Kimbell Royalty Partners, LP - KRP

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
EnCap Investments L.P. History New 5,432,224 78,604 8.69% 1 +5,432,224 New Q1 2026 May 15, 2026
EnCap Energy Capital Fund VIII, L.P. History No change 4,541,914 53,412 62.94% 62.94% 2 0 0.0% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,203,838 46,359 0.02% 0.02% 3 +124,215 4.03% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,341,870 19,416 0.01% 0.0% 4 +91,115 7.28% Q1 2026 May 14, 2026
ALGERT GLOBAL LLC History New 1,249,275 18,077 0.27% 5 +1,249,275 New Q1 2026 May 14, 2026
MORGAN STANLEY History Reduced 1,113,475 16,111 0.0% 0.0% 6 -153,568 -12.12% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 996,515 14,419 0.01% 0.0% 7 +837,843 528.03% Q1 2026 May 15, 2026
UBS Group AG History Reduced 923,958 13,369 0.0% 0.0% 8 -85,099 -8.43% Q1 2026 May 05, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Added to 895,498 12,958 0.02% 0.02% 9 +48,286 5.7% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 844,810 12,224 0.01% 0.01% 10 +283,268 50.44% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 819,883 11,863 0.0% 11 +819,883 New Q1 2026 May 08, 2026
MARSHALL WACE, LLP History Added to 683,116 9,884 0.01% 0.0% 12 +506,504 286.79% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 596,687 8,634 0.0% 0.0% 13 +144,644 32.0% Q1 2026 May 15, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 577,807 8,361 5.91% 5.61% 14 -2,714 -0.47% Q1 2026 May 15, 2026
Qube Research & Technologies Ltd History Added to 540,469 7,820 0.01% 0.0% 15 +188,868 53.72% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 536,195 7,758 0.0% 0.0% 16 -558,206 -51.01% Q1 2026 May 15, 2026
Yaupon Capital Management LP History Added to 515,100 7,453 0.23% 0.21% 17 +18,462 3.72% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 511,748 7,404 0.0% 18 +511,748 New Q1 2026 May 14, 2026
VANGUARD GROUP INC History No change 618,987 7,279 0.0% 0.0% 19 0 0.0% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 487,745 7,057 0.0% 0.0% 20 +63,229 14.89% Q1 2026 May 11, 2026
Point72 Asset Management, L.P. History Added to 472,916 6,843 0.01% 0.0% 21 +233,914 97.87% Q1 2026 May 15, 2026
Orvieto Partners, L.P. History Reduced 397,554 5,752 4.92% 4.54% 22 -79,939 -16.74% Q1 2026 May 14, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 365,000 5,281 0.01% 0.02% 23 -845,948 -69.86% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 342,067 4,949 0.0% 0.0% 24 -29,580 -7.96% Q1 2026 May 13, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 319,684 4,772 0.0% 0.0% 25 +98,968 44.84% Q1 2026 May 13, 2026
BlackRock, Inc. History Added to 328,896 4,759 0.0% 0.0% 26 +76,454 30.29% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 308,988 4,471 0.0% 0.0% 27 +140,195 83.06% Q1 2026 May 15, 2026
LPL Financial LLC History Reduced 309,010 4,471 0.0% 0.0% 28 -14,480 -4.48% Q1 2026 May 06, 2026
Freestone Capital Holdings, LLC History Added to 298,693 4,322 0.13% 0.06% 29 +117,000 64.39% Q1 2026 May 13, 2026
HRT FINANCIAL LP History Added to 293,841 4,251 0.01% 0.01% 30 +119,350 68.4% Q1 2026 May 14, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 286,721 4,148 0.1% 0.09% 31 -176 -0.06% Q1 2026 Apr 07, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 270,159 3,909 0.08% 0.06% 32 +33,142 13.98% Q1 2026 May 11, 2026
Mirador Capital Partners LP History Added to 244,858 3,543 0.5% 0.39% 33 +4,624 1.92% Q1 2026 Apr 08, 2026
STIFEL FINANCIAL CORP History Added to 240,580 3,481 0.0% 0.0% 34 +21,462 9.79% Q1 2026 May 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 233,902 3,384 0.01% 0.01% 35 -19,200 -7.59% Q1 2026 May 08, 2026
Mill Road Capital Management LLC History Reduced 221,295 3,202 1.68% 3.76% 36 -316,900 -58.88% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 220,234 3,186 0.0% 0.0% 37 -355,674 -61.76% Q1 2026 May 12, 2026
Purpose Unlimited Inc. History New 214,067 3,097 0.13% 38 +214,067 New Q1 2026 May 15, 2026
Cresset Asset Management, LLC History Added to 201,724 2,918 0.01% 0.01% 39 +47,990 31.22% Q1 2026 May 15, 2026
Pingora Partners LLC History Added to 201,476 2,915 1.73% 0.71% 40 +103,400 105.43% Q1 2026 May 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 196,774 2,847 0.01% 0.0% 41 +157,367 399.34% Q1 2026 May 11, 2026
Aptus Capital Advisors, LLC History Added to 194,996 2,821 0.02% 0.02% 42 +1,975 1.02% Q1 2026 May 11, 2026
GraniteShares Advisors LLC History Reduced 191,385 2,769 1.99% 1.63% 43 -37,291 -16.31% Q1 2026 Apr 23, 2026
Beacon Pointe Advisors, LLC History Added to 186,207 2,694 0.01% 0.01% 44 +34,198 22.5% Q1 2026 May 15, 2026
Swiss National Bank History No change 175,000 2,532 0.0% 0.0% 45 0 0.0% Q1 2026 May 07, 2026
GABELLI FUNDS LLC History Reduced 170,000 2,459 0.02% 0.02% 46 -70,000 -29.17% Q1 2026 May 14, 2026
RHODES INVESTMENT ADVISORS INC /ADV History Added to 149,555 2,164 1.86% 1.18% 47 +25,753 20.8% Q1 2026 May 14, 2026
Cerity Partners LLC History No change 147,500 2,134 0.0% 0.0% 48 0 0.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 140,403 2,031 0.03% 0.01% 49 +49,798 54.96% Q1 2026 May 15, 2026
Mutual Advisors, LLC History Added to 123,100 1,781 0.04% 0.03% 50 +17,466 16.53% Q1 2026 May 01, 2026
OSAIC HOLDINGS, INC. History Added to 118,549 1,715 0.0% 0.0% 51 +28,323 31.39% Q1 2026 May 15, 2026
OPPENHEIMER & CO INC History No change 116,564 1,686 0.02% 0.02% 52 0 0.0% Q1 2026 Apr 23, 2026
Regal Partners Ltd History No change 113,041 1,635 0.09% 0.08% 53 0 0.0% Q1 2026 May 15, 2026
Board of Trustees of The Leland Stanford Junior University History No change 111,638 1,615 0.19% 0.26% 54 0 0.0% Q1 2026 May 07, 2026
TD Waterhouse Canada Inc. History Added to 113,629 1,606 0.0% 0.0% 55 +49,820 78.08% Q1 2026 May 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 104,861 1,517 0.0% 0.0% 56 +21,679 26.06% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 104,024 1,505 0.0% 0.0% 57 +6,667 6.85% Q1 2026 May 05, 2026
TUDOR INVESTMENT CORP ET AL History Added to 102,066 1,476 0.0% 0.0% 58 +23,872 30.53% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 92,644 1,340 0.0% 0.0% 59 +12,227 15.2% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 84,476 1,235 0.0% 0.0% 60 +68,861 440.99% Q1 2026 Apr 30, 2026
NORTHERN TRUST CORP History Reduced 83,944 1,214 0.0% 0.0% 61 -292 -0.35% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 81,545 1,179 0.0% 0.0% 62 0 0.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Added to 72,253 1,046 0.07% 0.04% 63 +29,170 67.71% Q1 2026 May 08, 2026
TSP Capital Management Group, LLC History No change 67,850 981 0.24% 0.19% 64 0 0.0% Q1 2026 Apr 24, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 65,154 942 0.0% 65 +65,154 New Q1 2026 May 08, 2026
Employees Retirement System of Texas History New 61,915 896 0.01% 66 +61,915 New Q1 2026 May 13, 2026
TRUIST FINANCIAL CORP History Reduced 61,825 894 0.0% 0.0% 67 -6,647 -9.71% Q1 2026 Apr 27, 2026
XTX Topco Ltd History Reduced 60,759 879 0.02% 0.04% 68 -73,892 -54.88% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Reduced 60,387 873 0.01% 0.01% 69 -59,460 -49.61% Q1 2026 May 15, 2026
Requisite Capital Management, LLC History No change 59,990 868 0.16% 0.13% 70 0 0.0% Q1 2026 May 14, 2026
Tidal Investments LLC History Added to 57,934 851 0.0% 0.0% 71 +38,125 192.46% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 58,069 839 0.0% 0.0% 72 -18,409 -24.07% Q1 2026 May 08, 2026
Rockefeller Capital Management L.P. History Added to 57,782 836 0.0% 0.0% 73 +1,332 2.36% Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Added to 57,654 834 0.0% 0.0% 74 +61 0.11% Q1 2026 May 08, 2026
Bramshill Investments, LLC History Reduced 56,906 823 0.07% 0.04% 75 -360 -0.63% Q1 2026 May 15, 2026
BAHL & GAYNOR INC History No change 56,850 822 0.0% 0.0% 76 0 0.0% Q1 2026 May 07, 2026
Adams Asset Advisors, LLC History New 55,780 807 0.09% 77 +55,780 New Q1 2026 Apr 27, 2026
BANK OF AMERICA CORP /DE/ History Reduced 50,839 735 0.0% 0.0% 78 -27,413 -35.03% Q1 2026 May 15, 2026
Cetera Investment Advisers History Added to 49,782 720 0.0% 0.0% 79 +19,901 66.6% Q1 2026 May 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 47,051 680 0.07% 0.06% 80 -2,585 -5.21% Q1 2026 Apr 23, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 43,815 634 0.07% 0.06% 81 0 0.0% Q1 2026 Apr 07, 2026
ExodusPoint Capital Management, LP History Reduced 43,415 628 0.01% 0.01% 82 -74,341 -63.13% Q1 2026 May 14, 2026
MTM Investment Management, LLC History Added to 42,803 619 0.2% 0.16% 83 +104 0.24% Q1 2026 May 06, 2026
Kestra Advisory Services, LLC History Added to 42,569 615 0.0% 0.0% 84 +3,782 9.75% Q1 2026 Apr 30, 2026
DOLIVER ADVISORS, LP History No change 42,401 613 0.14% 0.12% 85 0 0.0% Q1 2026 Apr 08, 2026
Samalin Investment Counsel, LLC History Reduced 38,819 561 0.2% 0.18% 86 -3,690 -8.68% Q1 2026 Apr 22, 2026
JANUS HENDERSON GROUP PLC History No change 37,195 537 0.0% 0.0% 87 0 0.0% Q1 2026 May 18, 2026
ENVESTNET ASSET MANAGEMENT INC History New 36,961 534 0.0% 88 +36,961 New Q1 2026 May 04, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 36,340 525 0.01% 0.01% 89 -2,594 -6.66% Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 35,700 516 0.0% 0.0% 90 -34,516 -49.16% Q1 2026 May 13, 2026
EIGHT 31 FINANCIAL, LLC History Added to 34,581 500 0.3% 0.16% 91 +9,181 36.15% Q1 2026 May 15, 2026
STEPHENS INC /AR/ History Reduced 31,725 459 0.01% 0.0% 92 -1,350 -4.08% Q1 2026 Apr 28, 2026
SG Americas Securities, LLC History Added to 31,600 457 0.0% 0.0% 93 +16,921 115.27% Q1 2026 Apr 16, 2026
SMITH, MOORE & CO. History Added to 31,522 456 0.03% 0.03% 94 +520 1.68% Q1 2026 May 05, 2026
Veracity Capital LLC History Added to 31,450 455 0.16% 0.09% 95 +5,150 19.58% Q1 2026 Apr 09, 2026
Apollon Wealth Management, LLC History Added to 30,965 448 0.01% 0.01% 96 +2,074 7.18% Q1 2026 Apr 22, 2026
Sunbelt Securities, Inc. History Added to 30,233 437 0.03% 0.02% 97 +1,017 3.48% Q1 2026 May 15, 2026
Stockman Wealth Management, Inc. History No change 30,000 434 0.05% 0.04% 98 0 0.0% Q1 2026 Apr 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 30,009 433 0.0% 0.0% 99 +347 1.17% Q1 2026 May 14, 2026
Graham Capital Management, L.P. History New 27,879 403 0.01% 100 +27,879 New Q1 2026 May 15, 2026
Jump Financial, LLC History Reduced 27,174 393 0.01% 0.01% 102 -62,612 -69.73% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 27,195 393 0.0% 0.0% 101 +50 0.18% Q1 2026 May 14, 2026
Mariner, LLC History Added to 25,614 370 0.0% 0.0% 103 +11,776 85.1% Q1 2026 May 13, 2026
WINTON GROUP Ltd History New 25,400 367 0.01% 105 +25,400 New Q1 2026 May 12, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 25,424 367 0.02% 0.02% 104 0 0.0% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Added to 25,288 365 0.0% 0.0% 106 +12,436 96.76% Q1 2026 May 05, 2026
Hilltop Holdings Inc. History Added to 25,000 361 0.03% 0.02% 108 +1,000 4.17% Q1 2026 May 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 25,000 361 0.03% 0.03% 107 0 0.0% Q1 2026 Apr 09, 2026
London & Capital Asset Management Ltd History No change 25,000 361 0.0% 0.0% 109 0 0.0% Q1 2026 May 15, 2026
Carson Advisory Inc. History Reduced 24,550 355 0.18% 0.15% 110 -650 -2.58% Q1 2026 May 07, 2026
Arizona State Retirement System History Reduced 24,371 352 0.0% 0.0% 111 -326 -1.32% Q1 2026 May 01, 2026
Caprock Group, LLC History No change 24,182 349 0.01% 0.01% 112 0 0.0% Q1 2026 May 11, 2026
Quantinno Capital Management LP History No change 24,182 349 0.0% 0.0% 113 0 0.0% Q1 2026 May 15, 2026
KDK Private Wealth Management, LLC History No change 24,041 347 0.32% 0.25% 114 0 0.0% Q1 2026 Apr 29, 2026
Creative Planning History Added to 23,971 346 0.0% 0.0% 115 +12,862 115.78% Q1 2026 May 12, 2026
MGO ONE SEVEN LLC History New 23,465 339 0.01% 116 +23,465 New Q1 2026 May 14, 2026
Bridgewealth Advisory Group, LLC History Added to 22,247 321 0.07% 0.04% 117 +7,313 48.97% Q1 2026 May 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 22,162 320 0.0% 0.0% 118 +3,049 15.95% Q1 2026 May 15, 2026
Highlander Partners, L.P. History No change 22,000 318 0.12% 0.09% 119 0 0.0% Q1 2026 Apr 14, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 21,842 316 0.0% 0.0% 120 -1,122 -4.89% Q1 2026 Apr 30, 2026
WEDBUSH SECURITIES INC History Reduced 20,822 301 0.01% 0.01% 121 -355 -1.68% Q1 2026 Apr 21, 2026
Symphony Financial, Ltd. Co. History Reduced 19,732 293 0.04% 0.03% 122 -457 -2.26% Q1 2026 Apr 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 19,563 288 0.0% 0.0% 123 +8,376 74.87% Q1 2026 Apr 08, 2026
Vanguard Investments Australia, Ltd. History New 19,693 284 0.0% 124 +19,693 New Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 19,100 276 0.0% 0.0% 125 0 0.0% Q1 2026 Apr 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 18,335 265 0.0% 126 +18,335 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History No change 17,029 246 0.0% 0.0% 127 0 0.0% Q1 2026 Apr 22, 2026
HUNTINGTON NATIONAL BANK History New 15,625 226 0.0% 128 +15,625 New Q1 2026 May 15, 2026
Arrow Investment Advisors, LLC History Added to 15,120 218 0.23% 0.16% 129 +2,525 20.05% Q1 2026 May 04, 2026
Abel Hall, LLC History No change 15,000 217 0.05% 0.04% 130 0 0.0% Q1 2026 Apr 28, 2026
CENTAURUS FINANCIAL, INC. History Reduced 14,609 211 0.01% 0.01% 131 -3,755 -20.45% Q1 2026 May 18, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 13,680 201 0.0% 0.0% 132 +1,914 16.27% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Added to 13,879 200 0.0% 0.0% 133 +1,479 11.93% Q1 2026 May 14, 2026
VIRTUS ADVISERS, LLC History Added to 13,839 200 0.09% 0.07% 134 +540 4.06% Q1 2026 May 14, 2026
Entropy Technologies, LP History New 13,241 191 0.01% 135 +13,241 New Q1 2026 May 14, 2026
Meridian Wealth Advisors, LLC History Reduced 12,900 186 0.02% 0.03% 136 -6,000 -31.75% Q1 2026 May 11, 2026
Cadence Bank History No change 15,625 183 0.01% 0.01% 137 0 0.0% Q4 2025 Jan 30, 2026
Naviter Wealth, LLC History No change 12,714 183 0.02% 0.02% 138 0 0.0% Q1 2026 Apr 10, 2026
Total Clarity Wealth Management, Inc. History No change 12,500 180 0.04% 0.04% 139 0 0.0% Q1 2026 Apr 17, 2026
Evanson Asset Management, LLC History Added to 12,209 176 0.01% 0.01% 140 +261 2.18% Q1 2026 Apr 08, 2026
AZZAD ASSET MANAGEMENT INC /ADV History New 12,099 175 0.02% 142 +12,099 New Q1 2026 Apr 30, 2026
Uniting Wealth Partners, LLC History Added to 12,103 175 0.04% 0.04% 141 +112 0.93% Q1 2026 Apr 22, 2026
AE Wealth Management LLC History Reduced 11,965 173 0.0% 0.0% 143 -2,000 -14.32% Q1 2026 May 13, 2026
Accel Wealth Management History No change 12,000 173 0.05% 0.04% 144 0 0.0% Q1 2026 Apr 08, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 11,840 171 0.0% 0.0% 145 -292 -2.41% Q1 2026 May 15, 2026
Ruggaard & Associates LLC History No change 14,015 164 0.06% 0.06% 146 0 0.0% Q4 2025 Feb 20, 2026
Three Seasons Wealth, LLC History No change 11,300 163 0.06% 0.01% 147 0 0.0% Q1 2026 May 05, 2026
Nadler Financial Group, Inc. History No change 11,182 161 0.02% 0.01% 148 0 0.0% Q1 2026 May 04, 2026
Turtle Creek Wealth Advisors, LLC History New 10,975 158 0.01% 149 +10,975 New Q1 2026 Apr 27, 2026
TABLEAUX LLC History New 10,974 158 0.08% 150 +10,974 New Q1 2026 May 14, 2026
Argent Trust Co History No change 10,750 155 0.01% 0.0% 151 0 0.0% Q1 2026 May 13, 2026
Sowell Financial Services LLC History Added to 10,485 151 0.01% 0.0% 153 +251 2.45% Q1 2026 Apr 20, 2026
HOLDERNESS INVESTMENTS CO History No change 10,500 151 0.03% 0.03% 152 0 0.0% Q1 2026 May 12, 2026
World Investment Advisors History New 10,304 149 0.0% 154 +10,304 New Q1 2026 Apr 27, 2026
AMERICAN FINANCIAL GROUP INC History New 10,000 144 0.05% 157 +10,000 New Q1 2026 May 13, 2026
HB Wealth Management, LLC History New 10,000 144 0.0% 158 +10,000 New Q1 2026 Apr 27, 2026
US BANCORP \DE\ History No change 10,000 144 0.0% 0.0% 155 0 0.0% Q1 2026 May 14, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 10,000 144 0.06% 0.05% 156 0 0.0% Q1 2026 May 05, 2026
Russell Investments Group, Ltd. History Added to 6,975 100 0.0% 0.0% 159 +6,662 2128.43% Q1 2026 May 08, 2026
Nova Wealth Management, Inc. History No change 6,183 89 0.06% 0.05% 160 0 0.0% Q1 2026 Apr 14, 2026
EverSource Wealth Advisors, LLC History No change 5,450 78 0.0% 0.0% 161 0 0.0% Q1 2026 May 15, 2026
MCF Advisors LLC History New 4,850 70 0.0% 162 +4,850 New Q1 2026 May 11, 2026
Ascentis Independent Advisors History New 4,150 60 0.0% 164 +4,150 New Q1 2026 Apr 28, 2026
Legacy Wealth Managment, LLC/ID History Added to 4,192 60 0.03% 0.02% 163 +466 12.51% Q1 2026 May 07, 2026
GODSEY & GIBB, INC History No change 4,090 59 0.01% 0.0% 165 0 0.0% Q1 2026 Apr 20, 2026
Westend Capital Management, LLC History New 3,456 50 0.02% 166 +3,456 New Q1 2026 Apr 14, 2026
BARCLAYS PLC History Added to 3,210 46 0.0% 0.0% 167 +3,078 2331.82% Q1 2026 May 14, 2026
CITIGROUP INC History Added to 3,248 46 0.0% 0.0% 168 +2,383 275.49% Q1 2026 May 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3,140 45 0.0% 0.0% 169 0 0.0% Q1 2026 May 11, 2026
First Command Advisory Services, Inc. History No change 3,000 43 0.0% 0.0% 170 0 0.0% Q1 2026 May 07, 2026
Parkside Financial Bank & Trust History No change 2,000 28 0.0% 0.0% 171 0 0.0% Q1 2026 May 13, 2026
Osbon Capital Management LLC History New 1,854 26 0.02% 173 +1,854 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,857 26 0.0% 0.0% 172 +357 23.8% Q1 2026 May 07, 2026
MAI Capital Management History No change 1,559 22 0.0% 0.0% 174 0 0.0% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 1,446 21 0.0% 0.0% 175 -24 -1.63% Q1 2026 May 13, 2026
FIFTH THIRD BANCORP History Reduced 1,153 16 0.0% 0.0% 176 -847 -42.35% Q1 2026 May 01, 2026
DEUTSCHE BANK AG\ History No change 1,147 16 0.0% 0.0% 177 0 0.0% Q1 2026 May 06, 2026
CIBC Private Wealth Group LLC History No change 1,400 16 0.0% 0.0% 178 0 0.0% Q4 2025 Feb 12, 2026
COMERICA BANK History No change 1,153 13 0.0% 0.0% 179 0 0.0% Q4 2025 Jan 29, 2026
Capital Advisors, Ltd. LLC History No change 900 13 0.0% 0.0% 180 0 0.0% Q1 2026 Apr 16, 2026
CULLEN/FROST BANKERS, INC. History Added to 788 11 0.0% 0.0% 181 +19 2.47% Q1 2026 May 05, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 696 10 0.01% 0.01% 182 0 0.0% Q1 2026 Apr 02, 2026
Accordant Advisory Group Inc History Added to 667 9 0.01% 0.0% 183 +167 33.4% Q1 2026 May 11, 2026
SJS Investment Consulting Inc. History New 620 8 0.0% 185 +620 New Q1 2026 Apr 23, 2026
SUMMIT SECURITIES GROUP LLC History New 600 8 0.0% 184 +600 New Q1 2026 Apr 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 500 7 0.0% 0.0% 186 0 0.0% Q1 2026 May 08, 2026
HARBOUR INVESTMENTS, INC. History New 400 5 0.0% 188 +400 New Q1 2026 May 15, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 350 5 0.0% 0.0% 187 0 0.0% Q1 2026 Apr 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 328 4 0.0% 0.0% 189 +210 177.97% Q1 2026 May 12, 2026
ORG Partners LLC History No change 400 4 0.0% 0.0% 190 0 0.0% Q4 2025 Jan 14, 2026
DiNuzzo Private Wealth, Inc. History No change 272 3 0.0% 0.0% 191 0 0.0% Q1 2026 Apr 08, 2026
Valued Wealth Advisors LLC History New 171 2 0.0% 192 +171 New Q1 2026 Apr 30, 2026
Mosley Wealth Management History New 112 1 0.0% 195 +112 New Q1 2026 Apr 27, 2026
Clearstead Advisors, LLC History Added to 105 1 0.0% 0.0% 193 +2 1.94% Q1 2026 May 06, 2026
Triumph Capital Management History No change 100 1 0.0% 0.0% 194 0 0.0% Q1 2026 May 13, 2026
Epoch Investment Partners, Inc. History Closed out 0 0 0.01% -178,874 -100.0% Q1 2026 May 14, 2026
Vestcor Inc History Closed out 0 0 0.03% -76,773 -100.0% Q1 2026 May 12, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -52,702 -100.0% Q1 2026 May 15, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.02% -30,467 -100.0% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Closed out 0 0 0.0% -19,990 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -17,896 -100.0% Q1 2026 May 14, 2026
Alpine Global Management, LLC History Closed out 0 0 0.04% -15,544 -100.0% Q1 2026 May 15, 2026
&PARTNERS History Closed out 0 0 0.0% -11,412 -100.0% Q1 2026 May 15, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -11,358 -100.0% Q1 2026 May 15, 2026
SageGuard Financial Group, LLC History Closed out 0 0 0.02% -11,353 -100.0% Q1 2026 Apr 23, 2026
DRW Securities, LLC History Closed out 0 0 0.0% -11,117 -100.0% Q1 2026 May 13, 2026
Squarepoint Ops LLC History Closed out 0 0 0.0% -10,224 -100.0% Q1 2026 May 15, 2026
Marex Group plc History Closed out 0 0 0.0% -10,000 -100.0% Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 3 0 0.0% -3,813 -99.92% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 0.0% -2,000 -100.0% Q1 2026 May 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -1,520 -100.0% Q1 2026 May 01, 2026
EASTERN BANK History Closed out 0 0 0.0% -1,400 -100.0% Q1 2026 Apr 07, 2026
ST GERMAIN D J CO INC History Closed out 0 0 -36 -100.0% Q1 2026 Apr 13, 2026
ASSETMARK, INC History New 20 0 +20 New Q1 2026 May 06, 2026
MATHER GROUP, LLC. History New 13 0 +13 New Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 7 0 +7 New Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 58 0 +2 3.57% Q1 2026 May 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 2 0 0 0.0% Q1 2026 Apr 14, 2026