KalVista Pharmaceuticals, Inc. - KALV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Venrock Adviser, LLC History Reduced 6,474,485 130,331 4.86% 5.37% 1 -254,500 -3.78% Q1 2026 May 15, 2026
Frazier Life Sciences Management, L.P. History Reduced 4,961,108 99,867 2.57% 2.19% 2 -78,759 -1.56% Q1 2026 May 15, 2026
SUVRETTA CAPITAL MANAGEMENT, LLC History No change 4,768,712 95,994 2.45% 1.58% 3 0 0.0% Q1 2026 May 15, 2026
TANG CAPITAL MANAGEMENT LLC History No change 4,573,530 92,065 4.68% 3.65% 4 0 0.0% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 3,795,897 76,411 0.0% 0.0% 5 +41,749 1.11% Q1 2026 May 13, 2026
SILVERARC CAPITAL MANAGEMENT, LLC History Added to 2,876,407 57,902 5.91% 5.44% 6 +449,289 18.51% Q1 2026 May 14, 2026
Capital World Investors History No change 2,808,583 56,536 0.01% 0.01% 7 0 0.0% Q1 2026 May 13, 2026
Caption Management, LLC History Added to 2,430,000 48,915 0.29% 0.01% 8 +2,312,093 1960.95% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 2,136,940 43,016 0.06% 0.04% 9 -146,826 -6.43% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 2,509,020 40,520 0.0% 0.0% 10 0 0.0% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 1,955,844 39,371 0.0% 0.0% 11 +44,153 2.31% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,912,146 38,491 0.02% 0.02% 12 -1,008,020 -34.52% Q1 2026 May 15, 2026
Vestal Point Capital, LP History Reduced 1,850,000 37,240 1.04% 1.04% 13 -40,000 -2.12% Q1 2026 May 15, 2026
Parkman Healthcare Partners LLC History Added to 1,835,506 36,948 3.81% 2.72% 14 +66,998 3.79% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,830,467 36,847 0.0% 15 +1,830,467 New Q1 2026 May 15, 2026
Kynam Capital Management, LP History Added to 1,820,954 36,655 2.26% 1.87% 16 +10,000 0.55% Q1 2026 May 15, 2026
Woodline Partners LP History Reduced 1,509,920 30,394 0.11% 0.12% 17 -411,172 -21.4% Q1 2026 May 15, 2026
Octagon Capital Advisors LP History Added to 1,450,000 29,188 3.23% 2.5% 18 +176,667 13.87% Q1 2026 May 15, 2026
Squadron Capital Management LLC History Added to 1,300,100 26,171 9.59% 4.79% 19 +600,100 85.73% Q1 2026 May 15, 2026
EMERALD ADVISERS, LLC History Reduced 1,264,023 25,444 0.81% 0.67% 20 -76,472 -5.7% Q1 2026 May 04, 2026
ARMISTICE CAPITAL, LLC History Added to 1,236,000 24,880 0.44% 0.15% 21 +436,000 54.5% Q1 2026 May 15, 2026
Elmind Capital, LP History Added to 1,021,300 20,558 5.84% 3.82% 22 +220,000 27.46% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 996,235 20,059 0.0% 0.0% 23 +52,158 5.52% Q1 2026 May 15, 2026
Spruce Street Capital LP History Added to 897,681 18,070 4.34% 2.07% 24 +509,713 131.38% Q1 2026 May 14, 2026
Freestone Grove Partners LP History Added to 882,906 17,772 0.13% 0.07% 25 +249,887 39.48% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 824,293 16,593 0.0% 0.0% 26 -11,011 -1.32% Q1 2026 May 15, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Reduced 805,762 16,219 0.79% 0.67% 27 -49,699 -5.81% Q1 2026 May 04, 2026
GREAT POINT PARTNERS LLC History Reduced 675,000 13,587 3.12% 3.59% 28 -10,632 -1.55% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 584,347 11,762 0.0% 0.0% 29 -110,828 -15.94% Q1 2026 May 05, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History New 564,039 11,354 0.08% 30 +564,039 New Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 555,628 11,184 0.0% 0.0% 31 +165,815 42.54% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 537,061 10,811 0.0% 0.0% 32 -163,512 -23.34% Q1 2026 May 14, 2026
UBS Group AG History Added to 515,650 10,380 0.0% 0.0% 33 +143,657 38.62% Q1 2026 May 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 506,743 9,303 0.01% 0.01% 34 -665,012 -56.75% Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 439,099 8,839 0.0% 0.0% 35 -261,129 -37.29% Q1 2026 May 15, 2026
Catalio Capital Management, LP History New 426,551 8,586 1.79% 36 +426,551 New Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Added to 375,995 7,568 0.25% 0.19% 37 +34,176 10.0% Q1 2026 May 13, 2026
NORTHERN TRUST CORP History Added to 363,694 7,321 0.0% 0.0% 38 +11,721 3.33% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 362,900 7,305 0.0% 39 +362,900 New Q1 2026 May 08, 2026
SEB Asset Management AB History New 351,305 7,071 0.03% 40 +351,305 New Q1 2026 May 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 323,451 6,511 0.0% 0.0% 41 -918 -0.28% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Added to 315,537 6,351 0.04% 0.02% 42 +9,657 3.16% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Reduced 286,916 5,775 0.01% 0.01% 43 -136 -0.05% Q1 2026 May 14, 2026
Jefferies Financial Group Inc. History New 286,046 5,758 0.04% 44 +286,046 New Q1 2026 May 07, 2026
Ishara Investments LP History New 276,750 5,570 5.27% 45 +276,750 New Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 276,391 5,563 0.0% 46 +276,391 New Q1 2026 May 08, 2026
DAFNA Capital Management LLC History Reduced 267,402 5,382 1.22% 1.34% 47 -89,400 -25.06% Q1 2026 May 15, 2026
Atom Investors LP History Reduced 245,993 4,951 0.35% 0.35% 48 -30,120 -10.91% Q1 2026 May 15, 2026
CITIGROUP INC History Added to 244,261 4,916 0.0% 0.0% 49 +233,490 2167.77% Q1 2026 May 11, 2026
AMERIPRISE FINANCIAL INC History Added to 229,984 4,629 0.0% 0.0% 50 +195,055 558.43% Q1 2026 May 15, 2026
F/m Investments LLC History Reduced 226,991 4,569 0.3% 0.15% 51 -9,699 -4.1% Q1 2026 May 11, 2026
Blue Owl Capital Holdings LP History Reduced 215,000 4,327 1.16% 1.79% 52 -145,000 -40.28% Q1 2026 May 14, 2026
FMR LLC History Added to 187,848 3,781 0.0% 0.0% 53 +76,041 68.01% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History New 180,314 3,629 0.0% 54 +180,314 New Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Added to 177,274 3,568 0.03% 0.0% 55 +157,213 783.67% Q1 2026 May 14, 2026
CITADEL ADVISORS LLC History Added to 169,426 3,410 0.0% 0.0% 56 +103,665 157.64% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History New 162,908 3,279 0.0% 57 +162,908 New Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 160,360 3,228 0.0% 0.0% 58 +34,765 27.68% Q1 2026 May 15, 2026
NAN FUNG TRINITY (HK) Ltd History No change 154,522 3,110 0.34% 0.2% 59 0 0.0% Q1 2026 May 04, 2026
TWO SIGMA INVESTMENTS, LP History New 153,459 3,089 0.0% 60 +153,459 New Q1 2026 May 15, 2026
Squarepoint Ops LLC History New 143,966 2,898 0.0% 61 +143,966 New Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 140,651 2,831 0.0% 0.0% 62 +11,134 8.6% Q1 2026 May 14, 2026
Trexquant Investment LP History New 139,458 2,807 0.02% 63 +139,458 New Q1 2026 May 15, 2026
NEXTBio Capital Management LP History No change 131,796 2,653 1.23% 1.25% 64 0 0.0% Q1 2026 May 14, 2026
Seven Fleet Capital Management LP History Added to 128,487 2,586 0.82% 0.53% 65 +80,075 165.4% Q1 2026 May 15, 2026
Brevan Howard Capital Management LP History Added to 125,049 2,420 0.02% 0.01% 66 +65,902 111.42% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 107,262 2,159 0.0% 0.0% 67 -15,117 -12.35% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 106,864 2,151 0.0% 0.0% 68 -265 -0.25% Q1 2026 Apr 30, 2026
ORBIMED ADVISORS LLC History Reduced 94,400 1,900 0.04% 0.13% 69 -288,000 -75.31% Q1 2026 May 15, 2026
Walleye Capital LLC History New 83,266 1,676 0.01% 70 +83,266 New Q1 2026 May 13, 2026
XTX Topco Ltd History Added to 79,118 1,592 0.03% 0.01% 71 +52,610 198.47% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 75,282 1,515 0.0% 0.0% 72 -2,582 -3.32% Q1 2026 May 12, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 69,945 1,407 0.04% 0.01% 73 +39,006 126.07% Q1 2026 May 13, 2026
Swiss Life Asset Management Ltd History New 21,885 1,380 0.01% 74 +21,885 New Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History New 64,249 1,293 0.07% 75 +64,249 New Q1 2026 May 15, 2026
Creative Planning History Added to 59,986 1,207 0.0% 0.0% 76 +15,904 36.08% Q1 2026 May 12, 2026
Rafferty Asset Management, LLC History Reduced 57,296 1,153 0.0% 0.0% 77 -8,297 -12.65% Q1 2026 May 15, 2026
Birchview Capital, LP History No change 57,000 1,147 0.65% 0.54% 78 0 0.0% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Reduced 56,192 1,131 0.0% 0.0% 79 -57 -0.1% Q1 2026 May 08, 2026
Swiss National Bank History No change 54,900 1,105 0.0% 0.0% 80 0 0.0% Q1 2026 May 07, 2026
CenterBook Partners LP History New 53,264 1,072 0.06% 81 +53,264 New Q1 2026 May 05, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 50,792 1,022 0.0% 0.01% 82 -58,599 -53.57% Q1 2026 May 14, 2026
Virtus Investment Advisers, LLC History Added to 49,927 1,005 0.28% 0.18% 83 +9,513 23.54% Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Added to 47,469 955 0.0% 0.0% 84 +78 0.16% Q1 2026 May 12, 2026
Lisanti Capital Growth, LLC History New 43,775 881 0.22% 85 +43,775 New Q1 2026 May 06, 2026
Man Group plc History Added to 42,576 857 0.0% 0.0% 86 +25,130 144.04% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 52,190 842 0.05% 0.05% 87 0 0.0% Q4 2025 Feb 09, 2026
ALPS ADVISORS INC History Reduced 41,149 828 0.0% 0.0% 88 -355 -0.86% Q1 2026 May 08, 2026
DEUTSCHE BANK AG\ History Added to 38,857 782 0.0% 0.0% 89 +3,766 10.73% Q1 2026 May 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 37,572 756 0.0% 0.0% 90 +12,906 52.32% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 37,300 750 0.0% 0.0% 91 -8,808 -19.1% Q1 2026 May 12, 2026
Quadrature Capital Ltd History New 35,123 707 0.01% 92 +35,123 New Q1 2026 May 15, 2026
Ikarian Capital, LLC History No change 35,119 706 0.06% 0.04% 93 0 0.0% Q1 2026 May 15, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 34,743 699 0.0% 0.0% 94 +7,021 25.33% Q1 2026 May 13, 2026
Y-Intercept (Hong Kong) Ltd History New 33,776 679 0.01% 95 +33,776 New Q1 2026 Apr 27, 2026
Quarry LP History New 33,750 679 0.12% 96 +33,750 New Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 32,453 653 0.0% 0.0% 97 +3,297 11.31% Q1 2026 May 15, 2026
EVOKE WEALTH, LLC History Reduced 31,542 634 0.01% 0.01% 98 -299 -0.94% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 29,367 592 0.0% 0.0% 99 +6,249 27.03% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 33,580 542 0.0% 0.0% 100 -6,440 -16.09% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History New 26,850 540 0.07% 101 +26,850 New Q1 2026 May 13, 2026
PROFUND ADVISORS LLC History Added to 25,660 516 0.02% 0.01% 102 +1,268 5.2% Q1 2026 Apr 24, 2026
Verition Fund Management LLC History New 25,500 513 0.0% 103 +25,500 New Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 24,296 489 0.0% 0.0% 104 +6,428 35.97% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 23,927 481 0.0% 0.0% 105 -32,087 -57.28% Q1 2026 May 11, 2026
SG Americas Securities, LLC History Reduced 21,828 439 0.0% 0.0% 106 -26,202 -54.55% Q1 2026 Apr 16, 2026
MetLife Investment Management, LLC History No change 21,688 436 0.0% 0.0% 107 0 0.0% Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 22,005 435 0.0% 0.0% 108 +381 1.76% Q1 2026 May 15, 2026
Boxer Capital Management, LLC History No change 20,400 410 0.05% 0.07% 109 0 0.0% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 22,026 404 0.0% 0.0% 110 +2,572 13.22% Q1 2026 May 13, 2026
TORONTO DOMINION BANK History New 20,000 402 0.0% 111 +20,000 New Q1 2026 May 15, 2026
Marex Group plc History New 20,000 402 0.0% 112 +20,000 New Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 19,787 398 0.0% 0.0% 113 -4,031 -16.92% Q1 2026 May 08, 2026
Vanguard Global Advisers, LLC History New 18,711 376 0.0% 114 +18,711 New Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 17,324 348 0.0% 115 +17,324 New Q1 2026 May 08, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History No change 16,711 336 0.14% 0.11% 116 0 0.0% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 16,292 327 0.0% 0.0% 117 +369 2.32% Q1 2026 May 15, 2026
Legato Capital Management LLC History New 15,960 321 0.03% 118 +15,960 New Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 15,442 310 0.0% 0.0% 119 -12,968 -45.65% Q1 2026 May 15, 2026
VARCOV Co. History New 13,108 263 0.1% 120 +13,108 New Q1 2026 May 15, 2026
Bleakley Financial Group, LLC History Reduced 12,954 260 0.0% 0.0% 121 -3,022 -18.92% Q1 2026 May 04, 2026
SEI INVESTMENTS CO History Added to 12,143 244 0.0% 0.0% 122 +246 2.07% Q1 2026 May 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,974 241 0.0% 0.0% 123 +7,884 192.76% Q1 2026 May 12, 2026
Engineers Gate Manager LP History New 11,180 225 0.0% 124 +11,180 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 11,172 224 0.0% 0.0% 125 0 0.0% Q1 2026 Apr 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 11,098 223 0.0% 126 +11,098 New Q1 2026 May 15, 2026
Rathbones Group PLC History Reduced 10,922 219 0.0% 0.0% 128 -1,350 -11.0% Q1 2026 May 12, 2026
JANUS HENDERSON GROUP PLC History No change 10,900 219 0.0% 0.0% 127 0 0.0% Q1 2026 May 18, 2026
Diversified Trust Co History No change 10,870 218 0.0% 0.0% 129 0 0.0% Q1 2026 Apr 16, 2026
PSP Research LLC History New 10,795 217 0.15% 130 +10,795 New Q1 2026 Apr 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 10,551 212 0.0% 0.0% 131 -1,272 -10.76% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History New 10,474 210 0.0% 132 +10,474 New Q1 2026 Apr 27, 2026
Choate Investment Advisors History No change 10,000 201 0.0% 0.0% 133 0 0.0% Q1 2026 May 13, 2026
Cerro Pacific Wealth Advisors LLC History No change 10,000 201 0.05% 0.04% 134 0 0.0% Q1 2026 Apr 10, 2026
ADAR1 Capital Management, LLC History No change 10,000 201 0.01% 0.01% 135 0 0.0% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 9,964 200 0.0% 0.0% 136 0 0.0% Q1 2026 May 06, 2026
SHERBROOKE PARK ADVISERS LLC History No change 11,424 184 0.48% 0.48% 137 0 0.0% Q4 2025 Feb 17, 2026
Persistent Asset Partners Ltd History New 9,001 181 0.07% 138 +9,001 New Q1 2026 May 12, 2026
China Universal Asset Management Co., Ltd. History Added to 8,970 180 0.01% 0.01% 139 +734 8.91% Q1 2026 Apr 27, 2026
Vanguard Investments Australia, Ltd. History New 8,650 174 0.0% 140 +8,650 New Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 6,000 120 0.0% 0.0% 141 0 0.0% Q1 2026 Apr 29, 2026
NISA INVESTMENT ADVISORS, LLC History No change 5,076 102 0.0% 0.0% 142 0 0.0% Q1 2026 Apr 30, 2026
Truvestments Capital LLC History No change 4,684 94 0.02% 0.01% 143 0 0.0% Q1 2026 May 13, 2026
Optiver Holding B.V. History Added to 4,591 92 0.0% 0.0% 144 +4,442 2981.21% Q1 2026 Jun 02, 2026
FEDERATED HERMES, INC. History Added to 3,719 74 0.0% 0.0% 145 +3,644 4858.67% Q1 2026 May 11, 2026
Ameritas Investment Partners, Inc. History No change 3,186 64 0.0% 0.0% 146 0 0.0% Q1 2026 May 13, 2026
ROYAL BANK OF CANADA History Added to 2,917 59 0.0% 0.0% 147 +1,686 136.96% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,636 53 0.0% 0.0% 148 +180 7.33% Q1 2026 May 04, 2026
Tower Research Capital LLC (TRC) History Added to 2,534 51 0.0% 0.0% 149 +2,164 584.86% Q1 2026 May 15, 2026
SIGNATUREFD, LLC History Added to 2,478 49 0.0% 0.0% 150 +895 56.54% Q1 2026 Apr 07, 2026
OSAIC HOLDINGS, INC. History Reduced 2,006 40 0.0% 0.0% 151 -19,931 -90.86% Q1 2026 May 15, 2026
Parallel Advisors, LLC History Added to 1,876 37 0.0% 0.0% 152 +589 45.77% Q1 2026 Jun 02, 2026
Larson Financial Group LLC History Added to 1,657 33 0.0% 0.0% 153 +934 129.18% Q1 2026 May 15, 2026
1620 INVESTMENT ADVISORS, INC. History No change 1,590 32 0.02% 0.02% 154 0 0.0% Q1 2026 May 13, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,232 24 0.0% 0.0% 155 0 0.0% Q1 2026 May 13, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 1,126 22 0.0% 0.0% 156 +134 13.51% Q1 2026 Apr 15, 2026
Versant Capital Management, Inc History No change 1,024 20 0.0% 0.0% 157 0 0.0% Q1 2026 Apr 06, 2026
BNP Paribas Asset Management Holding S.A. History Added to 952 19 0.0% 0.0% 158 +339 55.3% Q1 2026 May 14, 2026
CWM, LLC History Added to 901 18 0.0% 0.0% 159 +242 36.72% Q1 2026 May 14, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 732 14 0.0% 161 +732 New Q1 2026 May 08, 2026
US BANCORP \DE\ History Reduced 708 14 0.0% 0.0% 160 -2 -0.28% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History Added to 665 13 0.0% 0.0% 162 +532 400.0% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 639 12 0.0% 0.0% 164 +414 184.0% Q1 2026 Apr 06, 2026
Farther Finance Advisors, LLC History Reduced 631 12 0.0% 0.0% 163 -57 -8.28% Q1 2026 Apr 07, 2026
Allworth Financial LP History Added to 573 11 0.0% 0.0% 165 +310 117.87% Q1 2026 May 14, 2026
FIFTH THIRD BANCORP History New 519 10 0.0% 167 +519 New Q1 2026 May 01, 2026
Smartleaf Asset Management LLC History No change 575 10 0.0% 0.0% 166 0 0.0% Q1 2026 May 15, 2026
COMERICA BANK History No change 519 8 0.0% 0.0% 168 0 0.0% Q4 2025 Jan 29, 2026
Sterling Capital Management LLC History Reduced 249 5 0.0% 0.0% 169 -15 -5.68% Q1 2026 Apr 22, 2026
ROTHSCHILD INVESTMENT LLC History Added to 110 2 0.0% 0.0% 170 +40 57.14% Q1 2026 May 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 149 2 0.0% 0.0% 171 +3 2.05% Q1 2026 May 08, 2026
TOTH FINANCIAL ADVISORY CORP History No change 100 2 0.0% 0.0% 172 0 0.0% Q1 2026 Apr 16, 2026
Torren Management, LLC History No change 119 2 0.0% 0.0% 173 0 0.0% Q1 2026 Apr 30, 2026
Caitong International Asset Management Co., Ltd History Reduced 53 1 0.0% 0.0% 178 -247 -82.33% Q1 2026 May 11, 2026
Stone House Investment Management, LLC History Added to 81 1 0.0% 174 +67 478.57% Q1 2026 Apr 22, 2026
EverSource Wealth Advisors, LLC History Reduced 79 1 0.0% 0.0% 175 -66 -45.52% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History New 63 1 0.0% 180 +63 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 62 1 0.0% 0.0% 176 -57 -47.9% Q1 2026 Apr 27, 2026
Root Financial Partners, LLC History New 54 1 0.0% 181 +54 New Q1 2026 Apr 24, 2026
Fortitude Family Office, LLC History Added to 94 1 0.0% 177 +34 56.67% Q1 2026 Apr 15, 2026
True Wealth Design, LLC History No change 54 1 0.0% 179 0 0.0% Q1 2026 Apr 13, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 0.02% -351,305 -100.0% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.0% -165,151 -100.0% Q1 2026 May 14, 2026
Jump Financial, LLC History Closed out 0 0 0.02% -90,742 -100.0% Q1 2026 May 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.01% -23,370 -100.0% Q1 2026 May 15, 2026
ALGERT GLOBAL LLC History Closed out 0 0 0.0% -13,110 -100.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.0% -12,919 -100.0% Q1 2026 May 08, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -10,938 -100.0% Q1 2026 May 13, 2026
GROUP ONE TRADING LLC History Closed out 0 0 0.0% -3,777 -100.0% Q1 2026 May 13, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -1,205 -100.0% Q1 2026 May 08, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -278 -100.0% Q1 2026 May 13, 2026
Arax Advisory Partners History Closed out 0 0 0.0% -250 -100.0% Q1 2026 May 13, 2026
Daiwa Securities Group Inc. History Closed out 0 0 0.0% -154 -100.0% Q1 2026 May 13, 2026
Garner Asset Management Corp History Closed out 0 0 0.0% -135 -100.0% Q1 2026 Apr 28, 2026
Keating Financial Advisory Services, Inc. History New 16 0 +16 New Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Added to 48 0 +10 26.32% Q1 2026 May 06, 2026
Hughes Financial Services, LLC History Added to 4 0 +3 300.0% Q1 2026 Apr 29, 2026
BESSEMER GROUP INC History No change 10 0 0 0.0% Q1 2026 May 06, 2026
Parkside Financial Bank & Trust History No change 40 0 0 0.0% Q1 2026 May 13, 2026
Sunbelt Securities, Inc. History No change 9 0 0 0.0% Q1 2026 May 15, 2026
Physician Wealth Advisors, Inc. History No change 45 0 0 0.0% Q1 2026 Apr 24, 2026
Essential Partners LLC History No change 20 0 0 0.0% Q1 2026 May 21, 2026