CARMAX INC - KMX

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
BlackRock, Inc. History Reduced 17,257,461 717,565 0.01% 0.01% 1 -592,747 -3.32% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 15,076,900 582,571 0.01% 0.01% 2 0 0.0% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 10,060,502 412,581 0.19% 0.16% 3 +2,130,157 26.86% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 7,276,272 302,547 0.02% 4 +7,276,272 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 6,386,764 265,561 0.01% 5 +6,386,764 New Q1 2026 May 15, 2026
Starboard Value LP History New 6,201,362 257,852 5.64% 6 +6,201,362 New Q1 2026 May 15, 2026
SRS Investment Management, LLC History Added to 5,651,674 234,996 2.48% 2.29% 7 +13,871 0.25% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 5,357,897 222,781 0.18% 0.16% 8 +2,377,871 79.79% Q1 2026 May 15, 2026
STATE STREET CORP History Reduced 4,885,060 203,120 0.01% 0.01% 9 -166,215 -3.29% Q1 2026 May 15, 2026
JANUS HENDERSON GROUP PLC History Added to 4,580,807 190,470 0.09% 0.08% 10 +49,987 1.1% Q1 2026 May 18, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 4,358,146 181,211 0.14% 0.13% 11 -9,090 -0.21% Q1 2026 May 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 4,275,663 177,766 0.04% 0.03% 12 +289,768 7.27% Q1 2026 May 07, 2026
Apollo Management Holdings, L.P. History Reduced 4,144,741 172,338 2.27% 1.6% 13 -901,733 -17.87% Q1 2026 May 15, 2026
NORGES BANK History No change 4,120,921 159,232 0.02% 0.02% 14 0 0.0% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Reduced 3,252,317 135,231 0.08% 0.08% 15 -701,033 -17.73% Q1 2026 May 15, 2026
Baird Financial Group, Inc. History Added to 3,068,452 127,586 0.2% 0.16% 16 +407,153 15.3% Q1 2026 May 14, 2026
First Pacific Advisors, LP History Added to 2,981,709 123,979 1.74% 1.49% 17 +57,628 1.97% Q1 2026 May 13, 2026
TWO SIGMA ADVISERS, LP History No change 2,908,400 112,380 0.22% 0.22% 18 0 0.0% Q4 2025 Feb 17, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 2,554,767 106,254 0.01% 0.01% 19 -3,092 -0.12% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 2,534,739 105,394 0.01% 0.01% 20 +234,636 10.2% Q1 2026 May 15, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Reduced 2,470,596 102,727 0.64% 0.83% 21 -1,739,442 -41.32% Q1 2026 May 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 2,398,257 99,719 0.09% 0.08% 22 -23,840 -0.98% Q1 2026 May 15, 2026
UBS Group AG History Added to 2,358,795 98,078 0.01% 0.01% 23 +654,587 38.41% Q1 2026 May 05, 2026
Vulcan Value Partners, LLC History Reduced 2,204,876 91,678 2.43% 2.08% 24 -723,956 -24.72% Q1 2026 May 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,687,359 70,160 0.01% 0.0% 25 +643,834 61.7% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Added to 1,601,522 66,591 0.01% 0.0% 26 +1,130,144 239.75% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,577,174 65,578 0.01% 0.01% 27 -374,982 -19.21% Q1 2026 May 15, 2026
Focus Partners Wealth History Added to 1,492,859 62,073 0.07% 0.03% 28 +726,367 94.77% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,434,590 59,650 0.01% 0.01% 29 +87,871 6.52% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,402,433 58,313 0.02% 0.01% 30 +625,949 80.61% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,390,912 57,834 0.03% 0.01% 31 +658,741 89.97% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 1,298,688 53,999 0.01% 0.01% 32 -394,583 -23.3% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,245,000 51,767 0.08% 0.07% 33 +96,000 8.36% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Added to 1,089,126 45,285 0.01% 0.01% 34 +3,959 0.36% Q1 2026 May 14, 2026
Invesco Ltd. History Reduced 1,052,539 43,764 0.01% 0.01% 35 -83,515 -7.35% Q1 2026 May 12, 2026
Gotham Asset Management, LLC History Added to 984,504 40,935 0.13% 0.06% 36 +558,162 130.92% Q1 2026 May 15, 2026
Rings Capital Management LLC History No change 949,000 39,459 21.2% 18.23% 37 0 0.0% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 924,128 38,425 0.0% 0.01% 38 -318,078 -25.61% Q1 2026 May 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 917,829 38,163 0.01% 0.02% 39 -426,276 -31.71% Q1 2026 May 04, 2026
Silver Heights Capital Management Inc History Reduced 917,698 38,157 14.66% 14.27% 40 -13,470 -1.45% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 881,698 36,661 0.01% 41 +881,698 New Q1 2026 May 08, 2026
Holocene Advisors, LP History New 826,142 34,350 0.08% 42 +826,142 New Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 817,830 34,005 0.01% 0.01% 43 -31,669 -3.73% Q1 2026 May 05, 2026
Woodline Partners LP History Added to 765,226 31,818 0.12% 0.01% 44 +698,840 1052.69% Q1 2026 May 15, 2026
IMC-Chicago, LLC History Reduced 728,943 30,309 0.01% 0.01% 45 -17,424 -2.33% Q1 2026 May 05, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 687,007 28,565 0.02% 0.01% 46 -10,770 -1.54% Q1 2026 May 04, 2026
IEQ CAPITAL, LLC History Added to 621,298 25,833 0.12% 0.04% 47 +289,974 87.52% Q1 2026 May 14, 2026
DAVENPORT & Co LLC History Added to 616,133 25,618 0.14% 0.03% 48 +478,895 348.95% Q1 2026 Apr 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 597,278 24,836 0.01% 0.01% 49 -151,263 -20.21% Q1 2026 May 15, 2026
ARIEL INVESTMENTS, LLC History Reduced 561,947 23,365 0.26% 0.24% 50 -1,536 -0.27% Q1 2026 May 14, 2026
Framtiden Holdings Management Co LLC History No change 540,000 22,453 21.98% 22.63% 51 0 0.0% Q1 2026 May 15, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 507,306 21,093 0.07% 0.07% 52 -876 -0.17% Q1 2026 May 13, 2026
Man Group plc History Added to 501,796 20,864 0.04% 0.0% 53 +434,561 646.33% Q1 2026 May 15, 2026
Nexus Investment Management ULC History Added to 464,815 19,327 2.7% 2.38% 54 +12,015 2.65% Q1 2026 Apr 20, 2026
FMR LLC History Reduced 463,191 19,259 0.0% 0.0% 55 -216,154 -31.82% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 450,660 19,108 0.01% 0.01% 56 -305,371 -40.39% Q1 2026 May 12, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History Added to 446,878 18,581 2.2% 1.66% 57 +63,923 16.69% Q1 2026 May 11, 2026
CITIGROUP INC History Reduced 446,385 18,560 0.01% 0.01% 58 -163,168 -26.77% Q1 2026 May 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 437,628 18,196 0.01% 0.01% 59 -112,175 -20.4% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 434,886 18,082 0.0% 0.0% 60 +801 0.18% Q1 2026 May 13, 2026
WELCH & FORBES LLC History Reduced 426,833 17,747 0.23% 0.21% 61 -19,740 -4.42% Q1 2026 May 01, 2026
Mount Capital Ltd History No change 410,400 17,064 6.88% 6.41% 62 0 0.0% Q1 2026 May 14, 2026
Kiltearn Partners LLP History Reduced 394,700 16,411 4.42% 3.7% 63 -47,500 -10.74% Q1 2026 May 14, 2026
Trexquant Investment LP History Reduced 379,714 15,788 0.11% 0.14% 64 -24,815 -6.13% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 377,493 15,696 0.01% 0.01% 65 -1,351 -0.36% Q1 2026 May 12, 2026
Endure Capital Management, LLC History New 365,447 15,195 10.43% 66 +365,447 New Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 359,513 14,948 0.0% 0.0% 67 -36,262 -9.16% Q1 2026 May 08, 2026
Mariner, LLC History Added to 356,675 14,829 0.02% 0.01% 68 +203,708 133.17% Q1 2026 May 13, 2026
Cerity Partners LLC History Added to 346,759 14,418 0.02% 0.01% 69 +97,485 39.11% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Added to 336,900 14,008 0.02% 0.01% 70 +173,900 106.69% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 331,434 13,781 0.01% 0.01% 71 +137,162 70.6% Q1 2026 May 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 324,084 13,475 0.46% 0.39% 72 +23,486 7.81% Q1 2026 May 06, 2026
MARSHALL WACE, LLP History Added to 319,573 13,287 0.01% 0.0% 73 +262,139 456.42% Q1 2026 May 14, 2026
GAGNON SECURITIES LLC History Reduced 309,699 12,877 2.97% 2.52% 74 -10,378 -3.24% Q1 2026 Apr 21, 2026
SIMPLEX TRADING, LLC History Reduced 309,400 12,864 0.01% 0.01% 75 -39,100 -11.22% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Added to 306,030 12,724 0.0% 0.0% 76 +69,739 29.51% Q1 2026 May 11, 2026
ROYAL BANK OF CANADA History Added to 291,671 12,128 0.0% 0.0% 77 +69,198 31.1% Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 288,409 11,992 0.02% 0.01% 78 +131,542 83.86% Q1 2026 May 15, 2026
Broad Run Investment Management, LLC History Reduced 284,385 11,824 2.08% 2.05% 79 -1,157 -0.41% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 283,360 11,782 0.0% 0.0% 80 +29,024 11.41% Q1 2026 Apr 30, 2026
Swiss National Bank History Reduced 280,600 11,667 0.01% 0.01% 81 -8,800 -3.04% Q1 2026 May 07, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 276,751 11,507 0.05% 0.1% 82 -638,802 -69.77% Q1 2026 May 14, 2026
CWM, LLC History Added to 276,560 11,499 0.03% 0.01% 83 +145,803 111.51% Q1 2026 May 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 275,031 11,435 0.01% 0.01% 84 +7,000 2.61% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 267,507 11,122 0.02% 0.01% 85 +126,911 90.27% Q1 2026 May 13, 2026
QVT Financial LP History Added to 260,903 10,848 0.79% 0.76% 86 +30,903 13.44% Q1 2026 May 15, 2026
Walleye Capital LLC History Reduced 245,551 10,210 0.04% 0.04% 87 -90,539 -26.94% Q1 2026 May 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 227,183 9,446 0.04% 0.01% 88 +156,721 222.42% Q1 2026 May 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 220,712 9,177 0.58% 89 +220,712 New Q1 2026 May 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 205,631 8,550 0.02% 0.08% 90 -940,548 -82.06% Q1 2026 May 15, 2026
HITE Hedge Asset Management LLC History Added to 203,243 8,450 0.48% 0.02% 91 +195,464 2512.71% Q1 2026 May 14, 2026
OLD NATIONAL BANCORP /IN/ History Added to 193,940 8,064 0.14% 0.1% 92 +35,340 22.28% Q1 2026 Apr 21, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 189,114 7,863 0.03% 0.02% 93 +12,364 7.0% Q1 2026 May 14, 2026
ASSETMARK, INC History Reduced 187,167 7,782 0.02% 0.04% 94 -326,237 -63.54% Q1 2026 May 06, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 185,513 7,713 0.0% 0.01% 95 -64,055 -25.67% Q1 2026 May 06, 2026
JPMORGAN CHASE & CO History Added to 188,200 7,526 0.0% 0.0% 96 +65,907 53.89% Q1 2026 May 13, 2026
OPPENHEIMER & CO INC History Added to 180,703 7,513 0.09% 0.09% 97 +8,575 4.98% Q1 2026 Apr 23, 2026
BANYAN CAPITAL MANAGEMENT, INC. History Added to 172,211 7,160 3.09% 2.46% 98 +25,963 17.75% Q1 2026 May 01, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 185,243 7,113 0.01% 0.0% 99 +97,242 110.5% Q1 2026 Apr 08, 2026
Lighthouse Investment Partners, LLC History Added to 167,043 6,945 0.24% 0.07% 100 +109,415 189.86% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 163,920 6,815 0.01% 0.01% 101 +24,650 17.7% Q1 2026 May 15, 2026
BARCLAYS PLC History Reduced 163,225 6,786 0.0% 0.0% 102 -159,348 -49.4% Q1 2026 May 14, 2026
Qsemble Capital Management, LP History Added to 161,396 6,710 0.51% 0.26% 103 +80,622 99.81% Q1 2026 May 07, 2026
Walleye Trading LLC History Reduced 160,600 6,677 0.01% 0.02% 104 -128,300 -44.41% Q1 2026 May 08, 2026
BESSEMER GROUP INC History Added to 156,121 6,491 0.01% 0.01% 105 +34,211 28.06% Q1 2026 May 06, 2026
BML Capital Management, LLC History No change 155,000 6,444 4.14% 5.18% 106 0 0.0% Q1 2026 May 05, 2026
WS MANAGEMENT LLLP History No change 150,455 6,255 0.55% 0.48% 107 0 0.0% Q1 2026 May 14, 2026
Squarepoint Ops LLC History Reduced 147,600 6,137 0.01% 0.02% 108 -415,600 -73.79% Q1 2026 May 15, 2026
Kinsale Capital Group, Inc. History Added to 146,993 6,111 0.98% 0.78% 109 +25,850 21.34% Q1 2026 May 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 145,382 6,045 0.09% 0.09% 110 -18,848 -11.48% Q1 2026 May 01, 2026
SEI INVESTMENTS CO History Added to 144,292 5,999 0.01% 0.01% 111 +579 0.4% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 155,141 5,994 0.0% 0.0% 112 +74,329 91.98% Q1 2026 May 15, 2026
LMR Partners LLP History Added to 142,000 5,904 0.01% 0.0% 113 +122,399 624.45% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Reduced 136,600 5,679 0.01% 0.01% 114 -239,860 -63.71% Q1 2026 May 15, 2026
MARKEL GROUP INC. History No change 136,500 5,675 0.05% 0.04% 115 0 0.0% Q1 2026 May 01, 2026
Creative Planning History Added to 135,840 5,648 0.0% 0.0% 116 +72,007 112.81% Q1 2026 May 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 130,114 5,410 0.01% 0.0% 117 +67,776 108.72% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 129,204 5,372 0.01% 0.01% 118 -87,802 -40.46% Q1 2026 May 13, 2026
ExodusPoint Capital Management, LP History New 128,819 5,356 0.04% 119 +128,819 New Q1 2026 May 14, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History Reduced 128,500 5,343 0.27% 0.32% 120 -1,000 -0.77% Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 127,887 5,317 0.01% 0.01% 121 0 0.0% Q1 2026 May 08, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 126,675 5,267 0.01% 0.01% 122 -38,568 -23.34% Q1 2026 Apr 27, 2026
KIRR MARBACH & CO LLC /IN/ History Added to 125,479 5,217 0.95% 0.82% 123 +13,820 12.38% Q1 2026 Apr 17, 2026
BIGLARI CAPITAL CORP. History No change 125,420 5,214 0.56% 0.52% 124 0 0.0% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 124,886 5,193 0.0% 0.0% 125 +14,190 12.82% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 124,139 5,161 0.0% 126 +124,139 New Q1 2026 May 08, 2026
CANADA LIFE ASSURANCE Co History Reduced 120,319 5,006 0.01% 0.01% 127 -9,548 -7.35% Q1 2026 May 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 119,255 4,958 0.09% 0.12% 128 -56,195 -32.03% Q1 2026 Apr 13, 2026
Cetera Investment Advisers History Reduced 119,045 4,949 0.01% 0.01% 129 -33,001 -21.7% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 118,244 4,916 0.01% 0.01% 130 -6,271 -5.04% Q1 2026 May 01, 2026
Vanguard Global Advisers, LLC History New 117,221 4,874 0.0% 131 +117,221 New Q1 2026 May 08, 2026
HSBC HOLDINGS PLC History Added to 116,809 4,830 0.0% 0.0% 132 +89,961 335.08% Q1 2026 Apr 30, 2026
SG Americas Securities, LLC History Reduced 162,571 4,768 0.01% 0.01% 133 -66,283 -28.96% Q1 2026 Apr 16, 2026
Edgestream Partners, L.P. History New 114,365 4,755 0.16% 134 +114,365 New Q1 2026 May 18, 2026
ProVise Management Group, LLC History Added to 111,921 4,653 0.33% 0.24% 135 +23,993 27.29% Q1 2026 May 06, 2026
TWINBEECH CAPITAL LP History New 109,411 4,549 0.47% 136 +109,411 New Q1 2026 May 15, 2026
Hillman Capital Management, Inc. History Reduced 109,181 4,539 3.15% 2.7% 137 -1,907 -1.72% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 107,704 4,478 0.01% 0.03% 138 -201,413 -65.16% Q1 2026 May 11, 2026
FIRST MANHATTAN CO. LLC. History Reduced 105,339 4,379 0.01% 0.01% 139 -1,128 -1.06% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 103,453 4,301 0.0% 0.0% 140 -140,068 -57.52% Q1 2026 May 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 94,106 3,912 0.01% 0.01% 141 -2,014 -2.1% Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 92,321 3,881 0.01% 0.01% 142 -3,353 -3.5% Q1 2026 May 11, 2026
STIFEL FINANCIAL CORP History Reduced 91,664 3,811 0.0% 0.0% 143 -45,062 -32.96% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Reduced 90,691 3,770 0.01% 0.01% 144 -8,560 -8.62% Q1 2026 May 08, 2026
State of Alaska, Department of Revenue History Reduced 89,945 3,739 0.04% 0.04% 145 -5,021 -5.29% Q1 2026 Apr 20, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 88,708 3,688 0.0% 0.0% 146 -11,412 -11.4% Q1 2026 May 12, 2026
True North Advisors, LLC History New 86,635 3,602 0.41% 147 +86,635 New Q1 2026 May 07, 2026
ALGERT GLOBAL LLC History Reduced 85,160 3,541 0.05% 0.07% 148 -31,350 -26.91% Q1 2026 May 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 83,161 3,457 0.01% 0.01% 149 +12,073 16.98% Q1 2026 May 15, 2026
Asset Management Advisors, LLC History Added to 82,179 3,417 2.07% 1.91% 150 +430 0.53% Q1 2026 Apr 08, 2026
Havemeyer Place LP History Added to 82,093 3,413 0.39% 0.18% 151 +58,847 253.15% Q1 2026 May 13, 2026
Illinois Municipal Retirement Fund History Reduced 76,079 3,163 0.04% 0.04% 152 -303 -0.4% Q1 2026 May 05, 2026
Ruffer LLP History Reduced 75,625 3,153 0.13% 0.14% 153 -6,579 -8.0% Q1 2026 May 13, 2026
World Investment Advisors History Reduced 74,790 3,109 0.05% 0.07% 154 -36,223 -32.63% Q1 2026 Apr 27, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 74,134 3,082 0.01% 0.01% 155 -416 -0.56% Q1 2026 Apr 30, 2026
Alpha Omega Wealth Management LLC History Added to 73,763 3,067 0.5% 0.28% 156 +29,591 66.99% Q1 2026 Apr 07, 2026
GABELLI FUNDS LLC History New 71,700 2,981 0.02% 157 +71,700 New Q1 2026 May 14, 2026
FORA Capital, LLC History Added to 71,054 2,955 0.22% 0.21% 158 +23,186 48.44% Q1 2026 May 14, 2026
LONDON CO OF VIRGINIA History No change 70,360 2,925 0.02% 0.02% 159 0 0.0% Q1 2026 May 15, 2026
Caption Management, LLC History New 67,359 2,800 0.02% 160 +67,359 New Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 66,420 2,761 0.0% 0.0% 161 0 0.0% Q1 2026 May 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 65,672 2,729 0.0% 0.0% 162 +31,279 90.95% Q1 2026 May 14, 2026
INKWELL CAPITAL LLC History Reduced 63,906 2,657 2.71% 2.52% 163 -179 -0.28% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Reduced 62,900 2,615 0.05% 0.04% 164 -4,400 -6.54% Q1 2026 Apr 20, 2026
Blueshift Asset Management, LLC History New 62,348 2,592 0.79% 165 +62,348 New Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 62,063 2,580 0.02% 0.02% 166 -809 -1.29% Q1 2026 Apr 29, 2026
Y-Intercept (Hong Kong) Ltd History Added to 61,543 2,558 0.05% 0.05% 167 +3,361 5.78% Q1 2026 Apr 27, 2026
OSAIC HOLDINGS, INC. History Reduced 61,340 2,550 0.0% 0.01% 168 -89,758 -59.4% Q1 2026 May 15, 2026
Treasurer of the State of North Carolina History Reduced 60,612 2,520 0.01% 0.01% 169 -815 -1.33% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 56,264 2,339 0.01% 0.0% 170 +10,807 23.77% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 56,325 2,330 0.0% 0.0% 171 +38,220 211.1% Q1 2026 May 15, 2026
CAXTON ASSOCIATES LLP History Added to 54,765 2,277 0.05% 0.03% 173 +20,327 59.02% Q1 2026 May 14, 2026
TRUIST FINANCIAL CORP History Reduced 54,767 2,277 0.0% 0.0% 172 -9,877 -15.28% Q1 2026 Apr 27, 2026
FRANKLIN RESOURCES INC History Added to 52,550 2,185 0.0% 0.0% 174 +41,652 382.2% Q1 2026 May 13, 2026
Redmond Asset Management, LLC History Reduced 52,573 2,185 0.6% 0.52% 175 -508 -0.96% Q1 2026 May 06, 2026
Delta Global Management LP History New 52,536 2,184 0.18% 176 +52,536 New Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 51,661 2,148 0.01% 0.01% 177 -32,027 -38.27% Q1 2026 May 13, 2026
Aquatic Capital Management LLC History Reduced 51,339 2,134 0.06% 0.18% 178 -110,718 -68.32% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History Reduced 51,264 2,131 0.01% 0.01% 179 -13,235 -20.52% Q1 2026 May 05, 2026
Handelsbanken Fonder AB History Added to 51,200 2,129 0.01% 0.0% 180 +10,900 27.05% Q1 2026 Apr 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 51,389 2,099 0.0% 0.0% 181 +15,289 42.35% Q1 2026 May 15, 2026
MMCAP International Inc. SPC History Added to 49,257 2,048 0.18% 0.18% 182 +2,000 4.23% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Added to 48,633 2,022 0.12% 0.02% 183 +38,875 398.39% Q1 2026 May 15, 2026
HF Advisory Group, LLC History Added to 46,418 1,930 0.66% 0.62% 184 +326 0.71% Q1 2026 Apr 21, 2026
Twin Tree Management, LP History Reduced 45,671 1,899 0.04% 0.07% 185 -174,329 -79.24% Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Added to 44,999 1,871 0.01% 0.0% 186 +31,371 230.2% Q1 2026 May 13, 2026
State of Tennessee, Department of Treasury History No change 44,802 1,862 0.01% 0.01% 187 0 0.0% Q1 2026 May 15, 2026
Summit Trail Advisors, LLC History Added to 44,470 1,849 0.03% 0.03% 188 +6,628 17.51% Q1 2026 May 12, 2026
Midway Capital Research & Management History Added to 44,469 1,849 1.74% 1.58% 189 +2,418 5.75% Q1 2026 Apr 13, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History New 46,284 1,819 0.1% 190 +46,284 New Q1 2026 May 15, 2026
AMALGAMATED BANK History Reduced 43,319 1,801 0.01% 0.01% 191 -4,146 -8.73% Q1 2026 May 08, 2026
AXQ CAPITAL, LP History New 42,650 1,773 0.23% 192 +42,650 New Q1 2026 May 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 42,604 1,771 0.02% 0.01% 193 +18,568 77.25% Q1 2026 May 13, 2026
Greenline Partners, LLC History No change 42,478 1,766 0.19% 0.19% 194 0 0.0% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 42,269 1,757 0.02% 0.02% 195 -759 -1.76% Q1 2026 Apr 24, 2026
FIFTH THIRD BANCORP History Added to 41,876 1,741 0.0% 0.0% 196 +38,647 1196.87% Q1 2026 May 01, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 41,209 1,713 0.01% 0.01% 197 -2,922 -6.62% Q1 2026 May 14, 2026
BIGLARI, SARDAR History No change 41,100 1,708 3.36% 3.28% 198 0 0.0% Q1 2026 May 15, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 41,000 1,704 0.17% 0.15% 199 0 0.0% Q1 2026 May 07, 2026
Convergence Investment Partners, LLC History New 40,589 1,687 0.28% 200 +40,589 New Q1 2026 May 07, 2026
COMERICA BANK History No change 42,629 1,647 0.01% 0.01% 201 0 0.0% Q4 2025 Jan 29, 2026
Blackhawk Capital Partners, LLC History Added to 39,118 1,626 0.6% 0.43% 202 +9,569 32.38% Q1 2026 May 05, 2026
Arizona State Retirement System History Reduced 38,967 1,620 0.01% 0.01% 203 -1,865 -4.57% Q1 2026 May 01, 2026
Pathstone Holdings, LLC History Reduced 37,190 1,546 0.01% 0.01% 204 -8,301 -18.25% Q1 2026 May 11, 2026
Merit Financial Group, LLC History Added to 36,951 1,536 0.01% 0.01% 205 +19,860 116.2% Q1 2026 Apr 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 36,230 1,507 0.01% 0.01% 206 -900 -2.42% Q1 2026 May 04, 2026
B. Metzler seel. Sohn & Co. AG History No change 36,090 1,500 0.01% 0.01% 207 0 0.0% Q1 2026 May 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 36,003 1,497 0.0% 0.0% 208 +644 1.82% Q1 2026 May 08, 2026
Vanguard Investments Australia, Ltd. History New 35,985 1,496 0.0% 209 +35,985 New Q1 2026 May 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 35,944 1,494 0.01% 0.01% 210 +3,587 11.09% Q1 2026 May 15, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 35,066 1,458 0.01% 0.01% 211 -1,288 -3.54% Q1 2026 May 01, 2026
Integrated Wealth Concepts LLC History Added to 34,865 1,449 0.01% 0.01% 212 +22,298 177.43% Q1 2026 May 15, 2026
MML INVESTORS SERVICES, LLC History Reduced 33,902 1,409 0.0% 0.03% 213 -252,680 -88.17% Q1 2026 May 04, 2026
Virtu Financial LLC History New 33,621 1,398 0.06% 214 +33,621 New Q1 2026 May 14, 2026
Numerai GP LLC History Reduced 33,548 1,394 0.14% 0.17% 215 -4,025 -10.71% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Reduced 33,437 1,390 0.02% 0.04% 216 -60,343 -64.35% Q1 2026 May 15, 2026
Elevated Private Wealth, LLC History No change 35,213 1,360 1.4% 1.4% 217 0 0.0% Q4 2025 Feb 12, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 32,413 1,347 0.02% 0.02% 218 -1,187 -3.53% Q1 2026 Apr 29, 2026
Pallas Capital Advisors LLC History Added to 32,339 1,344 0.05% 0.03% 219 +9,436 41.2% Q1 2026 Apr 21, 2026
Vision Capital Management, Inc. History Added to 31,850 1,324 0.17% 0.15% 220 +206 0.65% Q1 2026 Apr 24, 2026
NATIXIS ADVISORS, LLC History Added to 31,686 1,318 0.0% 0.0% 221 +4,393 16.1% Q1 2026 May 13, 2026
PlanVest Financial, Inc History New 31,504 1,309 1.0% 222 +31,504 New Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 31,300 1,301 0.01% 0.0% 223 0 0.0% Q1 2026 Apr 29, 2026
DekaBank Deutsche Girozentrale History No change 31,245 1,299 0.0% 0.0% 224 0 0.0% Q1 2026 May 07, 2026
Curi Capital, LLC History Added to 31,200 1,297 0.02% 0.02% 225 +104 0.33% Q1 2026 May 15, 2026
Atlantic Union Bankshares Corp History No change 30,156 1,253 0.02% 0.02% 226 0 0.0% Q1 2026 May 12, 2026
Amundi History Reduced 29,941 1,244 0.0% 0.0% 227 -17,975 -37.51% Q1 2026 May 15, 2026
Voya Financial Advisors, Inc. History Reduced 29,415 1,201 0.12% 0.12% 228 -2,953 -9.12% Q1 2026 May 12, 2026
MGO ONE SEVEN LLC History Reduced 27,979 1,163 0.02% 0.04% 229 -21,233 -43.15% Q1 2026 May 14, 2026
Maryland State Retirement & Pension System History Reduced 27,903 1,160 0.02% 0.02% 230 -802 -2.79% Q1 2026 May 04, 2026
Polymer Capital Management (US) LLC History Added to 27,599 1,147 0.12% 0.04% 231 +17,377 170.0% Q1 2026 May 13, 2026
SIG BROKERAGE, LP History New 27,576 1,146 0.03% 233 +27,576 New Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 27,571 1,146 0.0% 0.0% 232 +8,763 46.59% Q1 2026 May 08, 2026
BROWN ADVISORY INC History Reduced 26,811 1,114 0.0% 0.0% 234 -6,532 -19.59% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 26,777 1,113 0.0% 0.0% 235 +3,374 14.42% Q1 2026 Apr 27, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 25,546 1,062 0.01% 236 +25,546 New Q1 2026 May 13, 2026
M&T BANK CORP History Added to 25,313 1,052 0.0% 0.0% 237 +4,970 24.43% Q1 2026 May 12, 2026
Sompo Asset Management Co., Ltd. History Reduced 25,185 1,047 0.19% 0.17% 238 -960 -3.67% Q1 2026 Apr 30, 2026
Long Road Investment Counsel, LLC History Added to 25,080 1,042 0.41% 0.35% 239 +1,100 4.59% Q1 2026 May 08, 2026
Freestone Capital Holdings, LLC History Reduced 25,014 1,040 0.03% 0.03% 240 -26 -0.1% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Reduced 24,598 1,022 0.0% 0.01% 241 -40,012 -61.93% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Added to 23,975 996 0.0% 0.0% 242 +1,273 5.61% Q1 2026 Apr 22, 2026
Bull Harbor Capital LLC History New 23,288 968 0.26% 243 +23,288 New Q1 2026 May 18, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 23,252 966 0.0% 0.0% 244 -8 -0.03% Q1 2026 May 15, 2026
Fieldview Capital Management, LLC History New 22,898 952 0.28% 245 +22,898 New Q1 2026 May 14, 2026
TD Waterhouse Canada Inc. History Added to 23,309 938 0.0% 0.0% 246 +12,306 111.84% Q1 2026 May 12, 2026
Lakewood Asset Management LLC History Reduced 22,549 937 0.6% 0.68% 247 -7,640 -25.31% Q1 2026 Apr 22, 2026
Sivia Capital Partners, LLC History Reduced 22,024 915 0.18% 0.18% 248 -496 -2.2% Q1 2026 May 12, 2026
ALLSTATE CORP History New 21,942 912 0.01% 249 +21,942 New Q1 2026 May 11, 2026
Ensign Peak Advisors, Inc History Added to 21,133 878 0.0% 0.0% 250 +12,911 157.03% Q1 2026 May 13, 2026
Kentucky Retirement Systems History New 18,440 867 0.06% 251 +18,440 New Q1 2026 May 19, 2026
DEUTSCHE BANK AG\ History Added to 20,817 865 0.0% 0.0% 252 +285 1.39% Q1 2026 May 06, 2026
Krilogy Financial LLC History Added to 21,202 858 0.03% 0.03% 253 +2,533 13.57% Q1 2026 Apr 17, 2026
Waverly Advisors, LLC History Added to 20,634 857 0.01% 0.01% 254 +4,344 26.67% Q1 2026 May 15, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 20,241 841 0.26% 0.27% 255 -1,796 -8.15% Q1 2026 May 13, 2026
XTX Topco Ltd History Reduced 20,185 839 0.01% 0.02% 256 -1,858 -8.43% Q1 2026 May 15, 2026
Elgethun Capital Management History Added to 19,835 824 0.14% 0.08% 257 +7,710 63.59% Q1 2026 May 14, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 19,678 818 0.04% 0.04% 258 +1,188 6.43% Q1 2026 Apr 16, 2026
Cannell & Spears LLC History Reduced 19,536 812 0.02% 0.02% 259 -7,400 -27.47% Q1 2026 May 15, 2026
Penserra Capital Management LLC History Reduced 19,520 811 0.01% 0.01% 260 -2,160 -9.96% Q1 2026 May 11, 2026
CIBC Bancorp USA Inc. History New 19,347 804 0.0% 261 +19,347 New Q1 2026 May 12, 2026
US BANCORP \DE\ History Added to 19,237 799 0.0% 0.0% 262 +13,445 232.13% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 20,151 797 0.02% 0.01% 263 +9,308 85.84% Q1 2026 May 04, 2026
Neuberger Berman Group LLC History Added to 19,092 793 0.0% 0.0% 264 +2,924 18.09% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 18,598 773 0.0% 0.0% 265 -11,212 -37.61% Q1 2026 Apr 30, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 17,470 726 0.06% 0.16% 266 -39,085 -69.11% Q1 2026 May 15, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 17,370 722 0.01% 0.0% 267 +4,220 32.09% Q1 2026 May 07, 2026
Quantitative Investment Management, LLC History Reduced 17,327 720 0.07% 0.07% 268 -64 -0.37% Q1 2026 May 15, 2026
PRINCIPAL SECURITIES, INC. History Reduced 17,256 717 0.01% 0.04% 269 -48,636 -73.81% Q1 2026 May 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 16,915 703 0.03% 0.03% 270 0 0.0% Q1 2026 May 08, 2026
CIBC Private Wealth Group LLC History No change 17,971 694 0.0% 0.0% 271 0 0.0% Q4 2025 Feb 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 16,227 674 0.01% 0.01% 272 -556 -3.31% Q1 2026 May 07, 2026
TWO SIGMA SECURITIES, LLC History New 15,987 664 0.08% 273 +15,987 New Q1 2026 May 15, 2026
Birch Hill Investment Advisors LLC History Reduced 15,530 645 0.03% 0.03% 274 -770 -4.72% Q1 2026 Apr 29, 2026
HB Wealth Management, LLC History Added to 15,234 633 0.0% 0.0% 275 +7,025 85.58% Q1 2026 Apr 27, 2026
Weiss Asset Management LP History Reduced 15,200 632 0.01% 0.06% 276 -103,930 -87.24% Q1 2026 May 15, 2026
CIBC WORLD MARKET INC. History Reduced 14,339 596 0.0% 0.0% 277 -12,064 -45.69% Q1 2026 May 14, 2026
Daiwa Securities Group Inc. History Added to 13,996 581 0.0% 0.0% 278 +1,118 8.68% Q1 2026 May 13, 2026
CIBC Asset Management Inc History Reduced 13,941 579 0.0% 0.0% 279 -702 -4.79% Q1 2026 May 12, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 13,831 575 0.01% 0.01% 280 -1,185 -7.89% Q1 2026 May 14, 2026
WINTON GROUP Ltd History New 13,803 573 0.02% 281 +13,803 New Q1 2026 May 12, 2026
Auxano Advisors, LLC History Added to 13,780 572 0.11% 0.1% 282 +531 4.01% Q1 2026 May 01, 2026
WADDELL & ASSOCIATES, LLC History New 13,726 570 0.03% 283 +13,726 New Q1 2026 May 11, 2026
Allworth Financial LP History Added to 13,642 567 0.0% 0.0% 284 +7,070 107.58% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 13,618 566 0.0% 0.0% 285 +611 4.7% Q1 2026 May 13, 2026
Clearstead Advisors, LLC History Added to 13,463 559 0.01% 0.0% 286 +3,785 39.11% Q1 2026 May 06, 2026
Premier Path Wealth Partners, LLC History Reduced 13,397 557 0.07% 0.11% 287 -8,117 -37.73% Q1 2026 Apr 23, 2026
Salvus Wealth Management, LLC History Added to 13,383 556 0.32% 0.14% 288 +6,873 105.58% Q1 2026 Apr 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 13,207 549 0.03% 0.03% 289 -1,547 -10.49% Q1 2026 May 18, 2026
D.A. DAVIDSON & CO. History Added to 13,180 548 0.0% 0.0% 290 +484 3.81% Q1 2026 May 05, 2026
Wellington Shields & Co., LLC History Reduced 12,728 529 0.13% 0.12% 291 -60 -0.47% Q1 2026 May 04, 2026
NorthCrest Asset Manangement, LLC History Added to 12,711 524 0.02% 0.01% 293 +2,354 22.73% Q1 2026 Apr 08, 2026
Crossmark Global Holdings, Inc. History Reduced 12,609 524 0.01% 0.01% 292 -26 -0.21% Q1 2026 May 11, 2026
DRW Securities, LLC History Added to 12,547 521 0.01% 0.01% 294 +6,893 121.91% Q1 2026 May 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 12,451 518 0.03% 0.03% 295 +4,114 49.35% Q1 2026 May 08, 2026
Davis Investment Partners, LLC History Added to 12,328 512 0.18% 0.12% 297 +3,299 36.54% Q1 2026 Apr 20, 2026
Keystone Financial Services History Added to 12,325 512 0.15% 0.13% 296 +777 6.73% Q1 2026 May 06, 2026
Van Diest Capital, LLC History Added to 12,056 501 0.39% 0.34% 298 +6,214 106.37% Q1 2026 May 15, 2026
Maia Wealth LLC History Reduced 11,953 497 0.08% 0.11% 299 -3,946 -24.82% Q1 2026 May 08, 2026
Sanctuary Advisors, LLC History Added to 11,853 492 0.0% 0.0% 300 +4,522 61.68% Q1 2026 May 05, 2026
ROTHSCHILD INVESTMENT LLC History Added to 11,608 482 0.03% 0.01% 301 +7,315 170.39% Q1 2026 May 07, 2026
GAMMA Investing LLC History Added to 11,608 482 0.02% 0.02% 302 +2,099 22.07% Q1 2026 Apr 06, 2026
Tidal Investments LLC History Reduced 11,530 479 0.0% 0.0% 303 -11,341 -49.59% Q1 2026 May 15, 2026
Entropy Technologies, LP History Reduced 11,484 477 0.02% 0.12% 304 -46,082 -80.05% Q1 2026 May 14, 2026
AdvisorShares Investments LLC History Reduced 11,400 474 0.09% 0.08% 305 -1,000 -8.06% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Added to 11,341 471 0.01% 0.01% 306 +3,607 46.64% Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 11,316 470 0.04% 307 +11,316 New Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Reduced 11,218 466 0.0% 0.0% 308 -2,647 -19.09% Q1 2026 May 05, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 11,188 465 0.0% 0.0% 309 0 0.0% Q1 2026 May 14, 2026
XPONANCE LLC History Added to 11,085 460 0.0% 0.0% 310 +3,267 41.79% Q1 2026 May 13, 2026
HARVEY INVESTMENT CO LLC History Reduced 11,030 459 0.05% 0.05% 311 -1,520 -12.11% Q1 2026 Apr 21, 2026
AVENIR CORP History Reduced 11,021 458 0.06% 0.16% 312 -26,680 -70.77% Q1 2026 May 14, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 9,773 456 0.04% 0.03% 313 +2,309 30.94% Q1 2026 Apr 29, 2026
Brevan Howard Capital Management LP History New 10,873 452 0.0% 315 +10,873 New Q1 2026 May 15, 2026
BAMCO INC /NY/ History No change 10,875 452 0.0% 0.0% 314 0 0.0% Q1 2026 May 15, 2026
Intrinsic Value Partners, LLC History Reduced 10,566 439 0.34% 0.33% 316 -705 -6.25% Q1 2026 Apr 28, 2026
HighTower Advisors, LLC History New 10,461 434 0.0% 317 +10,461 New Q1 2026 May 05, 2026
Borer Denton & Associates, Inc. History Reduced 10,179 423 0.15% 0.15% 318 -1,605 -13.62% Q1 2026 May 12, 2026
Aviso Financial Inc. History Reduced 10,108 420 0.01% 0.02% 319 -491 -4.63% Q1 2026 May 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 10,079 419 0.01% 0.01% 320 -1,024 -9.22% Q1 2026 May 14, 2026
Orvieto Partners, L.P. History No change 10,000 415 0.36% 0.31% 321 0 0.0% Q1 2026 May 14, 2026
TCV Trust & Wealth Management, Inc. History Reduced 9,835 408 0.03% 0.03% 322 -200 -1.99% Q1 2026 Apr 21, 2026
MAI Capital Management History Added to 9,661 401 0.0% 0.0% 323 +9,178 1900.21% Q1 2026 May 15, 2026
Bristlecone Value Partners, LLC History New 9,631 400 0.35% 324 +9,631 New Q1 2026 May 08, 2026
Argent Trust Co History Reduced 9,204 382 0.01% 0.04% 325 -21,049 -69.58% Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 9,154 380 0.0% 0.0% 326 -8,216 -47.3% Q1 2026 Apr 30, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 9,099 378 0.01% 327 +9,099 New Q1 2026 May 01, 2026
Swiss Life Asset Management Ltd History Added to 9,051 376 0.0% 0.0% 328 +2,023 28.78% Q1 2026 May 14, 2026
Capstone Financial Advisors, Inc. History No change 9,000 374 0.02% 0.02% 329 0 0.0% Q1 2026 May 15, 2026
Jump Financial, LLC History New 8,805 366 0.0% 330 +8,805 New Q1 2026 May 14, 2026
EVOKE WEALTH, LLC History New 8,706 361 0.01% 331 +8,706 New Q1 2026 May 14, 2026
GUGGENHEIM CAPITAL LLC History Reduced 8,369 347 0.0% 0.01% 332 -13,120 -61.05% Q1 2026 May 15, 2026
Quantbot Technologies LP History Reduced 8,286 344 0.01% 0.03% 333 -15,137 -64.62% Q1 2026 May 13, 2026
Centerstone Investors, LLC History No change 8,920 344 1.08% 1.08% 334 0 0.0% Q4 2025 Jan 30, 2026
Baker Avenue Asset Management, LP History New 8,161 339 0.01% 335 +8,161 New Q1 2026 May 12, 2026
Schonfeld Strategic Advisors LLC History Reduced 8,067 335 0.0% 0.0% 336 -18,321 -69.43% Q1 2026 May 15, 2026
Parcion Private Wealth LLC History New 8,035 334 0.02% 338 +8,035 New Q1 2026 Apr 22, 2026
Farther Finance Advisors, LLC History Reduced 8,300 334 0.0% 0.0% 337 -924 -10.02% Q1 2026 Apr 07, 2026
Farringdon Capital, Ltd. History New 8,004 332 0.07% 339 +8,004 New Q1 2026 May 15, 2026
&PARTNERS History Added to 7,952 330 0.0% 0.0% 340 +1,973 33.0% Q1 2026 May 15, 2026
SAGE RHINO CAPITAL LLC History Reduced 7,947 330 0.06% 0.06% 341 -374 -4.49% Q1 2026 Apr 28, 2026
Revisor Wealth Management LLC History Added to 7,843 326 0.09% 0.08% 342 +634 8.79% Q1 2026 Apr 27, 2026
Cygnus Capital Advisors, LLC History Added to 7,800 324 0.22% 0.14% 343 +2,800 56.0% Q1 2026 May 12, 2026
1834 INVESTMENT ADVISORS CO History Added to 7,682 319 0.04% 0.03% 344 +1,196 18.44% Q1 2026 May 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 7,642 317 0.03% 345 +7,642 New Q1 2026 May 13, 2026
DnB Asset Management AS History New 7,609 316 0.0% 346 +7,609 New Q1 2026 May 14, 2026
DAYMARK WEALTH PARTNERS, LLC History New 7,575 314 0.01% 348 +7,575 New Q1 2026 May 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History New 7,557 314 0.0% 347 +7,557 New Q1 2026 May 13, 2026
Rockefeller Capital Management L.P. History Added to 7,542 313 0.0% 0.0% 349 +964 14.65% Q1 2026 May 14, 2026
Utah Retirement Systems History Reduced 7,519 312 0.0% 0.01% 351 -17,066 -69.42% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History No change 7,526 312 0.01% 0.01% 350 0 0.0% Q1 2026 Apr 29, 2026
Peoples Bank/KS History Reduced 7,355 305 0.31% 0.29% 352 -15 -0.2% Q1 2026 Apr 15, 2026
Machina Capital S.A.S. History New 7,333 304 0.06% 355 +7,333 New Q1 2026 May 13, 2026
Reynders McVeigh Capital Management, LLC History New 7,320 304 0.02% 354 +7,320 New Q1 2026 Apr 27, 2026
AlphaQuest LLC History No change 7,876 304 0.02% 0.02% 353 0 0.0% Q4 2025 Feb 09, 2026
GenTrust, LLC History New 7,227 300 0.01% 356 +7,227 New Q1 2026 Apr 27, 2026
STEPHENS INC /AR/ History New 7,183 298 0.0% 357 +7,183 New Q1 2026 Apr 28, 2026
Calamos Advisors LLC History New 7,038 292 0.0% 358 +7,038 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History New 7,038 292 0.01% 359 +7,038 New Q1 2026 May 04, 2026
Hollow Brook Wealth Management LLC History No change 6,956 289 0.07% 0.07% 360 0 0.0% Q1 2026 May 13, 2026
OneDigital Investment Advisors LLC History Reduced 6,938 288 0.0% 0.0% 361 -2,746 -28.36% Q1 2026 May 08, 2026
Rothschild Wealth LLC History New 6,919 287 0.03% 362 +6,919 New Q1 2026 May 06, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 6,743 280 0.0% 0.0% 363 +187 2.85% Q1 2026 May 14, 2026
KBC Group NV History No change 6,695 278 0.0% 0.0% 364 0 0.0% Q1 2026 May 07, 2026
Allegiance Financial Group Advisory Services LLC History New 6,622 275 0.05% 365 +6,622 New Q1 2026 May 08, 2026
waypoint wealth counsel History Reduced 6,567 273 0.14% 0.11% 366 -1,105 -14.4% Q1 2026 Apr 23, 2026
EARNED WEALTH ADVISORS, LLC History New 6,555 272 0.02% 367 +6,555 New Q1 2026 May 07, 2026
Heritage Wealth Advisors History Reduced 6,446 268 0.01% 0.01% 368 -500 -7.2% Q1 2026 May 13, 2026
Sequoia Financial Advisors, LLC History Added to 6,460 268 0.0% 0.0% 369 +311 5.06% Q1 2026 Apr 30, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 6,426 267 0.02% 370 +6,426 New Q1 2026 Apr 16, 2026
Atria Investments, Inc History Reduced 6,162 256 0.0% 0.01% 371 -27,625 -81.76% Q1 2026 May 05, 2026
Chemistry Wealth Management LLC History Reduced 6,178 256 0.05% 0.05% 372 -1,251 -16.84% Q1 2026 Apr 09, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 6,155 255 0.01% 0.01% 373 -294 -4.56% Q1 2026 May 15, 2026
SYM FINANCIAL Corp History Reduced 6,087 253 0.03% 0.03% 374 -910 -13.01% Q1 2026 May 08, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 6,040 251 0.04% 0.04% 375 -167 -2.69% Q1 2026 Apr 30, 2026
Hardy Reed LLC History Reduced 6,015 250 0.02% 0.02% 376 -19 -0.31% Q1 2026 Apr 28, 2026
Rafferty Asset Management, LLC History Reduced 5,922 246 0.0% 0.0% 378 -2,941 -33.18% Q1 2026 May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 5,920 246 0.0% 0.0% 377 +2,304 63.72% Q1 2026 May 11, 2026
BOKF, NA History Reduced 5,904 245 0.0% 0.0% 379 -8 -0.14% Q1 2026 May 08, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 5,685 236 0.01% 380 +5,685 New Q1 2026 Apr 28, 2026
Integrated Advisors Network LLC History New 5,628 234 0.01% 381 +5,628 New Q1 2026 Apr 28, 2026
OMERS ADMINISTRATION Corp History No change 5,627 233 0.0% 0.0% 382 0 0.0% Q1 2026 May 15, 2026
Kera Capital Partners, Inc. History New 5,591 232 0.03% 383 +5,591 New Q1 2026 May 06, 2026
Essential Partners LLC History Reduced 5,569 231 0.08% 0.08% 384 -1,408 -20.18% Q1 2026 May 21, 2026
SYON CAPITAL LLC History New 5,471 227 0.01% 386 +5,471 New Q1 2026 May 13, 2026
Savant Capital, LLC History New 5,467 227 0.0% 385 +5,467 New Q1 2026 May 04, 2026
AlphaCore Capital LLC History New 5,437 226 0.01% 388 +5,437 New Q1 2026 May 15, 2026
Caerus Investment Advisors, LLC History No change 5,868 226 0.07% 0.07% 387 0 0.0% Q4 2025 Feb 12, 2026
Empirical Finance, LLC History Reduced 5,399 224 0.01% 0.01% 389 -75 -1.37% Q1 2026 May 14, 2026
Centiva Capital, LP History Reduced 5,362 222 0.0% 0.0% 390 -3,500 -39.49% Q1 2026 May 14, 2026
PROFUND ADVISORS LLC History Reduced 5,263 218 0.01% 0.02% 391 -9,847 -65.17% Q1 2026 Apr 24, 2026
Ethic Inc. History New 5,242 217 0.0% 392 +5,242 New Q1 2026 Apr 27, 2026
SHELTON CAPITAL MANAGEMENT History New 5,095 211 0.0% 393 +5,095 New Q1 2026 May 15, 2026
NorthCoast Asset Management LLC History New 5,092 211 0.0% 394 +5,092 New Q1 2026 May 13, 2026
Private Advisor Group, LLC History Reduced 5,020 208 0.0% 0.0% 395 -1,744 -25.78% Q1 2026 Apr 24, 2026
Advisory Services Network, LLC History Reduced 4,974 206 0.0% 0.0% 396 -31 -0.62% Q1 2026 May 15, 2026
Fi3 FINANCIAL ADVISORS, LLC History New 4,905 203 0.06% 397 +4,905 New Q1 2026 May 07, 2026
QTR Family Wealth, LLC History New 4,893 203 0.08% 398 +4,893 New Q1 2026 Apr 15, 2026
POINCIANA ADVISORS GROUP, LLC History New 4,849 201 0.16% 399 +4,849 New Q1 2026 Apr 16, 2026
Sterling Capital Management LLC History Reduced 4,750 197 0.0% 0.01% 400 -3,924 -45.24% Q1 2026 Apr 22, 2026
BankPlus Trust Department History No change 4,077 169 0.05% 0.04% 401 0 0.0% Q1 2026 May 11, 2026
IFP Advisors, Inc History Added to 4,006 166 0.0% 0.0% 402 +3,020 306.29% Q1 2026 Apr 13, 2026
Mitsubishi UFJ Trust & Banking Corp History New 3,943 163 0.0% 403 +3,943 New Q1 2026 May 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 3,880 161 0.02% 0.01% 404 +490 14.45% Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 3,442 143 0.0% 0.0% 405 -1,119 -24.53% Q1 2026 May 07, 2026
BNP Paribas Asset Management Holding S.A. History Added to 3,427 142 0.0% 0.0% 406 +662 23.94% Q1 2026 May 14, 2026
STRS OHIO History Reduced 3,386 140 0.0% 0.0% 407 -126 -3.59% Q1 2026 Apr 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 3,369 140 0.11% 0.1% 408 +12 0.36% Q1 2026 Apr 21, 2026
CX Institutional History Reduced 3,288 137 0.0% 0.01% 409 -1,167 -26.2% Q1 2026 Apr 06, 2026
Arax Advisory Partners History Reduced 3,204 133 0.0% 0.01% 410 -4,627 -59.09% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 2,834 117 0.0% 0.0% 411 -924 -24.59% Q1 2026 May 15, 2026
FEDERATED HERMES, INC. History New 2,620 108 0.0% 412 +2,620 New Q1 2026 May 11, 2026
Rakuten Securities, Inc. History Reduced 2,412 100 0.04% 0.04% 413 -419 -14.8% Q1 2026 May 01, 2026
Parallel Advisors, LLC History Added to 2,313 96 0.0% 0.0% 415 +148 6.84% Q1 2026 May 07, 2026
MetLife Investment Management, LLC History Reduced 2,320 96 0.0% 0.0% 414 -80 -3.33% Q1 2026 May 14, 2026
Smartleaf Asset Management LLC History Added to 2,226 89 0.0% 0.0% 416 +1,392 166.91% Q1 2026 May 15, 2026
UMB Bank, n.a. History Added to 2,105 87 0.0% 0.0% 417 +31 1.49% Q1 2026 May 11, 2026
Geneos Wealth Management Inc. History Reduced 2,077 86 0.0% 0.02% 419 -17,804 -89.55% Q1 2026 May 04, 2026
MCF Advisors LLC History Added to 2,078 86 0.0% 0.0% 418 +78 3.9% Q1 2026 May 11, 2026
Smithfield Trust Co History No change 1,950 81 0.0% 0.0% 420 0 0.0% Q1 2026 May 08, 2026
Root Financial Partners, LLC History Added to 1,840 76 0.0% 0.0% 421 +1,784 3185.71% Q1 2026 Apr 24, 2026
Clean Yield Group History Reduced 1,802 74 0.02% 0.02% 422 -20 -1.1% Q1 2026 Apr 14, 2026
TOMPKINS FINANCIAL CORP History No change 1,750 72 0.01% 0.01% 423 0 0.0% Q1 2026 Apr 09, 2026
NATIXIS History New 1,729 71 0.0% 425 +1,729 New Q1 2026 May 14, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 1,718 71 0.0% 0.0% 424 -274 -13.76% Q1 2026 May 14, 2026
True Wealth Design, LLC History Added to 1,568 65 0.02% 0.01% 426 +661 72.88% Q1 2026 Apr 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,551 64 0.0% 0.02% 427 -91,453 -98.33% Q1 2026 May 08, 2026
Salomon & Ludwin, LLC History Added to 1,485 61 0.01% 0.0% 428 +95 6.83% Q1 2026 May 11, 2026
WESTPAC BANKING CORP History New 1,448 60 0.0% 429 +1,448 New Q1 2026 May 11, 2026
Eurizon Capital SGR S.p.A. History No change 1,437 57 0.0% 0.0% 430 0 0.0% Q1 2026 May 08, 2026
ST GERMAIN D J CO INC History No change 1,331 55 0.0% 0.0% 431 0 0.0% Q1 2026 Apr 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,247 51 0.0% 0.0% 432 +54 4.53% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 1,260 48 0.0% 0.0% 433 0 0.0% Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History No change 1,232 47 0.0% 0.0% 434 0 0.0% Q4 2025 Feb 17, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,175 45 0.06% 0.02% 435 +875 291.67% Q1 2026 Apr 29, 2026
MATHER GROUP, LLC. History New 1,051 43 0.0% 437 +1,051 New Q1 2026 Apr 13, 2026
SJS Investment Consulting Inc. History Added to 1,035 43 0.01% 0.0% 436 +309 42.56% Q1 2026 Apr 23, 2026
Deseret Mutual Benefit Administrators History Added to 981 40 0.01% 0.01% 438 +560 133.02% Q1 2026 May 08, 2026
Blue Trust, Inc. History Reduced 943 39 0.0% 0.0% 439 -481 -33.78% Q1 2026 Apr 20, 2026
SIGNATUREFD, LLC History Reduced 908 37 0.0% 0.0% 440 -309 -25.39% Q1 2026 Apr 07, 2026
Altshuler Shaham Ltd History Added to 849 35 0.0% 0.0% 441 +228 36.71% Q1 2026 May 18, 2026
Center for Financial Planning, Inc. History No change 850 35 0.0% 0.0% 442 0 0.0% Q1 2026 May 04, 2026
QUADRANT CAPITAL GROUP LLC History Added to 834 34 0.0% 0.0% 444 +253 43.55% Q1 2026 May 13, 2026
SouthState Bank Corp History No change 824 34 0.0% 0.0% 443 0 0.0% Q1 2026 May 05, 2026
North Star Investment Management Corp. History Reduced 800 33 0.0% 0.0% 445 -13 -1.6% Q1 2026 Apr 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 784 32 0.0% 0.0% 446 +280 55.56% Q1 2026 May 15, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 752 31 0.0% 0.0% 447 0 0.0% Q1 2026 May 07, 2026
Wellington Grp LLC History New 726 30 0.01% 449 +726 New Q1 2026 May 22, 2026
ABOUND FINANCIAL, LLC History Reduced 725 30 0.01% 0.02% 448 -290 -28.57% Q1 2026 May 01, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 717 29 0.0% 0.0% 450 0 0.0% Q1 2026 May 08, 2026
AMERIFLEX GROUP, INC. History Reduced 675 28 0.01% 0.02% 452 -538 -44.35% Q1 2026 May 15, 2026
Wilmington Savings Fund Society, FSB History No change 675 28 0.0% 0.0% 451 0 0.0% Q1 2026 Apr 30, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Reduced 650 27 0.0% 0.01% 453 -650 -50.0% Q1 2026 Apr 22, 2026
Versant Capital Management, Inc History Added to 660 27 0.0% 0.0% 454 +247 59.81% Q1 2026 Apr 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 584 24 0.0% 0.0% 455 0 0.0% Q1 2026 Apr 28, 2026
Murphy & Mullick Capital Management Corp History No change 600 24 0.02% 0.02% 456 0 0.0% Q1 2026 Apr 17, 2026
Quent Capital, LLC History Added to 565 23 0.0% 0.0% 457 +325 135.42% Q1 2026 Apr 28, 2026
Activest Wealth Management History Added to 538 22 0.0% 0.0% 458 +118 28.1% Q1 2026 Apr 15, 2026
Ancora Advisors LLC History Added to 509 21 0.0% 0.0% 459 +325 176.63% Q1 2026 May 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 496 20 0.01% 463 +496 New Q1 2026 May 08, 2026
HUNTINGTON NATIONAL BANK History Reduced 494 20 0.0% 0.0% 460 -196 -28.41% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 499 20 0.0% 0.0% 462 +60 13.67% Q1 2026 Apr 13, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 495 20 0.0% 0.0% 461 0 0.0% Q1 2026 May 12, 2026
Blume Capital Management, Inc. History No change 435 18 0.0% 0.0% 464 0 0.0% Q1 2026 May 01, 2026
Leonteq Securities AG History Reduced 422 17 0.0% 0.0% 466 -1,915 -81.94% Q1 2026 Apr 27, 2026
Parkside Financial Bank & Trust History Added to 426 17 0.0% 0.0% 465 +82 23.84% Q1 2026 May 13, 2026
Owl Creek Wealth Partners LLC History New 405 16 0.01% 469 +405 New Q1 2026 May 13, 2026
SALEM INVESTMENT COUNSELORS INC History New 400 16 0.0% 468 +400 New Q1 2026 Apr 29, 2026
FIRST COMMUNITY TRUST NA History No change 394 16 0.01% 0.01% 467 0 0.0% Q1 2026 Apr 16, 2026
Strengthening Families & Communities, LLC History New 350 14 0.0% 470 +350 New Q1 2026 May 11, 2026
Wealth Preservation Advisors, LLC History New 347 14 0.01% 471 +347 New Q1 2026 May 15, 2026
Financial Freedom, LLC History New 326 13 0.01% 473 +326 New Q1 2026 Apr 30, 2026
Capital Advisors, Ltd. LLC History No change 312 13 0.0% 0.0% 472 0 0.0% Q1 2026 Apr 16, 2026
Caldwell Trust Co History No change 300 12 0.0% 0.0% 474 0 0.0% Q1 2026 Apr 22, 2026
Bayforest Capital Ltd History Reduced 273 11 0.01% 0.06% 477 -1,715 -86.27% Q1 2026 Apr 15, 2026
Quarry LP History New 280 11 0.0% 479 +280 New Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History Added to 267 11 0.0% 478 +265 13250.0% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 278 11 0.0% 0.0% 475 0 0.0% Q1 2026 May 12, 2026
Investment Research & Advisory Group, Inc. History No change 283 11 0.0% 0.0% 476 0 0.0% Q1 2026 Apr 20, 2026
Napier Financial, LLC History New 250 10 0.0% 480 +250 New Q1 2026 May 05, 2026
Bare Financial Services, Inc History Added to 229 9 0.0% 481 +219 2190.0% Q1 2026 May 14, 2026
DANSKE BANK A/S History Reduced 200 8 0.0% 0.0% 482 -1,400 -87.5% Q1 2026 May 12, 2026
STANCE CAPITAL LLC History New 200 8 0.0% 485 +200 New Q1 2026 May 13, 2026
Cheviot Value Management, LLC History No change 200 8 0.0% 0.0% 483 0 0.0% Q1 2026 May 12, 2026
Stephens Consulting, LLC History No change 210 8 0.0% 0.0% 484 0 0.0% Q4 2025 Jan 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 204 7 0.0% 0.0% 490 -641 -75.86% Q1 2026 May 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 172 7 0.0% 486 +157 1046.67% Q1 2026 May 08, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 170 7 0.0% 0.0% 487 0 0.0% Q1 2026 May 05, 2026
DHJJ Financial Advisors, Ltd. History No change 190 7 0.0% 0.0% 488 0 0.0% Q1 2026 Apr 09, 2026
CoreCap Advisors, LLC History No change 181 7 0.0% 0.0% 489 0 0.0% Q1 2026 Apr 07, 2026
Larson Financial Group LLC History Added to 166 6 0.0% 0.0% 491 +31 22.96% Q1 2026 May 15, 2026
Rachor Investment Advisory Services, LLC History No change 156 6 0.0% 0.0% 492 0 0.0% Q1 2026 May 07, 2026
Cassaday & Co Wealth Management LLC History New 141 5 0.0% 499 +141 New Q1 2026 May 07, 2026
MEEDER ASSET MANAGEMENT INC History New 129 5 0.0% 498 +129 New Q1 2026 May 07, 2026
NBC SECURITIES, INC. History Reduced 125 5 0.0% 0.0% 493 -42 -25.15% Q1 2026 Apr 14, 2026
High Note Wealth, LLC History Reduced 124 5 0.0% 0.0% 497 -5 -3.88% Q1 2026 May 11, 2026
S&T BANK/PA History No change 130 5 0.0% 0.0% 494 0 0.0% Q1 2026 May 13, 2026
JFS WEALTH ADVISORS, LLC History No change 140 5 0.0% 0.0% 495 0 0.0% Q1 2026 Apr 20, 2026
Golden State Wealth Management, LLC History No change 135 5 0.0% 0.0% 496 0 0.0% Q1 2026 Apr 28, 2026
Covestor Ltd History Reduced 90 4 0.0% 0.04% 503 -1,910 -95.5% Q1 2026 May 05, 2026
Sunbelt Securities, Inc. History New 99 4 0.0% 504 +99 New Q1 2026 May 15, 2026
Independence Bank of Kentucky History Reduced 104 4 0.0% 0.0% 502 -77 -42.54% Q1 2026 Apr 30, 2026
Bogart Wealth, LLC History Added to 112 4 0.0% 0.0% 501 +21 23.08% Q1 2026 Apr 28, 2026
CENTRAL TRUST Co History No change 100 4 0.0% 0.0% 500 0 0.0% Q1 2026 Apr 17, 2026
Signature Equity Partners, LLC History Reduced 93 3 0.0% 0.0% 511 -151 -61.89% Q1 2026 May 13, 2026
Global Wealth Strategies & Associates History Reduced 74 3 0.0% 0.0% 509 -85 -53.46% Q1 2026 Apr 03, 2026
HIGHLINE WEALTH PARTNERS LLC History New 75 3 0.0% 512 +75 New Q1 2026 Apr 06, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 84 3 0.0% 0.0% 505 +54 180.0% Q1 2026 May 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 80 3 0.0% 0.0% 506 -29 -26.61% Q1 2026 Apr 23, 2026
Prestige Wealth Management Group LLC History Added to 74 3 0.0% 0.0% 507 +23 45.1% Q1 2026 May 13, 2026
Bruce G. Allen Investments, LLC History Reduced 82 3 0.0% 0.0% 510 -4 -4.65% Q1 2026 May 08, 2026
TUCKER ASSET MANAGEMENT LLC History No change 103 3 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 05, 2026
Horizon Investments, LLC History Reduced 66 2 0.0% 0.0% 514 -2,419 -97.34% Q1 2026 May 14, 2026
Ascentis Independent Advisors History New 71 2 0.0% 521 +71 New Q1 2026 Apr 28, 2026
CVA Family Office, LLC History New 67 2 0.0% 520 +67 New Q1 2026 Apr 29, 2026
JPL Wealth Management, LLC History New 63 2 0.0% 522 +63 New Q1 2026 May 08, 2026
Valued Wealth Advisors LLC History Added to 60 2 0.0% 518 +58 2900.0% Q1 2026 Apr 30, 2026
Rossby Financial, LCC History Added to 59 2 0.0% 519 +45 321.43% Q1 2026 May 11, 2026
PRIVATE TRUST CO NA History Reduced 57 2 0.0% 0.0% 513 -35 -38.04% Q1 2026 Apr 30, 2026
Grove Bank & Trust History No change 61 2 0.0% 0.0% 515 0 0.0% Q1 2026 Apr 08, 2026
McIlrath & Eck, LLC History No change 53 2 0.0% 0.0% 516 0 0.0% Q1 2026 May 19, 2026
SBI Securities Co., Ltd. History No change 55 2 0.0% 0.0% 517 0 0.0% Q1 2026 Apr 27, 2026
Manchester Capital Management LLC History Reduced 32 1 0.0% 0.0% 523 -66 -67.35% Q1 2026 May 11, 2026
NBT BANK N A /NY History New 31 1 0.0% 538 +31 New Q1 2026 Apr 28, 2026
Fortitude Family Office, LLC History New 30 1 0.0% 539 +30 New Q1 2026 Apr 15, 2026
Main Street Group, LTD History New 25 1 0.0% 540 +25 New Q1 2026 May 06, 2026
FINANCIAL CONSULATE, INC History Added to 27 1 0.0% 524 +12 80.0% Q1 2026 Apr 21, 2026
Caitong International Asset Management Co., Ltd History Added to 30 1 0.0% 0.0% 532 +4 15.38% Q1 2026 May 11, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 30 1 0.0% 0.0% 525 +2 7.14% Q1 2026 Apr 30, 2026
Carolina Wealth Advisors, LLC History No change 33 1 0.0% 0.0% 526 0 0.0% Q1 2026 Apr 07, 2026
Avion Wealth History No change 28 1 0.0% 0.0% 527 0 0.0% Q1 2026 May 01, 2026
Cedar Mountain Advisors, LLC History No change 27 1 0.0% 0.0% 528 0 0.0% Q1 2026 Apr 30, 2026
Bell Investment Advisors, Inc History No change 29 1 0.0% 0.0% 529 0 0.0% Q1 2026 Apr 17, 2026
Cromwell Holdings LLC History No change 28 1 0.0% 0.0% 530 0 0.0% Q1 2026 Apr 30, 2026
REDMONT WEALTH ADVISORS LLC History No change 40 1 0.0% 0.0% 531 0 0.0% Q4 2025 Feb 06, 2026
Financial Network Wealth Advisors LLC History No change 31 1 0.0% 0.0% 533 0 0.0% Q1 2026 May 14, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 33 1 0.0% 0.0% 534 0 0.0% Q1 2026 Apr 27, 2026
LRI Investments, LLC History No change 31 1 0.0% 0.0% 535 0 0.0% Q1 2026 Apr 30, 2026
Ankerstar Wealth, LLC History No change 27 1 0.0% 0.0% 536 0 0.0% Q1 2026 May 13, 2026
Nvest Wealth Strategies, Inc. History No change 33 1 0.0% 0.0% 537 0 0.0% Q1 2026 Apr 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Closed out 0 0 0.04% -1,772,526 -100.0% Q1 2026 May 14, 2026
NOMURA HOLDINGS INC History Closed out 0 0 0.04% -778,063 -100.0% Q1 2026 May 15, 2026
MANE GLOBAL CAPITAL MANAGEMENT LP History Closed out 0 0 1.56% -749,448 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.03% -239,215 -100.0% Q1 2026 May 14, 2026
AKRE CAPITAL MANAGEMENT LLC History Closed out 0 0 0.06% -150,600 -100.0% Q1 2026 May 14, 2026
Engineers Gate Manager LP History Closed out 0 0 0.07% -142,214 -100.0% Q1 2026 May 15, 2026
Alberta Investment Management Corp History Closed out 0 0 0.03% -111,950 -100.0% Q1 2026 Apr 28, 2026
RBF Capital, LLC History Closed out 0 0 0.16% -95,000 -100.0% Q1 2026 May 18, 2026
FARLEY CAPITAL L.P. History Closed out 0 0 2.44% -84,909 -100.0% Q1 2026 May 11, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -53,489 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.01% -42,680 -100.0% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.01% -33,311 -100.0% Q1 2026 May 07, 2026
PDT Partners, LLC History Closed out 0 0 0.08% -32,785 -100.0% Q1 2026 May 15, 2026
HEARTLAND ADVISORS INC History Closed out 0 0 0.06% -29,485 -100.0% Q1 2026 May 06, 2026
CRUX WEALTH ADVISORS History Closed out 0 0 0.36% -25,188 -100.0% Q1 2026 Apr 24, 2026
TWIN CITY PRIVATE WEALTH, LLC History Closed out 0 0 0.73% -25,045 -100.0% Q1 2026 Apr 24, 2026
OP Asset Management Ltd History Closed out 0 0 0.01% -23,971 -100.0% Q1 2026 Apr 10, 2026
Marathon Trading Investment Management LLC History Closed out 0 0 0.02% -23,627 -100.0% Q1 2026 May 14, 2026
Alphadyne Asset Management LP History Closed out 0 0 0.02% -23,300 -100.0% Q1 2026 May 15, 2026
Quinn Opportunity Partners LLC History Closed out 0 0 0.04% -23,000 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -22,714 -100.0% Q1 2026 May 15, 2026
Meriwether Wealth & Planning, LLC History Closed out 0 0 0.49% -22,295 -100.0% Q1 2026 Apr 09, 2026
Orion Porfolio Solutions, LLC History Closed out 0 0 0.01% -21,621 -100.0% Q1 2026 May 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Closed out 0 0 0.06% -20,001 -100.0% Q1 2026 Apr 29, 2026
Rockbridge Asset Management LLC History Closed out 0 0 0.44% -18,806 -100.0% Q1 2026 May 14, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.11% -18,521 -100.0% Q1 2026 May 12, 2026
GeoWealth Management, LLC History Closed out 0 0 0.02% -16,414 -100.0% Q1 2026 May 13, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.19% -15,588 -100.0% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -15,425 -100.0% Q1 2026 Apr 22, 2026
SPWM Advisors LLC History Closed out 0 0 0.53% -14,393 -100.0% Q1 2026 May 14, 2026
Cynosure Group, LLC History Closed out 0 0 0.05% -13,313 -100.0% Q1 2026 May 13, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.19% -11,170 -100.0% Q1 2026 May 13, 2026
CenterStar Asset Management, LLC History Closed out 0 0 0.12% -11,000 -100.0% Q1 2026 May 01, 2026
Oregon Pacific Wealth Management, LLC History Closed out 0 0 0.43% -10,750 -100.0% Q1 2026 Apr 23, 2026
Tranquilli Financial Advisor LLC History Closed out 0 0 0.23% -10,254 -100.0% Q1 2026 May 11, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.0% -8,030 -100.0% Q1 2026 Apr 07, 2026
Neo Ivy Capital Management History Closed out 0 0 0.05% -7,717 -100.0% Q1 2026 May 15, 2026
Brookstone Capital Management History Closed out 0 0 0.0% -7,472 -100.0% Q1 2026 Apr 16, 2026
ACADIAN ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -7,267 -100.0% Q1 2026 May 13, 2026
INCEPTIONR LLC History Closed out 0 0 0.08% -7,112 -100.0% Q1 2026 May 14, 2026
Empower Advisory Group, LLC History Closed out 0 0 0.0% -6,939 -100.0% Q1 2026 May 14, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -6,776 -100.0% Q1 2026 May 15, 2026
Independence Wealth Advisors, LLC History Closed out 0 0 0.14% -6,520 -100.0% Q1 2026 Apr 20, 2026
Persium Advisors, LLC History Closed out 0 0 0.17% -6,220 -100.0% Q1 2026 May 01, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -6,200 -100.0% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -6,123 -100.0% Q1 2026 Apr 30, 2026
CSS LLC/IL History Closed out 0 0 0.01% -5,820 -100.0% Q1 2026 May 15, 2026
Lotus Technology Management, LP History Closed out 0 0 0.12% -5,517 -100.0% Q1 2026 May 15, 2026
AE Wealth Management LLC History Closed out 0 0 0.0% -5,490 -100.0% Q1 2026 May 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 0.04% -5,450 -100.0% Q1 2026 May 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Closed out 0 0 0.0% -5,449 -100.0% Q1 2026 May 11, 2026
State of Wyoming History Closed out 0 0 0.02% -5,427 -100.0% Q1 2026 May 13, 2026
ARMISTICE CAPITAL, LLC History Closed out 0 0 0.0% -5,376 -100.0% Q1 2026 May 15, 2026
North Dakota State Investment Board History Closed out 0 0 0.01% -5,245 -100.0% Q1 2026 May 08, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 0.0% -5,179 -100.0% Q1 2026 Apr 29, 2026
Verus Financial Partners, Inc. History Closed out 0 0 0.02% -4,696 -100.0% Q1 2026 Apr 20, 2026
Daytona Street Capital LLC History Closed out 0 0 0.1% -3,500 -100.0% Q1 2026 Apr 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History Closed out 0 0 0.0% -3,286 -100.0% Q1 2026 Apr 29, 2026
WEXFORD CAPITAL LP History Closed out 0 0 0.02% -2,438 -100.0% Q1 2026 May 15, 2026
United Community Bank History Closed out 0 0 0.03% -1,820 -100.0% Q1 2026 Apr 24, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 0.01% -850 -100.0% Q1 2026 May 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Closed out 0 0 0.0% -487 -100.0% Q1 2026 Apr 29, 2026
CYBER HORNET ETFs LLC History Closed out 0 0 0.01% -419 -100.0% Q1 2026 May 08, 2026
Optiver Holding B.V. History Closed out 0 0 0.0% -343 -100.0% Q1 2026 May 15, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -223 -100.0% Q1 2026 May 01, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 0.0% -221 -100.0% Q1 2026 May 04, 2026
Nova Wealth Management, Inc. History Closed out 0 0 0.0% -195 -100.0% Q1 2026 Apr 14, 2026
MidAtlantic Capital Management, Inc. History Closed out 0 0 0.0% -185 -100.0% Q1 2026 May 07, 2026
Oakworth Capital, Inc. History Closed out 0 0 0.0% -147 -100.0% Q1 2026 Apr 24, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 0.0% -134 -100.0% Q1 2026 May 11, 2026
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -113 -100.0% Q1 2026 May 07, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.0% -110 -100.0% Q1 2026 May 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -76 -100.0% Q1 2026 May 06, 2026
Private Wealth Management Group, LLC History Reduced 2 0 0.0% -40 -95.24% Q1 2026 Apr 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 -10 -100.0% Q1 2026 May 14, 2026
WINNOW WEALTH LLC History Closed out 0 0 -9 -100.0% Q1 2026 May 19, 2026
Vermillion Wealth Management, Inc. History New 8 0 +8 New Q1 2026 Apr 17, 2026
Transamerica Financial Advisors, LLC History Added to 14 0 +6 75.0% Q1 2026 May 15, 2026
First Pacific Financial History New 6 0 +6 New Q1 2026 Apr 23, 2026
Arlington Trust Co LLC History New 6 0 +6 New Q1 2026 Apr 08, 2026
Abound Wealth Management History Reduced 4 0 -5 -55.56% Q1 2026 Apr 10, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -3 -100.0% Q1 2026 May 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 4 0 -2 -33.33% Q1 2026 Apr 27, 2026
Bay Harbor Wealth Management, LLC History Added to 4 0 +2 100.0% Q1 2026 Apr 14, 2026
CURIO WEALTH, LLC History New 2 0 +2 New Q1 2026 May 11, 2026
ROSS\JOHNSON & Associates LLC History Closed out 0 0 -2 -100.0% Q1 2026 May 08, 2026
Dunhill Financial, LLC History Reduced 7 0 -1 -12.5% Q1 2026 May 06, 2026
Hughes Financial Services, LLC History Closed out 0 0 -1 -100.0% Q1 2026 Apr 29, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 23 0 0 0.0% Q1 2026 Apr 13, 2026
Your Advocates Ltd., LLP History No change 10 0 0 0.0% Q1 2026 Apr 29, 2026
Physician Wealth Advisors, Inc. History No change 12 0 0 0.0% Q1 2026 Apr 24, 2026
SHP Wealth Management History No change 3 0 0 0.0% Q1 2026 May 08, 2026
Cornerstone Planning Group LLC History No change 18 0 0 0.0% Q1 2026 May 06, 2026
Addison Advisors LLC History No change 20 0 0 0.0% Q1 2026 May 08, 2026
DecisionPoint Financial, LLC History No change 1 0 0 0.0% Q1 2026 May 06, 2026
DiNuzzo Private Wealth, Inc. History No change 2 0 0 0.0% Q1 2026 Apr 08, 2026
Gen-Wealth Partners Inc History No change 10 0 0 0.0% Q1 2026 May 08, 2026
WPG Advisers, LLC History No change 4 0 0 0.0% Q1 2026 Apr 29, 2026
Advocate Investing Services LLC History No change 12 0 0 0.0% Q1 2026 Apr 22, 2026