Li Auto Inc. - LI
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,110,639 | 126,782 | 0.2% | 0.2% | 1 | -331,200 | -4.45% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,279,300 | 94,129 | 0.01% | 0.02% | 2 | -2,536,796 | -32.46% | Q1 2026 | May 15, 2026 |
| Xiamen Xinweidachuang Investment Partnership (Limited Partnership) | History | No change | 4,926,165 | 87,833 | 100.0% | 100.0% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mizuho Securities Co. Ltd. | History | No change | 3,950 | 70,428 | 0.92% | 0.88% | 4 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,786,866 | 67,519 | 0.0% | 0.0% | 5 | +871,034 | 29.87% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Added to | 3,430,250 | 61,161 | 0.81% | 0.71% | 6 | +1,231,187 | 55.99% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 2,787,853 | 49,707 | 0.02% | 0.01% | 7 | +1,370,186 | 96.65% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,966,699 | 35,066 | 0.02% | 0.01% | 8 | +411,307 | 26.44% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,834,128 | 32,702 | 0.01% | 0.01% | 9 | -722,552 | -28.26% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,745,863 | 31,128 | 0.0% | 0.01% | 10 | -509,038 | -22.57% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,559,409 | 27,804 | 0.0% | 0.01% | 11 | -978,497 | -38.56% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 1,341,817 | 23,924 | 0.01% | 0.01% | 12 | +228,417 | 20.52% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | Reduced | 1,136,594 | 20,265 | 0.03% | 0.05% | 13 | -1,050,949 | -48.04% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 984,682 | 17,556 | 0.0% | 0.0% | 14 | +158,488 | 19.18% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 867,100 | 15,460 | 0.01% | 0.01% | 15 | -658,400 | -43.16% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 802,700 | 14,312 | 0.03% | 0.08% | 16 | -1,650,884 | -67.28% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 766,200 | 13,661 | 0.02% | 0.03% | 17 | -935,351 | -54.97% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 677,037 | 12,071 | 0.0% | 0.0% | 18 | -127,748 | -15.87% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 612,183 | 10,849 | 0.01% | 0.01% | 19 | -115,519 | -15.87% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | No change | 573,032 | 10,214 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 568,825 | 10,142 | 0.02% | 0.02% | 21 | -216,289 | -27.55% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 525,700 | 9,373 | 0.01% | 0.01% | 22 | -34,300 | -6.13% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 474,773 | 8,465 | 0.05% | 0.04% | 23 | -142,466 | -23.08% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 433,993 | 7,738 | 0.0% | 0.0% | 24 | +433,838 | 279895.48% | Q1 2026 | May 06, 2026 |
| STATE STREET CORP | History | Reduced | 433,633 | 7,731 | 0.0% | 0.0% | 25 | -1,599 | -0.37% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 432,678 | 7,714 | 0.0% | 0.0% | 26 | -88,865 | -17.04% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Reduced | 422,464 | 7,532 | 0.03% | 0.04% | 27 | -329,520 | -43.82% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 377,150 | 6,724 | 0.0% | 0.0% | 28 | -42,279 | -10.08% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 597,240 | 5,731 | 0.01% | 0.01% | 29 | -334,885 | -35.93% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 285,577 | 5,011 | 0.0% | 0.0% | 30 | -96,846 | -25.32% | Q1 2026 | May 13, 2026 |
| Sculptor Capital LP | History | Reduced | 264,000 | 4,707 | 0.05% | 0.42% | 31 | -2,147,000 | -89.05% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 259,405 | 4,625 | 0.01% | 0.01% | 32 | -127,305 | -32.92% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 256,400 | 4,571 | 0.01% | 0.02% | 33 | -38,492 | -13.05% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 248,900 | 4,437 | 0.0% | 0.01% | 34 | -77,300 | -23.7% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 236,272 | 4,212 | 0.0% | 0.0% | 35 | +233,223 | 7649.16% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 214,600 | 3,826 | 0.0% | 0.01% | 36 | -147,600 | -40.75% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 192,668 | 3,435 | 0.01% | 0.0% | 37 | +118,733 | 160.59% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 180,884 | 3,225 | 0.0% | 0.0% | 38 | +5,505 | 3.14% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 179,000 | 3,191 | 0.01% | — | 39 | +179,000 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 165,046 | 2,942 | 0.0% | 0.0% | 40 | -103,624 | -38.57% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 164,164 | 2,927 | 0.0% | 0.0% | 41 | -372,554 | -69.41% | Q1 2026 | May 14, 2026 |
| LINDEN ADVISORS LP | History | New | 159,900 | 2,851 | 0.02% | — | 42 | +159,900 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 156,196 | 2,784 | 0.0% | 0.01% | 43 | -199,404 | -56.08% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 152,307 | 2,716 | 0.0% | 0.0% | 44 | +5,358 | 3.65% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 149,574 | 2,666 | 0.0% | 0.0% | 45 | -2,670 | -1.75% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 144,967 | 2,585 | 0.0% | 0.0% | 46 | +7,932 | 5.79% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 129,390 | 2,307 | 0.0% | 0.0% | 47 | -5,206 | -3.87% | Q1 2026 | May 14, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 96,671 | 1,723 | 0.13% | 0.29% | 48 | -127,164 | -56.81% | Q1 2026 | Apr 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 88,853 | 1,584 | 0.0% | 0.0% | 49 | -3,903 | -4.21% | Q1 2026 | May 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 86,800 | 1,547 | 0.53% | — | 50 | +86,800 | New | Q1 2026 | May 12, 2026 |
| Marex Group plc | History | Added to | 81,057 | 1,445 | 0.01% | 0.01% | 51 | +27,406 | 51.08% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 80,256 | 1,430 | 0.02% | — | 52 | +80,256 | New | Q1 2026 | May 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 69,338 | 1,236 | 0.09% | 0.08% | 53 | +65 | 0.09% | Q1 2026 | May 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 66,404 | 1,183 | 0.04% | 0.03% | 54 | -813 | -1.21% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 65,104 | 1,160 | 0.03% | 0.0% | 55 | +62,664 | 2568.2% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 55,521 | 988 | 0.0% | 0.0% | 56 | +45,415 | 449.39% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 54,969 | 980 | 0.03% | 0.01% | 57 | +41,917 | 321.15% | Q1 2026 | Apr 29, 2026 |
| Optiver Holding B.V. | History | Reduced | 54,921 | 963 | 0.0% | 0.0% | 58 | -38,692 | -41.33% | Q1 2026 | May 15, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Added to | 48,000 | 855 | 0.24% | 0.22% | 59 | +3,000 | 6.67% | Q1 2026 | Apr 27, 2026 |
| Capital Markets Trading UK LLP | History | Reduced | 46,589 | 831 | 0.01% | 0.05% | 60 | -140,974 | -75.16% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 44,181 | 787 | 0.01% | — | 61 | +44,181 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 43,336 | 772 | 0.0% | 0.0% | 62 | +677 | 1.59% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Added to | 42,936 | 765 | 0.0% | 0.0% | 63 | +5,312 | 14.12% | Q1 2026 | Apr 29, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 41,704 | 743 | 0.0% | 0.0% | 64 | -37,593 | -47.41% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Added to | 41,560 | 741 | 0.01% | 0.01% | 65 | +8,247 | 24.76% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Reduced | 38,127 | 680 | 0.0% | 0.0% | 66 | -3,148 | -7.63% | Q1 2026 | May 07, 2026 |
| Leonteq Securities AG | History | Added to | 37,878 | 675 | 0.02% | 0.02% | 67 | +1,957 | 5.45% | Q1 2026 | Apr 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 36,426 | 649 | 0.01% | 0.0% | 68 | +9,313 | 34.35% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 36,348 | 648 | 0.08% | 0.08% | 69 | -1,329 | -3.53% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 35,183 | 627 | 0.01% | — | 70 | +35,183 | New | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (HK) LTD | History | Added to | 34,200 | 609 | 0.05% | 0.04% | 71 | +17,700 | 107.27% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 31,858 | 568 | 0.01% | 0.01% | 72 | +7,172 | 29.05% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 31,627 | 563 | 0.01% | 0.01% | 73 | +46 | 0.15% | Q1 2026 | May 11, 2026 |
| CMT Capital Markets Trading GmbH | History | Reduced | 30,163 | 538 | 0.01% | 0.07% | 74 | -438,567 | -93.56% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 30,028 | 535 | 0.01% | 0.0% | 75 | +20,399 | 211.85% | Q1 2026 | May 01, 2026 |
| MACQUARIE GROUP LTD | History | No change | 28,726 | 512 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ovata Capital Management Ltd | History | No change | 29,000 | 500 | 0.07% | 0.06% | 77 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 27,163 | 484 | 0.01% | 0.01% | 78 | +167 | 0.62% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 25,200 | 449 | 0.0% | 0.01% | 79 | -75,500 | -74.98% | Q1 2026 | May 04, 2026 |
| CenterBook Partners LP | History | New | 25,108 | 447 | 0.02% | — | 80 | +25,108 | New | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 24,610 | 438 | 0.0% | 0.0% | 81 | +12,744 | 107.4% | Q1 2026 | Apr 30, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 24,307 | 433 | 0.04% | 0.04% | 82 | -395 | -1.6% | Q1 2026 | Apr 24, 2026 |
| Harbour Capital Advisors, LLC | History | New | 22,845 | 426 | 0.08% | — | 83 | +22,845 | New | Q1 2026 | Apr 29, 2026 |
| Aaron Wealth Advisors LLC | History | New | 23,463 | 418 | 0.02% | — | 84 | +23,463 | New | Q1 2026 | Apr 21, 2026 |
| Creative Planning | History | Added to | 23,266 | 414 | 0.0% | 0.0% | 85 | +12,013 | 106.75% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 22,638 | 403 | 0.0% | 0.0% | 86 | +143 | 0.64% | Q1 2026 | May 04, 2026 |
| Ethic Inc. | History | Added to | 22,036 | 392 | 0.01% | 0.0% | 88 | +6,168 | 38.87% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 21,995 | 392 | 0.0% | 0.0% | 87 | +574 | 2.68% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | New | 20,107 | 358 | 0.0% | — | 89 | +20,107 | New | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | Added to | 19,546 | 348 | 0.0% | 0.0% | 90 | +5,760 | 41.78% | Q1 2026 | May 14, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 19,105 | 340 | 0.02% | — | 91 | +19,105 | New | Q1 2026 | Apr 29, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 17,492 | 311 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 17,350 | 309 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 15,388 | 274 | 0.0% | 0.0% | 94 | +4,679 | 43.69% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,216 | 271 | 0.0% | 0.0% | 95 | +7,689 | 102.15% | Q1 2026 | May 08, 2026 |
| Magnetar Financial LLC | History | New | 14,318 | 255 | 0.0% | — | 96 | +14,318 | New | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 14,067 | 250 | 0.0% | 0.0% | 97 | -16,658 | -54.22% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 13,843 | 246 | 0.0% | — | 98 | +13,843 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 12,923 | 230 | 0.0% | — | 99 | +12,923 | New | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | New | 12,588 | 224 | 0.03% | — | 100 | +12,588 | New | Q1 2026 | May 04, 2026 |
| Havemeyer Place LP | History | New | 12,252 | 218 | 0.03% | — | 101 | +12,252 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 11,718 | 208 | 0.0% | 0.0% | 102 | +4,490 | 62.12% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 11,017 | 196 | 0.0% | — | 103 | +11,017 | New | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 10,901 | 194 | 0.02% | — | 105 | +10,901 | New | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 10,888 | 194 | 0.0% | 0.0% | 104 | -10,217 | -48.41% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,446 | 186 | 0.0% | 0.0% | 106 | -1,850 | -15.05% | Q1 2026 | May 13, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 9,384 | 167 | 0.08% | 0.07% | 107 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| BNP PARIBAS | History | New | 9,250 | 164 | 0.01% | — | 108 | +9,250 | New | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,915 | 158 | 0.0% | 0.0% | 109 | +7,501 | 530.48% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 5,583 | 99 | 0.0% | 0.0% | 110 | -1,400 | -20.05% | Q1 2026 | Apr 07, 2026 |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | History | Reduced | 5,000 | 89 | 0.02% | 0.04% | 112 | -6,400 | -56.14% | Q1 2026 | May 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 5,000 | 89 | 0.01% | 0.01% | 111 | -5,000 | -50.0% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,884 | 87 | 0.0% | 0.0% | 113 | +3,423 | 234.29% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,489 | 80 | 0.0% | 0.0% | 114 | -59,637 | -93.0% | Q1 2026 | May 15, 2026 |
| DV EQUITIES, LLC | History | No change | 4,228 | 71 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,728 | 66 | 0.0% | 0.0% | 116 | +2,628 | 238.91% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | No change | 3,500 | 62 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,878 | 51 | 0.0% | 0.0% | 118 | +1,762 | 157.89% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 2,859 | 50 | 0.0% | 0.0% | 119 | -96 | -3.25% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,252 | 41 | 0.0% | 0.0% | 121 | +578 | 34.53% | Q1 2026 | Apr 07, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,311 | 41 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 2,016 | 35 | 0.0% | 0.0% | 122 | +1,564 | 346.02% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,961 | 34 | 0.0% | 0.0% | 123 | +360 | 22.49% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,720 | 30 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,203 | 21 | 0.0% | 0.0% | 125 | +1,091 | 974.11% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 972 | 17 | 0.0% | 0.0% | 126 | +177 | 22.26% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 820 | 14 | 0.0% | 0.0% | 127 | +302 | 58.3% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 660 | 11 | 0.0% | — | 132 | +660 | New | Q1 2026 | Apr 30, 2026 |
| Bayforest Capital Ltd | History | Added to | 643 | 11 | 0.01% | 0.0% | 131 | +576 | 859.7% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 664 | 11 | 0.0% | 0.0% | 128 | -316 | -32.24% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 645 | 11 | 0.0% | 0.0% | 129 | +219 | 51.41% | Q1 2026 | May 06, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 650 | 11 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Added to | 593 | 10 | 0.0% | 0.0% | 133 | +299 | 101.7% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 588 | 10 | 0.0% | 0.0% | 134 | +46 | 8.49% | Q1 2026 | Apr 17, 2026 |
| Westfuller Advisors, LLC | History | No change | 519 | 9 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Purpose Unlimited Inc. | History | No change | 525 | 9 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 485 | 8 | 0.0% | 0.0% | 137 | +12 | 2.54% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 454 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 446 | 7 | 0.0% | 0.0% | 139 | +346 | 346.0% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 349 | 6 | 0.0% | 0.0% | 140 | -106 | -23.3% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | Added to | 318 | 5 | 0.0% | 0.0% | 142 | +238 | 297.5% | Q1 2026 | Apr 13, 2026 |
| BFSG, LLC | History | No change | 300 | 5 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 240 | 4 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 230 | 4 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 275 | 4 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | No change | 224 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MASECO LLP | History | No change | 243 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | New | 204 | 3 | 0.0% | — | 150 | +204 | New | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 170 | 3 | 0.0% | — | 152 | +170 | New | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | New | 169 | 3 | 0.0% | — | 151 | +169 | New | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 186 | 3 | 0.0% | 0.0% | 148 | -86 | -31.62% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 190 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 142 | 2 | 0.0% | 0.0% | 154 | -745 | -83.99% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 161 | 2 | 0.0% | — | 155 | +128 | 387.88% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | New | 111 | 2 | 0.0% | — | 153 | +111 | New | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 105 | 1 | 0.0% | — | 160 | +105 | New | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | New | 84 | 1 | 0.0% | — | 159 | +84 | New | Q1 2026 | Apr 06, 2026 |
| Parkside Financial Bank & Trust | History | New | 71 | 1 | 0.0% | — | 158 | +71 | New | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 77 | 1 | 0.0% | — | 156 | +34 | 79.07% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Maxi Investments CY Ltd | History | Closed out | 0 | 0 | — | 1.95% | — | -633,000 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -321,035 | -100.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104,343 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -76,450 | -100.0% | Q1 2026 | May 07, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 0.73% | — | -68,881 | -100.0% | Q1 2026 | May 12, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.08% | — | -57,340 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -38,847 | -100.0% | Q1 2026 | May 05, 2026 |
| Persistent Asset Partners Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -30,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,298 | -100.0% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -26,814 | -100.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,048 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,859 | -100.0% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,630 | -100.0% | Q1 2026 | May 14, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,320 | -100.0% | Q1 2026 | May 15, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -10,044 | -100.0% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,886 | -100.0% | Q1 2026 | May 08, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,580 | -100.0% | Q1 2026 | May 19, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,100 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,742 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -2,948 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | Reduced | 37 | 0 | — | 0.0% | — | -163 | -81.5% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -82 | -85.42% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 13, 2026 |
| BAILLIE GIFFORD & CO | History | Closed out | 0 | 0 | — | — | — | -53 | -100.0% | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q1 2026 | Apr 06, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -43 | -100.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 36 | 0 | — | — | — | +35 | 3500.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 32 | 0 | — | 0.0% | — | -31 | -49.21% | Q1 2026 | Apr 20, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 15, 2026 |
| REXFORD CAPITAL INC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 24, 2026 |
| Stone House Investment Management, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Perspectives, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |