LPL Financial Holdings Inc. - LPLA

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 8,148,558 2,910,420 0.04% 0.04% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 4,974,255 1,496,405 0.03% 0.03% 2 -14,769 -0.3% Q1 2026 May 13, 2026
DODGE & COX History Added to 4,146,547 1,247,405 0.69% 0.76% 3 +197,577 5.0% Q1 2026 May 14, 2026
Boston Partners History Added to 4,131,498 1,242,012 1.3% 1.31% 4 +581,180 16.37% Q1 2026 May 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 3,869,359 1,171,265 0.39% 0.43% 5 +149,912 4.03% Q1 2026 May 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 3,851,978 1,158,790 0.06% — 6 +3,851,978 New Q1 2026 May 08, 2026
JANUS HENDERSON GROUP PLC History Added to 3,666,780 1,103,078 0.53% 0.54% 7 +289,227 8.56% Q1 2026 May 18, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,596,968 1,082,075 0.03% — 8 +3,596,968 New Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 2,636,544 793,163 0.42% 0.35% 9 +702,061 36.29% Q1 2026 May 04, 2026
SAMLYN CAPITAL, LLC History Added to 2,323,360 698,936 11.92% 8.99% 10 +744,101 47.12% Q1 2026 May 15, 2026
Capital World Investors History Reduced 2,312,446 695,653 0.09% 0.18% 11 -1,312,911 -36.21% Q1 2026 May 13, 2026
LONE PINE CAPITAL LLC History Reduced 2,049,967 616,691 4.92% 5.44% 12 -24,981 -1.2% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,571,998 561,470 0.18% 0.14% 13 +372,654 31.07% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,863,266 560,526 0.02% 0.02% 14 +20,131 1.09% Q1 2026 May 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 1,734,395 520,630 1.19% 1.28% 15 +12,922 0.75% Q1 2026 May 07, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 1,680,090 505,421 1.48% 2.2% 16 -618,457 -26.91% Q1 2026 May 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 1,594,750 478,507 0.03% 0.03% 17 +39,936 2.57% Q1 2026 May 15, 2026
FMR LLC History Added to 1,297,690 390,384 0.02% 0.01% 18 +632,711 95.15% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 1,283,665 386,166 0.02% 0.04% 19 -479,598 -27.2% Q1 2026 May 15, 2026
NORGES BANK History No change 1,040,445 371,615 0.04% 0.04% 20 0 0.0% Q4 2025 Feb 10, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 1,093,406 328,929 1.08% 1.5% 21 -167,879 -13.31% Q1 2026 May 13, 2026
SurgoCap Partners LP History Added to 1,020,839 307,098 10.25% 9.84% 22 +25,839 2.6% Q1 2026 May 14, 2026
VAN ECK ASSOCIATES CORP History Added to 1,002,977 301,726 0.23% 0.15% 23 +509,189 103.12% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 974,171 293,059 0.05% 0.02% 24 +550,825 130.11% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 904,053 271,966 0.11% 0.05% 25 +590,543 188.36% Q1 2026 May 15, 2026
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP History Added to 893,006 268,642 12.07% 11.19% 26 +110,000 14.05% Q1 2026 May 15, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Added to 881,506 265,183 1.11% 0.93% 27 +255,944 40.91% Q1 2026 May 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 816,367 245,600 0.05% 0.06% 28 +28,025 3.55% Q1 2026 May 07, 2026
BANK OF AMERICA CORP /DE/ History Added to 803,428 241,695 0.02% 0.02% 29 +7,257 0.91% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 790,730 237,361 0.02% 0.03% 30 -406,636 -33.96% Q1 2026 May 13, 2026
APG Asset Management N.V. History Added to 772,692 201,743 0.64% 0.64% 31 +28,975 3.9% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 666,069 200,114 0.06% 0.08% 32 -63,498 -8.7% Q1 2026 May 14, 2026
UBS Group AG History Added to 653,883 196,707 0.03% 0.02% 33 +225,128 52.51% Q1 2026 May 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 591,666 177,990 0.04% 0.04% 34 +9,742 1.67% Q1 2026 May 13, 2026
MARKEL GROUP INC. History No change 559,951 168,450 1.41% 1.59% 35 0 0.0% Q1 2026 May 01, 2026
TD ASSET MANAGEMENT INC History Reduced 554,133 166,699 0.14% 0.18% 36 -79,059 -12.49% Q1 2026 May 11, 2026
NORTHERN TRUST CORP History Added to 525,446 158,069 0.02% 0.02% 37 +9,986 1.94% Q1 2026 May 14, 2026
VANGUARD FIDUCIARY TRUST CO History New 508,294 152,910 0.04% — 38 +508,294 New Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 498,623 150,002 0.02% 0.01% 39 +208,932 72.12% Q1 2026 May 15, 2026
AMERICAN CENTURY COMPANIES INC History Added to 487,789 146,741 0.08% 0.08% 40 +32,028 7.03% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 440,464 132,504 0.02% 0.02% 41 +21,890 5.23% Q1 2026 May 15, 2026
Azora Capital LP History Reduced 427,338 128,556 8.45% 10.08% 42 -20,851 -4.65% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 420,689 126,555 0.02% 0.03% 43 -66,239 -13.6% Q1 2026 May 11, 2026
Holocene Advisors, LP History Added to 417,647 125,640 0.3% 0.27% 44 +55,283 15.26% Q1 2026 May 15, 2026
Epoch Investment Partners, Inc. History Reduced 408,301 122,829 0.74% 0.94% 45 -54,149 -11.71% Q1 2026 May 14, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 405,812 122,080 0.08% 0.02% 46 +301,359 288.51% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 402,014 120,937 0.03% 0.01% 47 +240,242 148.51% Q1 2026 May 13, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 391,686 117,831 6.4% 7.59% 48 -22,058 -5.33% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Added to 383,839 115,470 0.02% 0.02% 49 +18,455 5.05% Q1 2026 May 05, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 364,760 109,730 0.18% 0.22% 50 +1,298 0.36% Q1 2026 May 14, 2026
GOLDMAN SACHS GROUP INC History Added to 360,806 108,541 0.01% 0.01% 51 +81,321 29.1% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 349,011 104,993 0.02% 0.03% 52 -165,676 -32.19% Q1 2026 May 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 348,101 104,719 0.58% 0.48% 53 +96,704 38.47% Q1 2026 Apr 22, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 336,764 101,308 0.03% 0.04% 54 -16,176 -4.58% Q1 2026 May 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 328,874 98,935 0.17% 0.18% 55 -52 -0.02% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 329,270 98,764 0.1% 0.0% 56 +321,455 4113.31% Q1 2026 May 12, 2026
CANTILLON CAPITAL MANAGEMENT LLC History Reduced 324,927 97,747 0.65% 0.71% 57 -44,141 -11.96% Q1 2026 May 07, 2026
First Pacific Advisors, LP History Reduced 320,624 96,453 1.35% 1.82% 58 -66,788 -17.24% Q1 2026 May 13, 2026
Coronation Fund Managers Ltd. History Added to 290,443 87,373 3.98% 3.66% 59 +62,178 27.24% Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 287,069 86,358 0.02% 0.03% 60 -81,232 -22.06% Q1 2026 May 08, 2026
AMERIPRISE FINANCIAL INC History Added to 264,733 79,641 0.02% 0.01% 61 +103,323 64.01% Q1 2026 May 15, 2026
Heron Bay Capital Management History Added to 249,212 74,970 6.91% 5.71% 62 +165,385 197.29% Q1 2026 May 13, 2026
Prana Capital Management, LP History New 247,123 74,342 2.26% — 63 +247,123 New Q1 2026 May 15, 2026
Junto Capital Management LP History Added to 238,515 71,752 1.51% 1.05% 64 +104,687 78.23% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 221,195 66,542 0.01% 0.01% 65 -31,690 -12.53% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Reduced 204,248 61,443 0.08% 0.1% 66 -2,097 -1.02% Q1 2026 Apr 27, 2026
GILDER GAGNON HOWE & CO LLC History Reduced 194,726 58,579 0.7% 0.98% 67 -64,344 -24.84% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 175,215 52,709 0.01% 0.0% 68 +120,895 222.56% Q1 2026 May 12, 2026
DEUTSCHE BANK AG\ History Reduced 167,681 50,443 0.02% 0.02% 69 -20,419 -10.86% Q1 2026 May 06, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 167,528 50,397 0.03% 0.04% 70 -8,956 -5.07% Q1 2026 Apr 30, 2026
Nuveen, LLC History Added to 165,818 49,883 0.01% 0.01% 71 +6,222 3.9% Q1 2026 Apr 30, 2026
STIFEL FINANCIAL CORP History Reduced 164,557 49,504 0.05% 0.06% 72 -16,642 -9.18% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Reduced 157,829 47,479 0.01% 0.01% 73 -22,891 -12.67% Q1 2026 May 15, 2026
Alyeska Investment Group, L.P. History New 155,438 46,760 0.13% — 74 +155,438 New Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 146,193 43,979 0.24% 0.36% 75 -40,891 -21.86% Q1 2026 May 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 143,288 43,105 0.03% 0.03% 76 -9,380 -6.14% Q1 2026 May 06, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 142,137 42,759 0.01% 0.01% 77 -6,315 -4.25% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 142,118 42,753 0.01% 0.01% 78 +7,479 5.55% Q1 2026 May 06, 2026
National Pension Service History Added to 140,551 42,281 0.03% 0.03% 79 +14,526 11.53% Q1 2026 May 11, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 136,888 41,180 0.04% — 80 +136,888 New Q1 2026 May 08, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Added to 136,548 41,077 0.26% 0.06% 81 +102,244 298.05% Q1 2026 May 07, 2026
Hudson Bay Capital Management LP History Added to 135,324 40,709 0.14% 0.09% 82 +55,227 68.95% Q1 2026 May 13, 2026
JENNISON ASSOCIATES LLC History Added to 135,221 40,678 0.03% 0.02% 83 +23,554 21.09% Q1 2026 May 06, 2026
Ceredex Value Advisors LLC History New 132,920 39,986 1.26% — 84 +132,920 New Q1 2026 May 14, 2026
CITIGROUP INC History Added to 128,597 38,685 0.02% 0.02% 85 +29,441 29.69% Q1 2026 May 11, 2026
Neuberger Berman Group LLC History Added to 127,421 38,332 0.03% 0.0% 86 +122,264 2370.84% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 126,774 38,133 0.04% 0.04% 87 +14,967 13.39% Q1 2026 May 13, 2026
Amundi History Reduced 125,776 37,837 0.01% 0.02% 88 -44,978 -26.34% Q1 2026 May 15, 2026
BAMCO INC /NY/ History Reduced 121,778 36,634 0.11% 0.17% 89 -53,467 -30.51% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 120,540 36,262 0.06% 0.06% 90 +6,480 5.68% Q1 2026 May 14, 2026
Perpetual Ltd History Added to 117,574 35,369 0.54% 0.52% 91 +16,141 15.91% Q1 2026 Apr 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 117,376 35,310 0.04% 0.04% 92 -2,275 -1.9% Q1 2026 May 15, 2026
PFA Pension, Forsikringsaktieselskab History No change 114,846 34,549 0.1% 0.12% 93 0 0.0% Q1 2026 Apr 28, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 109,442 32,923 0.24% 0.4% 94 -28,598 -20.72% Q1 2026 May 15, 2026
Jain Global LLC History Reduced 102,208 30,747 0.13% 0.23% 95 -29,319 -22.29% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 101,065 30,403 0.03% 0.03% 96 +309 0.31% Q1 2026 May 12, 2026
Champlain Investment Partners, LLC History New 101,050 30,398 0.39% — 97 +101,050 New Q1 2026 May 13, 2026
DANSKE BANK A/S History Reduced 99,640 29,974 0.07% 0.1% 98 -24,693 -19.86% Q1 2026 May 12, 2026
Aberdeen Group plc History Added to 98,444 29,614 0.05% 0.05% 99 +1,013 1.04% Q1 2026 Apr 29, 2026
Clarkston Capital Partners, LLC History Reduced 96,404 29,001 2.21% 2.49% 100 -205,080 -68.02% Q1 2026 May 14, 2026
Cander Asset Management LP History Added to 95,330 28,678 5.15% 4.0% 101 +34,782 57.45% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 93,551 28,142 0.02% 0.03% 102 -4,977 -5.05% Q1 2026 May 13, 2026
BARCLAYS PLC History Added to 92,598 27,856 0.01% 0.01% 103 +3,811 4.29% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Added to 89,762 27,003 0.19% 0.02% 104 +74,779 499.09% Q1 2026 May 15, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 85,931 25,850 0.02% 0.02% 105 +7,939 10.18% Q1 2026 May 12, 2026
Foster Victor Wealth Advisors, LLC History Added to 74,731 24,096 1.38% 1.44% 106 +9,403 14.39% Q1 2026 Apr 20, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 72,595 22,200 0.74% 0.82% 107 -1,685 -2.27% Q1 2026 May 11, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 73,050 21,975 0.16% 0.1% 108 +37,637 106.28% Q1 2026 May 13, 2026
Ensign Peak Advisors, Inc History Reduced 72,862 21,919 0.04% 0.07% 109 -37,016 -33.69% Q1 2026 May 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 71,944 21,642 0.04% 0.05% 110 -253 -0.35% Q1 2026 May 08, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 71,531 21,518 7.35% 13.13% 111 -30,474 -29.88% Q1 2026 Apr 14, 2026
Squarepoint Ops LLC History Added to 70,456 21,195 0.02% 0.01% 112 +53,356 312.02% Q1 2026 May 15, 2026
AVIVA PLC History Added to 68,824 20,704 0.03% 0.04% 113 +1,885 2.82% Q1 2026 May 14, 2026
Focus Partners Advisor Solutions, LLC History Reduced 68,815 20,701 0.21% 0.44% 114 -30,995 -31.05% Q1 2026 May 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 64,965 19,543 0.04% 0.05% 115 +42 0.06% Q1 2026 May 01, 2026
TD Waterhouse Canada Inc. History Added to 67,391 19,429 0.06% 0.0% 116 +67,358 204115.15% Q1 2026 May 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 64,000 19,253 0.03% 0.02% 117 +24,000 60.0% Q1 2026 May 15, 2026
LYNWOOD PRICE CAPITAL MANAGEMENT LP History Reduced 59,500 17,899 9.62% 12.16% 118 -10,500 -15.0% Q1 2026 Apr 21, 2026
Swedbank AB History Reduced 58,348 17,552 0.02% 0.03% 119 -14,139 -19.51% Q1 2026 Apr 29, 2026
Russell Investments Group, Ltd. History Reduced 56,633 17,032 0.02% 0.02% 120 -2,501 -4.23% Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 55,553 16,712 0.04% 0.04% 121 +11,565 26.29% Q1 2026 May 15, 2026
Artemis Investment Management LLP History Reduced 51,927 15,621 0.17% 0.27% 122 -11,341 -17.93% Q1 2026 Apr 13, 2026
Point72 Asset Management, L.P. History Added to 51,343 15,445 0.02% 0.01% 123 +30,865 150.72% Q1 2026 May 15, 2026
Teca Partners, LP History Added to 50,078 15,064 10.39% 8.46% 124 +8,547 20.58% Q1 2026 May 15, 2026
Mawer Investment Management Ltd. History Reduced 48,723 14,657 0.09% 0.1% 125 -883 -1.78% Q1 2026 May 06, 2026
B. Metzler seel. Sohn & Co. AG History Added to 47,550 14,304 0.13% 0.1% 126 +14,896 45.62% Q1 2026 May 08, 2026
NATIXIS ADVISORS, LLC History Added to 47,248 14,214 0.02% 0.02% 127 +6,414 15.71% Q1 2026 May 13, 2026
Quantinno Capital Management LP History Added to 46,516 13,993 0.02% 0.03% 128 +11,570 33.11% Q1 2026 May 15, 2026
WINMILL & CO. INC History Reduced 46,500 13,988 4.04% 4.65% 129 -2,360 -4.83% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 45,357 13,644 0.01% 0.01% 130 +10,053 28.48% Q1 2026 May 12, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 45,279 13,603 0.02% 0.02% 131 +2,694 6.33% Q1 2026 May 11, 2026
LRZ CAPITAL LLC History Added to 44,950 13,522 6.77% 6.58% 132 +4,155 10.19% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Reduced 43,796 13,181 0.01% 0.01% 133 -14,615 -25.02% Q1 2026 Apr 30, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 43,641 13,128 0.02% 0.02% 134 0 0.0% Q1 2026 May 06, 2026
Walleye Capital LLC History Added to 41,679 12,538 0.05% 0.01% 135 +34,511 481.46% Q1 2026 May 13, 2026
Interval Partners, LP History Added to 41,091 12,361 0.32% 0.17% 136 +14,191 52.75% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Reduced 39,830 11,982 0.01% 0.02% 137 -4,633 -10.42% Q1 2026 Apr 22, 2026
Vanguard Global Advisers, LLC History New 39,696 11,941 0.01% — 138 +39,696 New Q1 2026 May 08, 2026
Vanguard Investments Australia, Ltd. History New 39,653 11,928 0.03% — 139 +39,653 New Q1 2026 May 08, 2026
WHITTIER TRUST CO History Added to 40,451 11,911 0.13% 0.15% 140 +4,070 11.19% Q1 2026 Apr 28, 2026
Munich Reinsurance Co Stock Corp in Munich History Added to 37,605 11,312 0.28% 0.29% 142 +3,923 11.65% Q1 2026 Apr 30, 2026
LBP AM SA History Added to 37,605 11,312 0.15% 0.14% 141 +3,311 9.65% Q1 2026 Apr 27, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 37,010 11,133 0.12% 0.13% 143 +7,540 25.59% Q1 2026 May 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 36,853 11,086 0.02% 0.03% 144 -951 -2.52% Q1 2026 May 15, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 35,918 10,805 0.47% 0.54% 145 +262 0.73% Q1 2026 May 08, 2026
BNP Paribas Asset Management Holding S.A. History Added to 34,991 10,666 0.01% 0.01% 146 +5,524 18.75% Q1 2026 May 14, 2026
Saraza Management, LP History Reduced 34,600 10,408 4.36% 5.71% 147 -6,800 -16.43% Q1 2026 May 14, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 34,429 10,357 0.03% 0.03% 148 -1,317 -3.68% Q1 2026 May 12, 2026
Treasurer of the State of North Carolina History Added to 34,114 10,263 0.03% 0.04% 149 +731 2.19% Q1 2026 May 14, 2026
Pathstone Holdings, LLC History Reduced 33,984 10,223 0.04% 0.05% 151 -1,307 -3.7% Q1 2026 May 11, 2026
KWB Wealth History No change 28,624 10,223 1.01% 0.97% 150 0 0.0% Q1 2026 Apr 08, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 33,174 9,979 0.02% 0.02% 152 -3,516 -9.58% Q1 2026 May 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 32,925 9,904 0.0% 0.0% 153 +9,477 40.42% Q1 2026 May 15, 2026
Corient Private Wealth LLC History Added to 32,562 9,776 0.01% 0.01% 154 +1,686 5.46% Q1 2026 May 15, 2026
KLP KAPITALFORVALTNING AS History Added to 31,300 9,415 0.04% 0.04% 155 +600 1.95% Q1 2026 Apr 29, 2026
Korea Investment CORP History Reduced 31,213 9,389 0.02% 0.04% 156 -25,498 -44.96% Q1 2026 May 12, 2026
Tredje AP-fonden History Added to 31,090 9,352 0.05% 0.02% 157 +22,877 278.55% Q1 2026 May 12, 2026
Mn Services Vermogensbeheer B.V. History No change 30,742 9,248 0.06% 0.07% 158 0 0.0% Q1 2026 Apr 30, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History New 30,206 9,086 0.43% — 159 +30,206 New Q1 2026 May 15, 2026
Asset Management One Co., Ltd. History Reduced 29,576 8,897 0.03% 0.03% 160 -658 -2.18% Q1 2026 May 08, 2026
ARGENT CAPITAL MANAGEMENT LLC History Added to 28,855 8,680 0.27% 0.19% 161 +9,728 50.86% Q1 2026 May 21, 2026
ArrowMark Colorado Holdings LLC History Added to 28,835 8,674 0.23% 0.2% 162 +3,000 11.61% Q1 2026 May 15, 2026
ICON ADVISERS INC/CO History No change 28,748 8,648 2.0% 2.22% 163 0 0.0% Q1 2026 May 13, 2026
Foyston, Gordon & Payne Inc History New 28,724 8,641 1.99% — 164 +28,724 New Q1 2026 May 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History New 28,398 8,543 0.28% — 165 +28,398 New Q1 2026 Apr 30, 2026
PEAK6 LLC History New 28,220 8,489 0.02% — 166 +28,220 New Q1 2026 May 13, 2026
Private Advisor Group, LLC History Reduced 28,192 8,481 0.04% 0.05% 167 -905 -3.11% Q1 2026 Apr 24, 2026
State of New Jersey Common Pension Fund D History No change 27,298 8,212 0.03% 0.04% 168 0 0.0% Q1 2026 May 05, 2026
GW&K Investment Management, LLC History Reduced 27,064 8,142 0.07% 0.16% 169 -24,409 -47.42% Q1 2026 May 13, 2026
Taikang Asset Management (Hong Kong) Co Ltd History New 26,041 7,833 0.78% — 170 +26,041 New Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 25,761 7,749 0.02% 0.02% 171 +184 0.72% Q1 2026 May 11, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 24,368 7,330 0.04% 0.05% 172 -2,620 -9.71% Q1 2026 Apr 23, 2026
Empowered Funds, LLC History Added to 24,339 7,321 0.05% 0.11% 173 +5,985 32.61% Q1 2026 May 14, 2026
Resona Asset Management Co.,Ltd. History Added to 24,326 7,315 0.04% 0.04% 174 +497 2.09% Q1 2026 Apr 29, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 24,222 7,286 0.02% 0.03% 175 -688 -2.76% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 23,755 7,167 0.01% 0.02% 176 -427 -1.77% Q1 2026 May 14, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 23,503 7,000 0.01% 0.0% 177 +15,472 192.65% Q1 2026 May 13, 2026
Handelsbanken Fonder AB History No change 22,581 6,793 0.02% 0.02% 178 0 0.0% Q1 2026 Apr 28, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 18,009 6,757 0.87% 0.9% 179 -2,731 -13.17% Q1 2026 May 14, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Added to 22,440 6,750 0.04% 0.04% 180 +7,620 51.42% Q1 2026 Apr 27, 2026
Gillson Capital LP History New 22,000 6,618 0.54% — 181 +22,000 New Q1 2026 May 15, 2026
STOREBRAND ASSET MANAGEMENT AS History Reduced 21,953 6,604 0.02% 0.03% 182 -9,735 -30.72% Q1 2026 May 05, 2026
Arizona State Retirement System History Reduced 21,748 6,542 0.04% 0.04% 183 -215 -0.98% Q1 2026 May 01, 2026
EFG International AG History Reduced 20,734 6,238 0.13% 0.15% 184 -628 -2.94% Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 20,923 6,212 0.0% 0.0% 185 +18,906 937.33% Q1 2026 May 15, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 20,868 6,144 0.13% 0.15% 186 +1,088 5.5% Q1 2026 Apr 28, 2026
COMERICA BANK History No change 17,144 6,123 0.02% 0.02% 187 0 0.0% Q4 2025 Jan 29, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Reduced 20,176 6,069 0.13% 0.15% 188 -57 -0.28% Q1 2026 May 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 19,923 5,993 0.01% 0.0% 189 +10,802 118.43% Q1 2026 May 15, 2026
REINHART PARTNERS, LLC. History Reduced 19,751 5,941 0.17% 0.22% 190 -1,125 -5.39% Q1 2026 Apr 13, 2026
Janney Montgomery Scott LLC History Reduced 19,661 5,915 0.01% 0.05% 191 -42,061 -68.15% Q1 2026 Apr 22, 2026
Winthrop Advisory Group LLC History Reduced 19,665 5,915 0.48% 0.6% 192 -58 -0.29% Q1 2026 Apr 13, 2026
FORSTA AP-FONDEN History No change 16,520 5,900 0.04% 0.04% 193 0 0.0% Q4 2025 Feb 10, 2026
IRIDIAN ASSET MANAGEMENT LLC/CT History Added to 19,518 5,871 2.38% 1.89% 194 +5,133 35.68% Q1 2026 Apr 23, 2026
Cetera Investment Advisers History Added to 19,511 5,869 0.01% 0.01% 195 +752 4.01% Q1 2026 May 13, 2026
Silvant Capital Management LLC History Added to 19,260 5,793 0.2% 0.18% 196 +4,681 32.11% Q1 2026 May 14, 2026
IFM Investors Pty Ltd History Added to 19,251 5,791 0.05% 0.05% 197 +1,197 6.63% Q1 2026 Apr 23, 2026
XPONANCE LLC History Added to 18,963 5,704 0.04% 0.05% 198 +1,581 9.1% Q1 2026 May 13, 2026
US BANCORP \DE\ History Reduced 18,839 5,668 0.01% 0.01% 199 -1,026 -5.16% Q1 2026 May 14, 2026
SummitTX Capital, L.P. History New 18,466 5,555 0.17% — 200 +18,466 New Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Reduced 18,136 5,455 0.06% 0.12% 201 -7,779 -30.02% Q1 2026 May 15, 2026
Karl Kapital LLC History New 17,994 5,413 3.75% — 202 +17,994 New Q1 2026 May 15, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 17,900 5,384 0.78% 0.9% 203 +20 0.11% Q1 2026 Apr 08, 2026
XTX Topco Ltd History New 17,186 5,170 0.09% — 204 +17,186 New Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Added to 17,170 5,165 0.01% 0.01% 205 +11,593 207.87% Q1 2026 May 08, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 17,115 5,148 0.09% 0.1% 206 +623 3.78% Q1 2026 May 04, 2026
Catalyst Funds Management Pty Ltd History Added to 17,080 5,138 0.87% 0.94% 207 +5,680 49.82% Q1 2026 May 11, 2026
SEB Asset Management AB History New 16,710 5,026 0.02% — 208 +16,710 New Q1 2026 May 07, 2026
KR Capital LP History New 16,656 5,010 1.0% — 209 +16,656 New Q1 2026 May 15, 2026
ICICI Prudential Asset Management Co Ltd History Added to 16,478 4,957 0.6% 0.33% 210 +8,578 108.58% Q1 2026 May 11, 2026
DnB Asset Management AS History Added to 16,477 4,956 0.02% 0.02% 211 +1,261 8.29% Q1 2026 May 14, 2026
Assenagon Asset Management S.A. History Reduced 16,473 4,955 0.01% 0.01% 212 -12,439 -43.02% Q1 2026 Apr 20, 2026
IMC-Chicago, LLC History Added to 16,100 4,843 0.0% 0.0% 213 +800 5.23% Q1 2026 May 05, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 16,000 4,813 0.0% 0.0% 214 0 0.0% Q1 2026 May 11, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 15,563 4,681 0.42% — 215 +15,563 New Q1 2026 May 15, 2026
Eurizon Capital SGR S.p.A. History Reduced 15,358 4,621 0.01% 0.02% 216 -117 -0.76% Q1 2026 May 08, 2026
FIFTH THIRD BANCORP History Added to 15,263 4,591 0.01% 0.0% 217 +14,914 4273.35% Q1 2026 May 01, 2026
CIBC Private Wealth Group LLC History No change 12,792 4,568 0.01% 0.01% 218 0 0.0% Q4 2025 Feb 12, 2026
SCS Capital Management LLC History No change 15,161 4,560 0.05% 0.06% 219 0 0.0% Q1 2026 May 11, 2026
BANK OF MONTREAL /CAN/ History Added to 14,728 4,430 0.0% 0.0% 220 +9,601 187.26% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 14,676 4,414 0.0% 0.03% 221 -119,545 -89.07% Q1 2026 May 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 14,506 4,363 0.02% 0.03% 222 -141 -0.96% Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History Added to 14,362 4,321 0.01% 0.01% 223 +3,289 29.7% Q1 2026 May 15, 2026
Atria Investments, Inc History Reduced 14,360 4,319 0.05% 0.07% 224 -1,947 -11.94% Q1 2026 May 05, 2026
Illinois Municipal Retirement Fund History Reduced 14,272 4,293 0.05% 0.09% 225 -5,244 -26.87% Q1 2026 May 05, 2026
MML INVESTORS SERVICES, LLC History Reduced 14,209 4,274 0.01% 0.02% 226 -4,642 -24.62% Q1 2026 May 04, 2026
Swiss Life Asset Management Ltd History Added to 14,113 4,245 0.02% 0.02% 227 +1,461 11.55% Q1 2026 May 14, 2026
Twin Tree Management, LP History Reduced 14,071 4,232 0.09% 0.06% 228 -4,032 -22.27% Q1 2026 May 14, 2026
COMMERCE BANK History Reduced 13,947 4,195 0.02% 0.03% 229 -731 -4.98% Q1 2026 May 11, 2026
1248 Management, LLC History New 13,873 4,173 1.93% — 230 +13,873 New Q1 2026 May 15, 2026
United Asset Strategies, Inc. History Added to 13,767 4,141 0.33% 0.36% 231 +564 4.27% Q1 2026 Apr 29, 2026
Daiwa Securities Group Inc. History Added to 13,748 4,135 0.01% 0.01% 232 +1,275 10.22% Q1 2026 May 13, 2026
Bell Asset Management Ltd History Added to 13,654 4,126 1.21% 0.98% 233 +3,371 32.78% Q1 2026 Apr 29, 2026
Cinctive Capital Management LP History New 13,611 4,094 0.27% — 234 +13,611 New Q1 2026 May 15, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 13,500 4,061 0.09% 0.1% 235 0 0.0% Q1 2026 Apr 30, 2026
HighTower Advisors, LLC History Added to 13,248 3,985 0.0% 0.0% 236 +528 4.15% Q1 2026 May 05, 2026
&PARTNERS History Reduced 13,094 3,949 0.02% 0.03% 237 -667 -4.85% Q1 2026 May 15, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 13,040 3,922 0.03% 0.04% 238 +56 0.43% Q1 2026 Apr 24, 2026
Utah Retirement Systems History Reduced 12,954 3,896 0.04% 0.04% 239 -215 -1.63% Q1 2026 May 15, 2026
KBC Group NV History Added to 12,922 3,887 0.01% 0.01% 240 +9 0.07% Q1 2026 May 07, 2026
NewEdge Wealth, LLC History Reduced 12,914 3,885 0.05% 0.08% 241 -7,056 -35.33% Q1 2026 May 13, 2026
LORD, ABBETT & CO. LLC History Added to 12,700 3,821 0.01% 0.01% 242 +1,584 14.25% Q1 2026 May 14, 2026
Financiere des Professionnels - Fonds d'investissement inc. History New 12,449 3,745 0.22% — 243 +12,449 New Q1 2026 May 06, 2026
Police & Firemen's Retirement System of New Jersey History Added to 12,255 3,686 0.03% 0.04% 244 +51 0.42% Q1 2026 Apr 29, 2026
Cornerstone Wealth Management, LLC History Added to 11,867 3,569 0.18% 0.22% 245 +17 0.14% Q1 2026 Apr 23, 2026
Man Group plc History Reduced 11,821 3,556 0.01% 0.02% 246 -15,399 -56.57% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 11,526 3,467 0.0% 0.01% 247 +2,531 28.14% Q1 2026 May 04, 2026
Sanctuary Advisors, LLC History Reduced 11,486 3,455 0.02% 0.03% 248 -3,768 -24.7% Q1 2026 May 05, 2026
CIBC Bancorp USA Inc. History New 11,400 3,429 0.0% — 249 +11,400 New Q1 2026 May 12, 2026
Kerusso Capital Management LLC History Reduced 11,288 3,395 1.7% 2.0% 250 -804 -6.65% Q1 2026 May 13, 2026
Federation des caisses Desjardins du Quebec History Added to 11,251 3,384 0.01% 0.0% 251 +7,592 207.49% Q1 2026 May 13, 2026
Creative Planning History Added to 11,210 3,372 0.0% 0.0% 252 +1,708 17.98% Q1 2026 May 12, 2026
2Xideas AG History Added to 11,153 3,355 1.31% 1.1% 253 +116 1.05% Q1 2026 May 11, 2026
Lighthouse Investment Partners, LLC History New 11,129 3,347 0.12% — 254 +11,129 New Q1 2026 May 14, 2026
Fremen Capital Management LP History Reduced 11,078 3,332 2.85% 6.23% 255 -10,254 -48.07% Q1 2026 May 15, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 11,031 3,318 0.02% 0.03% 256 -3,137 -22.14% Q1 2026 May 13, 2026
Annex Advisory Services, LLC History Added to 10,975 3,301 0.06% 0.06% 257 +2,603 31.09% Q1 2026 Apr 16, 2026
Anchor Investment Management, LLC History Added to 10,884 3,274 0.27% 0.31% 258 +218 2.04% Q1 2026 May 01, 2026
Gradient Investments LLC History Added to 10,881 3,273 0.05% 0.03% 259 +5,280 94.27% Q1 2026 Apr 13, 2026
TORONTO DOMINION BANK History Reduced 10,836 3,260 0.0% 0.01% 260 -2,191 -16.82% Q1 2026 May 15, 2026
Oliver Luxxe Assets LLC History Added to 10,502 3,159 0.47% 0.55% 261 +401 3.97% Q1 2026 Apr 08, 2026
ALLSTATE CORP History Added to 10,462 3,147 0.03% 0.03% 262 +4,487 75.1% Q1 2026 May 11, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 10,301 3,098 0.02% 0.02% 263 +63 0.62% Q1 2026 May 15, 2026
TCW GROUP INC History Reduced 10,110 3,041 0.02% 0.04% 264 -4,658 -31.54% Q1 2026 May 14, 2026
RETIREMENT CAPITAL STRATEGIES History No change 10,041 3,020 1.14% 1.33% 265 0 0.0% Q1 2026 May 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 9,799 2,947 0.01% 0.01% 266 +2,253 29.86% Q1 2026 May 08, 2026
Impax Asset Management Group plc History Reduced 9,702 2,918 0.02% 0.02% 267 -134 -1.36% Q1 2026 May 12, 2026
Wealthfront Advisers LLC History Added to 9,614 2,892 0.01% 0.01% 268 +3,230 50.6% Q1 2026 May 05, 2026
STRS OHIO History Reduced 9,606 2,889 0.01% 0.02% 269 -3,503 -26.72% Q1 2026 Apr 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 9,560 2,875 0.0% 0.0% 270 -496 -4.93% Q1 2026 Apr 27, 2026
Summit Trail Advisors, LLC History Added to 9,343 2,810 0.04% 0.06% 271 +406 4.54% Q1 2026 May 12, 2026
BEACON INVESTMENT ADVISORS LLC History Reduced 9,291 2,795 1.06% 1.35% 272 -96 -1.02% Q1 2026 May 14, 2026
Segment Wealth Management, LLC History New 9,197 2,766 0.16% — 273 +9,197 New Q1 2026 Apr 20, 2026
Diversified Trust Co History New 9,098 2,736 0.05% — 274 +9,098 New Q1 2026 Apr 16, 2026
GREENLEAF TRUST History Reduced 9,088 2,733 0.03% 0.03% 275 -176 -1.9% Q1 2026 Apr 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,940 2,689 0.0% 0.0% 276 +1,228 15.92% Q1 2026 May 08, 2026
Polar Asset Management Partners Inc. History New 8,916 2,682 0.05% — 277 +8,916 New Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History No change 8,718 2,638 0.0% 0.0% 278 0 0.0% Q1 2026 May 07, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 8,661 2,605 0.83% 1.1% 279 +6 0.07% Q1 2026 May 04, 2026
WealthPoint Financial, LLC History No change 7,190 2,568 2.23% 2.23% 280 0 0.0% Q1 2026 Apr 23, 2026
OP Asset Management Ltd History Reduced 8,436 2,537 0.03% 0.04% 281 -477 -5.35% Q1 2026 Apr 10, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 8,354 2,513 0.02% 0.03% 282 -829 -9.03% Q1 2026 May 14, 2026
J. Goldman & Co LP History New 8,300 2,496 0.07% — 283 +8,300 New Q1 2026 May 15, 2026
Dynasty Wealth Management, LLC History Reduced 8,148 2,451 0.02% 0.03% 284 -1,391 -14.58% Q1 2026 May 14, 2026
SG Americas Securities, LLC History Added to 8,052 2,422 0.0% 0.0% 285 +2,181 37.15% Q1 2026 Apr 16, 2026
Avanza Fonder AB History No change 8,043 2,419 0.07% 0.07% 286 0 0.0% Q1 2026 Apr 15, 2026
INTERCAPITAL, LLC History New 8,000 2,406 0.8% — 287 +8,000 New Q1 2026 May 15, 2026
Morningstar Investment Management LLC History Added to 7,849 2,361 0.15% 0.12% 288 +2,346 42.63% Q1 2026 May 14, 2026
Caldwell Trust Co History Reduced 7,833 2,356 0.21% 0.25% 289 -50 -0.63% Q1 2026 Apr 22, 2026
HB Wealth Management, LLC History Added to 7,789 2,343 0.02% 0.02% 290 +124 1.62% Q1 2026 Apr 27, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 7,468 2,247 0.01% 0.01% 291 0 0.0% Q1 2026 May 14, 2026
HM PAYSON & CO History Reduced 7,380 2,220 0.03% 0.04% 292 -175 -2.32% Q1 2026 Apr 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 7,547 2,216 0.0% 0.0% 293 -431 -5.4% Q1 2026 Apr 08, 2026
Candriam S.C.A. History Reduced 7,295 2,194 0.01% 0.01% 294 -35 -0.48% Q1 2026 Apr 30, 2026
Baird Financial Group, Inc. History Added to 7,220 2,171 0.0% 0.0% 295 +519 7.75% Q1 2026 May 14, 2026
CREDIT AGRICOLE S A History Added to 7,089 2,132 0.01% 0.01% 296 +351 5.21% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 7,057 2,122 0.02% 0.04% 297 -2,438 -25.68% Q1 2026 May 07, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 7,008 2,108 0.04% 0.07% 298 -2,515 -26.41% Q1 2026 Apr 27, 2026
GROUP ONE TRADING LLC History Added to 7,000 2,105 0.0% 0.0% 299 +200 2.94% Q1 2026 May 13, 2026
Laurion Capital Management LP History No change 7,000 2,105 0.09% 0.09% 300 0 0.0% Q1 2026 May 14, 2026
CIBC WORLD MARKET INC. History Added to 6,880 2,069 0.0% 0.0% 301 +89 1.31% Q1 2026 May 14, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 6,784 2,041 0.02% 0.02% 302 +1,862 37.83% Q1 2026 Apr 16, 2026
Cerity Partners LLC History Added to 6,735 2,025 0.0% 0.0% 303 +42 0.63% Q1 2026 May 15, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 6,702 2,016 0.06% 0.08% 304 -48 -0.71% Q1 2026 May 06, 2026
Callan Family Office, LLC History Added to 6,674 2,007 0.05% 0.05% 305 +304 4.77% Q1 2026 May 13, 2026
Ilmarinen Mutual Pension Insurance Co History New 6,624 1,993 0.02% — 306 +6,624 New Q1 2026 May 12, 2026
Dynamic Technology Lab Private Ltd History Added to 6,586 1,981 0.32% 0.1% 308 +5,362 438.07% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Added to 6,588 1,981 0.0% 0.0% 307 +881 15.44% Q1 2026 May 13, 2026
Allworth Financial LP History Reduced 6,503 1,956 0.01% 0.01% 309 -379 -5.51% Q1 2026 May 14, 2026
AMALGAMATED BANK History Reduced 6,461 1,944 0.01% 0.02% 310 -710 -9.9% Q1 2026 May 08, 2026
Sterling Capital Management LLC History Reduced 6,452 1,940 0.04% 0.05% 311 -1,824 -22.04% Q1 2026 Apr 22, 2026
Rockefeller Capital Management L.P. History Added to 6,400 1,925 0.0% 0.0% 312 +1,193 22.91% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History Reduced 6,262 1,883 0.02% 0.08% 313 -14,321 -69.58% Q1 2026 May 15, 2026
Gulf International Bank (UK) Ltd History Added to 6,194 1,863 0.04% 0.05% 314 +1,985 47.16% Q1 2026 May 11, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 6,186 1,860 0.21% 0.25% 315 -154 -2.43% Q1 2026 Apr 24, 2026
Campbell & CO Investment Adviser LLC History New 6,166 1,854 0.11% — 316 +6,166 New Q1 2026 May 15, 2026
MAI Capital Management History Reduced 6,085 1,830 0.01% 0.01% 317 -35 -0.57% Q1 2026 May 15, 2026
TOBAM History Reduced 6,043 1,818 0.47% 1.36% 318 -9,462 -61.03% Q1 2026 May 12, 2026
Jackson Wealth Management, LLC History Reduced 6,018 1,810 0.19% 0.21% 319 -78 -1.28% Q1 2026 May 11, 2026
CGN Advisors LLC History Added to 5,917 1,779 0.14% 0.16% 320 +99 1.7% Q1 2026 Apr 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 5,884 1,770 0.04% 0.06% 321 +2,406 69.18% Q1 2026 Apr 27, 2026
Sterling Group Wealth Management, LLC History Added to 5,869 1,765 0.83% 1.01% 322 +42 0.72% Q1 2026 May 04, 2026
Robeco Institutional Asset Management B.V. History Reduced 5,793 1,742 0.0% 0.0% 323 -768 -11.71% Q1 2026 Apr 21, 2026
Investment Management Corp of Ontario History Reduced 5,742 1,727 0.02% 0.03% 324 -371 -6.07% Q1 2026 May 15, 2026
Farringdon Capital, Ltd. History New 5,717 1,719 0.38% — 325 +5,717 New Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History Added to 5,705 1,716 0.0% 0.0% 326 +37 0.65% Q1 2026 May 14, 2026
OSTRUM ASSET MANAGEMENT History Added to 5,666 1,704 0.1% 0.05% 327 +2,691 90.45% Q1 2026 May 14, 2026
Coastal Bridge Advisors, LLC History Added to 5,575 1,677 0.12% 0.15% 328 +100 1.83% Q1 2026 May 14, 2026
Integrated Investment Consultants, LLC History No change 4,608 1,645 0.32% 0.32% 329 0 0.0% Q4 2025 Mar 03, 2026
Sovereign's Capital Management, LLC History New 5,348 1,608 1.18% — 330 +5,348 New Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 5,291 1,591 0.0% 0.0% 331 +764 16.88% Q1 2026 May 15, 2026
Knollwood Investment Advisory, LLC History No change 5,275 1,586 0.16% 0.18% 332 0 0.0% Q1 2026 May 14, 2026
Future Fund LLC History Reduced 5,210 1,567 0.55% 0.6% 333 -131 -2.45% Q1 2026 May 06, 2026
Virtus Investment Advisers, LLC History Reduced 5,198 1,563 0.43% 0.54% 334 -366 -6.58% Q1 2026 May 14, 2026
Dana Investment Advisors, Inc. History Reduced 5,151 1,549 0.05% 0.05% 335 -115 -2.18% Q1 2026 May 14, 2026
South Dakota Investment Council History Reduced 5,147 1,548 0.03% 0.05% 336 -2,000 -27.98% Q1 2026 May 18, 2026
Ethic Inc. History Reduced 5,147 1,548 0.02% 0.03% 337 -267 -4.93% Q1 2026 Apr 27, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 5,130 1,543 0.03% 0.03% 338 +260 5.34% Q1 2026 May 15, 2026
Vise Technologies, Inc. History No change 4,317 1,541 0.03% 0.03% 339 0 0.0% Q1 2026 Apr 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Added to 5,060 1,522 0.0% 0.0% 340 +135 2.74% Q1 2026 May 15, 2026
Independent Advisor Alliance History Reduced 5,035 1,514 0.02% 0.05% 341 -223 -4.24% Q1 2026 May 12, 2026
FULTON BANK, N.A. History Added to 4,963 1,493 0.05% 0.06% 342 +254 5.39% Q1 2026 Apr 24, 2026
BESSEMER GROUP INC History Added to 4,933 1,484 0.0% 0.0% 343 +1,489 43.23% Q1 2026 May 06, 2026
Mariner, LLC History Added to 4,931 1,483 0.0% 0.0% 344 +1,590 47.59% Q1 2026 May 13, 2026
M&T BANK CORP History Added to 4,929 1,482 0.01% 0.01% 345 +12 0.24% Q1 2026 May 12, 2026
MetLife Investment Management, LLC History Reduced 4,903 1,474 0.01% 0.01% 346 -244 -4.74% Q1 2026 May 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 4,849 1,458 0.02% 0.04% 347 -4,929 -50.41% Q1 2026 Apr 23, 2026
Banque Cantonale Vaudoise History Reduced 4,827 1,452 0.05% 0.07% 348 -728 -13.11% Q1 2026 Apr 20, 2026
Shepherd Financial Partners LLC History No change 4,755 1,430 0.14% 0.16% 349 0 0.0% Q1 2026 May 11, 2026
Third View Private Wealth, LLC History Added to 4,640 1,395 0.19% 0.15% 350 +1,612 53.24% Q1 2026 Apr 15, 2026
Merit Financial Group, LLC History Reduced 4,622 1,390 0.01% 0.01% 351 -39 -0.84% Q1 2026 Apr 15, 2026
D L CARLSON INVESTMENT GROUP INC History New 4,564 1,372 0.24% — 352 +4,564 New Q1 2026 May 13, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 4,500 1,353 0.32% 0.37% 353 0 0.0% Q1 2026 May 12, 2026
Presidio Capital Management, LLC History Reduced 4,473 1,345 0.39% 0.48% 354 -13 -0.29% Q1 2026 Apr 08, 2026
TOWNSQUARE CAPITAL LLC History Reduced 4,439 1,335 0.3% 0.37% 355 -147 -3.21% Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History Added to 4,259 1,281 0.15% 0.07% 356 +2,760 184.12% Q1 2026 May 15, 2026
ASR Vermogensbeheer N.V. History Added to 4,251 1,278 0.02% 0.02% 357 +69 1.65% Q1 2026 Apr 30, 2026
CIBC Asset Management Inc History Added to 4,212 1,267 0.0% 0.0% 358 +651 18.28% Q1 2026 May 12, 2026
Greenland Capital Management LP History Added to 4,200 1,263 0.16% 0.11% 359 +1,300 44.83% Q1 2026 May 15, 2026
Orion Porfolio Solutions, LLC History Reduced 4,156 1,250 0.01% 0.03% 360 -5,520 -57.05% Q1 2026 May 13, 2026
Vident Advisory, LLC History Added to 4,113 1,237 0.01% 0.01% 361 +1,047 34.15% Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 4,078 1,227 0.0% 0.0% 362 +453 12.5% Q1 2026 May 14, 2026
CHOREO, LLC History Added to 4,063 1,222 0.02% 0.01% 363 +2,248 123.86% Q1 2026 May 12, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 4,043 1,216 0.06% 0.06% 364 +544 15.55% Q1 2026 May 12, 2026
TT International Asset Management LTD History Added to 3,988 1,199 0.13% 0.05% 365 +3,340 515.43% Q1 2026 Apr 24, 2026
OMERS ADMINISTRATION Corp History Added to 3,973 1,195 0.01% 0.01% 366 +833 26.53% Q1 2026 May 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 3,912 1,176 0.06% 0.27% 367 -10,249 -72.37% Q1 2026 Apr 15, 2026
Walleye Trading LLC History Reduced 3,900 1,173 0.0% 0.02% 368 -28,417 -87.93% Q1 2026 May 08, 2026
Maryland State Retirement & Pension System History No change 3,873 1,165 0.02% 0.03% 369 0 0.0% Q1 2026 May 04, 2026
BURNEY CO/ History Reduced 3,795 1,141 0.04% 0.33% 370 -26,088 -87.3% Q1 2026 Apr 29, 2026
Allianz Asset Management GmbH History Added to 3,778 1,136 0.0% 0.0% 371 +256 7.27% Q1 2026 May 11, 2026
Beacon Pointe Advisors, LLC History Added to 3,768 1,133 0.01% 0.01% 372 +1,165 44.76% Q1 2026 May 15, 2026
Leelyn Smith, LLC History Added to 3,764 1,132 0.16% 0.16% 373 +614 19.49% Q1 2026 Apr 27, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 3,672 1,104 0.48% 0.57% 374 -52 -1.4% Q1 2026 Apr 28, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 3,596 1,081 0.01% 0.02% 375 -642 -15.15% Q1 2026 Apr 27, 2026
Osmosis Investment Management UK Ltd History Added to 3,591 1,080 0.03% 0.02% 376 +1,796 100.06% Q1 2026 May 14, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 3,555 1,069 0.04% 0.04% 377 +587 19.78% Q1 2026 May 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 3,463 1,041 0.01% 0.01% 378 -648 -15.76% Q1 2026 May 08, 2026
ASSETMARK, INC History Added to 3,453 1,038 0.0% 0.0% 379 +852 32.76% Q1 2026 May 06, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 3,434 1,033 0.01% 0.02% 380 +338 10.92% Q1 2026 May 12, 2026
SkyView Investment Advisors, LLC History Added to 3,384 1,018 0.14% 0.15% 381 +99 3.01% Q1 2026 May 14, 2026
Generali Asset Management SPA SGR History Reduced 3,371 1,014 0.02% 0.04% 382 -1,890 -35.92% Q1 2026 May 05, 2026
FIDUCIARY TRUST CO History Reduced 3,366 1,012 0.01% 0.02% 383 -435 -11.44% Q1 2026 May 15, 2026
Stenger Family Office, LLC History Reduced 3,305 994 0.18% 0.25% 384 -122 -3.56% Q1 2026 Apr 29, 2026
TWO SIGMA INVESTMENTS, LP History Added to 3,300 992 0.0% 0.0% 385 +325 10.92% Q1 2026 May 15, 2026
CIBC WORLD MARKETS CORP History No change 2,776 991 0.0% 0.0% 386 0 0.0% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 3,286 988 0.01% 0.01% 387 -537 -14.05% Q1 2026 May 08, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 3,284 987 0.01% 0.01% 388 -3,292 -50.06% Q1 2026 Apr 29, 2026
Aureus Asset Management, LLC History Reduced 3,234 972 0.06% 0.08% 389 -239 -6.88% Q1 2026 May 13, 2026
Woodline Partners LP History Reduced 3,122 939 0.0% 0.1% 390 -70,424 -95.76% Q1 2026 May 15, 2026
ARQ WEALTH ADVISORS, LLC History New 3,090 929 0.17% — 392 +3,090 New Q1 2026 May 01, 2026
Sequoia Financial Advisors, LLC History Reduced 3,091 929 0.01% 0.01% 391 -1,491 -32.54% Q1 2026 Apr 30, 2026
FEDERATED HERMES, INC. History Reduced 3,067 922 0.0% 0.0% 393 -3 -0.1% Q1 2026 May 11, 2026
Steward Partners Investment Advisory, LLC History Added to 3,030 911 0.0% 0.01% 394 +15 0.5% Q1 2026 May 08, 2026
GABELLI FUNDS LLC History Reduced 3,000 902 0.01% 0.01% 395 -80 -2.6% Q1 2026 May 14, 2026
Caprock Group, LLC History Added to 2,994 900 0.02% 0.01% 396 +1,167 63.88% Q1 2026 May 11, 2026
Saudi Central Bank History New 2,954 888 0.02% — 397 +2,954 New Q1 2026 May 15, 2026
Fieldview Capital Management, LLC History Added to 2,925 879 0.26% 0.04% 398 +2,300 368.0% Q1 2026 May 14, 2026
E. Ohman J:or Asset Management AB History No change 2,916 877 0.02% 0.02% 399 0 0.0% Q1 2026 Apr 16, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 2,866 862 0.01% 0.02% 400 -39 -1.34% Q1 2026 Apr 20, 2026
Prospera Financial Services Inc History New 2,849 856 0.01% — 401 +2,849 New Q1 2026 Apr 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 2,815 846 0.0% 0.0% 402 0 0.0% Q1 2026 May 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 2,781 836 0.01% 0.01% 403 +404 17.0% Q1 2026 May 13, 2026
IHT Wealth Management, LLC History Reduced 2,751 827 0.02% 0.03% 404 -719 -20.72% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 2,740 824 0.01% 0.0% 405 +2,034 288.1% Q1 2026 May 15, 2026
Concorde Asset Management, LLC History No change 2,303 822 0.33% 0.33% 406 0 0.0% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 2,711 815 0.0% 0.0% 407 +441 19.43% Q1 2026 Apr 30, 2026
Parallel Advisors, LLC History Added to 2,711 815 0.01% 0.02% 408 +183 7.24% Q1 2026 May 07, 2026
Vestcor Inc History No change 2,689 809 0.02% 0.03% 409 0 0.0% Q1 2026 May 12, 2026
Union Bancaire Privee, UBP SA History Added to 2,663 790 0.01% 0.01% 410 +480 21.99% Q1 2026 Apr 22, 2026
Buttonwood Financial Advisors Inc. History New 2,615 786 0.26% — 411 +2,615 New Q1 2026 Apr 21, 2026
Lido Advisors, LLC History Added to 2,608 785 0.0% 0.0% 412 +679 35.2% Q1 2026 May 13, 2026
Northwest & Ethical Investments L.P. History Added to 2,595 764 0.02% 0.01% 413 +1,045 67.42% Q1 2026 May 13, 2026
Raiffeisen Bank International AG History Added to 2,522 757 0.01% 0.0% 414 +2,479 5765.12% Q1 2026 Apr 24, 2026
Garrett Wealth Advisory Group, LLC History Added to 2,509 754 0.13% 0.17% 415 +9 0.36% Q1 2026 Apr 27, 2026
MACQUARIE GROUP LTD History Added to 2,505 753 0.0% 0.0% 416 +101 4.2% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Reduced 2,498 751 0.0% 0.01% 417 -1,352 -35.12% Q1 2026 Apr 30, 2026
Advisors Asset Management, Inc. History Reduced 2,491 749 0.01% 0.02% 418 -27 -1.07% Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 2,533 732 0.01% 0.0% 419 +1,901 300.79% Q1 2026 Apr 07, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,514 727 0.0% 0.07% 420 -122,214 -97.98% Q1 2026 May 05, 2026
Tidal Investments LLC History Added to 2,400 721 0.0% 0.0% 421 +126 5.54% Q1 2026 May 15, 2026
LVW Advisors, LLC History Reduced 2,357 709 0.07% 0.11% 423 -717 -23.32% Q1 2026 Apr 20, 2026
Quantitative Investment Management, LLC History No change 2,358 709 0.07% 0.08% 422 0 0.0% Q1 2026 May 15, 2026
PARK AVENUE SECURITIES LLC History New 2,301 692 0.01% — 425 +2,301 New Q1 2026 Apr 07, 2026
North Dakota State Investment Board History Reduced 2,303 692 0.03% 0.04% 424 -503 -17.93% Q1 2026 May 08, 2026
DAVENPORT & Co LLC History Reduced 2,287 688 0.0% 0.0% 426 -124 -5.14% Q1 2026 Apr 15, 2026
Root Financial Partners, LLC History Reduced 2,279 685 0.03% 0.04% 427 -39 -1.68% Q1 2026 Apr 24, 2026
LONDON CO OF VIRGINIA History No change 2,270 682 0.0% 0.0% 428 0 0.0% Q1 2026 May 15, 2026
Greenline Partners, LLC History No change 2,266 681 0.07% 0.09% 429 0 0.0% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 2,224 668 0.0% 0.0% 430 -19 -0.85% Q1 2026 May 01, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 2,203 662 0.04% 0.05% 431 -92 -4.01% Q1 2026 May 06, 2026
Integrated Wealth Concepts LLC History New 2,157 648 0.01% — 432 +2,157 New Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 2,150 646 0.0% 0.0% 433 +1,789 495.57% Q1 2026 May 08, 2026
HOHIMER WEALTH MANAGEMENT, LLC History New 2,123 638 0.08% — 434 +2,123 New Q1 2026 Apr 30, 2026
Yorktown Management & Research Co Inc History Reduced 2,100 631 0.53% 1.51% 435 -3,190 -60.3% Q1 2026 Apr 20, 2026
Matrix Trust Co History New 2,093 630 0.1% — 437 +2,093 New Q1 2026 Apr 09, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 2,097 630 0.04% 0.05% 436 0 0.0% Q1 2026 May 19, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 2,093 629 0.0% 0.0% 438 -57 -2.65% Q1 2026 May 15, 2026
Stratos Wealth Partners, LTD. History Added to 2,085 627 0.01% 0.01% 439 +15 0.72% Q1 2026 Apr 28, 2026
Impact Capital Partners LLC History Reduced 2,077 624 0.19% 0.29% 440 -690 -24.94% Q1 2026 Apr 10, 2026
Dockside LLC History New 2,054 617 0.16% — 441 +2,054 New Q1 2026 May 08, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 2,020 607 0.01% 0.01% 442 -1,494 -42.52% Q1 2026 Apr 13, 2026
Triad Wealth Partners, LLC History Added to 2,011 604 0.05% 0.07% 443 +74 3.82% Q1 2026 Apr 16, 2026
Gilbert & Cook, Inc. History Added to 2,002 602 0.08% 0.06% 444 +572 40.0% Q1 2026 May 05, 2026
Arkadios Wealth Advisors History Reduced 1,975 594 0.01% 0.02% 445 -610 -23.6% Q1 2026 May 18, 2026
CWM, LLC History Added to 1,973 593 0.0% 0.0% 446 +295 17.58% Q1 2026 May 14, 2026
Avior Wealth Management, LLC History Added to 1,948 586 0.02% 0.02% 447 +38 1.99% Q1 2026 Apr 09, 2026
Sowell Financial Services LLC History Added to 1,941 583 0.02% 0.03% 448 +20 1.04% Q1 2026 Apr 20, 2026
Oak Thistle LLC History Reduced 1,928 580 0.06% 0.41% 449 -6,422 -76.91% Q1 2026 Apr 10, 2026
Pitcairn Wealth Advisors LLC History No change 1,618 577 0.05% 0.05% 450 0 0.0% Q1 2026 May 13, 2026
Retirement Planning Group, LLC History Reduced 1,888 567 0.02% 0.02% 451 -69 -3.53% Q1 2026 May 04, 2026
Concurrent Investment Advisors, LLC History Reduced 1,873 563 0.01% 0.01% 452 -599 -24.23% Q1 2026 Apr 20, 2026
TRAN CAPITAL MANAGEMENT, L.P. History Reduced 1,848 555 0.08% 0.08% 453 -1 -0.05% Q1 2026 Apr 14, 2026
NBC SECURITIES, INC. History Reduced 1,843 554 0.04% 0.05% 454 -31 -1.65% Q1 2026 Apr 14, 2026
Gibbs Wealth Management History Added to 1,830 550 0.07% 0.14% 455 +262 16.71% Q1 2026 May 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 1,812 545 0.0% 0.0% 456 +355 24.37% Q1 2026 Apr 24, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,811 544 0.0% 0.0% 457 -7,871 -81.3% Q1 2026 May 13, 2026
Global Retirement Partners, LLC History No change 1,522 543 0.01% 0.01% 458 0 0.0% Q4 2025 Feb 06, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 1,800 541 0.01% 0.01% 459 -66 -3.54% Q1 2026 May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 1,797 540 0.01% 0.01% 460 +1 0.06% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 1,778 534 0.02% 0.0% 461 +1,713 2635.38% Q1 2026 May 15, 2026
Cresset Asset Management, LLC History Reduced 1,769 532 0.0% 0.0% 462 -5 -0.28% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 1,731 520 0.01% 0.01% 463 +63 3.78% Q1 2026 Apr 24, 2026
Sanchez Wealth Management Group History Added to 1,715 515 0.11% 0.13% 464 +2 0.12% Q1 2026 Apr 29, 2026
PRUDENTIAL PLC History No change 1,681 505 0.0% 0.0% 465 0 0.0% Q1 2026 May 13, 2026
EMERALD ADVISERS, LLC History No change 1,672 502 0.02% 0.02% 466 0 0.0% Q1 2026 May 04, 2026
Compton Financial Group, LLC History No change 1,666 501 0.11% 0.13% 467 0 0.0% Q1 2026 Apr 28, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 1,658 498 0.01% 0.01% 468 -190 -10.28% Q1 2026 May 04, 2026
Pettee Investors, Inc. History No change 1,490 497 0.26% 0.3% 469 0 0.0% Q1 2026 May 04, 2026
Mattson Financial Services, LLC History Added to 1,646 495 0.12% 0.08% 470 +637 63.13% Q1 2026 May 11, 2026
Magnolia Private Wealth, LLC History Reduced 1,644 494 0.33% 0.41% 471 -3 -0.18% Q1 2026 Apr 21, 2026
Lombard Odier Asset Management (Switzerland) SA History New 1,630 490 0.02% — 474 +1,630 New Q1 2026 May 15, 2026
Storgate, LLC History Added to 1,630 490 0.38% 0.43% 473 +169 11.57% Q1 2026 May 06, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,629 490 0.01% 0.02% 472 -23 -1.39% Q1 2026 May 13, 2026
SIMPLEX TRADING, LLC History Reduced 1,600 481 0.0% 0.0% 475 -8,092 -83.49% Q1 2026 May 14, 2026
Wedmont Private Capital History Reduced 1,548 481 0.02% 0.02% 476 -77 -4.74% Q1 2026 Apr 09, 2026
Dai-ichi Life Insurance Company, Ltd History Added to 1,593 479 0.01% 0.01% 477 +1,020 178.01% Q1 2026 May 14, 2026
POTENTIA WEALTH History Added to 1,580 475 0.18% 0.21% 478 +1 0.06% Q1 2026 May 11, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 1,572 472 0.14% 0.15% 479 0 0.0% Q1 2026 Apr 28, 2026
MONECO ADVISORS, LLC History No change 1,547 465 0.04% 0.04% 480 0 0.0% Q1 2026 May 07, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 1,500 451 0.0% 0.0% 481 -100 -6.25% Q1 2026 May 15, 2026
Foresight Global Investors, Inc. History No change 1,459 438 0.28% 0.25% 482 0 0.0% Q1 2026 May 12, 2026
WEALTH ALLIANCE, LLC History Reduced 1,448 435 0.04% 0.06% 483 -201 -12.19% Q1 2026 May 14, 2026
Philip James Wealth Mangement, LLC History Reduced 1,442 433 0.05% 0.06% 484 -4 -0.28% Q1 2026 Apr 28, 2026
DGS Capital Management, LLC History Reduced 1,414 425 0.07% 0.1% 485 -234 -14.2% Q1 2026 Apr 28, 2026
Advisor Resource Council History New 1,405 422 0.14% — 486 +1,405 New Q1 2026 May 07, 2026
UniSuper Management Pty Ltd History No change 1,400 421 0.0% 0.0% 487 0 0.0% Q1 2026 May 11, 2026
Snowden Capital Advisors LLC History Reduced 1,390 418 0.01% 0.02% 488 -637 -31.43% Q1 2026 May 14, 2026
Spahn Wealth & Retirement LLC History No change 1,386 416 0.53% 0.31% 489 0 0.0% Q1 2026 May 14, 2026
Legacy Financial Group LLC History No change 1,381 415 0.05% 0.07% 490 0 0.0% Q1 2026 May 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,379 414 0.04% 0.05% 491 -5 -0.36% Q1 2026 May 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 1,360 409 0.01% 0.06% 492 -9,609 -87.6% Q1 2026 May 15, 2026
DRW Securities, LLC History Added to 1,330 400 0.01% 0.01% 493 +464 53.58% Q1 2026 May 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 1,320 397 0.0% 0.0% 494 +840 175.0% Q1 2026 May 15, 2026
RiverGlades Family Offices LLC History New 1,300 391 0.23% — 496 +1,300 New Q1 2026 May 13, 2026
Prossimo Advisors, LLC History No change 1,300 391 2.38% 2.99% 495 0 0.0% Q1 2026 Apr 29, 2026
V-Square Quantitative Management LLC History Added to 1,293 388 0.04% 0.04% 497 +178 15.96% Q1 2026 Apr 27, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 1,273 383 0.08% 0.1% 498 +1 0.08% Q1 2026 May 04, 2026
RMR Wealth Builders History No change 1,276 383 0.03% 0.04% 499 0 0.0% Q1 2026 Apr 22, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 1,244 374 0.0% — 501 +1,244 New Q1 2026 May 11, 2026
Erste Asset Management GmbH History No change 1,246 374 0.0% 0.0% 500 0 0.0% Q1 2026 May 11, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,242 373 0.01% 0.01% 502 +106 9.33% Q1 2026 Apr 21, 2026
Lifestyle Asset Management, Inc. History Added to 1,240 373 0.12% 0.14% 503 +49 4.11% Q1 2026 Apr 10, 2026
SIGNATUREFD, LLC History Reduced 1,221 367 0.01% 0.01% 504 -82 -6.29% Q1 2026 Apr 07, 2026
SUMITOMO LIFE INSURANCE CO History Added to 1,217 366 0.01% 0.01% 505 +39 3.31% Q1 2026 May 12, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History Reduced 1,207 363 0.02% 0.02% 506 -3 -0.25% Q1 2026 Apr 13, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,203 361 0.0% 0.01% 507 -5,582 -82.27% Q1 2026 Apr 30, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 1,194 359 0.0% 0.0% 508 -1,453 -54.89% Q1 2026 Apr 30, 2026
SFG Wealth Management, LLC. History Added to 1,193 358 0.15% 0.17% 509 +7 0.59% Q1 2026 Apr 22, 2026
One Wealth Advisors, LLC History Added to 1,185 356 0.04% 0.04% 510 +249 26.6% Q1 2026 Apr 21, 2026
Central Pacific Bank - Trust Division History Reduced 1,180 354 0.05% 0.13% 511 -1,744 -59.64% Q1 2026 Apr 07, 2026
Legato Capital Management LLC History Reduced 1,168 351 0.03% 0.06% 512 -776 -39.92% Q1 2026 May 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 1,163 349 0.01% 0.01% 513 -24 -2.02% Q1 2026 May 07, 2026
HUNTINGTON NATIONAL BANK History Added to 1,154 347 0.0% 0.0% 514 +472 69.21% Q1 2026 May 15, 2026
PANAGORA ASSET MANAGEMENT INC History No change 1,150 345 0.0% 0.0% 515 0 0.0% Q1 2026 May 14, 2026
Siemens Fonds Invest GmbH History No change 1,120 336 0.02% 0.02% 516 0 0.0% Q1 2026 May 15, 2026
denkapparat Operations GmbH History No change 1,118 336 0.14% 0.22% 517 0 0.0% Q1 2026 May 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,113 334 0.0% 0.01% 518 -635 -36.33% Q1 2026 May 08, 2026
GAM Holding AG History No change 937 334 0.02% 0.02% 519 0 0.0% Q4 2025 Feb 17, 2026
Thrive Wealth Management, LLC History Reduced 1,091 328 0.05% 0.08% 520 -479 -30.51% Q1 2026 Apr 09, 2026
Perigon Wealth Management, LLC History Reduced 1,084 326 0.01% 0.01% 521 -30 -2.69% Q1 2026 Apr 10, 2026
Marks Group Wealth Management, Inc History Added to 1,082 325 0.03% 0.03% 522 +289 36.44% Q1 2026 May 05, 2026
Vision Retirement, LLC History Reduced 1,043 313 0.09% 0.1% 524 -34 -3.16% Q1 2026 May 07, 2026
Impact Investors, Inc History Reduced 1,042 313 0.22% 0.26% 523 -4 -0.38% Q1 2026 Apr 29, 2026
Apollon Wealth Management, LLC History Reduced 1,039 312 0.01% 0.01% 525 -102 -8.94% Q1 2026 Apr 22, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 1,039 312 0.02% 0.02% 526 +86 9.02% Q1 2026 May 06, 2026
WINTON GROUP Ltd History New 1,036 311 0.01% — 527 +1,036 New Q1 2026 May 12, 2026
Heritage Family Offices, LLP History Reduced 1,031 310 0.14% 0.31% 528 -880 -46.05% Q1 2026 Apr 08, 2026
Institute for Wealth Management, LLC. History No change 1,025 308 0.03% 0.04% 529 0 0.0% Q1 2026 May 13, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC History New 1,017 305 0.0% — 530 +1,017 New Q1 2026 May 15, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 1,012 304 0.01% — 531 +1,012 New Q1 2026 May 14, 2026
EVERPAR ADVISORS LLC History Reduced 1,006 302 0.1% 0.18% 532 -381 -27.47% Q1 2026 Apr 21, 2026
EVOLVE PRIVATE WEALTH, LLC History Added to 1,002 301 0.02% 0.02% 533 +169 20.29% Q1 2026 Apr 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,038 300 0.02% 0.03% 536 -382 -26.9% Q1 2026 May 01, 2026
DE BURLO GROUP INC History No change 1,000 300 0.07% 0.04% 534 0 0.0% Q1 2026 May 14, 2026
WJ Wealth Management, LLC History No change 1,000 300 0.14% 0.16% 535 0 0.0% Q1 2026 Apr 28, 2026
CAMDEN NATIONAL BANK History Added to 986 296 0.04% 0.04% 537 +77 8.47% Q1 2026 May 04, 2026
VestGen Advisors, LLC History Reduced 986 290 0.01% 0.04% 538 -1,676 -62.96% Q1 2026 May 14, 2026
MGO ONE SEVEN LLC History Reduced 960 288 0.01% 0.01% 539 -1 -0.1% Q1 2026 May 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 949 285 0.07% 0.08% 540 +31 3.38% Q1 2026 Apr 10, 2026
MATHER GROUP, LLC. History No change 916 275 0.0% 0.0% 541 0 0.0% Q1 2026 Apr 13, 2026
Valeo Financial Advisors, LLC History New 897 269 0.01% — 544 +897 New Q1 2026 May 08, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 896 269 0.03% 0.04% 543 -167 -15.71% Q1 2026 Apr 22, 2026
NORDEN GROUP LLC History Reduced 897 269 0.03% 0.03% 542 -62 -6.47% Q1 2026 Apr 15, 2026
TruNorth Capital Management, LLC History Reduced 891 268 0.05% 0.08% 545 -218 -19.66% Q1 2026 Apr 22, 2026
BENJAMIN EDWARDS INC History Reduced 868 261 0.0% 0.0% 547 -363 -29.49% Q1 2026 May 12, 2026
Curi Capital, LLC History Added to 870 261 0.0% 0.01% 546 +9 1.05% Q1 2026 May 15, 2026
TSFG, LLC History No change 866 261 0.04% 0.05% 548 0 0.0% Q1 2026 Apr 27, 2026
ZWJ INVESTMENT COUNSEL INC History No change 864 259 0.01% 0.01% 549 0 0.0% Q1 2026 Apr 24, 2026
PCM Encore, LLC History Added to 860 258 0.05% 0.06% 550 +10 1.18% Q1 2026 May 12, 2026
Perennial Investment Advisors, LLC History Added to 853 256 0.02% 0.02% 551 +56 7.03% Q1 2026 May 15, 2026
Vontobel Holding Ltd. History No change 843 253 0.0% 0.0% 552 0 0.0% Q1 2026 May 08, 2026
GAMMA Investing LLC History Added to 839 252 0.01% 0.01% 553 +59 7.56% Q1 2026 Apr 06, 2026
Quent Capital, LLC History Added to 834 250 0.02% 0.02% 554 +10 1.21% Q1 2026 Apr 28, 2026
Equitable Holdings, Inc. History Reduced 695 248 0.0% 0.0% 555 -13 -1.84% Q1 2026 May 15, 2026
Malaga Cove Capital, LLC History Reduced 817 245 0.09% 0.1% 556 -8 -0.97% Q1 2026 May 07, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 809 243 0.03% 0.04% 557 +139 20.75% Q1 2026 Apr 30, 2026
Dorsey & Whitney Trust CO LLC History Reduced 806 242 0.01% 0.02% 558 -19 -2.3% Q1 2026 May 14, 2026
Parcion Private Wealth LLC History New 801 240 0.01% — 559 +801 New Q1 2026 Apr 22, 2026
AlphaQuest LLC History No change 667 238 0.01% 0.01% 560 0 0.0% Q4 2025 Feb 09, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 786 236 0.01% 0.02% 561 +5 0.64% Q1 2026 May 11, 2026
Founders Financial Alliance, LLC History New 782 235 0.04% — 562 +782 New Q1 2026 May 11, 2026
Archer Investment Corp History No change 779 234 0.05% 0.06% 563 0 0.0% Q1 2026 May 04, 2026
Metis Global Partners, LLC History Reduced 766 230 0.01% 0.01% 565 -53 -6.47% Q1 2026 May 07, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 765 230 0.04% 0.04% 564 -21 -2.67% Q1 2026 May 11, 2026
ROBERTS GLORE & CO INC /IL/ History New 764 229 0.06% — 566 +764 New Q1 2026 May 04, 2026
Systematic Alpha Investments, LLC History No change 760 228 0.01% 0.01% 567 0 0.0% Q1 2026 May 18, 2026
Berger Financial Group, Inc History Added to 749 225 0.01% 0.01% 569 +43 6.09% Q1 2026 Apr 28, 2026
INTRUST BANK NA History Added to 750 225 0.02% 0.02% 568 +3 0.4% Q1 2026 May 06, 2026
WADDELL & ASSOCIATES, LLC History No change 746 224 0.01% 0.02% 570 0 0.0% Q1 2026 May 11, 2026
Stratos Investment Management, LLC History Added to 733 220 0.01% 0.01% 571 +16 2.23% Q1 2026 Apr 28, 2026
EverSource Wealth Advisors, LLC History Reduced 725 217 0.01% 0.01% 572 -122 -14.4% Q1 2026 May 15, 2026
Integrated Advisors Network LLC History Added to 712 214 0.01% 0.01% 573 +102 16.72% Q1 2026 Apr 28, 2026
Connecticut Capital Management Group, LLC History No change 712 214 0.2% 0.24% 574 0 0.0% Q1 2026 Apr 10, 2026
Abacus Wealth Partners, LLC History Added to 711 213 0.02% 0.02% 575 +48 7.24% Q1 2026 Apr 24, 2026
WoodTrust Financial Corp History No change 702 211 0.03% 0.03% 576 0 0.0% Q1 2026 May 06, 2026
One Day In July LLC History No change 702 211 0.02% 0.02% 577 0 0.0% Q1 2026 May 05, 2026
Net Worth Advisory Group History Reduced 695 209 0.04% 0.06% 578 -108 -13.45% Q1 2026 May 05, 2026
Colonial Trust Co / SC History Reduced 698 209 0.03% 0.03% 579 -4 -0.57% Q1 2026 May 12, 2026
OpenArc Corporate Advisory, LLC History New 689 207 0.0% — 581 +689 New Q1 2026 May 11, 2026
Simplicity Wealth,LLC History Reduced 690 207 0.01% 0.02% 580 -61 -8.12% Q1 2026 Apr 30, 2026
Crossmark Global Holdings, Inc. History Reduced 682 205 0.0% 0.0% 582 -35 -4.88% Q1 2026 May 11, 2026
Jacobi Capital Management LLC History Added to 682 205 0.01% 0.01% 583 +5 0.74% Q1 2026 May 13, 2026
WealthCare Investment Partners, LLC History Added to 680 204 0.06% 0.07% 584 +1 0.15% Q1 2026 Apr 08, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 676 203 0.01% — 586 +676 New Q1 2026 Apr 16, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 676 203 0.02% 0.02% 585 +62 10.1% Q1 2026 May 13, 2026
OV Management LLC History Reduced 674 202 0.41% 0.86% 588 -2,103 -75.73% Q1 2026 Apr 14, 2026
O'Brien Wealth Partners LLC History No change 566 202 0.03% 0.03% 587 0 0.0% Q4 2025 Jan 22, 2026
NATURAL INVESTMENTS, LLC History Reduced 671 201 0.05% 0.06% 589 -56 -7.7% Q1 2026 May 01, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 671 201 0.04% 0.05% 590 0 0.0% Q1 2026 Apr 13, 2026
PCB Capital LLC History Added to 666 200 0.32% 0.38% 591 +8 1.22% Q1 2026 Apr 29, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 642 193 0.0% 0.0% 592 -535 -45.45% Q1 2026 May 15, 2026
Livforsakringsbolaget Skandia, Omsesidigt History No change 600 180 0.01% 0.01% 593 0 0.0% Q1 2026 May 05, 2026
Catalyst Capital Advisors LLC History Reduced 595 178 0.0% 0.02% 594 -1,890 -76.06% Q1 2026 May 06, 2026
FIL Ltd History Added to 558 167 0.0% 0.0% 595 +130 30.37% Q1 2026 May 15, 2026
Walsh & Associates, LLC History No change 542 163 0.16% 0.19% 596 0 0.0% Q1 2026 May 15, 2026
OSLO PENSJONSFORSIKRING AS History New 535 160 0.02% — 597 +535 New Q1 2026 May 08, 2026
Golden State Wealth Management, LLC History No change 519 156 0.02% 0.02% 598 0 0.0% Q1 2026 Apr 28, 2026
Western Wealth Management, LLC History New 503 151 0.01% — 599 +503 New Q1 2026 May 19, 2026
Advocate Investing Services LLC History No change 500 150 0.13% 0.16% 600 0 0.0% Q1 2026 Apr 22, 2026
Elgethun Capital Management History No change 493 148 0.02% 0.03% 601 0 0.0% Q1 2026 May 14, 2026
WPG Advisers, LLC History Reduced 477 143 0.11% 0.13% 602 -4 -0.83% Q1 2026 Apr 29, 2026
Lodestone Wealth Management LLC History No change 467 140 0.06% 0.07% 603 0 0.0% Q1 2026 May 01, 2026
Financial Management Professionals, Inc. History No change 463 139 0.02% 0.02% 604 0 0.0% Q1 2026 Apr 15, 2026
Penserra Capital Management LLC History Added to 443 133 0.0% 0.0% 605 +12 2.78% Q1 2026 May 11, 2026
United Community Bank History Added to 440 132 0.04% 0.06% 606 +25 6.02% Q1 2026 Apr 24, 2026
Quarry LP History Added to 423 127 0.02% 0.02% 607 +61 16.85% Q1 2026 May 15, 2026
Smartleaf Asset Management LLC History Added to 415 124 0.0% 0.0% 608 +78 23.15% Q1 2026 May 15, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 400 120 0.05% 0.06% 609 0 0.0% Q1 2026 May 01, 2026
UMB Bank, n.a. History Reduced 392 117 0.0% 0.0% 610 -55 -12.3% Q1 2026 May 11, 2026
SageView Advisory Group, LLC History No change 325 116 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 376 113 0.0% 0.0% 612 +4 1.08% Q1 2026 Apr 13, 2026
Clearstead Advisors, LLC History Added to 360 108 0.0% 0.0% 613 +285 380.0% Q1 2026 May 06, 2026
CENTRAL TRUST Co History Reduced 333 100 0.0% 0.0% 614 -25 -6.98% Q1 2026 Apr 17, 2026
Ameliora Wealth Management Ltd. History No change 265 94 0.03% 0.03% 615 0 0.0% Q1 2026 Apr 23, 2026
Smallwood Wealth Investment Management, LLC History No change 312 93 0.05% 0.06% 616 0 0.0% Q1 2026 Apr 22, 2026
NBT BANK N A /NY History Reduced 299 89 0.01% 0.01% 617 -58 -16.25% Q1 2026 Apr 28, 2026
Blue Trust, Inc. History Reduced 292 87 0.0% 0.0% 618 -52 -15.12% Q1 2026 Apr 20, 2026
Graney & King, LLC History No change 285 85 0.05% 0.06% 619 0 0.0% Q1 2026 May 18, 2026
Transamerica Financial Advisors, LLC History Added to 266 80 0.01% 0.0% 620 +210 375.0% Q1 2026 May 15, 2026
Capital Analysts, LLC History Added to 265 80 0.0% 0.0% 621 +74 38.74% Q1 2026 May 14, 2026
State of Wyoming History Reduced 260 78 0.01% 0.01% 622 -9 -3.35% Q1 2026 May 13, 2026
Advisory Services Network, LLC History New 258 77 0.0% — 623 +258 New Q1 2026 May 15, 2026
Y.D. More Investments Ltd History Added to 210 63 0.0% 0.0% 624 +150 250.0% Q1 2026 May 04, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History Added to 209 62 0.01% 0.01% 625 +70 50.36% Q1 2026 May 13, 2026
Whipplewood Advisors, LLC History Added to 204 61 0.03% 0.0% 627 +189 1260.0% Q1 2026 Apr 30, 2026
CoreCap Advisors, LLC History Added to 202 61 0.0% 0.0% 626 +16 8.6% Q1 2026 Apr 07, 2026
Covestor Ltd History Reduced 197 59 0.04% 0.08% 629 -226 -53.43% Q1 2026 May 05, 2026
FIRST HORIZON CORP History Reduced 199 59 0.0% 0.0% 628 -39 -16.39% Q1 2026 Apr 30, 2026
ABOUND FINANCIAL, LLC History Added to 193 58 0.03% — 630 +191 9550.0% Q1 2026 May 01, 2026
ENTRUST FINANCIAL LLC History Reduced 193 58 0.04% 0.06% 631 -21 -9.81% Q1 2026 May 12, 2026
Atlantic Union Bankshares Corp History Added to 189 56 0.0% 0.0% 632 +29 18.13% Q1 2026 May 12, 2026
Harbor Asset Planning, Inc. History No change 187 56 0.05% 0.06% 633 0 0.0% Q1 2026 Apr 22, 2026
Wilmington Savings Fund Society, FSB History No change 180 54 0.0% 0.0% 634 0 0.0% Q1 2026 Apr 30, 2026
Jackson, Grant Investment Advisers, Inc. History No change 181 54 0.02% 0.02% 635 0 0.0% Q1 2026 May 08, 2026
Reflection Asset Management History No change 141 50 0.04% 0.04% 636 0 0.0% Q4 2025 Mar 02, 2026
Parkside Financial Bank & Trust History Added to 163 49 0.0% 0.0% 637 +8 5.16% Q1 2026 May 13, 2026
Arax Advisory Partners History Reduced 145 43 0.0% 0.0% 638 -104 -41.77% Q1 2026 May 13, 2026
CVA Family Office, LLC History Added to 141 42 0.0% 0.0% 639 +80 131.15% Q1 2026 Apr 29, 2026
MCF Advisors LLC History No change 138 41 0.0% 0.0% 640 0 0.0% Q1 2026 May 11, 2026
Park Place Capital Corp History New 133 40 0.01% — 643 +133 New Q1 2026 Apr 09, 2026
Physician Wealth Advisors, Inc. History Added to 136 40 0.01% 0.0% 641 +116 580.0% Q1 2026 Apr 24, 2026
Private Wealth Asset Management, LLC History No change 135 40 0.0% 0.01% 642 0 0.0% Q1 2026 May 06, 2026
Smithfield Trust Co History No change 127 39 0.0% 0.0% 644 0 0.0% Q1 2026 May 08, 2026
Bank of Jackson Hole Trust History Added to 123 37 0.02% 0.02% 645 +30 32.26% Q1 2026 May 12, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 120 36 0.01% 0.01% 646 0 0.0% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 118 35 0.0% 0.0% 647 +45 61.64% Q1 2026 Apr 13, 2026
Versant Capital Management, Inc History Reduced 105 31 0.0% 0.01% 648 -42 -28.57% Q1 2026 Apr 06, 2026
HARBOUR INVESTMENTS, INC. History Added to 100 30 0.0% 0.0% 649 +44 78.57% Q1 2026 May 15, 2026
Westside Investment Management, Inc. History No change 100 30 0.0% 0.01% 650 0 0.0% Q1 2026 May 04, 2026
Chung Wu Investment Group, LLC History No change 100 30 0.03% 0.03% 651 0 0.0% Q1 2026 May 12, 2026
Boreal Capital Management LLC History No change 100 30 0.02% 0.03% 652 0 0.0% Q1 2026 May 14, 2026
Clark Wealth Partners History No change 100 30 0.02% 0.02% 653 0 0.0% Q1 2026 May 11, 2026
JFS WEALTH ADVISORS, LLC History Added to 90 27 0.0% 0.0% 654 +4 4.65% Q1 2026 Apr 20, 2026
OSSIAM History Added to 86 25 0.0% 0.0% 655 +66 330.0% Q1 2026 May 14, 2026
IAG Wealth Partners, LLC History No change 84 25 0.0% 0.0% 656 0 0.0% Q1 2026 Apr 29, 2026
Napier Financial, LLC History New 83 24 0.01% — 659 +83 New Q1 2026 May 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 82 24 0.0% — 657 +82 New Q1 2026 Apr 14, 2026
Opal Wealth Advisors, LLC History New 82 24 0.01% — 658 +82 New Q1 2026 Apr 14, 2026
Rossby Financial, LCC History Added to 79 22 0.0% 0.0% 661 +71 887.5% Q1 2026 May 11, 2026
Cetera Trust Company, N.A History No change 75 22 0.01% 0.01% 660 0 0.0% Q1 2026 May 08, 2026
Wellington Grp LLC History No change 75 22 0.01% 0.01% 662 0 0.0% Q1 2026 May 22, 2026
LRI Investments, LLC History Reduced 70 21 0.0% 0.01% 664 -417 -85.63% Q1 2026 Apr 30, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 70 21 0.0% 0.0% 663 0 0.0% Q1 2026 May 15, 2026
Pinnacle Bancorp, Inc. History No change 63 18 0.01% 0.01% 665 0 0.0% Q1 2026 Apr 22, 2026
Trust Co History Added to 58 17 0.0% 0.0% 666 +21 56.76% Q1 2026 Apr 13, 2026
Owl Creek Wealth Partners LLC History New 56 16 0.01% — 668 +56 New Q1 2026 May 13, 2026
N.E.W. Advisory Services LLC History No change 54 16 0.0% 0.0% 667 0 0.0% Q1 2026 May 04, 2026
Leonteq Securities AG History Reduced 52 15 0.0% 0.0% 670 -260 -83.33% Q1 2026 Apr 27, 2026
Destiny Wealth Partners, LLC History New 50 15 0.0% — 673 +50 New Q1 2026 May 11, 2026
EASTERN BANK History Reduced 50 15 0.0% 0.0% 669 -36 -41.86% Q1 2026 Apr 07, 2026
Keating Financial Advisory Services, Inc. History Reduced 51 15 0.0% 0.0% 672 -17 -25.0% Q1 2026 May 15, 2026
WealthCollab, LLC History No change 50 15 0.01% 0.01% 671 0 0.0% Q1 2026 May 13, 2026
Plante Moran Financial Advisors, LLC History No change 48 14 0.0% 0.0% 674 0 0.0% Q1 2026 May 05, 2026
Private Wealth Management Group, LLC History No change 49 14 0.0% 0.0% 675 0 0.0% Q1 2026 Apr 23, 2026
Millstone Evans Group, LLC History No change 49 14 0.01% 0.01% 676 0 0.0% Q1 2026 Apr 30, 2026
Fourth Dimension Wealth, LLC History No change 47 14 0.01% 0.01% 677 0 0.0% Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Reduced 45 13 0.0% 0.0% 678 -416 -90.24% Q1 2026 May 15, 2026
CX Institutional History Added to 44 13 0.0% 0.0% 679 +37 528.57% Q1 2026 Apr 06, 2026
Fortitude Family Office, LLC History Added to 46 13 0.0% 0.0% 681 +22 91.67% Q1 2026 Apr 15, 2026
Cornerstone Planning Group LLC History Added to 42 13 0.0% 0.0% 680 +6 16.67% Q1 2026 May 06, 2026
KERR FINANCIAL PLANNING Corp History Added to 40 13 0.02% 0.02% 682 +1 2.56% Q1 2026 Apr 29, 2026
Wilkerson Advisory Group LLC History Reduced 42 12 0.0% 0.11% 684 -850 -95.29% Q1 2026 May 08, 2026
First Command Advisory Services, Inc. History New 42 12 0.0% — 685 +42 New Q1 2026 May 07, 2026
Bell Investment Advisors, Inc History Reduced 43 12 0.0% 0.0% 683 -16 -27.12% Q1 2026 Apr 17, 2026
WOLFF WIESE MAGANA LLC History Reduced 37 11 0.01% 0.01% 687 -5 -11.9% Q1 2026 Apr 13, 2026
MONTAG A & ASSOCIATES INC History No change 37 11 0.0% 0.0% 686 0 0.0% Q1 2026 Apr 29, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History New 34 10 0.0% — 691 +34 New Q1 2026 Apr 14, 2026
SJS Investment Consulting Inc. History Added to 35 10 0.0% 0.0% 690 +20 133.33% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History Reduced 35 10 0.0% 0.0% 689 -19 -35.19% Q1 2026 Apr 27, 2026
Asset Dedication, LLC History No change 30 10 0.0% 0.0% 688 0 0.0% Q4 2025 Jan 26, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 30 9 0.0% 0.0% 692 -48 -61.54% Q1 2026 Apr 28, 2026
Center for Financial Planning, Inc. History No change 30 9 0.0% 0.0% 693 0 0.0% Q1 2026 May 04, 2026
CULLEN/FROST BANKERS, INC. History Reduced 28 8 0.0% 0.0% 694 -120 -81.08% Q1 2026 May 05, 2026
Global X Japan Co., Ltd. History Reduced 27 8 0.0% 0.0% 696 -31 -53.45% Q1 2026 Apr 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 25 8 0.0% 0.0% 695 -6 -19.35% Q1 2026 May 01, 2026
AdvisorNet Financial, Inc History Reduced 20 6 0.0% 0.0% 697 -7 -25.93% Q1 2026 Apr 17, 2026
Kemnay Advisory Services Inc. History Added to 20 6 0.0% 0.0% 698 +5 33.33% Q1 2026 May 15, 2026
JPL Wealth Management, LLC History New 19 5 0.0% — 705 +19 New Q1 2026 May 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 16 5 0.0% — 704 +16 New Q1 2026 Apr 13, 2026
True Wealth Design, LLC History Added to 18 5 0.0% 0.0% 702 +9 100.0% Q1 2026 Apr 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 19 5 0.0% 0.0% 699 0 0.0% Q1 2026 Apr 15, 2026
Cranbrook Wealth Management, LLC History No change 19 5 0.0% 0.0% 700 0 0.0% Q1 2026 Apr 15, 2026
CNB Bank History No change 19 5 0.0% 0.0% 701 0 0.0% Q1 2026 May 06, 2026
DiNuzzo Private Wealth, Inc. History No change 17 5 0.0% 0.0% 703 0 0.0% Q1 2026 Apr 08, 2026
Salomon & Ludwin, LLC History Reduced 17 4 0.0% 0.0% 710 -55 -76.39% Q1 2026 May 11, 2026
Richardson Capital Management LLC History New 16 4 0.0% — 715 +16 New Q1 2026 May 12, 2026
Tower View Wealth Management LLC History New 16 4 0.0% — 716 +16 New Q1 2026 Apr 20, 2026
Philadelphia Investment Partners, LLC History New 15 4 0.0% — 717 +15 New Q1 2026 May 05, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 14 4 0.0% 0.0% 706 +7 100.0% Q1 2026 Apr 17, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 16 4 0.0% 0.0% 707 -5 -23.81% Q1 2026 May 07, 2026
Cromwell Holdings LLC History Added to 14 4 0.0% 0.0% 713 +4 40.0% Q1 2026 Apr 30, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 15 4 0.0% 0.0% 709 +1 7.14% Q1 2026 Apr 30, 2026
Colonial Trust Advisors History No change 15 4 0.0% 0.0% 708 0 0.0% Q1 2026 May 12, 2026
Elevated Capital Advisors, LLC History No change 14 4 0.0% 0.0% 711 0 0.0% Q1 2026 Apr 30, 2026
MTM Investment Management, LLC History No change 14 4 0.0% 0.0% 712 0 0.0% Q1 2026 May 06, 2026
Sachetta, LLC History No change 16 4 0.0% 0.0% 714 0 0.0% Q1 2026 May 01, 2026
PRIVATE TRUST CO NA History Reduced 13 3 0.0% 0.0% 719 -62 -82.67% Q1 2026 Apr 30, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 10 3 0.0% 0.0% 718 -16 -61.54% Q1 2026 May 11, 2026
First Pacific Financial History New 13 3 0.0% — 725 +13 New Q1 2026 Apr 23, 2026
SOUTHERN MICHIGAN BANK & TRUST History New 11 3 0.0% — 724 +11 New Q1 2026 Apr 28, 2026
Vanguard National Trust Co History New 10 3 0.0% — 726 +10 New Q1 2026 May 08, 2026
Valued Wealth Advisors LLC History New 10 3 0.0% — 727 +10 New Q1 2026 Apr 30, 2026
Cornerstone Financial Management LLC History Added to 13 3 0.0% 0.0% 723 +5 62.5% Q1 2026 May 08, 2026
Financial Network Wealth Advisors LLC History Reduced 13 3 0.0% 0.01% 722 -2 -13.33% Q1 2026 May 14, 2026
Rosenberg Matthew Hamilton History No change 10 3 0.0% 0.0% 720 0 0.0% Q1 2026 Apr 06, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 12 3 0.0% 0.0% 721 0 0.0% Q1 2026 May 14, 2026
Spire Wealth Management History Reduced 7 2 0.0% 0.02% 732 -1,796 -99.61% Q1 2026 Apr 22, 2026
Signature Equity Partners, LLC History Reduced 8 2 0.0% 0.01% 739 -41 -83.67% Q1 2026 May 13, 2026
Manchester Capital Management LLC History Reduced 7 2 0.0% 0.0% 729 -7 -50.0% Q1 2026 May 11, 2026
United Financial Planning Group LLC History New 7 2 0.0% — 741 +7 New Q1 2026 May 08, 2026
Bogart Wealth, LLC History Added to 7 2 0.0% — 730 +5 250.0% Q1 2026 Apr 28, 2026
Hughes Financial Services, LLC History Added to 7 2 0.0% — 735 +5 250.0% Q1 2026 Apr 29, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 7 2 0.0% 0.0% 740 -3 -30.0% Q1 2026 May 14, 2026
Bay Harbor Wealth Management, LLC History Reduced 9 2 0.0% 0.0% 731 -1 -10.0% Q1 2026 Apr 14, 2026
Rachor Investment Advisory Services, LLC History Reduced 8 2 0.0% 0.0% 734 -1 -11.11% Q1 2026 May 07, 2026
FIRST UNITED BANK & TRUST History No change 8 2 0.0% 0.0% 728 0 0.0% Q1 2026 Apr 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 9 2 0.0% 0.0% 733 0 0.0% Q1 2026 Apr 10, 2026
MASECO LLP History No change 7 2 0.0% 0.0% 736 0 0.0% Q1 2026 Apr 21, 2026
Ares Financial Consulting, LLC History No change 9 2 0.0% 0.0% 737 0 0.0% Q1 2026 Apr 02, 2026
Key Capital Management, INC History No change 7 2 0.0% 0.0% 738 0 0.0% Q1 2026 May 07, 2026
Clearstead Trust, LLC History Reduced 6 1 0.0% 0.0% 744 -19 -76.0% Q1 2026 May 06, 2026
SHP Wealth Management History Reduced 6 1 0.0% 0.0% 747 -7 -53.85% Q1 2026 May 08, 2026
Raleigh Capital Management Inc. History New 6 1 0.0% — 762 +6 New Q1 2026 Apr 28, 2026
Abound Wealth Management History New 6 1 0.0% — 763 +6 New Q1 2026 Apr 10, 2026
Vermillion Wealth Management, Inc. History New 5 1 0.0% — 760 +5 New Q1 2026 Apr 17, 2026
Operose Advisors LLC History New 5 1 0.0% — 761 +5 New Q1 2026 May 12, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 5 1 0.0% — 765 +5 New Q1 2026 May 08, 2026
First Eagle Investment Management, LLC History Reduced 6 1 0.0% 0.0% 742 -4 -40.0% Q1 2026 May 14, 2026
Avion Wealth History Reduced 6 1 0.0% 0.0% 745 -4 -40.0% Q1 2026 May 01, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 4 1 0.0% — 764 +4 New Q1 2026 May 08, 2026
American Capital Advisory, LLC History Added to 4 1 0.0% — 752 +3 300.0% Q1 2026 Apr 29, 2026
CBIZ Investment Advisory Services, LLC History Reduced 6 1 0.0% 0.0% 746 -2 -25.0% Q1 2026 May 12, 2026
Rialto Wealth Management, LLC History Reduced 5 1 0.0% 0.0% 754 -1 -16.67% Q1 2026 May 14, 2026
1015 Capital Partners, LLC History Added to 5 1 0.0% 0.0% 759 +1 25.0% Q1 2026 May 11, 2026
Capital Advisors, Ltd. LLC History No change 3 1 0.0% 0.0% 743 0 0.0% Q1 2026 Apr 16, 2026
TUCKER ASSET MANAGEMENT LLC History No change 4 1 0.0% 0.0% 748 0 0.0% Q4 2025 Feb 05, 2026
Aspect Partners, LLC History No change 5 1 0.0% 0.0% 749 0 0.0% Q1 2026 Apr 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 6 1 0.0% 0.0% 750 0 0.0% Q1 2026 May 06, 2026
Bruce G. Allen Investments, LLC History No change 4 1 0.0% 0.0% 751 0 0.0% Q1 2026 May 08, 2026
Principia Wealth Advisory, LLC History No change 3 1 0.0% 0.0% 753 0 0.0% Q4 2025 Feb 10, 2026
Kilter Group LLC History No change 6 1 0.0% 0.0% 755 0 0.0% Q1 2026 May 14, 2026
Wealth Enhancement Trust Services, Inc. History No change 5 1 0.0% 0.0% 756 0 0.0% Q1 2026 Apr 08, 2026
Basepoint Wealth LLC History No change 4 1 0.0% 0.0% 757 0 0.0% Q1 2026 May 07, 2026
Hilton Head Capital Partners, LLC History No change 5 1 0.0% 0.0% 758 0 0.0% Q1 2026 Apr 20, 2026
Third Point LLC History Closed out 0 0 — 2.5% — -510,000 -100.0% Q1 2026 May 15, 2026
Railway Pension Investments Ltd History Closed out 0 0 — 1.87% — -445,280 -100.0% Q1 2026 May 12, 2026
EMINENCE CAPITAL, LP History Closed out 0 0 — 2.5% — -441,845 -100.0% Q1 2026 May 15, 2026
Egerton Capital (UK) LLP History Closed out 0 0 — 0.99% — -254,813 -100.0% Q1 2026 May 13, 2026
TREMBLANT CAPITAL GROUP History Closed out 0 0 — 2.02% — -222,165 -100.0% Q1 2026 May 15, 2026
Employees Retirement System of Texas History Closed out 0 0 — 0.51% — -176,200 -100.0% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Closed out 0 0 — 0.15% — -118,294 -100.0% Q1 2026 May 15, 2026
Southpoint Capital Advisors LP History Closed out 0 0 — 0.95% — -115,000 -100.0% Q1 2026 May 15, 2026
KING STREET CAPITAL MANAGEMENT, L.P. History Closed out 0 0 — 5.13% — -104,000 -100.0% Q1 2026 May 15, 2026
Senator Investment Group LP History Closed out 0 0 — 1.43% — -100,000 -100.0% Q1 2026 May 13, 2026
Solel Partners LP History Closed out 0 0 — 5.03% — -87,000 -100.0% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.02% — -81,752 -100.0% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Closed out 0 0 — 0.34% — -67,008 -100.0% Q1 2026 May 15, 2026
Weiss Asset Management LP History Closed out 0 0 — 0.26% — -52,206 -100.0% Q1 2026 May 15, 2026
Verition Fund Management LLC History Closed out 0 0 — 0.06% — -44,139 -100.0% Q1 2026 May 15, 2026
NOMURA HOLDINGS INC History Closed out 0 0 — 0.01% — -26,127 -100.0% Q1 2026 May 15, 2026
SEVEN GRAND MANAGERS, LLC History Closed out 0 0 — 0.68% — -25,000 -100.0% Q1 2026 May 06, 2026
CenterBook Partners LP History Closed out 0 0 — 0.37% — -21,322 -100.0% Q1 2026 May 05, 2026
Skandinaviska Enskilda Banken AB (publ) History Closed out 0 0 — 0.02% — -16,239 -100.0% Q1 2026 May 15, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.08% — -14,660 -100.0% Q1 2026 May 12, 2026
Elo Mutual Pension Insurance Co History Closed out 0 0 — 0.06% — -10,190 -100.0% Q1 2026 May 11, 2026
Coppell Advisory Solutions LLC History Closed out 0 0 — 0.35% — -9,876 -100.0% Q1 2026 May 15, 2026
MARSHALL WACE, LLP History Closed out 0 0 — 0.0% — -9,744 -100.0% Q1 2026 May 14, 2026
F/m Investments LLC History Closed out 0 0 — 0.11% — -8,466 -100.0% Q1 2026 May 11, 2026
HENNESSY ADVISORS INC History Closed out 0 0 — 0.1% — -7,600 -100.0% Q1 2026 Apr 21, 2026
Banco BTG Pactual S.A. History Closed out 0 0 — 0.46% — -7,500 -100.0% Q1 2026 May 12, 2026
U.S. Capital Wealth Advisors, LLC History Closed out 0 0 — 0.06% — -6,794 -100.0% Q1 2026 Apr 07, 2026
LRT Capital Management, LLC History Closed out 0 0 — 1.82% — -5,940 -100.0% Q1 2026 May 15, 2026
Jump Financial, LLC History Closed out 0 0 — 0.02% — -5,441 -100.0% Q1 2026 May 14, 2026
Aquatic Capital Management LLC History Closed out 0 0 — 0.05% — -5,099 -100.0% Q1 2026 May 15, 2026
Kentucky Retirement Systems History Closed out 0 0 — 0.05% — -5,003 -100.0% Q1 2026 May 19, 2026
PEAK FINANCIAL ADVISORS LLC History Closed out 0 0 — 0.8% — -4,996 -100.0% Q1 2026 Apr 22, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 — 0.05% — -4,282 -100.0% Q1 2026 May 15, 2026
Focus Partners Wealth History Closed out 0 0 — 0.0% — -4,212 -100.0% Q1 2026 May 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -4,170 -100.0% Q1 2026 May 15, 2026
PMC FIG Opportunities LLC History Closed out 0 0 — 2.2% — -3,929 -100.0% Q1 2026 May 15, 2026
NewEdge Advisors, LLC History Closed out 0 0 — 0.0% — -3,762 -100.0% Q1 2026 May 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.08% — -3,703 -100.0% Q1 2026 Apr 28, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Closed out 0 0 — 0.0% — -3,505 -100.0% Q1 2026 May 14, 2026
Rakuten Investment Management, Inc. History Closed out 0 0 — 0.0% — -3,467 -100.0% Q1 2026 May 12, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 — 0.19% — -3,394 -100.0% Q1 2026 May 12, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.17% — -3,303 -100.0% Q1 2026 May 07, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.05% — -3,278 -100.0% Q1 2026 May 14, 2026
MANGROVE PARTNERS IM, LLC History Closed out 0 0 — 0.08% — -2,734 -100.0% Q1 2026 May 15, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 — 0.01% — -2,500 -100.0% Q1 2026 May 14, 2026
Genus Capital Management Inc. History Closed out 0 0 — 0.08% — -1,972 -100.0% Q1 2026 May 01, 2026
XML Financial, LLC History Closed out 0 0 — 0.05% — -1,570 -100.0% Q1 2026 Apr 16, 2026
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 — 0.05% — -1,511 -100.0% Q1 2026 May 12, 2026
Counterpoint Mutual Funds LLC History Closed out 0 0 — 0.04% — -1,410 -100.0% Q1 2026 Apr 27, 2026
Persistent Asset Partners Ltd History Closed out 0 0 — 0.22% — -1,403 -100.0% Q1 2026 May 12, 2026
Optimize Financial Inc History Closed out 0 0 — 0.25% — -1,372 -100.0% Q1 2026 May 12, 2026
STEPHENS INC /AR/ History Closed out 0 0 — 0.01% — -1,341 -100.0% Q1 2026 Apr 28, 2026
Advisor OS, LLC History Closed out 0 0 — 0.04% — -1,336 -100.0% Q1 2026 May 07, 2026
ABC ARBITRAGE SA History Closed out 0 0 — 0.04% — -1,330 -100.0% Q1 2026 May 04, 2026
Blueshift Asset Management, LLC History Closed out 0 0 — 0.13% — -1,275 -100.0% Q1 2026 May 14, 2026
Brooklyn Investment Group History Closed out 0 0 — 0.02% — -1,221 -100.0% Q1 2026 Apr 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -1,170 -100.0% Q1 2026 Apr 29, 2026
LOOMIS SAYLES & CO L P History Closed out 0 0 — 0.0% — -1,138 -100.0% Q1 2026 May 14, 2026
Hunting Hill Global Capital, LLC History Closed out 0 0 — 0.27% — -1,100 -100.0% Q1 2026 May 15, 2026
Havemeyer Place LP History Closed out 0 0 — 0.08% — -1,085 -100.0% Q1 2026 May 13, 2026
Forum Financial Management, LP History Closed out 0 0 — 0.0% — -1,020 -100.0% Q1 2026 Apr 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 — 0.03% — -1,020 -100.0% Q1 2026 May 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Closed out 0 0 — 0.01% — -964 -100.0% Q1 2026 Apr 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History Closed out 0 0 — 0.0% — -904 -100.0% Q1 2026 May 01, 2026
NATIXIS History Closed out 0 0 — 0.0% — -897 -100.0% Q1 2026 May 14, 2026
Ballentine Partners, LLC History Closed out 0 0 — 0.0% — -865 -100.0% Q1 2026 May 14, 2026
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -822 -100.0% Q1 2026 May 01, 2026
EP Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -813 -100.0% Q1 2026 May 14, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.01% — -811 -100.0% Q1 2026 May 12, 2026
Portside Wealth Group, LLC History Closed out 0 0 — 0.04% — -811 -100.0% Q1 2026 May 12, 2026
Venturi Wealth Management, LLC History Closed out 0 0 — 0.01% — -806 -100.0% Q1 2026 Apr 21, 2026
Frank, Rimerman Advisors LLC History Closed out 0 0 — 0.02% — -785 -100.0% Q1 2026 Apr 29, 2026
Whalen Wealth Management Inc. History Closed out 0 0 — 0.15% — -765 -100.0% Q1 2026 Apr 13, 2026
Belpointe Asset Management LLC History Closed out 0 0 — 0.01% — -752 -100.0% Q1 2026 Apr 28, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Closed out 0 0 — 0.01% — -746 -100.0% Q1 2026 May 11, 2026
PUREfi Wealth, LLC History Closed out 0 0 — 0.2% — -726 -100.0% Q1 2026 Apr 28, 2026
FIDUCIENT ADVISORS LLC History Closed out 0 0 — 0.03% — -725 -100.0% Q1 2026 May 08, 2026
Bryn Mawr Trust Advisors, LLC History Closed out 0 0 — 0.01% — -724 -100.0% Q1 2026 May 04, 2026
Legacy Wealth Advisors, LLC History Closed out 0 0 — 0.17% — -724 -100.0% Q1 2026 May 06, 2026
B. Riley Wealth Advisors, Inc. History Closed out 0 0 — 0.01% — -716 -100.0% Q1 2026 Apr 24, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.0% — -710 -100.0% Q1 2026 Apr 24, 2026
Summit Financial, LLC History Closed out 0 0 — 0.0% — -703 -100.0% Q1 2026 May 15, 2026
Curated Wealth Partners LLC History Closed out 0 0 — 0.03% — -681 -100.0% Q1 2026 Apr 09, 2026
Modern Wealth Management, LLC History Closed out 0 0 — 0.0% — -677 -100.0% Q1 2026 May 14, 2026
West Family Investments, Inc. History Closed out 0 0 — 0.06% — -663 -100.0% Q1 2026 May 07, 2026
Checchi Capital Advisers, LLC History Closed out 0 0 — 0.01% — -663 -100.0% Q1 2026 May 04, 2026
Horizon Wealth Management, LLC History Closed out 0 0 — 0.04% — -663 -100.0% Q1 2026 Apr 24, 2026
Cypress Wealth Services, LLC History Closed out 0 0 — 0.03% — -661 -100.0% Q1 2026 Apr 15, 2026
BIRCH FINANCIAL GROUP, LLC History Closed out 0 0 — 0.13% — -654 -100.0% Q1 2026 Apr 16, 2026
CI INVESTMENTS INC. History Closed out 0 0 — 0.0% — -645 -100.0% Q1 2026 May 13, 2026
Koshinski Asset Management, Inc. History Closed out 0 0 — 0.01% — -638 -100.0% Q1 2026 Apr 27, 2026
Quantum Financial Advisors, LLC History Closed out 0 0 — 0.03% — -637 -100.0% Q1 2026 Apr 08, 2026
Goldstein Advisors, LLC History Closed out 0 0 — 0.03% — -634 -100.0% Q1 2026 Apr 28, 2026
Ground Swell Capital, LLC History Closed out 0 0 — 0.46% — -628 -100.0% Q1 2026 Apr 21, 2026
Krilogy Financial LLC History Closed out 0 0 — 0.01% — -621 -100.0% Q1 2026 Apr 17, 2026
FourThought Financial Partners, LLC History Closed out 0 0 — 0.02% — -618 -100.0% Q1 2026 May 07, 2026
Rehmann Capital Advisory Group History Closed out 0 0 — 0.01% — -617 -100.0% Q1 2026 May 15, 2026
Procyon Advisors, LLC History Closed out 0 0 — 0.01% — -596 -100.0% Q1 2026 May 04, 2026
EVERETT HARRIS & CO /CA/ History Closed out 0 0 — 0.0% — -591 -100.0% Q1 2026 May 08, 2026
Left Brain Wealth Management, LLC History Closed out 0 0 — 0.07% — -591 -100.0% Q1 2026 Apr 30, 2026
GeoWealth Management, LLC History Closed out 0 0 — 0.01% — -585 -100.0% Q1 2026 May 13, 2026
WP Advisors, LLC History Closed out 0 0 — 0.05% — -585 -100.0% Q1 2026 May 04, 2026
CFO4Life Group, LLC History Closed out 0 0 — 0.03% — -583 -100.0% Q1 2026 May 11, 2026
WealthPLAN Partners, LLC History Closed out 0 0 — 0.03% — -579 -100.0% Q1 2026 Apr 29, 2026
Kingsview Wealth Management, LLC History Closed out 0 0 — 0.0% — -579 -100.0% Q1 2026 May 12, 2026
Cercano Management LLC History Closed out 0 0 — 0.01% — -570 -100.0% Q1 2026 May 13, 2026
Meadow Creek Wealth Advisors LLC History Closed out 0 0 — 0.13% — -568 -100.0% Q1 2026 Apr 30, 2026
Meadowbrook Advisors Group, LLC History Closed out 0 0 — 0.11% — -568 -100.0% Q1 2026 Apr 16, 2026
Apollon Financial, LLC History Closed out 0 0 — 0.03% — -567 -100.0% Q1 2026 Apr 22, 2026
WEDBUSH SECURITIES INC History Closed out 0 0 — 0.01% — -562 -100.0% Q1 2026 Apr 21, 2026
AlphaStar Capital Management, LLC History Closed out 0 0 — 0.01% — -561 -100.0% Q1 2026 Apr 15, 2026
Eagle Bay Advisors LLC History Closed out 0 0 — 0.14% — -557 -100.0% Q1 2026 Apr 24, 2026
HBK Sorce Advisory LLC History Closed out 0 0 — 0.0% — -524 -100.0% Q1 2026 May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 — 0.01% — -513 -100.0% Q1 2026 Apr 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Closed out 0 0 — 0.03% — -355 -100.0% Q1 2026 Apr 29, 2026
Compass Financial Services Inc History Closed out 0 0 — 0.04% — -246 -100.0% Q1 2026 May 01, 2026
TCTC Holdings, LLC History Closed out 0 0 — 0.0% — -104 -100.0% Q1 2026 May 07, 2026
Johnson Financial Group, Inc. History Reduced 1 0 — 0.0% — -43 -97.73% Q1 2026 May 07, 2026
DV Trading LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q1 2026 May 15, 2026
BOKF, NA History Closed out 0 0 — 0.0% — -38 -100.0% Q1 2026 May 08, 2026
IFC & Insurance Marketing, Inc. History Closed out 0 0 — 0.01% — -28 -100.0% Q1 2026 Apr 16, 2026
Concord Wealth Partners History Closed out 0 0 — 0.0% — -24 -100.0% Q1 2026 May 01, 2026
Torren Management, LLC History Reduced 1 0 — 0.0% — -23 -95.83% Q1 2026 Apr 30, 2026
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 — 0.0% — -19 -100.0% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 — 0.0% — -19 -100.0% Q1 2026 May 15, 2026
Marquette Asset Management, LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q1 2026 Apr 23, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.0% — -13 -100.0% Q1 2026 May 15, 2026
Fideuram Asset Management (Ireland) dac History Closed out 0 0 — 0.0% — -13 -100.0% Q1 2026 May 11, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.0% — -11 -100.0% Q1 2026 May 06, 2026
SouthState Bank Corp History Reduced 3 0 — 0.0% — -8 -72.73% Q1 2026 May 05, 2026
Sound Income Strategies, LLC History Closed out 0 0 — 0.0% — -8 -100.0% Q1 2026 Apr 27, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 2 0 — 0.0% — -7 -77.78% Q1 2026 May 07, 2026
Harvest Fund Management Co., Ltd History Closed out 0 0 — 0.0% — -7 -100.0% Q1 2026 May 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -7 -100.0% Q1 2026 Apr 24, 2026
Cassaday & Co Wealth Management LLC History New 3 0 — — — +3 New Q1 2026 May 07, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.0% — -3 -100.0% Q1 2026 May 04, 2026
Ascentis Independent Advisors History New 2 0 — — — +2 New Q1 2026 Apr 28, 2026
CURIO WEALTH, LLC History New 2 0 — — — +2 New Q1 2026 May 11, 2026
Pacer Advisors, Inc. History Closed out 0 0 — — — -2 -100.0% Q1 2026 May 06, 2026
Quaker Wealth Management, LLC History Added to 2 0 — — — +1 100.0% Q1 2026 Apr 10, 2026
HFM Investment Advisors, LLC History Reduced 3 0 — 0.0% — -1 -25.0% Q1 2026 May 01, 2026
TFC Financial Management, Inc. History New 1 0 — — — +1 New Q1 2026 Apr 23, 2026
TopTier Wealth Management, LLC History New 1 0 — — — +1 New Q1 2026 May 05, 2026
Roble, Belko & Company, Inc History Closed out 0 0 — — — -1 -100.0% Q1 2026 Apr 16, 2026
Laurel Wealth Advisors LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 12, 2026
Dogwood Wealth Management LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 12, 2026
WINNOW WEALTH LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 19, 2026
ALERUS FINANCIAL NA History No change 3 0 — 0.0% — 0 0.0% Q1 2026 May 12, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1 0 — — — 0 0.0% Q1 2026 Apr 23, 2026
North Star Investment Management Corp. History No change 2 0 — — — 0 0.0% Q1 2026 Apr 23, 2026
IMA Advisory Services, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 May 06, 2026
Rakuten Securities, Inc. History No change 2 0 — — — 0 0.0% Q1 2026 May 01, 2026
Seneschal Advisors, LLC History No change 2 0 — — — 0 0.0% Q1 2026 May 08, 2026