LITHIA MOTORS INC - LAD

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 2,422,737 805,148 0.01% 0.01% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 2,510,580 626,942 0.01% 0.01% 2 +165,419 7.05% Q1 2026 May 13, 2026
ABRAMS CAPITAL MANAGEMENT, L.P. History No change 2,490,534 621,936 13.41% 14.59% 3 0 0.0% Q1 2026 May 14, 2026
HARRIS ASSOCIATES L P History Reduced 1,956,637 488,611 0.65% 0.83% 4 -10,398 -0.53% Q1 2026 May 15, 2026
FMR LLC History Added to 1,769,328 441,836 0.02% 0.01% 5 +897,790 103.01% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,389,870 347,074 0.07% 0.09% 6 +43,087 3.2% Q1 2026 May 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,154,703 288,352 0.02% 7 +1,154,703 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,058,904 264,429 0.01% 8 +1,058,904 New Q1 2026 May 15, 2026
STATE STREET CORP History Added to 788,570 196,921 0.01% 0.01% 9 +4,791 0.61% Q1 2026 May 15, 2026
River Road Asset Management, LLC History Reduced 652,815 163,020 1.85% 2.71% 10 -89,862 -12.1% Q1 2026 Apr 30, 2026
UBS Group AG History Added to 568,368 141,932 0.02% 0.01% 11 +433,217 320.54% Q1 2026 May 05, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 503,230 125,666 0.39% 0.54% 12 -42,941 -7.86% Q1 2026 May 15, 2026
NORGES BANK History No change 376,775 125,213 0.01% 0.01% 13 0 0.0% Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 469,896 117,368 0.01% 0.01% 14 +2,109 0.45% Q1 2026 May 15, 2026
LYRICAL ASSET MANAGEMENT LP History Reduced 460,622 115,026 1.75% 2.07% 15 -15,120 -3.18% Q1 2026 May 11, 2026
COOKE & BIELER LP History New 346,436 86,511 0.98% 16 +346,436 New Q1 2026 May 04, 2026
COOPERMAN LEON G History Added to 340,000 84,904 2.79% 3.5% 17 +22,398 7.05% Q1 2026 May 15, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 285,062 71,185 0.96% 1.2% 18 +737 0.26% Q1 2026 May 04, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 268,243 66,985 0.01% 0.01% 19 +97,137 56.77% Q1 2026 May 15, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 237,057 59,197 0.12% 0.17% 20 -1,973 -0.83% Q1 2026 May 01, 2026
Madison Asset Management, LLC History Reduced 232,682 58,105 0.72% 1.02% 21 -33,361 -12.54% Q1 2026 May 07, 2026
NORTHERN TRUST CORP History Added to 231,221 57,740 0.01% 0.01% 22 +2,703 1.18% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 227,884 56,907 0.01% 0.01% 23 +16,777 7.95% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 227,375 56,780 0.01% 0.01% 24 -1,673 -0.73% Q1 2026 May 05, 2026
Tensile Capital Management LP History Reduced 222,963 55,678 7.97% 9.68% 25 -1,827 -0.81% Q1 2026 May 15, 2026
Conifer Management, L.L.C. History Reduced 212,000 52,940 10.11% 22.02% 26 -188,000 -47.0% Q1 2026 May 14, 2026
Chicago Capital, LLC History Added to 205,825 51,398 1.39% 1.63% 27 +7,433 3.75% Q1 2026 Apr 23, 2026
MARSHALL WACE, LLP History Added to 199,363 49,784 0.05% 0.05% 28 +36,426 22.36% Q1 2026 May 14, 2026
Life Cycle Investment Partners Ltd History Added to 183,664 45,864 0.29% 0.41% 29 +7,909 4.5% Q1 2026 May 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 179,476 44,819 0.79% 0.65% 30 +63,751 55.09% Q1 2026 May 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 177,787 44,397 0.02% 0.01% 31 +118,689 200.83% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 172,685 43,123 0.0% 0.0% 32 -17,787 -9.34% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 165,949 41,440 0.01% 0.0% 33 +75,097 82.66% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Reduced 162,974 40,690 0.01% 0.02% 34 -47,795 -22.68% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 159,363 39,796 0.03% 0.04% 35 +29,308 22.54% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 153,433 38,315 0.01% 0.01% 36 +14,475 10.42% Q1 2026 May 12, 2026
VANGUARD FIDUCIARY TRUST CO History New 150,145 37,494 0.01% 37 +150,145 New Q1 2026 May 08, 2026
SEI INVESTMENTS CO History Added to 142,812 35,663 0.03% 0.03% 38 +46,391 48.11% Q1 2026 May 13, 2026
BARCLAYS PLC History Added to 142,117 35,489 0.01% 0.0% 39 +106,397 297.86% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 133,137 32,737 0.0% 0.0% 40 -27,905 -17.33% Q1 2026 May 13, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History No change 127,605 31,865 0.8% 0.86% 41 0 0.0% Q1 2026 May 15, 2026
Walleye Trading LLC History New 120,043 29,977 0.05% 42 +120,043 New Q1 2026 May 08, 2026
HENNESSY ADVISORS INC History Reduced 106,800 26,670 0.96% 1.39% 43 -11,100 -9.41% Q1 2026 Apr 21, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 105,937 26,048 0.02% 0.02% 44 +8,797 9.06% Q1 2026 May 14, 2026
ADVENT INTERNATIONAL, L.P. History Reduced 95,273 23,791 0.56% 1.04% 45 -56,398 -37.18% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 94,816 23,677 0.03% 0.07% 46 -62,254 -39.63% Q1 2026 May 13, 2026
Nuveen, LLC History Reduced 91,113 22,752 0.01% 0.01% 47 -7,891 -7.97% Q1 2026 Apr 30, 2026
JANE STREET GROUP, LLC History Reduced 91,075 22,743 0.0% 0.01% 48 -43,017 -32.08% Q1 2026 May 12, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 90,517 22,603 0.16% 0.23% 49 +5,171 6.06% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 87,037 21,798 0.01% 0.0% 50 +85,487 5515.29% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 86,520 21,604 0.0% 0.0% 51 +1,414 1.66% Q1 2026 May 15, 2026
Janney Montgomery Scott LLC History Reduced 80,894 20,201 0.05% 0.07% 52 -6,448 -7.38% Q1 2026 Apr 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 80,655 20,141 0.0% 0.01% 53 -585 -0.72% Q1 2026 May 13, 2026
Covalis Capital LLP History New 79,868 19,944 1.23% 54 +79,868 New Q1 2026 May 15, 2026
ProShare Advisors LLC History Added to 76,677 19,147 0.03% 0.0% 55 +75,705 7788.58% Q1 2026 Apr 24, 2026
RAYMOND JAMES FINANCIAL INC History Added to 76,307 19,055 0.01% 0.0% 56 +28,684 60.23% Q1 2026 May 14, 2026
Nokomis Capital, L.L.C. History Added to 75,241 18,789 5.39% 0.64% 57 +67,069 820.72% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 75,111 18,756 0.0% 0.0% 58 -3,657 -4.64% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Added to 72,855 18,193 0.0% 0.0% 59 +1,373 1.92% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 70,730 17,662 0.0% 0.01% 60 -21,649 -23.43% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Added to 70,305 17,556 0.02% 0.02% 61 +717 1.03% Q1 2026 May 12, 2026
IRIDIAN ASSET MANAGEMENT LLC/CT History Added to 65,587 16,378 6.64% 5.77% 62 +18,405 39.01% Q1 2026 Apr 23, 2026
Retirement Systems of Alabama History Added to 64,747 16,168 0.05% 0.07% 63 +627 0.98% Q1 2026 Apr 24, 2026
WELLS FARGO & COMPANY/MN History Added to 62,623 15,638 0.0% 0.0% 64 +29,722 90.34% Q1 2026 May 11, 2026
HRT FINANCIAL LP History Added to 56,589 14,131 0.04% 0.04% 65 +17,511 44.81% Q1 2026 May 14, 2026
Long Focus Capital Management, LLC History Added to 56,000 13,984 0.37% 0.41% 67 +9,000 19.15% Q1 2026 May 15, 2026
CIBC Private Wealth Group LLC History No change 42,081 13,984 0.02% 0.02% 66 0 0.0% Q4 2025 Feb 12, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History Reduced 55,240 13,794 0.14% 0.37% 68 -48,495 -46.75% Q1 2026 May 15, 2026
IMC-Chicago, LLC History New 55,132 13,767 0.0% 69 +55,132 New Q1 2026 May 05, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 54,197 13,534 0.01% 0.01% 70 +2,037 3.91% Q1 2026 May 04, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 52,304 13,061 0.57% 0.7% 71 +2,036 4.05% Q1 2026 May 08, 2026
Swiss National Bank History Reduced 47,940 11,971 0.01% 0.01% 72 -2,560 -5.07% Q1 2026 May 07, 2026
CIBC Bancorp USA Inc. History New 45,994 11,485 0.02% 73 +45,994 New Q1 2026 May 12, 2026
First Eagle Investment Management, LLC History New 43,700 10,912 0.02% 74 +43,700 New Q1 2026 May 14, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 42,568 10,610 0.18% 0.81% 75 -113,806 -72.78% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 30,983 10,296 0.0% 0.0% 76 -7,426 -19.33% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Reduced 39,480 9,858 0.01% 0.02% 77 -61,806 -61.02% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 38,808 9,691 0.0% 0.0% 78 -6,326 -14.02% Q1 2026 May 08, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 38,535 9,623 0.0% 0.01% 79 -6,791 -14.98% Q1 2026 May 15, 2026
Boston Partners History Reduced 35,618 8,894 0.01% 0.01% 80 -5,141 -12.61% Q1 2026 May 11, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 34,118 8,519 0.01% 0.01% 81 -10,821 -24.08% Q1 2026 May 06, 2026
Russell Investments Group, Ltd. History Reduced 31,516 7,868 0.01% 0.01% 82 -1,758 -5.28% Q1 2026 May 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 31,483 7,861 0.0% 0.0% 83 +3,775 13.62% Q1 2026 May 04, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 31,443 7,851 0.03% 0.07% 84 -32,162 -50.57% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 31,198 7,790 0.01% 0.01% 85 -2,098 -6.3% Q1 2026 May 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 29,446 7,353 0.01% 0.02% 86 -4,297 -12.73% Q1 2026 Apr 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 28,903 7,217 0.01% 0.01% 87 +11,341 64.58% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 28,338 7,076 0.01% 0.01% 88 +4,176 17.28% Q1 2026 May 15, 2026
Dana Investment Advisors, Inc. History Reduced 28,202 7,042 0.21% 0.27% 89 -70 -0.25% Q1 2026 May 14, 2026
COMERICA BANK History No change 20,236 6,725 0.03% 0.03% 90 0 0.0% Q4 2025 Jan 29, 2026
Channing Capital Management, LLC History Reduced 25,520 6,372 0.16% 0.23% 91 -892 -3.38% Q1 2026 May 13, 2026
Park West Asset Management LLC History Reduced 25,468 6,359 0.54% 4.14% 92 -124,532 -83.02% Q1 2026 May 15, 2026
Harfst & Associates, Inc. History Reduced 24,574 6,136 1.1% 1.55% 93 -1,245 -4.82% Q1 2026 May 12, 2026
Squarepoint Ops LLC History New 24,100 6,018 0.01% 94 +24,100 New Q1 2026 May 15, 2026
Brandywine Global Investment Management, LLC History No change 17,260 5,736 0.04% 0.04% 95 0 0.0% Q4 2025 Feb 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 22,676 5,662 0.0% 96 +22,676 New Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 22,446 5,606 0.0% 0.0% 97 +1,626 7.81% Q1 2026 May 15, 2026
Jump Financial, LLC History Added to 21,177 5,288 0.07% 0.02% 98 +16,033 311.68% Q1 2026 May 14, 2026
Alyeska Investment Group, L.P. History Reduced 20,920 5,224 0.01% 0.03% 99 -7,550 -26.52% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 20,489 5,100 0.0% 0.0% 100 +1,974 10.66% Q1 2026 Apr 30, 2026
Bridge City Capital, LLC History Added to 20,169 5,036 1.4% 1.85% 101 +1,241 6.56% Q1 2026 May 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 19,425 4,850 0.1% 0.14% 102 -438 -2.21% Q1 2026 May 13, 2026
Snowden Capital Advisors LLC History Added to 19,408 4,846 0.13% 0.15% 103 +1,587 8.91% Q1 2026 May 14, 2026
TUDOR INVESTMENT CORP ET AL History Added to 19,105 4,770 0.01% 0.01% 104 +88 0.46% Q1 2026 May 15, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 18,451 4,607 0.0% 0.0% 105 -983 -5.06% Q1 2026 May 12, 2026
Vanguard Global Advisers, LLC History New 17,935 4,478 0.0% 106 +17,935 New Q1 2026 May 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 16,644 4,156 0.01% 0.01% 107 0 0.0% Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History Added to 15,975 3,989 0.01% 0.0% 108 +15,692 5544.88% Q1 2026 May 01, 2026
STIFEL FINANCIAL CORP History Reduced 15,916 3,975 0.0% 0.01% 109 -2,125 -11.78% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 15,856 3,959 0.01% 0.01% 110 -2,924 -15.57% Q1 2026 May 08, 2026
Quantinno Capital Management LP History Reduced 15,402 3,846 0.01% 0.02% 111 -12,115 -44.03% Q1 2026 May 15, 2026
Holocene Advisors, LP History New 15,025 3,752 0.01% 112 +15,025 New Q1 2026 May 15, 2026
EVR Research LP History New 15,000 3,745 1.5% 113 +15,000 New Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Added to 14,833 3,704 0.03% 0.01% 114 +11,857 398.42% Q1 2026 May 15, 2026
PEAK6 LLC History Added to 14,789 3,693 0.01% 0.01% 115 +2,786 23.21% Q1 2026 May 13, 2026
GW&K Investment Management, LLC History Reduced 14,717 3,675 0.03% 0.04% 116 -319 -2.12% Q1 2026 May 13, 2026
AGP FRANKLIN, LLC History Added to 14,597 3,645 1.82% 1.62% 117 +4,187 40.22% Q1 2026 Apr 17, 2026
SCOTIA CAPITAL INC. History Reduced 14,533 3,629 0.01% 0.02% 118 -846 -5.5% Q1 2026 May 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 14,391 3,598 0.01% 0.01% 119 -179 -1.23% Q1 2026 May 14, 2026
COBALT CAPITAL MANAGEMENT, INC. History New 14,332 3,578 2.0% 120 +14,332 New Q1 2026 May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 14,255 3,559 0.0% 0.01% 121 -384 -2.62% Q1 2026 May 15, 2026
Sendero Wealth Management, LLC History Reduced 14,221 3,551 0.39% 0.53% 122 -215 -1.49% Q1 2026 Apr 22, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 12,216 3,050 0.02% 0.11% 124 -50,720 -80.59% Q1 2026 May 13, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 12,216 3,050 0.01% 0.01% 123 +2,245 22.52% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 12,100 3,021 0.0% 0.02% 125 -27,304 -69.29% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 12,044 3,007 0.02% 0.02% 126 +72 0.6% Q1 2026 May 14, 2026
LPL Financial LLC History Reduced 11,864 2,962 0.0% 0.0% 127 -216 -1.79% Q1 2026 May 06, 2026
Man Group plc History New 11,696 2,920 0.01% 128 +11,696 New Q1 2026 May 15, 2026
CITIGROUP INC History Added to 11,253 2,810 0.0% 0.0% 129 +4,348 62.97% Q1 2026 May 11, 2026
AMALGAMATED BANK History Reduced 11,015 2,751 0.02% 0.03% 130 -143 -1.28% Q1 2026 May 08, 2026
CALIFORNIA FIRST LEASING CORP History No change 10,759 2,686 0.86% 1.16% 131 0 0.0% Q1 2026 Apr 28, 2026
JANUS HENDERSON GROUP PLC History Reduced 10,728 2,678 0.0% 0.0% 132 -880 -7.58% Q1 2026 May 18, 2026
Treasurer of the State of North Carolina History Added to 10,203 2,548 0.01% 0.01% 133 +213 2.13% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 10,192 2,545 0.02% 0.03% 134 +122 1.21% Q1 2026 Apr 29, 2026
CPC Advisors, LLC History Added to 10,147 2,533 0.41% 0.32% 135 +739 7.86% Q1 2026 Apr 16, 2026
XTX Topco Ltd History Added to 9,741 2,432 0.04% 0.01% 136 +8,176 522.43% Q1 2026 May 15, 2026
CHILTON INVESTMENT CO INC. History Added to 9,665 2,413 0.06% 0.02% 137 +6,810 238.53% Q1 2026 May 15, 2026
Empowered Funds, LLC History New 9,511 2,375 0.02% 138 +9,511 New Q1 2026 May 14, 2026
Qube Research & Technologies Ltd History Reduced 9,477 2,366 0.0% 0.02% 139 -38,377 -80.2% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 9,293 2,320 0.03% 0.04% 140 -800 -7.93% Q1 2026 May 07, 2026
Timber Creek Capital Management LLC History No change 9,097 2,271 0.55% 0.7% 141 0 0.0% Q1 2026 Apr 28, 2026
State of Tennessee, Department of Treasury History No change 9,088 2,269 0.01% 0.01% 142 0 0.0% Q1 2026 May 15, 2026
Red Spruce Capital, LLC History Added to 9,060 2,262 0.93% 1.08% 143 +935 11.51% Q1 2026 Apr 09, 2026
180 WEALTH ADVISORS, LLC History Added to 8,788 2,194 0.25% 0.31% 144 +465 5.59% Q1 2026 May 01, 2026
TRUIST FINANCIAL CORP History Added to 8,479 2,117 0.0% 0.0% 145 +376 4.64% Q1 2026 Apr 27, 2026
ALGERT GLOBAL LLC History Reduced 8,449 2,110 0.03% 0.13% 146 -16,350 -65.93% Q1 2026 May 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 8,314 2,076 0.17% 0.2% 147 +709 9.32% Q1 2026 Apr 28, 2026
State of New Jersey Common Pension Fund D History No change 8,296 2,071 0.01% 0.01% 148 0 0.0% Q1 2026 May 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 8,157 2,036 0.0% 0.01% 149 +622 8.25% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History No change 8,038 2,007 0.01% 0.01% 150 0 0.0% Q1 2026 Apr 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 7,954 1,986 0.0% 0.0% 151 +3 0.04% Q1 2026 May 01, 2026
OP Asset Management Ltd History Added to 7,940 1,982 0.02% 0.0% 152 +6,790 590.43% Q1 2026 Apr 10, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 7,850 1,960 0.02% 0.03% 153 -360 -4.38% Q1 2026 Apr 24, 2026
&PARTNERS History Added to 7,631 1,910 0.01% 0.01% 154 +287 3.91% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 7,612 1,901 0.01% 0.02% 155 -750 -8.97% Q1 2026 May 04, 2026
Cetera Investment Advisers History Added to 7,429 1,855 0.0% 0.0% 156 +813 12.29% Q1 2026 May 13, 2026
Leonteq Securities AG History Added to 7,386 1,844 0.07% 0.01% 157 +6,285 570.84% Q1 2026 Apr 27, 2026
Gotham Asset Management, LLC History Reduced 7,376 1,841 0.01% 0.04% 158 -28,276 -79.31% Q1 2026 May 15, 2026
GROUP ONE TRADING LLC History Added to 7,339 1,832 0.0% 0.0% 159 +7,227 6452.68% Q1 2026 May 13, 2026
VAN ECK ASSOCIATES CORP History Reduced 7,057 1,762 0.0% 0.0% 160 -7,792 -52.47% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Added to 7,000 1,748 0.03% 0.04% 161 +300 4.48% Q1 2026 Apr 20, 2026
SIMPLEX TRADING, LLC History New 6,970 1,740 0.0% 162 +6,970 New Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 6,937 1,732 0.01% 0.01% 163 -237 -3.3% Q1 2026 May 14, 2026
OSAIC HOLDINGS, INC. History Reduced 6,861 1,713 0.0% 0.0% 164 -190 -2.69% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 6,664 1,664 0.01% 0.01% 165 -428 -6.03% Q1 2026 May 01, 2026
Rare Wolf Capital LLC History Added to 6,367 1,589 1.03% 1.17% 166 +716 12.67% Q1 2026 May 14, 2026
SeaCrest Wealth Management, LLC History No change 6,273 1,566 0.17% 0.21% 167 0 0.0% Q1 2026 Apr 15, 2026
LOOMIS SAYLES & CO L P History Reduced 6,264 1,564 0.0% 0.02% 168 -37,165 -85.58% Q1 2026 May 14, 2026
Vanguard Investments Australia, Ltd. History New 6,240 1,558 0.0% 169 +6,240 New Q1 2026 May 08, 2026
Ensign Peak Advisors, Inc History No change 6,176 1,542 0.0% 0.0% 170 0 0.0% Q1 2026 May 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 6,076 1,517 0.01% 0.01% 171 +8 0.13% Q1 2026 May 01, 2026
Oak Thistle LLC History Added to 5,992 1,496 0.15% 0.1% 172 +3,739 165.96% Q1 2026 Apr 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 5,787 1,445 0.01% 0.01% 173 +100 1.76% Q1 2026 May 04, 2026
JB Capital LLC History Reduced 5,773 1,441 0.06% 0.11% 174 -2,612 -31.15% Q1 2026 Apr 27, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Added to 5,728 1,430 0.12% 0.14% 175 +92 1.63% Q1 2026 Apr 16, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 5,680 1,418 0.0% 0.0% 176 0 0.0% Q1 2026 May 11, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 5,493 1,371 0.01% 0.03% 177 -5,903 -51.8% Q1 2026 May 08, 2026
LRT Capital Management, LLC History Added to 5,481 1,368 1.28% 1.32% 178 +861 18.64% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 5,434 1,356 0.02% 0.02% 179 +9 0.17% Q1 2026 May 08, 2026
S&T BANK/PA History Reduced 5,423 1,354 0.51% 1.16% 180 -5,641 -50.99% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History Reduced 5,400 1,348 0.01% 0.01% 181 -80 -1.46% Q1 2026 Apr 29, 2026
Quantbot Technologies LP History Added to 5,367 1,340 0.05% 0.04% 182 +1,773 49.33% Q1 2026 May 13, 2026
Amundi History Reduced 5,258 1,313 0.0% 0.0% 183 -3,836 -42.18% Q1 2026 May 15, 2026
Schonfeld Strategic Advisors LLC History Added to 5,212 1,301 0.01% 0.0% 184 +2,942 129.6% Q1 2026 May 15, 2026
Susquehanna Portfolio Strategies, LLC History Reduced 5,189 1,295 0.02% 0.22% 185 -37,151 -87.74% Q1 2026 May 15, 2026
Prospera Financial Services Inc History Added to 5,134 1,281 0.02% 0.03% 186 +265 5.44% Q1 2026 Apr 14, 2026
Creative Planning History Added to 5,091 1,271 0.0% 0.0% 187 +1,036 25.55% Q1 2026 May 12, 2026
Summit Trail Advisors, LLC History Added to 5,076 1,267 0.02% 0.01% 188 +3,079 154.18% Q1 2026 May 12, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 5,000 1,249 0.04% 0.05% 189 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 4,962 1,239 0.02% 0.02% 190 +109 2.25% Q1 2026 Apr 29, 2026
MOON CAPITAL MANAGEMENT LP History Added to 4,954 1,237 0.75% 0.43% 191 +2,869 137.6% Q1 2026 May 13, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 4,934 1,232 0.01% 0.0% 192 +1,987 67.42% Q1 2026 Apr 30, 2026
Campbell & CO Investment Adviser LLC History Added to 4,916 1,227 0.07% 0.06% 193 +1,296 35.8% Q1 2026 May 15, 2026
Orion Porfolio Solutions, LLC History Reduced 4,865 1,214 0.01% 0.02% 194 -2,669 -35.43% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History Added to 4,467 1,115 0.03% 0.04% 195 +23 0.52% Q1 2026 May 13, 2026
SummitTX Capital, L.P. History Added to 4,430 1,106 0.03% 0.01% 196 +3,212 263.71% Q1 2026 May 15, 2026
Financial Strategies Group, Inc. History Added to 3,911 1,082 0.18% 0.18% 197 +827 26.82% Q1 2026 May 08, 2026
Vise Technologies, Inc. History No change 3,197 1,062 0.02% 0.02% 198 0 0.0% Q1 2026 Apr 21, 2026
Redwood Investment Management, LLC History Added to 4,164 1,040 0.13% 0.12% 199 +860 26.03% Q1 2026 May 14, 2026
Daiwa Securities Group Inc. History Reduced 4,090 1,021 0.0% 0.0% 200 -165 -3.88% Q1 2026 May 13, 2026
Pictet Asset Management Holding SA History Added to 3,954 987 0.0% 0.0% 201 +112 2.92% Q1 2026 Apr 22, 2026
Waverly Advisors, LLC History Reduced 3,843 959 0.01% 0.01% 202 -32 -0.83% Q1 2026 May 15, 2026
Independent Advisor Alliance History Reduced 3,836 957 0.01% 0.04% 203 -1,206 -23.92% Q1 2026 May 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 3,742 934 0.0% 0.0% 204 +98 2.69% Q1 2026 May 15, 2026
Neuberger Berman Group LLC History Reduced 3,489 871 0.0% 0.0% 205 -208 -5.63% Q1 2026 May 14, 2026
XPONANCE LLC History Added to 3,406 850 0.01% 0.01% 206 +456 15.46% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,407 850 0.01% 0.01% 207 -265 -7.22% Q1 2026 May 14, 2026
CAXTON ASSOCIATES LLP History New 3,340 834 0.02% 208 +3,340 New Q1 2026 May 14, 2026
Tidal Investments LLC History Added to 3,331 831 0.0% 0.0% 209 +144 4.52% Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Added to 3,329 831 0.02% 0.03% 210 +32 0.97% Q1 2026 May 11, 2026
DRW Securities, LLC History Added to 3,273 817 0.01% 0.01% 211 +2,537 344.7% Q1 2026 May 13, 2026
VISIONARY HORIZONS, LLC History Added to 3,176 793 0.39% 0.54% 212 +51 1.63% Q1 2026 Apr 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 3,125 780 0.0% 0.02% 213 -123,493 -97.53% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Reduced 3,100 774 0.0% 0.01% 214 -31,587 -91.06% Q1 2026 May 15, 2026
Aristides Capital LLC History Added to 3,086 770 0.17% 0.16% 215 +379 14.0% Q1 2026 May 14, 2026
FULTON BANK, N.A. History Reduced 3,036 758 0.03% 0.04% 216 -431 -12.43% Q1 2026 Apr 24, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 3,016 753 0.01% 0.01% 217 +703 30.39% Q1 2026 May 07, 2026
Ruane, Cunniff & Goldfarb L.P. History Reduced 2,988 746 0.01% 0.02% 218 -61 -2.0% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 2,944 735 0.0% 0.0% 219 +95 3.33% Q1 2026 May 06, 2026
INCEPTIONR LLC History Added to 2,904 725 0.17% 0.14% 220 +1,377 90.18% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 2,895 722 0.0% 0.0% 221 +394 15.75% Q1 2026 May 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 2,878 718 0.0% 0.0% 222 -2,070 -41.84% Q1 2026 May 12, 2026
Pathstone Holdings, LLC History Reduced 2,833 707 0.0% 0.0% 223 -447 -13.63% Q1 2026 May 11, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,782 695 0.0% 0.0% 224 0 0.0% Q1 2026 May 14, 2026
Inspire Advisors, LLC History Reduced 2,708 675 0.05% 0.08% 225 -61 -2.2% Q1 2026 May 15, 2026
Dynamic Technology Lab Private Ltd History Added to 2,684 670 0.11% 0.09% 226 +1,532 132.99% Q1 2026 May 15, 2026
MILLER VALUE PARTNERS, LLC History New 2,654 662 0.17% 227 +2,654 New Q1 2026 May 15, 2026
Corient Private Wealth LLC History Reduced 2,659 655 0.0% 0.0% 228 -105,031 -97.53% Q1 2026 May 15, 2026
Blueshift Asset Management, LLC History Added to 2,533 632 0.19% 0.07% 229 +1,837 263.94% Q1 2026 May 14, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,498 623 0.02% 0.03% 230 -61 -2.38% Q1 2026 May 13, 2026
State of Alaska, Department of Revenue History Added to 2,432 607 0.01% 0.01% 231 +25 1.04% Q1 2026 Apr 20, 2026
Camelot Portfolios, LLC History Reduced 2,425 605 0.45% 0.52% 232 -126 -4.94% Q1 2026 May 08, 2026
Brookstone Capital Management History New 2,420 604 0.01% 233 +2,420 New Q1 2026 Apr 16, 2026
TWINBEECH CAPITAL LP History New 2,400 599 0.06% 235 +2,400 New Q1 2026 May 15, 2026
Bridgefront Capital, LLC History Added to 2,399 599 0.15% 0.15% 234 +552 29.89% Q1 2026 May 15, 2026
MAYPORT, LLC History New 2,377 593 0.11% 236 +2,377 New Q1 2026 Apr 21, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 1,750 581 0.0% 0.0% 237 0 0.0% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Reduced 2,308 576 0.0% 0.0% 238 -97 -4.03% Q1 2026 May 06, 2026
CREDIT AGRICOLE S A History New 2,300 574 0.0% 239 +2,300 New Q1 2026 May 15, 2026
Talon Private Wealth, LLC History New 2,290 571 0.08% 240 +2,290 New Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 2,273 567 0.01% 0.01% 241 -314 -12.14% Q1 2026 Apr 23, 2026
Advisor Resource Council History Reduced 2,183 545 0.18% 0.26% 242 -41 -1.84% Q1 2026 May 07, 2026
Vestcor Inc History No change 2,157 539 0.01% 0.02% 243 0 0.0% Q1 2026 May 12, 2026
Legato Capital Management LLC History No change 2,117 528 0.05% 0.06% 244 0 0.0% Q1 2026 May 14, 2026
Yorktown Management & Research Co Inc History No change 2,100 524 0.44% 0.56% 245 0 0.0% Q1 2026 Apr 20, 2026
IFP Advisors, Inc History Reduced 2,096 523 0.01% 0.02% 246 -38 -1.78% Q1 2026 Apr 13, 2026
Crossmark Global Holdings, Inc. History Added to 2,088 521 0.01% 0.01% 247 +191 10.07% Q1 2026 May 11, 2026
Brooklyn Investment Group History Added to 2,058 513 0.02% 0.01% 248 +1,271 161.5% Q1 2026 Apr 29, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 2,056 513 0.01% 0.01% 249 -830 -28.76% Q1 2026 Apr 27, 2026
Range Rock Capital, LLC History Reduced 2,019 504 1.08% 3.9% 250 -31,775 -94.03% Q1 2026 May 15, 2026
Verition Fund Management LLC History Reduced 2,008 501 0.0% 0.01% 251 -7,254 -78.32% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Reduced 1,977 494 0.0% 0.0% 252 -6,468 -76.59% Q1 2026 Apr 16, 2026
M&T BANK CORP History Reduced 1,884 470 0.0% 0.0% 253 -78 -3.98% Q1 2026 May 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 1,860 464 0.0% 0.0% 254 -3,992 -68.22% Q1 2026 May 15, 2026
Freestone Grove Partners LP History New 1,811 452 0.0% 255 +1,811 New Q1 2026 May 15, 2026
Shay Capital LLC History Added to 1,775 443 0.04% 0.06% 256 +125 7.58% Q1 2026 May 15, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,768 441 0.02% 0.02% 257 0 0.0% Q1 2026 May 01, 2026
Hennion & Walsh Asset Management, Inc. History No change 1,750 437 0.01% 0.02% 258 0 0.0% Q1 2026 May 13, 2026
Qsemble Capital Management, LP History Added to 1,746 436 0.03% 0.04% 259 +426 32.27% Q1 2026 May 07, 2026
OneDigital Investment Advisors LLC History Reduced 1,717 428 0.0% 0.01% 260 -1,337 -43.78% Q1 2026 May 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 1,662 415 0.01% 0.0% 261 +1,257 310.37% Q1 2026 May 01, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,658 414 0.0% 0.0% 262 -138 -7.68% Q1 2026 May 08, 2026
R Squared Ltd History Added to 1,649 411 0.23% 0.11% 263 +943 133.57% Q1 2026 Apr 29, 2026
Mount Lucas Management LP History Added to 1,636 408 0.15% 0.21% 264 +77 4.94% Q1 2026 May 05, 2026
Rockefeller Capital Management L.P. History Added to 1,574 393 0.0% 0.0% 265 +1,237 367.06% Q1 2026 May 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 1,542 385 0.0% 0.13% 266 -25,380 -94.27% Q1 2026 May 15, 2026
SMITH, MOORE & CO. History Reduced 1,495 373 0.03% 0.06% 267 -794 -34.69% Q1 2026 May 05, 2026
DnB Asset Management AS History New 1,471 367 0.0% 268 +1,471 New Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,451 362 0.0% 0.01% 269 -3,602 -71.28% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,448 361 0.0% 0.0% 270 -134 -8.47% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,438 359 0.0% 0.0% 271 -245 -14.56% Q1 2026 May 13, 2026
Atria Investments, Inc History Reduced 1,430 357 0.0% 0.01% 272 -405 -22.07% Q1 2026 May 05, 2026
FEDERATED HERMES, INC. History Reduced 1,418 354 0.0% 0.0% 273 -532 -27.28% Q1 2026 May 11, 2026
Sagewood Asset Management LP History Added to 1,414 353 0.11% 0.1% 274 +607 75.22% Q1 2026 May 13, 2026
Swiss Life Asset Management Ltd History Added to 1,399 349 0.0% 0.0% 275 +68 5.11% Q1 2026 May 14, 2026
Whalen Wealth Management Inc. History Reduced 1,366 341 0.18% 0.25% 276 -50 -3.53% Q1 2026 Apr 13, 2026
Centiva Capital, LP History New 1,363 340 0.0% 277 +1,363 New Q1 2026 May 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 1,353 337 0.01% 278 +1,353 New Q1 2026 Apr 27, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 1,343 335 0.02% 279 +1,343 New Q1 2026 May 12, 2026
HighTower Advisors, LLC History Reduced 1,327 331 0.0% 0.0% 281 -281 -17.48% Q1 2026 May 05, 2026
US BANCORP \DE\ History Reduced 1,329 331 0.0% 0.0% 280 -222 -14.31% Q1 2026 May 14, 2026
Rafferty Asset Management, LLC History Reduced 1,296 323 0.0% 0.0% 282 -149 -10.31% Q1 2026 May 15, 2026
Clear Creek Financial Management, LLC History Added to 1,281 319 0.02% 0.03% 283 +164 14.68% Q1 2026 Apr 22, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,272 318 0.0% 0.0% 284 -45 -3.42% Q1 2026 Apr 30, 2026
Utah Retirement Systems History Reduced 1,264 315 0.0% 0.01% 285 -2,900 -69.64% Q1 2026 May 15, 2026
AXQ CAPITAL, LP History New 1,237 308 0.04% 286 +1,237 New Q1 2026 May 13, 2026
Caitlin John, LLC History Added to 1,224 305 0.18% 0.22% 288 +194 18.83% Q1 2026 May 13, 2026
Maryland State Retirement & Pension System History No change 1,225 305 0.01% 0.01% 287 0 0.0% Q1 2026 May 04, 2026
GSA CAPITAL PARTNERS LLP History New 1,210 302 0.02% 290 +1,210 New Q1 2026 May 08, 2026
MML INVESTORS SERVICES, LLC History Reduced 1,212 302 0.0% 0.0% 289 -419 -25.69% Q1 2026 May 04, 2026
Abacus Wealth Partners, LLC History Reduced 1,206 301 0.03% 0.04% 291 -35 -2.82% Q1 2026 Apr 24, 2026
Crumly & Associates Inc. History Added to 1,203 300 0.06% 0.05% 292 +423 54.23% Q1 2026 Apr 02, 2026
Values First Advisors, Inc. History Added to 1,201 299 0.16% 0.18% 293 +180 17.63% Q1 2026 Apr 17, 2026
NICOLET ADVISORY SERVICES, LLC History No change 867 287 0.02% 0.02% 294 0 0.0% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 1,130 282 0.01% 295 +1,130 New Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,114 280 0.0% 0.0% 296 -502 -31.06% Q1 2026 Apr 08, 2026
PCB Capital LLC History Added to 1,114 278 0.44% 0.58% 297 +21 1.92% Q1 2026 Apr 29, 2026
NOVEM GROUP History Reduced 1,103 275 0.03% 0.05% 298 -289 -20.76% Q1 2026 Apr 10, 2026
GUGGENHEIM CAPITAL LLC History Added to 1,094 273 0.0% 0.0% 299 +3 0.27% Q1 2026 May 15, 2026
Factorial Partners, LLC History No change 1,080 269 0.2% 0.24% 300 0 0.0% Q1 2026 May 13, 2026
CenterBook Partners LP History Reduced 1,059 264 0.01% 0.03% 301 -503 -32.2% Q1 2026 May 05, 2026
ARWA LLC History Reduced 958 255 0.13% 0.27% 303 -449 -31.91% Q1 2026 Apr 13, 2026
Vident Advisory, LLC History Added to 1,021 255 0.0% 0.0% 302 +2 0.2% Q1 2026 May 14, 2026
Fifth Third Wealth Advisors LLC History Added to 984 245 0.01% 0.01% 304 +36 3.8% Q1 2026 Apr 17, 2026
OneAscent Investment Solutions LLC History Reduced 977 243 0.24% 0.35% 305 -13 -1.31% Q1 2026 Apr 29, 2026
nVerses Capital, LLC History New 961 239 0.22% 306 +961 New Q1 2026 May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 939 234 0.0% 0.0% 307 -632 -40.23% Q1 2026 May 15, 2026
DENALI ADVISORS LLC History Added to 913 227 0.03% 0.03% 308 +10 1.11% Q1 2026 May 08, 2026
Haverford Trust Co History No change 892 222 0.0% 0.0% 309 0 0.0% Q1 2026 May 11, 2026
Covestor Ltd History Added to 879 219 0.15% 0.01% 310 +845 2485.29% Q1 2026 May 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 873 218 0.0% 0.0% 311 -112 -11.37% Q1 2026 May 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 858 214 0.0% 0.0% 312 -86 -9.11% Q1 2026 May 07, 2026
Private Advisor Group, LLC History Added to 853 213 0.0% 0.0% 313 +15 1.79% Q1 2026 Apr 24, 2026
Aster Capital Management (DIFC) Ltd History New 711 208 0.07% 314 +711 New Q1 2026 May 13, 2026
Tower Research Capital LLC (TRC) History Reduced 820 204 0.01% 0.01% 315 -367 -30.92% Q1 2026 May 15, 2026
NICOLET BANKSHARES INC History New 813 203 0.01% 317 +813 New Q1 2026 May 14, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Added to 813 203 0.11% 0.14% 316 +39 5.04% Q1 2026 May 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 812 202 0.0% 0.01% 319 -590 -42.08% Q1 2026 May 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 809 202 0.0% 0.0% 318 +31 3.98% Q1 2026 May 14, 2026
CIBC Asset Management Inc History No change 802 200 0.0% 0.0% 320 0 0.0% Q1 2026 May 12, 2026
Sterling Capital Management LLC History Reduced 729 182 0.0% 0.01% 321 -542 -42.64% Q1 2026 Apr 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 720 179 0.0% 0.0% 322 +305 73.49% Q1 2026 May 11, 2026
KBC Group NV History No change 716 179 0.0% 0.0% 323 0 0.0% Q1 2026 May 07, 2026
EverSource Wealth Advisors, LLC History Reduced 622 155 0.0% 0.01% 324 -204 -24.7% Q1 2026 May 15, 2026
STRS OHIO History Reduced 570 142 0.0% 0.0% 325 -1 -0.18% Q1 2026 Apr 24, 2026
BNP Paribas Asset Management Holding S.A. History Added to 532 132 0.0% 0.0% 326 +132 33.0% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 369 122 0.0% 0.0% 327 0 0.0% Q4 2025 Feb 06, 2026
Eurizon Capital SGR S.p.A. History Added to 424 104 0.0% 0.0% 328 +52 13.98% Q1 2026 May 08, 2026
CWM, LLC History Reduced 352 87 0.0% 0.0% 330 -266 -43.04% Q1 2026 May 14, 2026
KELLEHER FINANCIAL ADVISORS History No change 350 87 0.02% 0.03% 329 0 0.0% Q1 2026 May 08, 2026
Inspire Investing, LLC History Reduced 328 81 0.01% 0.01% 331 -12 -3.53% Q1 2026 Apr 23, 2026
NBC SECURITIES, INC. History Reduced 287 71 0.01% 0.01% 332 -2 -0.69% Q1 2026 Apr 14, 2026
Western Wealth Management, LLC History New 269 67 0.0% 333 +269 New Q1 2026 May 19, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 259 64 0.01% 0.01% 335 -69 -21.04% Q1 2026 May 11, 2026
AlphaCentric Advisors LLC History Added to 258 64 0.06% 0.08% 336 +17 7.05% Q1 2026 May 07, 2026
Wilmington Savings Fund Society, FSB History Reduced 257 64 0.0% 0.0% 334 -4 -1.53% Q1 2026 Apr 30, 2026
SageView Advisory Group, LLC History No change 194 64 0.0% 0.0% 337 0 0.0% Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History New 245 61 0.0% 338 +245 New Q1 2026 Apr 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 241 60 0.0% 0.0% 339 -35 -12.68% Q1 2026 Apr 30, 2026
Quarry LP History Added to 214 53 0.01% 0.01% 340 +105 96.33% Q1 2026 May 15, 2026
STEPH & CO History Reduced 210 52 0.01% 0.03% 341 -106 -33.54% Q1 2026 Apr 17, 2026
Deseret Mutual Benefit Administrators History Added to 195 48 0.02% 0.01% 342 +89 83.96% Q1 2026 May 08, 2026
SIGNATUREFD, LLC History Added to 181 45 0.0% 0.0% 344 +17 10.37% Q1 2026 Apr 07, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 182 45 0.01% 0.01% 343 0 0.0% Q1 2026 Apr 20, 2026
BESSEMER GROUP INC History Added to 173 43 0.0% 0.0% 345 +70 67.96% Q1 2026 May 06, 2026
UMB Bank, n.a. History Reduced 156 38 0.0% 0.0% 346 -156 -50.0% Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History Added to 143 35 0.0% 0.0% 347 +22 18.18% Q1 2026 May 13, 2026
Penserra Capital Management LLC History Added to 139 34 0.0% 0.0% 348 +3 2.21% Q1 2026 May 11, 2026
GAMMA Investing LLC History Reduced 131 32 0.0% 0.01% 349 -272 -67.49% Q1 2026 Apr 06, 2026
JFS WEALTH ADVISORS, LLC History Reduced 128 31 0.0% 0.0% 350 -5 -3.76% Q1 2026 Apr 20, 2026
Caitong International Asset Management Co., Ltd History Reduced 124 30 0.01% 0.03% 352 -208 -62.65% Q1 2026 May 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 121 30 0.0% 0.0% 351 0 0.0% Q1 2026 May 08, 2026
Blue Trust, Inc. History Reduced 118 29 0.0% 0.0% 353 -29 -19.73% Q1 2026 Apr 20, 2026
Allworth Financial LP History No change 116 28 0.0% 0.0% 354 0 0.0% Q1 2026 May 14, 2026
Parallel Advisors, LLC History Reduced 111 27 0.0% 0.0% 355 -45 -28.85% Q1 2026 Jun 02, 2026
Altshuler Shaham Ltd History Added to 102 25 0.0% 0.0% 356 +28 37.84% Q1 2026 May 18, 2026
Addison Advisors LLC History No change 102 25 0.01% 0.01% 357 0 0.0% Q1 2026 May 08, 2026
V-Square Quantitative Management LLC History No change 102 25 0.0% 0.0% 358 0 0.0% Q1 2026 Apr 27, 2026
HUNTINGTON NATIONAL BANK History Reduced 92 22 0.0% 0.0% 359 -2 -2.13% Q1 2026 May 15, 2026
AlphaQuest LLC History No change 68 22 0.0% 0.0% 360 0 0.0% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Reduced 82 20 0.0% 0.0% 361 -12 -12.77% Q1 2026 May 15, 2026
MAI Capital Management History Reduced 79 19 0.0% 0.0% 362 -147 -65.04% Q1 2026 May 15, 2026
Root Financial Partners, LLC History Reduced 77 19 0.0% 0.0% 364 -31 -28.7% Q1 2026 Apr 24, 2026
Plante Moran Financial Advisors, LLC History No change 77 19 0.0% 0.0% 363 0 0.0% Q1 2026 May 05, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 68 16 0.0% 0.0% 365 0 0.0% Q1 2026 May 13, 2026
NewEdge Advisors, LLC History No change 65 16 0.0% 0.0% 366 0 0.0% Q1 2026 Jun 02, 2026
Farther Finance Advisors, LLC History Added to 62 15 0.0% 0.0% 367 +27 77.14% Q1 2026 Apr 07, 2026
AMERIFLEX GROUP, INC. History New 54 13 0.01% 369 +54 New Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 54 13 0.0% 0.0% 368 0 0.0% Q1 2026 May 12, 2026
Security National Bank History No change 50 12 0.0% 0.0% 370 0 0.0% Q1 2026 Apr 16, 2026
CVA Family Office, LLC History New 47 11 0.0% 371 +47 New Q1 2026 Apr 29, 2026
DANSKE BANK A/S History Reduced 40 9 0.0% 0.0% 372 -260 -86.67% Q1 2026 May 12, 2026
Hara Capital LLC History New 40 9 0.0% 375 +40 New Q1 2026 May 14, 2026
Tacita Capital Inc History New 39 9 0.01% 374 +39 New Q1 2026 May 07, 2026
Community Financial Services Group, LLC History New 38 9 0.0% 373 +38 New Q1 2026 Apr 08, 2026
Advisory Services Network, LLC History New 35 8 0.0% 376 +35 New Q1 2026 May 15, 2026
Global X Japan Co., Ltd. History Reduced 30 7 0.0% 0.0% 377 -32 -51.61% Q1 2026 Apr 13, 2026
Owl Creek Wealth Partners LLC History New 30 7 0.0% 378 +30 New Q1 2026 May 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 28 6 0.0% 0.0% 379 -31 -52.54% Q1 2026 Apr 13, 2026
Retirement Wealth Solutions LLC History Reduced 27 6 0.0% 0.01% 380 -3 -10.0% Q1 2026 Apr 07, 2026
Torren Management, LLC History Reduced 22 5 0.0% 0.05% 385 -268 -92.41% Q1 2026 Apr 30, 2026
LRI Investments, LLC History New 24 5 0.0% 387 +24 New Q1 2026 Apr 30, 2026
Bogart Wealth, LLC History New 21 5 0.0% 386 +21 New Q1 2026 Apr 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 22 5 0.0% 0.0% 383 +17 340.0% Q1 2026 Apr 14, 2026
Smithfield Trust Co History No change 21 5 0.0% 0.0% 381 0 0.0% Q1 2026 May 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 23 5 0.0% 0.0% 382 0 0.0% Q1 2026 Apr 23, 2026
Frazier Financial Advisors, LLC History No change 21 5 0.0% 0.0% 384 0 0.0% Q1 2026 May 05, 2026
Vanguard National Trust Co History New 20 4 0.0% 392 +20 New Q1 2026 May 08, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 19 4 0.0% 393 +19 New Q1 2026 May 08, 2026
Bell Investment Advisors, Inc History Reduced 17 4 0.0% 0.0% 389 -6 -26.09% Q1 2026 Apr 17, 2026
Fortitude Family Office, LLC History Added to 20 4 0.0% 0.0% 390 +3 17.65% Q1 2026 Apr 15, 2026
SBI Securities Co., Ltd. History No change 18 4 0.0% 0.0% 388 0 0.0% Q1 2026 Apr 27, 2026
Curat Global, LLC History No change 20 4 0.0% 0.01% 391 0 0.0% Q1 2026 Apr 21, 2026
Pinnacle Bancorp, Inc. History Reduced 14 3 0.0% 0.01% 396 -49 -77.78% Q1 2026 Apr 22, 2026
CENTRAL TRUST Co History No change 15 3 0.0% 0.0% 394 0 0.0% Q1 2026 Apr 17, 2026
Capital Advisors, Ltd. LLC History No change 11 3 0.0% 0.0% 395 0 0.0% Q1 2026 Apr 16, 2026
High Note Wealth, LLC History No change 14 3 0.0% 0.0% 397 0 0.0% Q1 2026 May 11, 2026
Cetera Trust Company, N.A History No change 15 3 0.0% 0.0% 398 0 0.0% Q1 2026 May 08, 2026
Basepoint Wealth LLC History No change 14 3 0.0% 0.0% 399 0 0.0% Q1 2026 May 07, 2026
Versant Capital Management, Inc History Reduced 9 2 0.0% 0.0% 404 -23 -71.88% Q1 2026 Apr 06, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 10 2 0.0% 400 +8 400.0% Q1 2026 May 08, 2026
Sachetta, LLC History Added to 12 2 0.0% 0.0% 408 +7 140.0% Q1 2026 May 01, 2026
J.Safra Asset Management Corp History Added to 11 2 0.0% 0.0% 403 +5 83.33% Q1 2026 May 04, 2026
Manchester Capital Management LLC History Added to 9 2 0.0% 0.0% 402 +2 28.57% Q1 2026 May 11, 2026
Prestige Wealth Management Group LLC History Added to 9 2 0.0% 0.0% 405 +1 12.5% Q1 2026 May 13, 2026
FIRST COMMUNITY TRUST NA History No change 10 2 0.0% 0.0% 401 0 0.0% Q1 2026 Apr 16, 2026
Colonial Trust Co / SC History No change 11 2 0.0% 0.0% 406 0 0.0% Q1 2026 May 12, 2026
UNION SAVINGS BANK History No change 9 2 0.0% 0.0% 407 0 0.0% Q1 2026 Apr 17, 2026
WPG Advisers, LLC History No change 11 2 0.0% 0.0% 409 0 0.0% Q1 2026 Apr 29, 2026
Clearstead Advisors, LLC History Reduced 5 1 0.0% 0.0% 412 -88 -94.62% Q1 2026 May 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 5 1 0.0% 0.0% 410 -55 -91.67% Q1 2026 May 07, 2026
Bay Harbor Wealth Management, LLC History Added to 7 1 0.0% 415 +4 133.33% Q1 2026 Apr 14, 2026
Valued Wealth Advisors LLC History Added to 5 1 0.0% 418 +3 150.0% Q1 2026 Apr 30, 2026
Rossby Financial, LCC History Added to 5 1 0.0% 419 +3 150.0% Q1 2026 May 11, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 7 1 0.0% 0.0% 411 0 0.0% Q1 2026 May 11, 2026
Westside Investment Management, Inc. History No change 6 1 0.0% 0.0% 413 0 0.0% Q1 2026 May 04, 2026
First Command Advisory Services, Inc. History No change 8 1 0.0% 0.0% 414 0 0.0% Q1 2026 May 07, 2026
Cromwell Holdings LLC History No change 6 1 0.0% 0.0% 416 0 0.0% Q1 2026 Apr 30, 2026
DiNuzzo Private Wealth, Inc. History No change 7 1 0.0% 0.0% 417 0 0.0% Q1 2026 Apr 08, 2026
Provenance Wealth Advisors, LLC History No change 5 1 0.0% 0.0% 420 0 0.0% Q1 2026 Apr 20, 2026
Hook Mill Capital Partners, LP History Closed out 0 0 3.49% -111,458 -100.0% Q1 2026 May 15, 2026
Caption Management, LLC History Closed out 0 0 0.21% -93,200 -100.0% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Closed out 0 0 0.24% -60,909 -100.0% Q1 2026 May 15, 2026
Woodline Partners LP History Closed out 0 0 0.03% -23,943 -100.0% Q1 2026 May 15, 2026
Concentric Capital Strategies, LP History Closed out 0 0 0.36% -22,688 -100.0% Q1 2026 May 15, 2026
Tabor Asset Management, LP History Closed out 0 0 2.6% -19,355 -100.0% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -15,788 -100.0% Q1 2026 May 15, 2026
Empyrean Capital Partners, LP History Closed out 0 0 0.18% -15,400 -100.0% Q1 2026 May 15, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Closed out 0 0 0.54% -11,365 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 0.03% -11,333 -100.0% Q1 2026 May 14, 2026
Edgestream Partners, L.P. History Closed out 0 0 0.1% -10,722 -100.0% Q1 2026 May 18, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.09% -9,733 -100.0% Q1 2026 May 15, 2026
Steamboat Capital Partners, LLC History Closed out 0 0 0.81% -8,867 -100.0% Q1 2026 May 15, 2026
Convergence Investment Partners, LLC History Closed out 0 0 0.53% -8,090 -100.0% Q1 2026 May 07, 2026
ING GROEP NV History Closed out 0 0 0.02% -7,900 -100.0% Q1 2026 May 11, 2026
TORONTO DOMINION BANK History Closed out 0 0 0.0% -6,523 -100.0% Q1 2026 May 15, 2026
Atom Investors LP History Closed out 0 0 0.15% -5,541 -100.0% Q1 2026 May 15, 2026
Dean Capital Management History Closed out 0 0 0.77% -5,425 -100.0% Q1 2026 May 15, 2026
J. Goldman & Co LP History Closed out 0 0 0.04% -5,112 -100.0% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.24% -4,778 -100.0% Q1 2026 May 12, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.1% -4,616 -100.0% Q1 2026 May 15, 2026
Walleye Capital LLC History Closed out 0 0 0.0% -4,208 -100.0% Q1 2026 May 13, 2026
BANK OF NOVA SCOTIA History Closed out 0 0 0.0% -4,047 -100.0% Q1 2026 May 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Closed out 0 0 0.0% -3,900 -100.0% Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.01% -3,366 -100.0% Q1 2026 Apr 14, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -2,849 -100.0% Q1 2026 May 06, 2026
FORA Capital, LLC History Closed out 0 0 0.1% -2,554 -100.0% Q1 2026 May 14, 2026
PenderFund Capital Management Ltd. History Closed out 0 0 0.13% -2,400 -100.0% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History Closed out 0 0 0.0% -2,106 -100.0% Q1 2026 May 07, 2026
Quantitative Investment Management, LLC History Closed out 0 0 0.05% -1,670 -100.0% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -1,542 -100.0% Q1 2026 May 13, 2026
WINTON GROUP Ltd History Closed out 0 0 0.02% -1,510 -100.0% Q1 2026 May 12, 2026
Savant Capital, LLC History Closed out 0 0 0.0% -1,445 -100.0% Q1 2026 May 04, 2026
PDT Partners, LLC History Closed out 0 0 0.03% -1,376 -100.0% Q1 2026 May 15, 2026
TECTONIC ADVISORS LLC History Closed out 0 0 0.02% -1,348 -100.0% Q1 2026 Apr 17, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 0.0% -1,275 -100.0% Q1 2026 May 14, 2026
BROWN ADVISORY INC History Closed out 0 0 0.0% -1,251 -100.0% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -1,245 -100.0% Q1 2026 May 05, 2026
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.09% -1,235 -100.0% Q1 2026 May 15, 2026
Jain Global LLC History Closed out 0 0 0.0% -1,051 -100.0% Q1 2026 May 15, 2026
Cerity Partners LLC History Closed out 0 0 0.0% -992 -100.0% Q1 2026 May 15, 2026
Forum Financial Management, LP History Closed out 0 0 0.0% -982 -100.0% Q1 2026 Apr 23, 2026
COMMERCE BANK History Closed out 0 0 0.0% -916 -100.0% Q1 2026 May 11, 2026
North Dakota State Investment Board History Closed out 0 0 0.01% -900 -100.0% Q1 2026 May 08, 2026
iSAM Funds (UK) Ltd History Closed out 0 0 0.11% -888 -100.0% Q1 2026 May 13, 2026
Sequoia Financial Advisors, LLC History Closed out 0 0 0.0% -877 -100.0% Q1 2026 Apr 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Closed out 0 0 0.0% -825 -100.0% Q1 2026 Apr 27, 2026
SHELTON CAPITAL MANAGEMENT History Closed out 0 0 0.01% -800 -100.0% Q1 2026 May 15, 2026
ADVISORTRUST PARTNERS, LLC History Closed out 0 0 0.12% -797 -100.0% Q1 2026 May 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 0.02% -777 -100.0% Q1 2026 May 12, 2026
Cambria Investment Management, L.P. History Closed out 0 0 0.01% -761 -100.0% Q1 2026 May 14, 2026
Arkadios Wealth Advisors History Closed out 0 0 0.0% -761 -100.0% Q1 2026 May 18, 2026
Mraz, Amerine & Associates, Inc. History Closed out 0 0 0.04% -751 -100.0% Q1 2026 May 05, 2026
DELTA CAPITAL MANAGEMENT LLC History Closed out 0 0 0.14% -750 -100.0% Q1 2026 Apr 29, 2026
BENJAMIN EDWARDS INC History Closed out 0 0 0.0% -731 -100.0% Q1 2026 May 12, 2026
BLAIR WILLIAM & CO/IL History Closed out 0 0 0.0% -716 -100.0% Q1 2026 May 08, 2026
Quadrature Capital Ltd History Closed out 0 0 0.0% -716 -100.0% Q1 2026 May 15, 2026
INNEALTA CAPITAL, LLC History Closed out 0 0 0.13% -703 -100.0% Q1 2026 May 04, 2026
First Nebraska Trust Co History Closed out 0 0 0.02% -700 -100.0% Q1 2026 Jun 01, 2026
Farringdon Capital, Ltd. History Closed out 0 0 0.05% -659 -100.0% Q1 2026 May 15, 2026
Havemeyer Place LP History Closed out 0 0 0.04% -649 -100.0% Q1 2026 May 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Closed out 0 0 0.0% -644 -100.0% Q1 2026 May 12, 2026
FIDUCIARY TRUST CO History Closed out 0 0 0.0% -639 -100.0% Q1 2026 May 15, 2026
SAGE RHINO CAPITAL LLC History Closed out 0 0 0.04% -628 -100.0% Q1 2026 Apr 28, 2026
COOKSON PEIRCE & CO INC History Closed out 0 0 0.01% -626 -100.0% Q1 2026 Apr 30, 2026
TOWNSQUARE CAPITAL LLC History Closed out 0 0 0.05% -625 -100.0% Q1 2026 May 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -618 -100.0% Q1 2026 May 08, 2026
Focus Partners Wealth History Closed out 0 0 0.0% -616 -100.0% Q1 2026 May 14, 2026
EntryPoint Capital, LLC History Closed out 0 0 0.08% -616 -100.0% Q1 2026 May 14, 2026
OneAscent Financial Services LLC History Closed out 0 0 0.02% -602 -100.0% Q1 2026 Apr 21, 2026
Arax Advisory Partners History Closed out 0 0 0.01% -577 -100.0% Q1 2026 May 13, 2026
Horizon Investments, LLC History Closed out 0 0 0.0% -311 -100.0% Q1 2026 May 14, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -204 -100.0% Q1 2026 Apr 30, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -150 -100.0% Q1 2026 Apr 28, 2026
eCIO, Inc. History Closed out 0 0 0.02% -125 -100.0% Q1 2026 Apr 14, 2026
DV Trading LLC History Closed out 0 0 0.0% -120 -100.0% Q1 2026 May 15, 2026
Ancora Advisors LLC History Closed out 0 0 0.0% -115 -100.0% Q1 2026 May 15, 2026
WINNOW WEALTH LLC History Closed out 0 0 0.01% -26 -100.0% Q1 2026 May 19, 2026
Spire Wealth Management History Closed out 0 0 0.0% -24 -100.0% Q1 2026 Apr 22, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 1 0 0.0% -20 -95.24% Q1 2026 May 11, 2026
Keating Financial Advisory Services, Inc. History Closed out 0 0 0.0% -18 -100.0% Q1 2026 May 15, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -18 -100.0% Q1 2026 May 06, 2026
MidFirst Bank History Closed out 0 0 0.0% -17 -100.0% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -16 -100.0% Q1 2026 May 15, 2026
Bravera Wealth History Closed out 0 0 0.0% -15 -100.0% Q1 2026 Apr 22, 2026
Bare Financial Services, Inc History Closed out 0 0 0.0% -12 -100.0% Q1 2026 May 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 0.0% -10 -100.0% Q1 2026 Apr 24, 2026
True Wealth Design, LLC History Closed out 0 0 0.0% -10 -100.0% Q1 2026 Apr 13, 2026
Essential Partners LLC History Closed out 0 0 0.0% -9 -100.0% Q1 2026 May 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -5 -100.0% Q1 2026 May 01, 2026
BROWN, LISLE/CUMMINGS, INC. History New 4 0 +4 New Q1 2026 Apr 17, 2026
HM PAYSON & CO History Closed out 0 0 0.0% -4 -100.0% Q1 2026 Apr 13, 2026
Quent Capital, LLC History Closed out 0 0 0.0% -4 -100.0% Q1 2026 Apr 28, 2026
Larson Financial Group LLC History Reduced 4 0 0.0% -3 -42.86% Q1 2026 May 15, 2026
Avion Wealth History Added to 4 0 +2 100.0% Q1 2026 May 01, 2026
Rialto Wealth Management, LLC History Reduced 2 0 0.0% -2 -50.0% Q1 2026 May 14, 2026
Quaker Wealth Management, LLC History New 2 0 +2 New Q1 2026 Apr 10, 2026
Hughes Financial Services, LLC History New 2 0 +2 New Q1 2026 Apr 29, 2026
TFC Financial Management, Inc. History Closed out 0 0 -2 -100.0% Q1 2026 Apr 23, 2026
Transamerica Financial Advisors, LLC History Added to 4 0 +1 33.33% Q1 2026 May 15, 2026
HFM Investment Advisors, LLC History Added to 3 0 +1 50.0% Q1 2026 May 01, 2026
Vermillion Wealth Management, Inc. History New 1 0 +1 New Q1 2026 Apr 17, 2026
SHP Wealth Management History New 1 0 +1 New Q1 2026 May 08, 2026
American Capital Advisory, LLC History New 1 0 +1 New Q1 2026 Apr 29, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
TopTier Wealth Management, LLC History New 1 0 +1 New Q1 2026 May 05, 2026
HARBOUR INVESTMENTS, INC. History No change 1 0 0 0.0% Q1 2026 May 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2 0 0 0.0% Q1 2026 Apr 13, 2026
TD Capital Management LLC History No change 3 0 0.0% 0 0.0% Q1 2026 May 11, 2026
SJS Investment Consulting Inc. History No change 3 0 0 0.0% Q1 2026 Apr 23, 2026
CoreCap Advisors, LLC History No change 3 0 0 0.0% Q1 2026 Apr 07, 2026
Lodestone Wealth Management LLC History No change 2 0 0 0.0% Q1 2026 May 01, 2026
Rakuten Securities, Inc. History No change 2 0 0 0.0% Q1 2026 May 01, 2026
Private Wealth Management Group, LLC History No change 2 0 0 0.0% Q1 2026 Apr 23, 2026
Signature Equity Partners, LLC History No change 1 0 0 0.0% Q1 2026 May 13, 2026
Cornerstone Financial Management LLC History No change 2 0 0 0.0% Q1 2026 May 08, 2026