduced 2,890 367 0.01% 0.01% 588 -942 -24.58% Q1 2026 Apr 21, 2026
Abacus Wealth Partners, LLC History No change 2,878 366 0.03% 0.04% 589 0 0.0% Q1 2026 Apr 24, 2026
Bank OZK History Reduced 2,875 365 0.13% 0.82% 590 -14,724 -83.66% Q1 2026 May 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 2,857 364 0.02% 591 +2,857 New Q1 2026 Apr 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 2,838 361 0.02% 0.02% 593 +330 13.16% Q1 2026 Apr 28, 2026
DAVIS R M INC History No change 2,842 361 0.01% 0.01% 592 0 0.0% Q1 2026 May 13, 2026
OSTRUM ASSET MANAGEMENT History Reduced 2,815 358 0.02% 0.02% 594 -1,122 -28.5% Q1 2026 May 14, 2026
Altus Wealth Group LLC History No change 2,800 356 0.15% 0.15% 595 0 0.0% Q1 2026 Apr 27, 2026
GSA CAPITAL PARTNERS LLP History Reduced 2,793 355 0.02% 0.07% 596 -3,567 -56.08% Q1 2026 May 08, 2026
Allianz Asset Management GmbH History Reduced 2,792 355 0.0% 0.0% 597 -158 -5.36% Q1 2026 May 11, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 2,782 354 0.23% 0.23% 598 +40 1.46% Q1 2026 May 07, 2026
1832 Asset Management L.P. History No change 2,768 352 0.0% 0.0% 599 0 0.0% Q1 2026 May 14, 2026
Magnetar Financial LLC History Reduced 2,807 350 0.0% 0.01% 600 -2,166 -43.56% Q1 2026 May 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 2,717 345 0.0% 0.01% 601 -1,090 -28.63% Q1 2026 May 15, 2026
Aventus Investment Advisors, Inc. History Reduced 2,697 343 0.29% 0.3% 602 -105 -3.75% Q1 2026 Apr 15, 2026
Quadrature Capital Ltd History New 2,683 341 0.0% 603 +2,683 New Q1 2026 May 15, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Added to 2,745 337 0.0% 0.0% 604 +900 48.78% Q1 2026 Apr 13, 2026
Aprio Wealth Management, LLC History Added to 2,652 337 0.02% 0.02% 606 +211 8.64% Q1 2026 May 11, 2026
SOMERVILLE KURT F History Reduced 2,650 337 0.09% 0.06% 605 -116 -4.19% Q1 2026 May 08, 2026
NorthRock Partners, LLC History Reduced 2,637 335 0.01% 0.01% 607 -775 -22.71% Q1 2026 May 15, 2026
GeoWealth Management, LLC History Added to 2,630 334 0.01% 0.01% 608 +147 5.92% Q1 2026 May 13, 2026
Proficio Capital Partners LLC History Added to 2,620 333 0.02% 0.02% 609 +3 0.11% Q1 2026 May 14, 2026
B. Metzler seel. Sohn & Co. AG History Added to 2,597 330 0.0% 0.0% 611 +1,067 69.74% Q1 2026 May 08, 2026
1ST SOURCE BANK History No change 2,600 330 0.02% 0.02% 610 0 0.0% Q1 2026 May 04, 2026
Optas, LLC History New 2,570 327 0.05% 614 +2,570 New Q1 2026 Apr 24, 2026
GRANDFIELD & DODD, LLC History No change 2,573 327 0.02% 0.02% 612 0 0.0% Q1 2026 May 07, 2026
First Financial Bank - Trust Division History No change 2,571 327 0.03% 0.03% 613 0 0.0% Q1 2026 Apr 01, 2026
Optimize Financial Inc History New 2,567 326 0.16% 615 +2,567 New Q1 2026 May 12, 2026
MGO ONE SEVEN LLC History Added to 2,559 325 0.01% 0.01% 616 +31 1.23% Q1 2026 May 14, 2026
V-Square Quantitative Management LLC History Added to 2,535 322 0.03% 0.03% 617 +275 12.17% Q1 2026 Apr 27, 2026
SOROS FUND MANAGEMENT LLC History Reduced 2,526 321 0.0% 0.02% 618 -10,505 -80.62% Q1 2026 May 15, 2026
Shoker Investment Counsel, Inc. History Added to 2,521 320 0.1% 0.1% 619 +7 0.28% Q1 2026 May 11, 2026
REXFORD CAPITAL INC History No change 2,500 318 0.23% 0.25% 620 0 0.0% Q1 2026 Apr 23, 2026
QUADRANT CAPITAL GROUP LLC History Added to 2,498 317 0.01% 0.01% 621 +295 13.39% Q1 2026 May 13, 2026
Ascentis Independent Advisors History New 2,487 316 0.02% 623 +2,487 New Q1 2026 Apr 28, 2026
Vestcor Inc History No change 2,486 316 0.01% 0.01% 622 0 0.0% Q1 2026 May 12, 2026
Lazard Freres Gestion S.A.S. History New 2,465 313 0.01% 624 +2,465 New Q1 2026 May 07, 2026
LOUNTZIS ASSET MANAGEMENT, LLC History No change 2,448 311 0.11% 0.12% 625 0 0.0% Q1 2026 May 07, 2026
Procyon Advisors, LLC History Added to 2,431 309 0.02% 0.01% 626 +198 8.87% Q1 2026 May 04, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 2,411 306 0.03% 0.03% 627 +204 9.24% Q1 2026 May 05, 2026
INVICTUS PRIVATE WEALTH, LLC History New 2,400 305 0.02% 629 +2,400 New Q1 2026 May 13, 2026
COOKSON PEIRCE & CO INC History Added to 2,399 305 0.01% 0.01% 628 +245 11.37% Q1 2026 Apr 30, 2026
Cove Private Wealth, LLC History New 2,389 304 0.07% 631 +2,389 New Q1 2026 May 13, 2026
Acropolis Investment Management, LLC History No change 2,393 304 0.01% 0.01% 630 0 0.0% Q1 2026 Apr 09, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 2,358 300 0.0% 0.13% 632 -121,523 -98.1% Q1 2026 May 15, 2026
Composition Wealth, LLC History New 2,360 300 0.0% 634 +2,360 New Q1 2026 Apr 08, 2026
Argent Trust Co History Reduced 2,359 300 0.01% 0.01% 633 -76 -3.12% Q1 2026 May 13, 2026
GREENLEAF TRUST History Reduced 2,325 295 0.0% 0.0% 635 -59 -2.47% Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Added to 2,311 294 0.01% 0.01% 636 +125 5.72% Q1 2026 May 15, 2026
Alaska Wealth Advisors, LLC History No change 2,309 293 0.04% 0.04% 637 0 0.0% Q1 2026 Apr 24, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 2,299 292 0.02% 0.02% 638 +179 8.44% Q1 2026 Apr 16, 2026
Compound Planning, Inc. History Added to 2,286 290 0.01% 0.01% 639 +23 1.02% Q1 2026 May 14, 2026
TWINBEECH CAPITAL LP History Reduced 2,270 288 0.03% 0.79% 640 -81,505 -97.29% Q1 2026 May 15, 2026
ISTHMUS PARTNERS, LLC History New 2,249 286 0.03% 641 +2,249 New Q1 2026 Apr 29, 2026
Visionary Wealth Advisors History Added to 2,246 285 0.01% 0.01% 642 +5 0.22% Q1 2026 May 13, 2026
Brooklyn Investment Group History Reduced 2,233 284 0.01% 0.02% 645 -1,239 -35.69% Q1 2026 Apr 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 2,236 284 0.0% 0.0% 644 +370 19.83% Q1 2026 May 08, 2026
BECK MACK & OLIVER LLC History No change 2,232 284 0.01% 0.01% 643 0 0.0% Q1 2026 May 12, 2026
Corient IA LLC History Reduced 2,230 283 0.27% 0.31% 646 -270 -10.8% Q1 2026 May 14, 2026
Board of the Pension Protection Fund History Added to 2,200 280 0.26% 0.04% 647 +1,900 633.33% Q1 2026 Apr 27, 2026
Orion Porfolio Solutions, LLC History Reduced 2,187 278 0.0% 0.0% 648 -70 -3.1% Q1 2026 May 13, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 2,170 276 0.01% 0.01% 649 +2 0.09% Q1 2026 May 13, 2026
Lloyd Advisory Services, LLC. History New 2,155 274 0.08% 651 +2,155 New Q1 2026 May 13, 2026
Kingdom Financial Group LLC. History Added to 2,155 274 0.08% 0.09% 650 +3 0.14% Q1 2026 May 13, 2026
Belvedere Trading LLC History Reduced 2,123 270 0.0% 0.0% 652 -8,742 -80.46% Q1 2026 May 12, 2026
Jacobi Capital Management LLC History No change 2,123 270 0.02% 0.02% 653 0 0.0% Q1 2026 May 13, 2026
Apella Capital, LLC History Added to 2,087 269 0.0% 0.01% 654 +11 0.53% Q1 2026 Apr 20, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 2,113 268 0.02% 0.01% 655 -2 -0.09% Q1 2026 Apr 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 2,104 267 0.0% 0.0% 656 -74 -3.4% Q1 2026 May 08, 2026
Interchange Capital Partners, LLC History Added to 2,160 261 0.08% 0.04% 657 +477 28.34% Q1 2026 Apr 23, 2026
Prentice Wealth Management LLC History Reduced 2,058 261 0.06% 0.07% 658 -172 -7.71% Q1 2026 Apr 17, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 2,046 260 0.0% 0.0% 659 -2,254 -52.42% Q1 2026 May 14, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 2,031 258 0.07% 0.11% 661 -1,046 -33.99% Q1 2026 Apr 10, 2026
Tiller Private Wealth, Inc. History Added to 2,030 258 0.09% 0.1% 660 +2 0.1% Q1 2026 Apr 22, 2026
B. Riley Wealth Advisors, Inc. History Reduced 2,057 256 0.02% 0.01% 662 -327 -13.72% Q1 2026 Apr 24, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 2,050 255 0.0% 665 +2,050 New Q1 2026 May 07, 2026
Redmond Asset Management, LLC History Reduced 2,006 255 0.07% 0.07% 664 -20 -0.99% Q1 2026 May 06, 2026
PRINCIPAL SECURITIES, INC. History Added to 2,007 255 0.0% 0.0% 663 +5 0.25% Q1 2026 May 13, 2026
Sand Hill Global Advisors, LLC History Reduced 2,002 254 0.01% 0.01% 666 -42 -2.05% Q1 2026 May 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 2,000 254 0.0% 0.0% 667 0 0.0% Q1 2026 May 13, 2026
Holcombe Financial, Inc. History No change 2,000 254 0.15% 0.17% 668 0 0.0% Q1 2026 Apr 20, 2026
Sowell Financial Services LLC History New 1,995 253 0.01% 669 +1,995 New Q1 2026 Apr 20, 2026
CHILDRESS CAPITAL ADVISORS, LLC History New 1,992 253 0.05% 670 +1,992 New Q1 2026 Apr 29, 2026
GC Wealth Management RIA, LLC History Reduced 1,984 252 0.01% 0.01% 671 -339 -14.59% Q1 2026 May 14, 2026
Pinnacle Bancorp, Inc. History Reduced 1,979 251 0.07% 0.09% 672 -411 -17.2% Q1 2026 Apr 22, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 1,975 251 0.08% 0.09% 673 +111 5.95% Q1 2026 May 04, 2026
Rathbones Group PLC History New 1,962 249 0.0% 675 +1,962 New Q1 2026 May 12, 2026
Smith Salley Wealth Management History No change 1,964 249 0.01% 0.01% 674 0 0.0% Q1 2026 Apr 16, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 1,937 246 0.0% 678 +1,937 New Q1 2026 Apr 13, 2026
Florida Trust Wealth Management Co History Added to 1,939 246 0.01% 0.01% 677 +400 25.99% Q1 2026 May 14, 2026
FELL CAPITAL MANAGEMENT /ADV History No change 1,940 246 0.23% 0.25% 676 0 0.0% Q1 2026 May 04, 2026
Phoenix Financial Ltd. History New 1,931 245 0.0% 679 +1,931 New Q1 2026 May 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,917 243 0.01% 0.01% 680 -22 -1.13% Q1 2026 May 07, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,896 241 0.0% 0.0% 681 -308 -13.97% Q1 2026 May 15, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 1,900 241 0.04% 0.03% 682 0 0.0% Q1 2026 May 01, 2026
Rossmore Private Capital History No change 1,900 241 0.02% 0.02% 683 0 0.0% Q1 2026 May 01, 2026
EP Wealth Advisors, LLC History Reduced 1,869 237 0.0% 0.0% 685 -339 -15.35% Q1 2026 May 14, 2026
INVESTMENT PARTNERS, LTD. History Reduced 1,863 237 0.08% 0.09% 684 -16 -0.85% Q1 2026 May 05, 2026
Dynamic Wealth Strategies, LLC History Reduced 1,866 237 0.14% 0.15% 686 -11 -0.59% Q1 2026 May 13, 2026
FIDUCIENT ADVISORS LLC History No change 1,846 234 0.03% 0.03% 687 0 0.0% Q1 2026 May 08, 2026
Vermillion & White Wealth Management Group, LLC History No change 1,842 234 0.13% 0.13% 688 0 0.0% Q1 2026 May 15, 2026
Riggs Asset Managment Co. Inc. History No change 1,821 231 0.05% 0.05% 689 0 0.0% Q1 2026 May 11, 2026
Empower Advisory Group, LLC History New 1,799 228 0.0% 690 +1,799 New Q1 2026 May 14, 2026
Heartwood Wealth Advisors LLC History No change 1,784 227 0.02% 0.02% 691 0 0.0% Q1 2026 Apr 07, 2026
Berger Financial Group, Inc History Reduced 1,774 225 0.01% 0.32% 692 -39,681 -95.72% Q1 2026 Apr 28, 2026
Chris Bulman Inc History No change 1,769 225 0.1% 0.1% 693 0 0.0% Q1 2026 Apr 13, 2026
PFG Investments, LLC History Reduced 1,761 224 0.01% 0.01% 695 -20 -1.12% Q1 2026 Apr 27, 2026
Claret Asset Management Corp History Reduced 1,760 224 0.03% 0.03% 694 -7 -0.4% Q1 2026 May 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 1,753 223 0.0% 0.0% 696 -6,317 -78.28% Q1 2026 May 15, 2026
Essential Partners LLC History Reduced 1,753 223 0.08% 0.13% 698 -1,500 -46.11% Q1 2026 May 21, 2026
Madison Asset Management, LLC History Reduced 1,756 223 0.0% 0.0% 697 -129 -6.84% Q1 2026 May 07, 2026
Checchi Capital Advisers, LLC History New 1,727 219 0.01% 699 +1,727 New Q1 2026 May 04, 2026
Catalyst Funds Management Pty Ltd History Reduced 1,716 218 0.04% 0.77% 701 -23,284 -93.14% Q1 2026 May 11, 2026
Asset Planning,Inc History Added to 1,716 218 0.15% 0.16% 702 +5 0.29% Q1 2026 Apr 23, 2026
Siemens Fonds Invest GmbH History No change 1,714 218 0.01% 0.01% 700 0 0.0% Q1 2026 May 15, 2026
Canada Post Corp Registered Pension Plan History Reduced 1,706 217 0.01% 0.01% 705 -1,160 -40.47% Q1 2026 May 12, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Reduced 1,710 217 0.02% 0.02% 704 -190 -10.0% Q1 2026 May 05, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 1,708 217 0.0% 0.0% 703 -8 -0.47% Q1 2026 May 14, 2026
Wedmont Private Capital History New 1,649 216 0.01% 706 +1,649 New Q1 2026 Apr 09, 2026
Frank, Rimerman Advisors LLC History Added to 1,697 215 0.01% 0.01% 707 +36 2.17% Q1 2026 Apr 29, 2026
CENTRAL BANK & TRUST CO History No change 1,679 213 0.03% 0.03% 708 0 0.0% Q1 2026 Apr 07, 2026
PATTON FUND MANAGEMENT, INC. History No change 1,668 212 0.04% 0.03% 709 0 0.0% Q1 2026 Apr 22, 2026
TruWealth Advisors, LLC History Reduced 1,665 211 0.01% 0.01% 710 -47 -2.75% Q1 2026 Apr 09, 2026
Seelaus Asset Management LLC History Reduced 1,500 210 0.15% 0.28% 711 -1,185 -44.13% Q1 2026 Apr 29, 2026
Bull Harbor Capital LLC History New 1,646 209 0.06% 713 +1,646 New Q1 2026 May 18, 2026
TRUSTCO BANK CORP N Y History Reduced 1,645 209 0.19% 0.21% 712 -100 -5.73% Q1 2026 May 13, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,637 208 0.02% 0.02% 714 0 0.0% Q1 2026 May 11, 2026
Graham Capital Management, L.P. History New 1,620 206 0.0% 715 +1,620 New Q1 2026 May 15, 2026
Capital Investment Advisors, LLC History Reduced 1,611 205 0.0% 0.0% 716 -43 -2.6% Q1 2026 Apr 17, 2026
New England Research & Management, Inc. History Reduced 1,600 203 0.09% 0.65% 717 -9,668 -85.8% Q1 2026 May 07, 2026
Trust Point Inc. History New 1,575 200 0.02% 718 +1,575 New Q1 2026 Apr 15, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,555 197 0.14% 0.14% 719 0 0.0% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 1,424 188 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Reduced 1,476 184 0.01% 0.01% 721 -46 -3.02% Q1 2026 May 15, 2026
Strategic Wealth Partners, Ltd. History Reduced 1,420 180 0.01% 0.02% 722 -265 -15.73% Q1 2026 May 12, 2026
Axiom Investment Management LLC History New 1,359 172 0.13% 723 +1,359 New Q1 2026 May 26, 2026
SIGNATUREFD, LLC History Added to 1,259 160 0.0% 0.0% 724 +62 5.18% Q1 2026 Apr 07, 2026
Capital Analysts, LLC History Reduced 1,184 150 0.0% 0.0% 725 -24 -1.99% Q1 2026 May 14, 2026
HM PAYSON & CO History No change 1,156 147 0.0% 0.0% 726 0 0.0% Q1 2026 Apr 13, 2026
Centerpoint Advisors, LLC History No change 1,151 146 0.05% 0.05% 727 0 0.0% Q1 2026 May 07, 2026
Tower Research Capital LLC (TRC) History Reduced 1,085 138 0.0% 0.01% 728 -1,461 -57.38% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 1,070 136 0.0% 0.0% 729 0 0.0% Q1 2026 May 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 1,035 132 0.0% 0.0% 730 +12 1.17% Q1 2026 Apr 28, 2026
Kemnay Advisory Services Inc. History Added to 1,023 130 0.02% 0.0% 731 +947 1246.05% Q1 2026 May 15, 2026
Employees Retirement System of Texas History No change 1,017 129 0.0% 0.0% 732 0 0.0% Q1 2026 May 13, 2026
Sound Income Strategies, LLC History Reduced 989 127 0.01% 0.01% 733 -24 -2.37% Q1 2026 Apr 27, 2026
Anchor Investment Management, LLC History No change 994 126 0.01% 0.01% 734 0 0.0% Q1 2026 May 01, 2026
Root Financial Partners, LLC History Added to 963 122 0.01% 0.01% 735 +66 7.36% Q1 2026 Apr 24, 2026
Parallel Advisors, LLC History Added to 942 119 0.0% 0.0% 736 +16 1.73% Q1 2026 Jun 02, 2026
Deseret Mutual Benefit Administrators History Added to 878 111 0.04% 0.01% 737 +628 251.2% Q1 2026 May 08, 2026
N.E.W. Advisory Services LLC History No change 867 110 0.01% 0.01% 738 0 0.0% Q1 2026 May 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 859 109 0.01% 0.01% 739 -124 -12.61% Q1 2026 May 11, 2026
ATLAS CAPITAL ADVISORS INC. History No change 833 106 0.01% 0.01% 740 0 0.0% Q1 2026 May 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 815 103 0.0% 0.0% 741 +781 2297.06% Q1 2026 May 15, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 800 101 0.02% 0.09% 742 -2,695 -77.11% Q1 2026 Apr 20, 2026
First Command Advisory Services, Inc. History Added to 787 100 0.0% 0.0% 743 +137 21.08% Q1 2026 May 07, 2026
Sunbelt Securities, Inc. History Added to 709 90 0.01% 0.01% 744 +10 1.43% Q1 2026 May 15, 2026
Chung Wu Investment Group, LLC History No change 702 89 0.08% 0.08% 745 0 0.0% Q1 2026 May 12, 2026
North Star Investment Management Corp. History Added to 655 83 0.01% 0.01% 746 +5 0.77% Q1 2026 Apr 23, 2026
Spire Wealth Management History Reduced 619 78 0.0% 0.0% 747 -24 -3.73% Q1 2026 Apr 22, 2026
Steigerwald, Gordon & Koch Inc. History Added to 599 76 0.01% 0.0% 749 +226 60.59% Q1 2026 Apr 28, 2026
Colonial Trust Advisors History Reduced 597 76 0.01% 0.01% 748 -24 -3.86% Q1 2026 May 12, 2026
Evolution Advisers, Inc. History No change 600 76 0.03% 0.03% 750 0 0.0% Q1 2026 May 01, 2026
Blue Trust, Inc. History Reduced 592 75 0.0% 0.0% 751 -138 -18.9% Q1 2026 Apr 20, 2026
Smithfield Trust Co History No change 576 74 0.0% 0.0% 752 0 0.0% Q1 2026 May 08, 2026
MBM WEALTH CONSULTANTS, LLC History New 563 71 0.02% 753 +563 New Q1 2026 Apr 20, 2026
Hilltop National Bank History Reduced 554 70 0.02% 0.28% 755 -8,088 -93.59% Q1 2026 Apr 02, 2026
PRIVATE TRUST CO NA History Added to 552 70 0.01% 0.01% 754 +4 0.73% Q1 2026 Apr 30, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 539 68 0.0% 0.0% 756 0 0.0% Q1 2026 May 08, 2026
ASSETMARK, INC History Reduced 527 67 0.0% 0.0% 757 -523 -49.81% Q1 2026 May 06, 2026
Murphy & Mullick Capital Management Corp History No change 534 67 0.05% 0.05% 758 0 0.0% Q1 2026 Apr 17, 2026
Ramirez Asset Management, Inc. History Reduced 500 63 0.01% 0.01% 759 -200 -28.57% Q1 2026 May 12, 2026
Glen Eagle Advisors, LLC History Reduced 492 62 0.01% 0.01% 760 -99 -16.75% Q1 2026 May 15, 2026
Quent Capital, LLC History Reduced 473 60 0.0% 0.01% 761 -236 -33.29% Q1 2026 Apr 28, 2026
Quarry LP History Reduced 466 59 0.01% 0.02% 763 -318 -40.56% Q1 2026 May 15, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 466 59 0.01% 0.01% 764 -7 -1.48% Q1 2026 May 06, 2026
Global Wealth Strategies & Associates History No change 465 59 0.01% 0.02% 762 0 0.0% Q1 2026 Apr 03, 2026
SFAM, LLC History No change 460 58 0.05% 0.05% 765 0 0.0% Q1 2026 May 04, 2026
Bruce G. Allen Investments, LLC History Added to 449 57 0.04% 0.02% 766 +171 61.51% Q1 2026 May 08, 2026
Clayton Financial Group LLC History No change 455 57 0.03% 0.03% 767 0 0.0% Q1 2026 Apr 13, 2026
Larson Financial Group LLC History Reduced 417 53 0.0% 0.0% 768 -152 -26.71% Q1 2026 May 15, 2026
Grove Bank & Trust History No change 415 52 0.01% 0.01% 769 0 0.0% Q1 2026 Apr 08, 2026
Ransom Advisory, Ltd History No change 400 52 0.02% 0.02% 770 0 0.0% Q4 2025 Jan 06, 2026
Innovative Asset Advisors Group, LLC History New 404 51 0.03% 772 +404 New Q1 2026 May 12, 2026
Parkside Financial Bank & Trust History Reduced 402 51 0.0% 0.0% 771 -58 -12.61% Q1 2026 May 13, 2026
ASR Vermogensbeheer N.V. History New 400 50 0.0% 773 +400 New Q1 2026 Apr 30, 2026
MATHER GROUP, LLC. History New 377 47 0.0% 774 +377 New Q1 2026 Apr 13, 2026
Cromwell Holdings LLC History Added to 347 44 0.02% 0.02% 775 +6 1.76% Q1 2026 Apr 30, 2026
LRI Investments, LLC History No change 349 44 0.0% 0.0% 776 0 0.0% Q1 2026 Apr 30, 2026
Covestor Ltd History Added to 329 42 0.03% 0.02% 779 +50 17.92% Q1 2026 May 05, 2026
CYBER HORNET ETFs LLC History Reduced 329 42 0.03% 0.03% 778 -33 -9.12% Q1 2026 May 08, 2026
Moisand Fitzgerald Tamayo, LLC History No change 336 42 0.0% 0.0% 777 0 0.0% Q1 2026 Apr 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 320 41 0.0% 0.0% 780 +2 0.63% Q1 2026 May 06, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 320 40 0.0% 782 +320 New Q1 2026 May 05, 2026
Rossby Financial, LCC History Added to 316 40 0.01% 0.01% 781 +44 16.18% Q1 2026 May 11, 2026
Hanson & Doremus Investment Management History No change 303 39 0.0% 0.0% 783 0 0.0% Q1 2026 Apr 17, 2026
Bayforest Capital Ltd History New 286 36 0.04% 786 +286 New Q1 2026 Apr 15, 2026
Costello Asset Management, INC History Reduced 288 36 0.01% 0.02% 785 -87 -23.2% Q1 2026 Apr 30, 2026
Versant Capital Management, Inc History Added to 290 36 0.0% 0.0% 784 +21 7.81% Q1 2026 Apr 06, 2026
True Wealth Design, LLC History Reduced 281 35 0.01% 0.01% 787 -59 -17.35% Q1 2026 Apr 13, 2026
Basecamp Wealth Advisors LLC History No change 281 35 0.01% 0.01% 788 0 0.0% Q1 2026 Jun 24, 2026
Oakworth Capital, Inc. History No change 257 32 0.0% 0.0% 789 0 0.0% Q1 2026 Apr 24, 2026
Gen-Wealth Partners Inc History No change 256 32 0.01% 0.01% 790 0 0.0% Q1 2026 May 08, 2026
CoreCap Advisors, LLC History Reduced 250 31 0.0% 0.0% 792 -27 -9.75% Q1 2026 Apr 07, 2026
Orion Capital Management LLC History No change 250 31 0.01% 0.01% 791 0 0.0% Q1 2026 May 14, 2026
Keating Financial Advisory Services, Inc. History Reduced 232 29 0.0% 0.0% 793 -22 -8.66% Q1 2026 May 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 220 28 0.0% 0.0% 795 -2 -0.9% Q1 2026 Apr 23, 2026
GODSEY & GIBB, INC History No change 221 28 0.0% 0.0% 794 0 0.0% Q1 2026 Apr 20, 2026
Geneos Wealth Management Inc. History No change 220 28 0.0% 0.0% 796 0 0.0% Q1 2026 May 04, 2026
Bank of Jackson Hole Trust History Added to 219 27 0.01% 0.01% 799 +4 1.86% Q1 2026 May 12, 2026
DT Investment Partners, LLC History No change 218 27 0.0% 0.0% 797 0 0.0% Q1 2026 May 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 219 27 0.01% 0.01% 798 0 0.0% Q1 2026 Apr 29, 2026
Meramec Financial Planners, LLC History No change 213 27 0.01% 0.01% 800 0 0.0% Q1 2026 Apr 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 205 26 0.0% 0.0% 802 -85 -29.31% Q1 2026 May 01, 2026
Perkins Coie Trust Co History No change 207 26 0.0% 0.01% 801 0 0.0% Q1 2026 Apr 15, 2026
Intentional Wealth Strategies, LLC History New 198 25 0.02% 806 +198 New Q1 2026 May 05, 2026
FIRST HORIZON CORP History Added to 202 25 0.0% 0.0% 803 +6 3.06% Q1 2026 Apr 30, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 200 25 0.01% 0.01% 804 0 0.0% Q1 2026 Apr 21, 2026
MONETARY MANAGEMENT GROUP INC History No change 200 25 0.01% 0.01% 805 0 0.0% Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 192 24 0.0% 0.0% 807 -142 -42.51% Q1 2026 Apr 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 186 23 0.01% 0.01% 808 0 0.0% Q1 2026 Apr 24, 2026
Longview Financial Advisors LLC History No change 187 23 0.01% 0.01% 809 0 0.0% Q1 2026 Apr 20, 2026
DV EQUITIES, LLC History No change 167 22 0.0% 0.0% 810 0 0.0% Q4 2025 Feb 17, 2026
Trust Co History Added to 165 21 0.0% 0.0% 811 +54 48.65% Q1 2026 Apr 13, 2026
Elevated Capital Advisors, LLC History No change 167 21 0.01% 0.01% 812 0 0.0% Q1 2026 Apr 30, 2026
Medallion Wealth Advisors, LLC History No change 170 21 0.01% 0.01% 813 0 0.0% Q1 2026 Apr 24, 2026
Capital Advisors, Ltd. LLC History No change 159 20 0.0% 0.0% 814 0 0.0% Q1 2026 Apr 16, 2026
Golden State Wealth Management, LLC History No change 158 20 0.0% 0.0% 815 0 0.0% Q1 2026 Apr 28, 2026
TRUST CO OF VERMONT History No change 150 19 0.0% 0.0% 816 0 0.0% Q4 2025 Jan 16, 2026
Community Bank, N.A. History No change 150 19 0.0% 0.0% 817 0 0.0% Q1 2026 May 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 155 19 0.0% 0.0% 818 0 0.0% Q1 2026 Apr 22, 2026
CVA Family Office, LLC History Added to 147 18 0.0% 0.0% 820 +123 512.5% Q1 2026 Apr 29, 2026
Signature Equity Partners, LLC History Reduced 147 18 0.01% 0.02% 822 -96 -39.51% Q1 2026 May 13, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 143 18 0.0% 0.0% 819 +13 10.0% Q1 2026 May 05, 2026
Cornerstone Planning Group LLC History Added to 137 18 0.0% 0.0% 821 +8 6.2% Q1 2026 May 06, 2026
Owl Creek Wealth Partners LLC History New 127 16 0.01% 824 +127 New Q1 2026 May 13, 2026
McIlrath & Eck, LLC History No change 130 16 0.0% 0.0% 823 0 0.0% Q1 2026 May 19, 2026
SageView Advisory Group, LLC History No change 119 15 0.0% 0.0% 825 0 0.0% Q4 2025 Feb 17, 2026
Roxbury Financial LLC History No change 112 14 0.01% 0.01% 826 0 0.0% Q1 2026 Apr 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 104 13 0.0% 0.01% 827 -930 -89.94% Q1 2026 May 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 104 13 0.0% 0.0% 828 +4 4.0% Q1 2026 Apr 23, 2026
Kozak & Associates, Inc. History No change 101 12 0.0% 0.0% 829 0 0.0% Q1 2026 Apr 14, 2026
Torren Management, LLC History Reduced 88 11 0.01% 0.02% 833 -222 -71.61% Q1 2026 Apr 30, 2026
Crewe Advisors LLC History Added to 94 11 0.0% 0.0% 831 +19 25.33% Q1 2026 May 07, 2026
SouthState Bank Corp History Reduced 89 11 0.0% 0.0% 830 -8 -8.25% Q1 2026 May 05, 2026
Rosenberg Matthew Hamilton History No change 94 11 0.0% 0.0% 832 0 0.0% Q1 2026 Apr 06, 2026
Transamerica Financial Advisors, LLC History Added to 80 10 0.0% 0.0% 834 +16 25.0% Q1 2026 May 15, 2026
Park Place Capital Corp History Reduced 84 10 0.0% 0.0% 835 -3 -3.45% Q1 2026 Apr 09, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 73 9 0.0% 839 +73 New Q1 2026 May 08, 2026
Dorato Capital Management History New 70 9 0.01% 840 +70 New Q1 2026 Apr 09, 2026
GW&K Investment Management, LLC History Reduced 72 9 0.0% 0.0% 836 -6 -7.69% Q1 2026 May 13, 2026
Hughes Financial Services, LLC History Added to 72 9 0.0% 0.0% 838 +3 4.35% Q1 2026 Apr 29, 2026
Morton Brown Family Wealth, LLC History No change 72 9 0.0% 0.0% 837 0 0.0% Q1 2026 Apr 20, 2026
Arlington Trust Co LLC History New 67 8 0.0% 843 +67 New Q1 2026 Apr 08, 2026
JFS WEALTH ADVISORS, LLC History Added to 70 8 0.0% 0.0% 841 +5 7.69% Q1 2026 Apr 20, 2026
Wiser Advisor Group LLC History No change 65 8 0.01% 0.01% 842 0 0.0% Q1 2026 Apr 22, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 57 7 0.0% 0.0% 845 -45 -44.12% Q1 2026 May 07, 2026
Clearstead Trust, LLC History Added to 55 7 0.0% 0.0% 846 +31 129.17% Q1 2026 May 06, 2026
Fortitude Family Office, LLC History Added to 61 7 0.0% 0.0% 848 +29 90.63% Q1 2026 Apr 15, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 59 7 0.0% 0.0% 844 +9 18.0% Q1 2026 Apr 17, 2026
High Note Wealth, LLC History No change 60 7 0.0% 0.0% 847 0 0.0% Q1 2026 May 11, 2026
Synergy Investment Management, LLC History New 50 6 0.0% 855 +50 New Q1 2026 May 14, 2026
Bravera Wealth History Reduced 48 6 0.0% 0.01% 854 -37 -43.53% Q1 2026 Apr 22, 2026
Minot DeBlois Advisors LLC History Reduced 50 6 0.01% 0.01% 849 -26 -34.21% Q1 2026 May 08, 2026
Sachetta, LLC History Added to 53 6 0.0% 0.0% 851 +15 39.47% Q1 2026 May 01, 2026
Archer Investment Corp History No change 51 6 0.0% 0.0% 850 0 0.0% Q1 2026 May 04, 2026
Crews Bank & Trust History No change 50 6 0.0% 0.0% 852 0 0.0% Q1 2026 May 13, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 50 6 0.0% 0.0% 853 0 0.0% Q1 2026 May 15, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 46 5 0.0% 0.0% 857 +15 48.39% Q1 2026 Apr 15, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 37 5 0.0% 0.0% 856 -7 -15.91% Q1 2026 May 14, 2026
Bell Investment Advisors, Inc History Reduced 44 5 0.0% 0.0% 858 -5 -10.2% Q1 2026 Apr 17, 2026
Bogart Wealth, LLC History Added to 32 4 0.0% 0.0% 861 +7 28.0% Q1 2026 Apr 28, 2026
Private Wealth Management Group, LLC History Reduced 33 4 0.0% 0.0% 866 -2 -5.71% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History Added to 35 4 0.0% 0.0% 863 +1 2.94% Q1 2026 Apr 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 32 4 0.0% 0.0% 859 0 0.0% Q1 2026 Apr 13, 2026
Hurley Capital, LLC History No change 36 4 0.0% 0.0% 860 0 0.0% Q1 2026 May 06, 2026
RMG Wealth Management LLC History No change 41 4 0.0% 0.0% 862 0 0.0% Q1 2026 May 14, 2026
ORG Partners LLC History No change 34 4 0.0% 0.0% 864 0 0.0% Q4 2025 Jan 14, 2026
Cetera Trust Company, N.A History No change 32 4 0.0% 0.0% 865 0 0.0% Q1 2026 May 08, 2026
Nvest Wealth Strategies, Inc. History No change 35 4 0.0% 0.0% 867 0 0.0% Q1 2026 Apr 13, 2026
United Financial Planning Group LLC History New 31 3 0.0% 873 +31 New Q1 2026 May 08, 2026
JPL Wealth Management, LLC History New 26 3 0.0% 872 +26 New Q1 2026 May 08, 2026
AdvisorNet Financial, Inc History No change 27 3 0.0% 0.0% 868 0 0.0% Q1 2026 Apr 17, 2026
IMA Advisory Services, Inc. History No change 30 3 0.0% 0.0% 869 0 0.0% Q1 2026 May 06, 2026
Financial Gravity Asset Management, Inc. History No change 25 3 0.0% 0.0% 870 0 0.0% Q1 2026 May 08, 2026
Prestige Wealth Management Group LLC History No change 31 3 0.0% 0.0% 871 0 0.0% Q1 2026 May 13, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 19 2 0.0% 0.0% 875 -159 -89.33% Q1 2026 Apr 30, 2026
Triumph Capital Management History Added to 18 2 0.0% 877 +15 500.0% Q1 2026 May 13, 2026
Bay Harbor Wealth Management, LLC History Added to 16 2 0.0% 0.0% 878 +4 33.33% Q1 2026 Apr 14, 2026
Cornerstone Financial Management LLC History Added to 23 2 0.0% 0.0% 882 +4 21.05% Q1 2026 May 08, 2026
TD Capital Management LLC History No change 20 2 0.0% 0.0% 874 0 0.0% Q1 2026 May 11, 2026
Leonteq Securities AG History No change 19 2 0.0% 0.0% 876 0 0.0% Q1 2026 Apr 27, 2026
SJS Investment Consulting Inc. History No change 18 2 0.0% 0.0% 879 0 0.0% Q1 2026 Apr 23, 2026
Red Tortoise LLC History No change 22 2 0.0% 0.0% 880 0 0.0% Q1 2026 Apr 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 17 2 0.0% 0.0% 881 0 0.0% Q1 2026 Apr 27, 2026
WPG Advisers, LLC History Reduced 13 1 0.0% 0.0% 898 -37 -74.0% Q1 2026 Apr 29, 2026
Addison Advisors LLC History New 13 1 0.0% 901 +13 New Q1 2026 May 08, 2026
Vanguard National Trust Co History New 13 1 0.0% 902 +13 New Q1 2026 May 08, 2026
Dogwood Wealth Management LLC History New 13 1 0.0% 905 +13 New Q1 2026 May 12, 2026
HIGHLINE WEALTH PARTNERS LLC History New 11 1 0.0% 904 +11 New Q1 2026 Apr 06, 2026
IMG Wealth Management, Inc. History New 10 1 0.0% 903 +10 New Q1 2026 May 15, 2026
BAYBAN History New 8 1 0.0% 906 +8 New Q1 2026 Apr 24, 2026
Whipplewood Advisors, LLC History Added to 14 1 0.0% 894 +7 100.0% Q1 2026 Apr 30, 2026
Physician Wealth Advisors, Inc. History Added to 11 1 0.0% 889 +4 57.14% Q1 2026 Apr 24, 2026
Rialto Wealth Management, LLC History Added to 10 1 0.0% 895 +4 66.67% Q1 2026 May 14, 2026
Manchester Capital Management LLC History Reduced 14 1 0.0% 0.0% 884 -3 -17.65% Q1 2026 May 11, 2026
Kilter Group LLC History Reduced 8 1 0.0% 0.0% 897 -2 -20.0% Q1 2026 May 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 10 1 0.0% 0.0% 883 0 0.0% Q1 2026 May 11, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 8 1 0.0% 0.0% 885 0 0.0% Q1 2026 May 13, 2026
Tradewinds Capital Management, LLC History No change 8 1 0.0% 0.0% 886 0 0.0% Q1 2026 Apr 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 13 1 0.0% 0.0% 887 0 0.0% Q1 2026 Apr 30, 2026
Avion Wealth History No change 8 1 0.0% 0.0% 888 0 0.0% Q1 2026 May 01, 2026
Dunhill Financial, LLC History No change 12 1 0.0% 0.0% 890 0 0.0% Q1 2026 May 06, 2026
DiNuzzo Private Wealth, Inc. History No change 15 1 0.0% 0.0% 891 0 0.0% Q1 2026 Apr 08, 2026
Rakuten Securities, Inc. History No change 9 1 0.0% 0.0% 892 0 0.0% Q1 2026 May 01, 2026
Principia Wealth Advisory, LLC History No change 8 1 0.0% 0.0% 893 0 0.0% Q4 2025 Feb 10, 2026
Barnes Dennig Private Wealth Management LLC History No change 10 1 0.0% 0.0% 896 0 0.0% Q1 2026 Apr 22, 2026
Benson Wealth Management INC History No change 8 1 0.0% 0.0% 899 0 0.0% Q1 2026 May 12, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 8 1 0.0% 0.0% 900 0 0.0% Q1 2026 Jun 11, 2026
Incline Global Management LLC History Closed out 0 0 3.64% -80,466 -100.0% Q1 2026 May 15, 2026
SEGALL BRYANT & HAMILL, LLC History Closed out 0 0 0.13% -75,255 -100.0% Q1 2026 May 22, 2026
PAYDEN & RYGEL History Closed out 0 0 0.55% -59,600 -100.0% Q1 2026 May 12, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.06% -57,079 -100.0% Q1 2026 May 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Closed out 0 0 0.03% -51,437 -100.0% Q1 2026 May 15, 2026
Taikang Asset Management (Hong Kong) Co Ltd History Closed out 0 0 0.33% -25,227 -100.0% Q1 2026 May 14, 2026
Great Lakes Retirement, Inc. History Closed out 0 0 0.26% -18,927 -100.0% Q1 2026 May 06, 2026
DRW Securities, LLC History Closed out 0 0 0.06% -18,018 -100.0% Q1 2026 May 13, 2026
Quantbot Technologies LP History Closed out 0 0 0.06% -14,595 -100.0% Q1 2026 May 13, 2026
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 0.01% -10,023 -100.0% Q1 2026 May 12, 2026
Lebenthal Global Advisors, LLC History Closed out 0 0 0.19% -9,161 -100.0% Q1 2026 May 14, 2026
Generali Asset Management SPA SGR History Closed out 0 0 0.02% -8,045 -100.0% Q1 2026 May 05, 2026
CenterBook Partners LP History Closed out 0 0 0.04% -6,713 -100.0% Q1 2026 May 05, 2026
Lighthouse Investment Partners, LLC History Closed out 0 0 0.02% -5,513 -100.0% Q1 2026 May 14, 2026
EPG Wealth Management LLC History Closed out 0 0 0.18% -5,122 -100.0% Q1 2026 May 07, 2026
Headlands Technologies LLC History Closed out 0 0 0.05% -4,670 -100.0% Q1 2026 May 13, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -4,260 -100.0% Q1 2026 Apr 29, 2026
ARGUS INVESTORS' COUNSEL, INC. History Closed out 0 0 0.42% -3,988 -100.0% Q1 2026 Apr 28, 2026
McLaughlin Asset Management, Inc. History Closed out 0 0 0.44% -3,687 -100.0% Q1 2026 Apr 29, 2026
Cynosure Group, LLC History Closed out 0 0 0.05% -3,609 -100.0% Q1 2026 May 13, 2026
U S GLOBAL INVESTORS INC History Closed out 0 0 0.05% -3,500 -100.0% Q1 2026 May 01, 2026
Kintayl Capital LP History Closed out 0 0 0.27% -3,422 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.01% -3,290 -100.0% Q1 2026 May 14, 2026
Forum Financial Management, LP History Closed out 0 0 0.01% -3,187 -100.0% Q1 2026 Apr 23, 2026
SCOTIA CAPITAL INC. History Closed out 0 0 0.0% -3,014 -100.0% Q1 2026 May 13, 2026
MOR Wealth Management, LLC History Closed out 0 0 0.18% -2,926 -100.0% Q1 2026 Apr 24, 2026
StoneX Group Inc. History Closed out 0 0 0.02% -2,806 -100.0% Q1 2026 May 14, 2026
Sivia Capital Partners, LLC History Closed out 0 0 0.07% -2,718 -100.0% Q1 2026 May 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.02% -2,548 -100.0% Q1 2026 May 15, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.02% -2,078 -100.0% Q1 2026 May 14, 2026
Fairvoy Private Wealth, LLC History Closed out 0 0 0.06% -2,011 -100.0% Q1 2026 Apr 20, 2026
SIG BROKERAGE, LP History Closed out 0 0 0.01% -1,936 -100.0% Q1 2026 May 15, 2026
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -1,908 -100.0% Q1 2026 May 01, 2026
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 0.02% -1,899 -100.0% Q1 2026 May 12, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 0.02% -1,876 -100.0% Q1 2026 May 05, 2026
Western Wealth Management, LLC History Closed out 0 0 0.01% -1,835 -100.0% Q1 2026 Jun 18, 2026
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -1,732 -100.0% Q1 2026 May 07, 2026
PFG Private Wealth Management, LLC History Closed out 0 0 0.1% -1,724 -100.0% Q1 2026 May 14, 2026
Sage Mountain Advisors LLC History Closed out 0 0 0.01% -1,717 -100.0% Q1 2026 May 11, 2026
Montecito Bank & Trust History Closed out 0 0 0.04% -1,706 -100.0% Q1 2026 Apr 16, 2026
WEDBUSH SECURITIES INC History Closed out 0 0 0.01% -1,664 -100.0% Q1 2026 Apr 21, 2026
TrueWealth Advisors, LLC History Closed out 0 0 0.06% -1,655 -100.0% Q1 2026 Apr 09, 2026
ANB BANK History Closed out 0 0 0.09% -1,655 -100.0% Q1 2026 May 06, 2026
GABELLI FUNDS LLC History Closed out 0 0 0.0% -1,630 -100.0% Q1 2026 May 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 0.03% -1,618 -100.0% Q1 2026 May 05, 2026
MidFirst Bank History Closed out 0 0 -1,606 -100.0% Q1 2026 May 15, 2026
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.0% -1,603 -100.0% Q1 2026 May 15, 2026
EdgeRock Capital LLC History Closed out 0 0 0.06% -1,602 -100.0% Q1 2026 Apr 16, 2026
FIDUCIARY FAMILY OFFICE, LLC History Closed out 0 0 0.06% -1,597 -100.0% Q1 2026 May 13, 2026
CHILTON INVESTMENT CO INC. History Closed out 0 0 0.0% -1,550 -100.0% Q1 2026 May 15, 2026
Crown Wealth Group, LLC History Closed out 0 0 0.06% -1,546 -100.0% Q1 2026 Apr 21, 2026
Storgate, LLC History Closed out 0 0 0.17% -1,543 -100.0% Q1 2026 May 06, 2026
PINNACLE ASSOCIATES LTD History Closed out 0 0 0.0% -1,539 -100.0% Q1 2026 Apr 21, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Closed out 0 0 0.0% -1,538 -100.0% Q1 2026 Apr 22, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Closed out 0 0 0.02% -1,520 -100.0% Q1 2026 May 13, 2026
Kuhn & Co Investment Counsel History Closed out 0 0 0.13% -1,518 -100.0% Q1 2026 May 12, 2026
SOUTH PLAINS FINANCIAL, INC. History Closed out 0 0 0.06% -722 -100.0% Q1 2026 May 13, 2026
Mendota Financial Group, LLC History Closed out 0 0 0.06% -627 -100.0% Q1 2026 Apr 16, 2026
INTACT INVESTMENT MANAGEMENT INC. History Closed out 0 0 0.0% -600 -100.0% Q1 2026 May 08, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 0.02% -482 -100.0% Q1 2026 Apr 14, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 0.01% -350 -100.0% Q1 2026 May 12, 2026
Winch Advisory Services, LLC History Closed out 0 0 0.01% -345 -100.0% Q1 2026 Apr 30, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.02% -244 -100.0% Q1 2026 May 07, 2026
Asset Dedication, LLC History Closed out 0 0 0.0% -240 -100.0% Q1 2026 May 29, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 0.0% -237 -100.0% Q1 2026 Apr 07, 2026
Wealth Watch Advisors, INC History Closed out 0 0 0.01% -216 -100.0% Q1 2026 May 15, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 11, 2026
DV Trading LLC History Closed out 0 0 0.0% -200 -100.0% Q1 2026 May 15, 2026
Measured Wealth Private Client Group, LLC History Closed out 0 0 0.01% -195 -100.0% Q1 2026 May 13, 2026
Jessup Wealth Management, Inc History Closed out 0 0 0.01% -183 -100.0% Q1 2026 May 15, 2026
TOMPKINS FINANCIAL CORP History Closed out 0 0 0.0% -106 -100.0% Q1 2026 Apr 09, 2026
United Community Bank History Closed out 0 0 0.0% -102 -100.0% Q1 2026 Apr 24, 2026
Garton & Associates Financial Advisors LLC History Closed out 0 0 0.01% -101 -100.0% Q1 2026 May 11, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -76 -100.0% Q1 2026 May 06, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 0.0% -74 -100.0% Q1 2026 May 11, 2026
UNION SAVINGS BANK History Closed out 0 0 0.0% -35 -100.0% Q1 2026 Apr 17, 2026
HOWARD HUGHES MEDICAL INSTITUTE History Closed out 0 0 0.0% -26 -100.0% Q1 2026 May 15, 2026
Westfuller Advisors, LLC History Closed out 0 0 0.0% -24 -100.0% Q1 2026 Apr 28, 2026
Team Financial Group, LLC History Closed out 0 0 0.0% -20 -100.0% Q1 2026 May 01, 2026
Phillip James Consulting Co. History Closed out 0 0 0.04% -17 -100.0% Q1 2026 May 11, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 0.0% -16 -100.0% Q1 2026 May 15, 2026
Greenline Wealth Management LLC History Closed out 0 0 0.0% -15 -100.0% Q1 2026 May 14, 2026
VALLEY NATIONAL ADVISERS INC History Closed out 0 0 0.0% -12 -100.0% Q1 2026 Apr 15, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 0.0% -12 -100.0% Q1 2026 May 12, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 0.0% -10 -100.0% Q1 2026 Apr 29, 2026
Fairway Wealth LLC History Closed out 0 0 0.0% -10 -100.0% Q1 2026 Apr 23, 2026
Portus Wealth Advisors, LLC History New 7 0 +7 New Q1 2026 Apr 22, 2026
SHP Wealth Management History New 5 0 +5 New Q1 2026 May 08, 2026
MCF Advisors LLC History New 4 0 +4 New Q1 2026 May 11, 2026
Vermillion Wealth Management, Inc. History New 4 0 +4 New Q1 2026 Apr 17, 2026
Aspect Partners, LLC History New 3 0 +3 New Q1 2026 Apr 02, 2026
GHP Investment Advisors, Inc. History New 2 0 +2 New Q1 2026 Apr 21, 2026
TopTier Wealth Management, LLC History New 2 0 +2 New Q1 2026 May 05, 2026
Davis Capital Management History Closed out 0 0 -2 -100.0% Q1 2026 Apr 16, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 06, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 04, 2026
American Capital Advisory, LLC History Added to 4 0 +1 33.33% Q1 2026 Apr 29, 2026
TRUST CO OF TOLEDO NA /OH/ History New 1 0 +1 New Q1 2026 Apr 15, 2026
TFC Financial Management, Inc. History New 1 0 +1 New Q1 2026 Apr 23, 2026
Caitong International Asset Management Co., Ltd History New 1 0 +1 New Q1 2026 May 11, 2026
Cassaday & Co Wealth Management LLC History New 1 0 +1 New Q1 2026 May 07, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 6 0 0 0.0% Q1 2026 May 14, 2026
Penserra Capital Management LLC History No change 6 0 0 0.0% Q1 2026 May 11, 2026
FINANCIAL CONSULATE, INC History No change 4 0 0 0.0% Q1 2026 Apr 21, 2026
NVWM, LLC History No change 1 0 0 0.0% Q1 2026 Apr 27, 2026
Quaker Wealth Management, LLC History No change 4 0 0 0.0% Q1 2026 Apr 10, 2026
Scarborough Advisors, LLC History No change 1 0 0 0.0% Q1 2026 May 07, 2026
SOA Wealth Advisors, LLC. History No change 3 0 0 0.0% Q1 2026 May 20, 2026
Colonial Trust Co / SC History No change 2 0 0 0.0% Q1 2026 May 12, 2026
Valued Wealth Advisors LLC History No change 3 0 0 0.0% Q1 2026 Apr 30, 2026
Seneschal Advisors, LLC History No change 2 0 0 0.0% Q1 2026 May 08, 2026
HFM Investment Advisors, LLC History No change 6 0 0 0.0% Q1 2026 May 01, 2026
1015 Capital Partners, LLC History No change 6 0 0 0.0% Q1 2026 May 11, 2026