LANDSTAR SYSTEM INC - LSTR

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
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 3,432,243 550,222 1.62% 1.35% 1 -65,810 -1.88% Q1 2026 May 14, 2026
BlackRock, Inc. History Added to 3,233,185 518,311 0.01% 0.01% 2 +104,787 3.35% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 3,209,660 461,228 0.01% 0.01% 3 0 0.0% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,835,604 293,788 0.13% 0.07% 4 +848,517 85.96% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,752,711 280,977 0.01% 5 +1,752,711 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,531,900 245,578 0.01% 6 +1,531,900 New Q1 2026 May 15, 2026
Boston Partners History Reduced 1,420,213 227,764 0.24% 0.26% 7 -294,687 -17.18% Q1 2026 May 11, 2026
STATE STREET CORP History Added to 1,123,666 180,134 0.01% 0.01% 8 +18,858 1.71% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Added to 1,118,554 179,315 0.13% 0.1% 9 +179,294 19.09% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,074,358 172,230 0.11% 0.09% 10 -65,240 -5.72% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 934,926 149,901 0.01% 0.01% 11 +77,489 9.04% Q1 2026 May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History Added to 745,228 119,467 0.5% 0.39% 12 +38,782 5.49% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 721,330 115,636 0.02% 0.01% 13 +78,887 12.28% Q1 2026 May 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 683,119 109,506 0.02% 0.02% 14 +15,825 2.37% Q1 2026 May 07, 2026
REINHART PARTNERS, LLC. History Added to 682,536 109,420 3.15% 2.85% 15 +21,458 3.25% Q1 2026 Apr 13, 2026
MORGAN STANLEY History Reduced 656,118 105,182 0.01% 0.01% 16 -922,305 -58.43% Q1 2026 May 15, 2026
FENIMORE ASSET MANAGEMENT INC History Added to 566,064 90,745 2.02% 1.45% 17 +79,899 16.43% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 482,095 77,284 0.03% 0.03% 18 -59,785 -11.03% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 459,608 73,679 0.1% 19 +459,608 New Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 448,909 71,964 0.01% 0.01% 20 -103,187 -18.69% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 383,687 61,508 0.01% 0.01% 21 +14,077 3.81% Q1 2026 May 15, 2026
Copeland Capital Management, LLC History Reduced 377,389 60,499 1.35% 1.22% 22 -3,846 -1.01% Q1 2026 May 06, 2026
BANK OF MONTREAL /CAN/ History Reduced 369,511 59,236 0.02% 0.02% 23 -17,247 -4.46% Q1 2026 May 13, 2026
JPMORGAN CHASE & CO History Reduced 362,828 56,949 0.0% 0.01% 24 -193,442 -34.77% Q1 2026 May 13, 2026
LORD, ABBETT & CO. LLC History Added to 349,394 56,011 0.18% 0.15% 25 +18,439 5.57% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 348,449 55,859 0.01% 0.01% 26 -4,453 -1.26% Q1 2026 May 11, 2026
Bank of New York Mellon Corp History Added to 347,877 55,768 0.01% 0.01% 27 +24 0.01% Q1 2026 May 05, 2026
ALLIANCEBERNSTEIN L.P. History Added to 340,606 48,945 0.02% 0.01% 28 +58,653 20.8% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History Added to 307,471 48,845 0.02% 0.01% 29 +25,629 9.09% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 304,414 48,789 0.07% 0.14% 30 -437,801 -58.99% Q1 2026 May 15, 2026
UBS Group AG History Added to 277,749 44,525 0.01% 0.0% 31 +153,902 124.27% Q1 2026 May 05, 2026
Gotham Asset Management, LLC History Reduced 276,406 44,310 0.14% 0.18% 32 -64,045 -18.81% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 276,357 44,302 0.01% 0.01% 33 -7,520 -2.65% Q1 2026 May 12, 2026
Boston Trust Walden Corp History Reduced 269,134 43,144 0.35% 0.33% 34 -35,346 -11.61% Q1 2026 Apr 24, 2026
BANK OF AMERICA CORP /DE/ History Added to 250,112 40,095 0.0% 0.0% 35 +29,595 13.42% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Added to 231,069 37,043 0.04% 0.0% 36 +209,912 992.16% Q1 2026 Apr 16, 2026
ROYCE & ASSOCIATES LP History Reduced 230,585 36,965 0.36% 0.41% 37 -53,973 -18.97% Q1 2026 May 12, 2026
LONDON CO OF VIRGINIA History Reduced 222,509 35,670 0.22% 0.19% 38 -6,646 -2.9% Q1 2026 May 15, 2026
NORGES BANK History No change 245,512 35,280 0.0% 0.0% 39 0 0.0% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 212,429 34,054 0.04% 0.03% 40 +25,729 13.78% Q1 2026 May 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 211,909 33,971 0.01% 41 +211,909 New Q1 2026 May 08, 2026
Schonfeld Strategic Advisors LLC History New 194,625 31,200 0.22% 42 +194,625 New Q1 2026 May 15, 2026
Turas Capital Management LP History New 183,500 29,416 7.51% 43 +183,500 New Q1 2026 May 15, 2026
Quantinno Capital Management LP History Added to 173,362 27,791 0.05% 0.02% 44 +90,153 108.35% Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 170,202 27,285 0.01% 0.01% 45 +21,777 14.67% Q1 2026 May 04, 2026
JANUS HENDERSON GROUP PLC History Added to 166,984 26,770 0.01% 0.01% 46 +67 0.04% Q1 2026 May 18, 2026
FMR LLC History Added to 165,867 26,590 0.0% 0.0% 47 +35,695 27.42% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 136,203 21,834 0.01% 0.01% 48 -30,760 -18.42% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 128,868 20,657 0.0% 0.0% 49 -4,175 -3.14% Q1 2026 May 15, 2026
River Road Asset Management, LLC History Reduced 124,207 19,911 0.23% 0.2% 50 -1,622 -1.29% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 109,555 17,562 0.0% 0.0% 51 +650 0.6% Q1 2026 May 13, 2026
Clarkston Capital Partners, LLC History Reduced 107,210 17,186 1.31% 0.62% 52 -78,655 -42.32% Q1 2026 May 14, 2026
Verition Fund Management LLC History Added to 107,069 17,164 0.11% 0.01% 53 +86,883 430.41% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 101,308 16,240 0.01% 0.01% 54 -6,051 -5.64% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History Added to 93,369 14,964 0.01% 0.01% 55 +17,186 22.56% Q1 2026 May 13, 2026
DEUTSCHE BANK AG\ History Added to 92,449 14,820 0.0% 0.0% 56 +87,160 1647.95% Q1 2026 May 06, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History New 91,845 14,723 0.05% 57 +91,845 New Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 87,250 13,987 0.02% 0.02% 58 -1,829 -2.05% Q1 2026 May 13, 2026
Walleye Capital LLC History New 85,863 13,764 0.06% 59 +85,863 New Q1 2026 May 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 84,943 13,617 0.0% 0.0% 60 -3,569 -4.03% Q1 2026 May 15, 2026
ALPS ADVISORS INC History Reduced 84,855 13,603 0.06% 0.07% 61 -4,104 -4.61% Q1 2026 May 08, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 82,399 13,209 2.9% 0.46% 62 +69,187 523.67% Q1 2026 May 15, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 80,440 12,895 0.02% 0.01% 63 +24,100 42.78% Q1 2026 May 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 81,454 12,749 0.01% 0.0% 64 +80,148 6136.91% Q1 2026 May 15, 2026
Amundi History Added to 79,173 12,692 0.0% 0.0% 65 +75,810 2254.24% Q1 2026 May 15, 2026
J. Goldman & Co LP History New 77,003 12,344 0.36% 66 +77,003 New Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 76,048 12,191 0.01% 0.01% 67 +2,154 2.91% Q1 2026 May 04, 2026
Man Group plc History Added to 75,401 12,087 0.02% 0.02% 68 +9,109 13.74% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Reduced 74,810 11,992 0.01% 0.01% 69 -2,361 -3.06% Q1 2026 May 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 70,595 11,317 0.01% 0.01% 70 +2,021 2.95% Q1 2026 May 06, 2026
BARCLAYS PLC History Reduced 69,021 11,064 0.0% 0.0% 71 -18,897 -21.49% Q1 2026 May 14, 2026
Swiss National Bank History Reduced 68,000 10,901 0.01% 0.01% 72 -400 -0.58% Q1 2026 May 07, 2026
AMERICAN CENTURY COMPANIES INC History Added to 67,875 10,881 0.01% 0.0% 73 +5,513 8.84% Q1 2026 May 15, 2026
PARTHENON LLC History Reduced 66,909 10,726 1.23% 1.04% 74 -55 -0.08% Q1 2026 Apr 28, 2026
Jain Global LLC History New 66,429 10,649 0.04% 75 +66,429 New Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Reduced 63,240 10,137 0.01% 0.01% 76 -3,101 -4.67% Q1 2026 May 12, 2026
Retirement Systems of Alabama History Added to 63,155 10,124 0.03% 0.03% 77 +535 0.85% Q1 2026 Apr 24, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 60,207 9,450 0.02% 0.03% 78 -55,571 -48.0% Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 57,009 9,140 0.0% 0.0% 79 +2,084 3.79% Q1 2026 May 15, 2026
Holocene Advisors, LP History Added to 55,433 8,886 0.02% 0.01% 80 +15,463 38.69% Q1 2026 May 15, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Reduced 55,169 8,844 1.52% 1.36% 81 -3,195 -5.47% Q1 2026 Apr 16, 2026
Nuveen, LLC History Reduced 53,945 8,647 0.0% 0.01% 82 -144,533 -72.82% Q1 2026 Apr 30, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 51,779 8,300 0.01% 83 +51,779 New Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 51,669 8,283 0.03% 0.02% 84 +10,638 25.93% Q1 2026 Apr 30, 2026
CITIGROUP INC History Reduced 51,307 8,225 0.0% 0.01% 85 -30,214 -37.06% Q1 2026 May 11, 2026
Legal & General Group Plc History Reduced 50,715 8,130 0.0% 0.0% 86 -6,478 -11.33% Q1 2026 May 08, 2026
MUFG Securities EMEA plc History New 47,000 7,534 0.11% 87 +47,000 New Q1 2026 May 11, 2026
Mariner, LLC History Added to 44,671 7,160 0.01% 0.0% 88 +32,564 268.97% Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Reduced 44,552 7,142 0.01% 0.04% 89 -219,912 -83.15% Q1 2026 May 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 44,051 7,061 0.02% 0.01% 90 +15,457 54.06% Q1 2026 May 14, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 43,943 7,044 0.01% 0.01% 91 -6,371 -12.66% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 42,488 6,811 0.03% 0.03% 92 -22,889 -35.01% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 41,489 6,651 0.02% 0.02% 93 +2,947 7.65% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 41,382 6,633 0.0% 0.0% 94 +12,371 42.64% Q1 2026 May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 40,944 6,563 0.01% 0.0% 95 +8,428 25.92% Q1 2026 May 15, 2026
REGIONS FINANCIAL CORP History Reduced 39,856 6,389 0.04% 0.04% 96 -800 -1.97% Q1 2026 May 05, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 37,679 6,040 0.01% 0.01% 97 -1,125 -2.9% Q1 2026 Apr 27, 2026
Callan Family Office, LLC History Added to 36,487 5,849 0.13% 0.06% 98 +17,363 90.79% Q1 2026 May 13, 2026
Focus Partners Wealth History Added to 36,245 5,833 0.01% 0.0% 99 +9,297 34.5% Q1 2026 May 14, 2026
GHP Investment Advisors, Inc. History Reduced 35,156 5,635 0.23% 0.22% 100 -2,270 -6.07% Q1 2026 Apr 21, 2026
SummitTX Capital, L.P. History Added to 34,838 5,584 0.17% 0.12% 101 +7,935 29.49% Q1 2026 May 15, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 34,750 5,570 0.1% 0.08% 102 +2,800 8.76% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 34,583 5,544 0.01% 0.01% 103 +933 2.77% Q1 2026 May 06, 2026
Ballast Asset Management, LP History Added to 34,249 5,490 2.44% 2.27% 104 +825 2.47% Q1 2026 May 07, 2026
Creative Planning History Added to 34,086 5,464 0.0% 0.0% 105 +13,942 69.21% Q1 2026 May 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 32,930 5,279 0.02% 0.02% 106 -9,203 -21.84% Q1 2026 May 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History New 30,981 4,966 0.02% 107 +30,981 New Q1 2026 May 13, 2026
CITADEL ADVISORS LLC History Reduced 30,364 4,867 0.0% 0.0% 108 -12,778 -29.62% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 29,730 4,766 0.0% 109 +29,730 New Q1 2026 May 08, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 29,448 4,720 0.09% 0.07% 110 +851 2.98% Q1 2026 Apr 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 29,362 4,707 0.01% 0.01% 111 0 0.0% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 28,339 4,543 0.01% 0.0% 112 +15,383 118.73% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 27,831 4,461 0.01% 0.0% 113 +27,454 7282.23% Q1 2026 May 01, 2026
LPL Financial LLC History Added to 27,102 4,344 0.0% 0.0% 114 +5,201 23.75% Q1 2026 May 06, 2026
NATIXIS History Added to 27,094 4,343 0.02% 0.01% 115 +15,898 142.0% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Added to 26,839 4,307 0.01% 0.01% 116 +87 0.33% Q1 2026 May 14, 2026
BANK OF NOVA SCOTIA History New 25,695 4,119 0.01% 117 +25,695 New Q1 2026 May 14, 2026
Cardinal Capital Management History Added to 25,594 4,102 0.53% 0.47% 118 +862 3.49% Q1 2026 Apr 08, 2026
&PARTNERS History Added to 23,672 3,794 0.02% 0.01% 119 +5,494 30.22% Q1 2026 May 15, 2026
Bridge City Capital, LLC History Added to 23,518 3,770 1.04% 0.98% 120 +421 1.82% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 23,493 3,766 0.0% 0.0% 121 -221 -0.93% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Reduced 22,633 3,628 0.0% 0.0% 122 -1,282 -5.36% Q1 2026 May 13, 2026
COMERICA BANK History No change 24,707 3,550 0.01% 0.01% 123 0 0.0% Q4 2025 Jan 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 21,966 3,521 0.0% 0.0% 124 +6,755 44.41% Q1 2026 May 12, 2026
CWM, LLC History Added to 21,820 3,497 0.01% 0.0% 125 +15,671 254.85% Q1 2026 May 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 21,371 3,426 0.28% 0.19% 126 +4,315 25.3% Q1 2026 Apr 28, 2026
Lighthouse Investment Partners, LLC History Reduced 21,355 3,423 0.12% 0.1% 127 -1,840 -7.93% Q1 2026 May 14, 2026
IEQ CAPITAL, LLC History New 20,549 3,294 0.02% 128 +20,549 New Q1 2026 May 14, 2026
Inspire Investing, LLC History Reduced 20,313 3,256 0.27% 0.28% 129 -1,237 -5.74% Q1 2026 Apr 23, 2026
Squarepoint Ops LLC History New 20,077 3,218 0.0% 130 +20,077 New Q1 2026 May 15, 2026
Concentric Capital Strategies, LP History New 19,970 3,201 0.27% 131 +19,970 New Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 18,877 3,026 0.0% 0.0% 132 +12,162 181.12% Q1 2026 May 15, 2026
NewEdge Wealth, LLC History Added to 18,184 2,915 0.03% 0.03% 133 +1,821 11.13% Q1 2026 May 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 17,399 2,789 0.03% 0.03% 134 +2,102 13.74% Q1 2026 May 15, 2026
Walleye Trading LLC History Reduced 17,290 2,771 0.0% 0.0% 135 -5,501 -24.14% Q1 2026 May 08, 2026
Hilton Capital Management, LLC History Added to 17,170 2,752 0.21% 0.16% 136 +2,132 14.18% Q1 2026 May 14, 2026
State of New Jersey Common Pension Fund D History Reduced 17,055 2,734 0.01% 0.01% 137 -218 -1.26% Q1 2026 May 05, 2026
MetLife Investment Management, LLC History Reduced 16,755 2,685 0.01% 0.01% 138 -22 -0.13% Q1 2026 May 14, 2026
Tidal Investments LLC History Added to 16,666 2,654 0.01% 0.0% 139 +5,837 53.9% Q1 2026 May 15, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 16,534 2,650 0.01% 0.0% 140 +4,184 33.88% Q1 2026 May 15, 2026
ING GROEP NV History New 16,400 2,629 0.02% 141 +16,400 New Q1 2026 May 11, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 15,486 2,482 0.01% 0.01% 142 -1,009 -6.12% Q1 2026 Apr 30, 2026
CIBC WORLD MARKETS CORP History No change 17,200 2,471 0.01% 0.01% 143 0 0.0% Q4 2025 Feb 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 15,378 2,465 0.01% 0.0% 144 +13,542 737.58% Q1 2026 May 15, 2026
AMALGAMATED BANK History Added to 15,332 2,458 0.02% 0.02% 145 +131 0.86% Q1 2026 May 08, 2026
BLAIR WILLIAM & CO/IL History Added to 15,128 2,425 0.01% 0.01% 146 +45 0.3% Q1 2026 May 08, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History Reduced 14,989 2,402 0.02% 0.04% 147 -32,011 -68.11% Q1 2026 May 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 15,905 2,384 0.0% 0.0% 148 +6,023 60.95% Q1 2026 Apr 08, 2026
Treasurer of the State of North Carolina History Added to 14,584 2,338 0.01% 0.01% 149 +310 2.17% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History Added to 14,513 2,326 0.02% 0.02% 150 +265 1.86% Q1 2026 Apr 29, 2026
Continuum Advisory, LLC History New 14,412 2,310 0.22% 151 +14,412 New Q1 2026 Apr 22, 2026
Hudson Bay Capital Management LP History Reduced 14,220 2,279 0.01% 0.01% 152 -16,280 -53.38% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 13,686 2,194 0.0% 153 +13,686 New Q1 2026 May 08, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 13,256 2,124 0.0% 0.0% 154 +7,355 124.64% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Added to 13,125 2,104 0.0% 0.0% 155 +7,954 153.82% Q1 2026 May 12, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 13,051 2,092 0.02% 0.02% 156 -1,243 -8.7% Q1 2026 May 07, 2026
Ameritas Investment Partners, Inc. History No change 12,399 1,987 0.06% 0.05% 157 0 0.0% Q1 2026 May 13, 2026
Handelsbanken Fonder AB History Added to 12,144 1,947 0.01% 0.0% 158 +2,300 23.36% Q1 2026 Apr 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 12,124 1,943 0.01% 0.01% 159 +1,154 10.52% Q1 2026 May 13, 2026
Graham Capital Management, L.P. History Added to 12,033 1,929 0.05% 0.02% 160 +6,973 137.81% Q1 2026 May 15, 2026
Perbak Capital Partners LLP History Added to 11,430 1,832 0.45% 0.21% 161 +6,625 137.88% Q1 2026 May 15, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 10,936 1,753 0.02% 0.02% 162 +1,313 13.64% Q1 2026 Apr 23, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 10,909 1,749 0.01% 0.01% 163 0 0.0% Q1 2026 May 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,790 1,729 0.02% 0.02% 164 -608 -5.33% Q1 2026 Apr 24, 2026
Neuberger Berman Group LLC History Added to 10,636 1,705 0.0% 0.0% 165 +105 1.0% Q1 2026 May 14, 2026
Atria Investments, Inc History Reduced 10,612 1,701 0.02% 0.02% 166 -111 -1.04% Q1 2026 May 05, 2026
Baird Financial Group, Inc. History Added to 10,503 1,683 0.0% 0.0% 167 +982 10.31% Q1 2026 May 14, 2026
Arax Advisory Partners History Added to 10,407 1,668 0.05% 0.01% 168 +8,443 429.89% Q1 2026 May 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 10,400 1,667 0.0% 169 +10,400 New Q1 2026 May 14, 2026
TWO SIGMA INVESTMENTS, LP History New 10,200 1,635 0.0% 170 +10,200 New Q1 2026 May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 10,128 1,623 0.14% 0.03% 171 +6,250 161.17% Q1 2026 May 15, 2026
Louisiana State Employees Retirement System History Added to 9,900 1,587 0.03% 0.02% 172 +400 4.21% Q1 2026 Apr 20, 2026
KLP KAPITALFORVALTNING AS History Added to 9,700 1,555 0.01% 0.0% 173 +2,300 31.08% Q1 2026 Apr 29, 2026
Balefire, LLC History New 9,627 1,543 0.29% 174 +9,627 New Q1 2026 May 07, 2026
Summit Trail Advisors, LLC History Added to 9,579 1,535 0.02% 0.01% 175 +4,258 80.02% Q1 2026 May 12, 2026
Arizona State Retirement System History Reduced 9,434 1,512 0.01% 0.01% 176 -205 -2.13% Q1 2026 May 01, 2026
State of Tennessee, Department of Treasury History No change 9,412 1,508 0.01% 0.0% 177 0 0.0% Q1 2026 May 15, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 9,370 1,502 0.01% 0.01% 178 +1,736 22.74% Q1 2026 May 15, 2026
Richard Bernstein Advisors LLC History New 9,354 1,499 0.04% 179 +9,354 New Q1 2026 Apr 22, 2026
Cherokee Insurance Co History No change 9,100 1,458 0.55% 0.53% 180 0 0.0% Q1 2026 Apr 28, 2026
Confluence Wealth Services, Inc. History Added to 8,938 1,432 0.06% 0.05% 181 +423 4.97% Q1 2026 May 07, 2026
WINTON GROUP Ltd History Added to 8,730 1,399 0.05% 0.04% 182 +22 0.25% Q1 2026 May 12, 2026
HSBC HOLDINGS PLC History Added to 8,752 1,394 0.0% 0.0% 183 +6,083 227.91% Q1 2026 Apr 30, 2026
Laurus Global Equity Management Inc. History Added to 8,620 1,381 1.35% 0.99% 184 +170 2.01% Q1 2026 Apr 01, 2026
Vanguard Investments Australia, Ltd. History New 8,548 1,370 0.0% 185 +8,548 New Q1 2026 May 08, 2026
DAVENPORT & Co LLC History Added to 8,540 1,369 0.01% 0.01% 186 +52 0.61% Q1 2026 Apr 15, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 8,534 1,368 0.01% 0.01% 187 -61 -0.71% Q1 2026 May 01, 2026
Linden Thomas Advisory Services, LLC History Added to 8,465 1,357 0.13% 0.12% 188 +561 7.1% Q1 2026 Apr 10, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 8,170 1,309 0.01% 0.01% 189 +100 1.24% Q1 2026 May 04, 2026
MACKENZIE FINANCIAL CORP History Added to 7,726 1,238 0.0% 0.0% 190 +944 13.92% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 7,674 1,230 0.0% 0.0% 191 -60 -0.78% Q1 2026 May 01, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 7,631 1,223 0.02% 0.01% 192 -53 -0.69% Q1 2026 May 08, 2026
CIBC Bancorp USA Inc. History New 7,616 1,220 0.0% 193 +7,616 New Q1 2026 May 12, 2026
Trivium Point Advisory, LLC History Added to 7,579 1,214 0.22% 0.07% 194 +2,873 61.05% Q1 2026 Apr 21, 2026
QSV Equity Investors LLC History No change 8,376 1,203 1.78% 1.78% 195 0 0.0% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 7,484 1,199 0.04% 0.03% 196 +256 3.54% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Added to 7,448 1,193 0.01% 0.01% 197 +6 0.08% Q1 2026 May 14, 2026
Brevan Howard Capital Management LP History New 7,335 1,175 0.01% 198 +7,335 New Q1 2026 May 15, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 7,300 1,170 0.04% 0.03% 199 0 0.0% Q1 2026 May 04, 2026
EQUITABLE TRUST CO History Reduced 7,120 1,141 0.05% 0.05% 200 -110 -1.52% Q1 2026 Apr 30, 2026
Clark Capital Management Group, Inc. History No change 7,018 1,125 0.01% 0.01% 201 0 0.0% Q1 2026 May 15, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 6,987 1,120 0.01% 0.01% 202 +91 1.32% Q1 2026 Apr 29, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 6,837 1,096 0.0% 0.0% 203 +114 1.7% Q1 2026 May 11, 2026
Janney Montgomery Scott LLC History Added to 6,737 1,080 0.0% 0.0% 204 +598 9.74% Q1 2026 Apr 22, 2026
M&T BANK CORP History Reduced 6,631 1,063 0.0% 0.0% 205 -45 -0.67% Q1 2026 May 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 6,619 1,061 0.01% 0.01% 206 +596 9.9% Q1 2026 May 01, 2026
Cetera Investment Advisers History Reduced 6,509 1,043 0.0% 0.0% 207 -438 -6.3% Q1 2026 May 13, 2026
SkyView Investment Advisors, LLC History Added to 6,465 1,036 0.14% 0.12% 208 +77 1.21% Q1 2026 May 14, 2026
BROWN ADVISORY INC History Reduced 6,432 1,031 0.0% 0.0% 209 -782 -10.84% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Added to 6,394 1,025 0.0% 0.0% 210 +1,490 30.38% Q1 2026 May 11, 2026
LECAP ASSET MANAGEMENT LTD History Added to 6,304 1,010 0.38% 0.34% 211 +425 7.23% Q1 2026 Apr 30, 2026
Sanctuary Advisors, LLC History Reduced 6,093 976 0.01% 0.01% 212 -1,263 -17.17% Q1 2026 May 05, 2026
Verdence Capital Advisors LLC History New 5,903 946 0.06% 213 +5,903 New Q1 2026 Apr 30, 2026
MCF Advisors LLC History New 5,787 927 0.04% 214 +5,787 New Q1 2026 May 11, 2026
HighTower Advisors, LLC History Added to 5,781 926 0.0% 0.0% 215 +651 12.69% Q1 2026 May 05, 2026
AlphaQuest LLC History No change 6,448 926 0.05% 0.05% 216 0 0.0% Q4 2025 Feb 09, 2026
Pictet Asset Management Holding SA History Added to 5,737 919 0.0% 0.0% 217 +341 6.32% Q1 2026 Apr 22, 2026
TWO SIGMA ADVISERS, LP History No change 6,300 905 0.0% 0.0% 218 0 0.0% Q4 2025 Feb 17, 2026
RBF Capital, LLC History Reduced 5,500 881 0.04% 0.06% 219 -4,500 -45.0% Q1 2026 May 18, 2026
Integrated Wealth Concepts LLC History New 5,466 876 0.01% 221 +5,466 New Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History No change 5,473 876 0.01% 0.01% 220 0 0.0% Q1 2026 Apr 20, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 5,300 849 0.0% 0.0% 222 -714 -11.87% Q1 2026 Apr 29, 2026
Horizon Investments, LLC History Added to 5,206 834 0.01% 0.01% 223 +458 9.65% Q1 2026 May 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,109 819 0.01% 0.01% 224 +101 2.02% Q1 2026 Apr 20, 2026
CIBC WORLD MARKET INC. History New 5,095 816 0.0% 225 +5,095 New Q1 2026 May 14, 2026
Daiwa Securities Group Inc. History Added to 5,067 812 0.0% 0.0% 226 +1,942 62.14% Q1 2026 May 13, 2026
Merit Financial Group, LLC History Added to 4,970 796 0.01% 0.0% 227 +2,587 108.56% Q1 2026 Apr 15, 2026
US BANCORP \DE\ History Added to 4,882 782 0.0% 0.0% 228 +165 3.5% Q1 2026 May 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 4,756 762 0.05% 0.05% 229 -2,523 -34.66% Q1 2026 May 08, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 4,710 755 0.02% 0.01% 230 +68 1.46% Q1 2026 May 13, 2026
Round Rock Advisors LLC History New 4,684 750 0.11% 231 +4,684 New Q1 2026 May 15, 2026
Ashton Thomas Private Wealth, LLC History Added to 4,670 748 0.02% 0.01% 232 +676 16.93% Q1 2026 May 11, 2026
Penn Capital Management Company, LLC History New 4,656 746 0.06% 233 +4,656 New Q1 2026 May 06, 2026
OSAIC HOLDINGS, INC. History Added to 4,623 741 0.0% 0.0% 234 +326 7.59% Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History Added to 4,694 736 0.13% 0.1% 235 +180 3.99% Q1 2026 May 12, 2026
Ethic Inc. History New 4,556 730 0.01% 236 +4,556 New Q1 2026 Apr 27, 2026
OneDigital Investment Advisors LLC History Reduced 4,552 729 0.01% 0.01% 237 -179 -3.78% Q1 2026 May 08, 2026
Curated Wealth Partners LLC History No change 4,482 718 0.09% 0.07% 238 0 0.0% Q1 2026 Apr 09, 2026
Impact Capital Partners LLC History Added to 4,371 700 0.21% 0.18% 239 +46 1.06% Q1 2026 Apr 10, 2026
Caprock Group, LLC History Added to 4,336 695 0.02% 0.01% 240 +1,846 74.14% Q1 2026 May 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 4,292 688 0.0% 0.0% 241 +429 11.11% Q1 2026 Apr 30, 2026
Eukles Asset Management History Reduced 4,185 670 0.3% 0.57% 242 -6,094 -59.29% Q1 2026 May 05, 2026
Empowered Funds, LLC History New 4,155 666 0.0% 243 +4,155 New Q1 2026 May 14, 2026
XPONANCE LLC History Added to 4,148 664 0.0% 0.0% 244 +948 29.63% Q1 2026 May 13, 2026
ALLSTATE CORP History New 4,091 655 0.01% 245 +4,091 New Q1 2026 May 11, 2026
Impact Partnership Wealth, LLC History New 4,064 651 0.08% 247 +4,064 New Q1 2026 Apr 23, 2026
Chicago Partners Investment Group LLC History New 3,675 651 0.01% 246 +3,675 New Q1 2026 May 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,980 637 0.0% 0.0% 248 +325 8.89% Q1 2026 May 08, 2026
Avior Wealth Management, LLC History Reduced 3,833 614 0.02% 0.02% 249 -510 -11.74% Q1 2026 Apr 09, 2026
Compass Ion Advisors, LLC History Added to 3,808 610 0.06% 0.02% 250 +2,225 140.56% Q1 2026 Apr 13, 2026
Apollon Wealth Management, LLC History Added to 3,751 601 0.01% 0.01% 254 +1,447 62.8% Q1 2026 Apr 22, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,751 601 0.0% 0.0% 252 -911 -19.54% Q1 2026 May 04, 2026
Sequoia Financial Advisors, LLC History Added to 3,751 601 0.0% 0.0% 253 +793 26.81% Q1 2026 Apr 30, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 3,748 601 0.0% 0.0% 251 0 0.0% Q1 2026 May 14, 2026
Legato Capital Management LLC History Reduced 3,742 599 0.05% 0.12% 255 -5,983 -61.52% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 3,478 557 0.02% 0.02% 256 +260 8.08% Q1 2026 Apr 29, 2026
D.A. DAVIDSON & CO. History No change 3,464 555 0.0% 0.0% 257 0 0.0% Q1 2026 May 05, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 3,430 549 0.1% 0.08% 258 -5 -0.15% Q1 2026 Apr 29, 2026
WESBANCO BANK INC History Reduced 3,410 546 0.02% 0.01% 259 -320 -8.58% Q1 2026 Apr 21, 2026
MARSHALL WACE, LLP History New 3,222 516 0.0% 260 +3,222 New Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 3,215 515 0.0% 0.0% 261 -77 -2.34% Q1 2026 May 12, 2026
Sivia Capital Partners, LLC History New 3,178 509 0.1% 262 +3,178 New Q1 2026 May 12, 2026
Focus Partners Advisor Solutions, LLC History New 3,109 498 0.01% 263 +3,109 New Q1 2026 May 13, 2026
AXQ CAPITAL, LP History New 3,107 498 0.06% 264 +3,107 New Q1 2026 May 13, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 3,049 488 0.0% 0.0% 265 -818 -21.15% Q1 2026 May 14, 2026
BENJAMIN EDWARDS INC History Reduced 3,049 488 0.0% 0.01% 266 -765 -20.06% Q1 2026 May 12, 2026
World Investment Advisors History Added to 3,028 485 0.01% 0.01% 267 +383 14.48% Q1 2026 Apr 27, 2026
Vise Technologies, Inc. History No change 3,307 475 0.01% 0.01% 268 0 0.0% Q1 2026 Apr 21, 2026
Perigon Wealth Management, LLC History Added to 2,928 469 0.01% 0.01% 269 +184 6.71% Q1 2026 Apr 10, 2026
TRUIST FINANCIAL CORP History Reduced 2,877 461 0.0% 0.0% 270 -1,222 -29.81% Q1 2026 Apr 27, 2026
FEDERATED HERMES, INC. History Reduced 2,712 434 0.0% 0.0% 271 -942 -25.78% Q1 2026 May 11, 2026
Vestcor Inc History No change 2,701 433 0.01% 0.01% 272 0 0.0% Q1 2026 May 12, 2026
Snowden Capital Advisors LLC History Reduced 2,654 425 0.01% 0.01% 274 -581 -17.96% Q1 2026 May 14, 2026
HANCOCK WHITNEY CORP History Reduced 2,312 425 0.01% 0.01% 273 -70 -2.94% Q1 2026 May 15, 2026
Curbstone Financial Management Corp History New 2,616 419 0.08% 275 +2,616 New Q1 2026 Apr 15, 2026
Legacy Wealth Asset Management, LLC History Added to 2,613 418 0.1% 0.09% 276 +10 0.38% Q1 2026 Apr 08, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 2,544 407 0.02% 0.01% 277 +100 4.09% Q1 2026 May 01, 2026
HB Wealth Management, LLC History New 2,483 398 0.0% 279 +2,483 New Q1 2026 Apr 27, 2026
BESSEMER GROUP INC History Added to 2,481 398 0.0% 0.0% 278 +34 1.39% Q1 2026 May 06, 2026
Curi Capital, LLC History Added to 2,472 396 0.01% 0.0% 280 +598 31.91% Q1 2026 May 15, 2026
FULTON BANK, N.A. History Added to 2,426 388 0.01% 0.01% 281 +11 0.46% Q1 2026 Apr 24, 2026
SYON CAPITAL LLC History Added to 2,360 378 0.02% 0.02% 282 +70 3.06% Q1 2026 May 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 2,353 377 0.01% 0.0% 283 +554 30.79% Q1 2026 May 01, 2026
Pallas Capital Advisors LLC History Added to 2,305 369 0.01% 0.01% 284 +510 28.41% Q1 2026 Apr 21, 2026
Baker Avenue Asset Management, LP History New 2,292 367 0.01% 285 +2,292 New Q1 2026 May 12, 2026
VestGen Advisors, LLC History New 1,961 344 0.01% 286 +1,961 New Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 2,090 335 0.02% 0.0% 287 +1,460 231.75% Q1 2026 Apr 06, 2026
Bayforest Capital Ltd History Added to 2,091 335 0.38% 0.18% 288 +448 27.27% Q1 2026 Apr 15, 2026
MAI Capital Management History Added to 2,085 334 0.0% 0.0% 289 +1,888 958.38% Q1 2026 May 15, 2026
DnB Asset Management AS History New 2,064 330 0.0% 291 +2,064 New Q1 2026 May 14, 2026
Steward Partners Investment Advisory, LLC History Reduced 2,061 330 0.0% 0.0% 290 -47 -2.23% Q1 2026 May 08, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 2,032 325 0.0% 0.0% 292 +512 33.68% Q1 2026 May 15, 2026
Calamos Advisors LLC History New 1,997 320 0.0% 293 +1,997 New Q1 2026 May 04, 2026
Calamos Wealth Management LLC History New 1,997 320 0.01% 294 +1,997 New Q1 2026 May 04, 2026
Lombard Odier Asset Management (USA) Corp History New 1,997 320 0.03% 295 +1,997 New Q1 2026 May 15, 2026
Swiss Life Asset Management Ltd History Added to 1,970 315 0.0% 0.0% 296 +307 18.46% Q1 2026 May 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 1,948 312 0.0% 297 +1,948 New Q1 2026 May 01, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,933 309 0.0% 0.0% 298 -185 -8.73% Q1 2026 May 13, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 1,901 304 0.01% 0.02% 299 -424 -18.24% Q1 2026 May 15, 2026
Jefferies Financial Group Inc. History New 1,896 303 0.0% 300 +1,896 New Q1 2026 May 07, 2026
Hunter Perkins Capital Management, LLC History New 1,893 303 0.07% 301 +1,893 New Q1 2026 May 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 1,889 302 0.01% 0.01% 302 -636 -25.19% Q1 2026 May 14, 2026
DAYMARK WEALTH PARTNERS, LLC History New 1,871 299 0.01% 305 +1,871 New Q1 2026 May 11, 2026
Ensign Peak Advisors, Inc History Reduced 1,866 299 0.0% 0.0% 304 -1,355 -42.07% Q1 2026 May 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 1,870 299 0.02% 0.02% 303 0 0.0% Q1 2026 May 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 1,861 298 0.01% 306 +1,861 New Q1 2026 Apr 27, 2026
Morningstar Investment Management LLC History New 1,848 296 0.02% 307 +1,848 New Q1 2026 May 14, 2026
Utah Retirement Systems History No change 1,832 293 0.0% 0.0% 308 0 0.0% Q1 2026 May 15, 2026
CHOREO, LLC History Added to 1,796 287 0.0% 0.0% 309 +325 22.09% Q1 2026 May 12, 2026
WESTPAC BANKING CORP History New 1,774 284 0.02% 310 +1,774 New Q1 2026 May 11, 2026
Perpetual Ltd History New 1,774 284 0.0% 311 +1,774 New Q1 2026 Apr 14, 2026
WADDELL & ASSOCIATES, LLC History New 1,768 283 0.02% 312 +1,768 New Q1 2026 May 11, 2026
Tower Research Capital LLC (TRC) History Added to 1,764 282 0.01% 0.01% 313 +169 10.6% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History New 1,759 281 0.0% 314 +1,759 New Q1 2026 May 13, 2026
Krilogy Financial LLC History New 1,639 281 0.01% 315 +1,639 New Q1 2026 Apr 17, 2026
Parkside Financial Bank & Trust History Added to 1,752 280 0.02% 0.02% 316 +19 1.1% Q1 2026 May 13, 2026
Atlantic Union Bankshares Corp History Added to 1,697 272 0.01% 0.0% 317 +81 5.01% Q1 2026 May 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,696 271 0.0% 0.0% 318 +108 6.8% Q1 2026 May 15, 2026
Waverly Advisors, LLC History New 1,683 269 0.0% 319 +1,683 New Q1 2026 May 15, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 1,642 263 0.04% 0.04% 320 -32 -1.91% Q1 2026 Apr 30, 2026
Claret Asset Management Corp History No change 1,641 263 0.03% 0.03% 321 0 0.0% Q1 2026 May 11, 2026
Maryland State Retirement & Pension System History No change 1,642 263 0.01% 0.0% 322 0 0.0% Q1 2026 May 04, 2026
State of Wyoming History Added to 1,603 256 0.03% 0.01% 323 +1,147 251.54% Q1 2026 May 13, 2026
Allworth Financial LP History Added to 1,587 254 0.0% 0.0% 324 +1,109 232.01% Q1 2026 May 14, 2026
Stratos Wealth Partners, LTD. History Added to 1,583 253 0.0% 0.0% 325 +110 7.47% Q1 2026 Apr 28, 2026
Castleview Partners, LLC History New 1,570 251 0.13% 327 +1,570 New Q1 2026 May 01, 2026
CI INVESTMENTS INC. History Reduced 1,569 251 0.0% 0.0% 326 -17 -1.07% Q1 2026 May 13, 2026
Rothschild Wealth LLC History New 1,553 248 0.02% 329 +1,553 New Q1 2026 May 06, 2026
Petros Family Wealth, LLC History Added to 1,548 248 0.18% 0.14% 328 +73 4.95% Q1 2026 Apr 24, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 1,538 246 0.04% 0.04% 330 -4 -0.26% Q1 2026 May 15, 2026
EVOLVE PRIVATE WEALTH, LLC History New 1,515 242 0.01% 332 +1,515 New Q1 2026 Apr 16, 2026
Fifth Third Wealth Advisors LLC History New 1,513 242 0.01% 331 +1,513 New Q1 2026 Apr 17, 2026
TD ASSET MANAGEMENT INC History No change 1,500 240 0.0% 0.0% 333 0 0.0% Q1 2026 May 11, 2026
OP Asset Management Ltd History Reduced 1,485 238 0.0% 0.01% 334 -2,009 -57.5% Q1 2026 Apr 10, 2026
COMMERCE BANK History No change 1,467 235 0.0% 0.0% 335 0 0.0% Q1 2026 May 11, 2026
Harold Davidson & Associates Inc. History No change 1,450 232 0.11% 0.09% 336 0 0.0% Q1 2026 Apr 30, 2026
ProShare Advisors LLC History Reduced 1,438 230 0.0% 0.0% 338 -12 -0.83% Q1 2026 Apr 24, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 1,437 230 0.0% 0.0% 337 0 0.0% Q1 2026 May 15, 2026
Kera Capital Partners, Inc. History New 1,406 225 0.03% 339 +1,406 New Q1 2026 May 06, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 1,400 224 0.0% 0.0% 340 -200 -12.5% Q1 2026 May 15, 2026
iSAM Funds (UK) Ltd History New 1,390 222 0.11% 342 +1,390 New Q1 2026 May 13, 2026
WEALTH ALLIANCE, LLC History Reduced 1,390 222 0.02% 0.02% 341 -65 -4.47% Q1 2026 May 14, 2026
Allspring Global Investments Holdings, LLC History New 1,366 221 0.0% 343 +1,366 New Q1 2026 May 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History New 1,377 220 0.0% 345 +1,377 New Q1 2026 May 04, 2026
SIGNATUREFD, LLC History Added to 1,378 220 0.0% 0.0% 344 +59 4.47% Q1 2026 Apr 07, 2026
Rockefeller Capital Management L.P. History Added to 1,341 215 0.0% 0.0% 346 +227 20.38% Q1 2026 May 14, 2026
NorthCrest Asset Manangement, LLC History New 1,299 212 0.01% 347 +1,299 New Q1 2026 Apr 08, 2026
Parallel Advisors, LLC History Added to 1,312 210 0.0% 0.0% 348 +4 0.31% Q1 2026 May 07, 2026
GLENMEDE TRUST CO NA History No change 1,450 208 0.0% 0.0% 349 0 0.0% Q4 2025 Feb 17, 2026
Capco Asset Management, LLC History No change 1,300 208 0.06% 0.05% 350 0 0.0% Q1 2026 May 08, 2026
CERTUITY, LLC History New 1,292 207 0.01% 351 +1,292 New Q1 2026 May 11, 2026
Peterson Wealth Services History Added to 1,289 206 0.05% 0.04% 352 +334 34.97% Q1 2026 Apr 30, 2026
Bull Harbor Capital LLC History New 1,271 203 0.05% 353 +1,271 New Q1 2026 May 18, 2026
EverSource Wealth Advisors, LLC History Added to 1,256 201 0.01% 0.0% 354 +719 133.89% Q1 2026 May 15, 2026
Robertson Stephens Wealth Management, LLC History New 1,248 200 0.01% 355 +1,248 New Q1 2026 Apr 28, 2026
HUNTINGTON NATIONAL BANK History Added to 1,150 184 0.0% 0.0% 356 +110 10.58% Q1 2026 May 15, 2026
Sterling Capital Management LLC History Reduced 1,143 183 0.0% 0.0% 357 -872 -43.28% Q1 2026 Apr 22, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,085 173 0.0% 0.0% 358 +467 75.57% Q1 2026 May 14, 2026
KBC Group NV History No change 1,027 165 0.0% 0.0% 359 0 0.0% Q1 2026 May 07, 2026
ROTHSCHILD INVESTMENT LLC History Added to 886 142 0.01% 0.0% 360 +754 571.21% Q1 2026 May 07, 2026
STRS OHIO History Reduced 815 130 0.0% 0.0% 361 -1 -0.12% Q1 2026 Apr 24, 2026
SPRUCEGROVE INVESTMENT MANAGEMENT LTD History No change 800 128 0.02% 0.01% 362 0 0.0% Q1 2026 May 13, 2026
IFP Advisors, Inc History Added to 733 117 0.0% 0.0% 363 +619 542.98% Q1 2026 Apr 13, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 632 101 0.01% 0.01% 364 -50 -7.33% Q1 2026 Apr 23, 2026
Center for Financial Planning, Inc. History No change 600 96 0.01% 0.01% 365 0 0.0% Q1 2026 May 04, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 598 95 0.0% 366 +598 New Q1 2026 Apr 14, 2026
Advisory Services Network, LLC History New 593 94 0.0% 367 +593 New Q1 2026 May 15, 2026
Quent Capital, LLC History Reduced 564 90 0.01% 0.01% 368 -93 -14.16% Q1 2026 Apr 28, 2026
Root Financial Partners, LLC History Added to 507 81 0.0% 0.0% 369 +446 731.15% Q1 2026 Apr 24, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 501 80 0.0% 0.0% 371 -313 -38.45% Q1 2026 May 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 500 80 0.0% 0.0% 370 +200 66.67% Q1 2026 May 11, 2026
UMB Bank, n.a. History Added to 441 70 0.0% 0.0% 372 +7 1.61% Q1 2026 May 11, 2026
Farther Finance Advisors, LLC History Added to 417 67 0.0% 0.0% 374 +150 56.18% Q1 2026 Apr 07, 2026
NewEdge Advisors, LLC History Reduced 2,428 67 0.0% 0.0% 373 -128 -5.01% Q1 2026 May 15, 2026
Greykasell Wealth Strategies, Inc. History No change 390 62 0.02% 0.02% 375 0 0.0% Q1 2026 May 07, 2026
Aster Capital Management (DIFC) Ltd History Reduced 408 61 0.02% 0.06% 376 -484 -54.26% Q1 2026 May 13, 2026
SIMPLEX TRADING, LLC History Added to 369 59 0.0% 0.0% 377 +183 98.39% Q1 2026 May 14, 2026
Versant Capital Management, Inc History Added to 364 58 0.01% 0.0% 378 +253 227.93% Q1 2026 Apr 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 350 56 0.0% 0.0% 379 0 0.0% Q1 2026 Apr 23, 2026
CIBC Private Wealth Group LLC History No change 342 49 0.0% 0.0% 380 0 0.0% Q4 2025 Feb 12, 2026
Essential Partners LLC History Added to 277 44 0.01% 0.01% 382 +102 58.29% Q1 2026 May 21, 2026
PRIVATE TRUST CO NA History No change 277 44 0.0% 0.0% 381 0 0.0% Q1 2026 Apr 30, 2026
Ancora Advisors LLC History Added to 251 40 0.0% 0.0% 384 +28 12.56% Q1 2026 May 15, 2026
MONTAG A & ASSOCIATES INC History No change 250 40 0.0% 0.0% 383 0 0.0% Q1 2026 Apr 29, 2026
Covestor Ltd History Reduced 244 39 0.03% 0.07% 385 -696 -74.04% Q1 2026 May 05, 2026
AdvisorNet Financial, Inc History Added to 228 36 0.0% 0.0% 386 +7 3.17% Q1 2026 Apr 17, 2026
Spire Wealth Management History No change 202 32 0.0% 0.0% 387 0 0.0% Q1 2026 Apr 22, 2026
Wealth Preservation Advisors, LLC History New 190 30 0.02% 388 +190 New Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Added to 181 29 0.0% 0.0% 389 +4 2.26% Q1 2026 Apr 13, 2026
TRUST CO OF VERMONT History No change 200 28 0.0% 0.0% 390 0 0.0% Q4 2025 Jan 16, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 171 27 0.0% 0.0% 391 0 0.0% Q1 2026 May 08, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 171 27 0.0% 0.0% 392 0 0.0% Q1 2026 May 12, 2026
Global Retirement Partners, LLC History No change 189 27 0.0% 0.0% 393 0 0.0% Q4 2025 Feb 06, 2026
ELEVATION WEALTH PARTNERS, LLC History New 158 25 0.01% 395 +158 New Q1 2026 Apr 14, 2026
Larson Financial Group LLC History New 156 25 0.0% 394 +156 New Q1 2026 May 15, 2026
SouthState Bank Corp History No change 150 24 0.0% 0.0% 396 0 0.0% Q1 2026 May 05, 2026
Ares Financial Consulting, LLC History Added to 146 23 0.02% 397 +140 2333.33% Q1 2026 Apr 02, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 133 21 0.0% 0.01% 399 -133 -50.0% Q1 2026 May 06, 2026
First Command Advisory Services, Inc. History No change 134 21 0.0% 0.0% 398 0 0.0% Q1 2026 May 07, 2026
BOKF, NA History No change 126 20 0.0% 0.0% 400 0 0.0% Q1 2026 May 08, 2026
MATHER GROUP, LLC. History New 122 19 0.0% 403 +122 New Q1 2026 Apr 13, 2026
Cornerstone Planning Group LLC History Added to 111 19 0.0% 0.0% 402 +12 12.12% Q1 2026 May 06, 2026
Centerpoint Advisors, LLC History No change 120 19 0.01% 0.01% 401 0 0.0% Q1 2026 May 07, 2026
True Wealth Design, LLC History Added to 113 18 0.0% 0.0% 404 +79 232.35% Q1 2026 Apr 13, 2026
Boreal Capital Management LLC History New 100 16 0.01% 0.01% 406 +100 New Q1 2026 May 14, 2026
CENTRAL TRUST Co History No change 100 16 0.0% 0.0% 405 0 0.0% Q1 2026 Apr 17, 2026
ASSETMARK, INC History Reduced 95 15 0.0% 0.0% 408 -40 -29.63% Q1 2026 May 06, 2026
EASTERN BANK History No change 95 15 0.0% 0.0% 407 0 0.0% Q1 2026 Apr 07, 2026
Physician Wealth Advisors, Inc. History No change 96 15 0.0% 0.0% 409 0 0.0% Q1 2026 Apr 24, 2026
Clearstead Trust, LLC History No change 88 14 0.0% 0.0% 410 0 0.0% Q1 2026 May 06, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 86 13 0.0% 413 +86 New Q1 2026 May 08, 2026
Hughes Financial Services, LLC History Reduced 82 13 0.0% 0.0% 412 -2 -2.38% Q1 2026 Apr 29, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 83 13 0.0% 0.0% 411 0 0.0% Q1 2026 Apr 28, 2026
Red Tortoise LLC History No change 75 12 0.0% 0.0% 414 0 0.0% Q1 2026 Apr 21, 2026
Federation des caisses Desjardins du Quebec History New 73 11 0.0% 416 +73 New Q1 2026 May 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 69 11 0.0% 0.0% 415 0 0.0% Q1 2026 Apr 14, 2026
Smartleaf Asset Management LLC History Added to 64 10 0.0% 0.0% 419 +6 10.34% Q1 2026 May 15, 2026
Private Wealth Asset Management, LLC History No change 68 10 0.0% 0.0% 417 0 0.0% Q1 2026 May 06, 2026
SageView Advisory Group, LLC History No change 71 10 0.0% 0.0% 418 0 0.0% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Reduced 59 9 0.0% 0.0% 420 -457 -88.57% Q1 2026 May 06, 2026
SJS Investment Consulting Inc. History Added to 52 8 0.0% 423 +51 5100.0% Q1 2026 Apr 23, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 55 8 0.0% 0.0% 422 +6 12.24% Q1 2026 May 11, 2026
SRH ADVISORS, LLC History No change 54 8 0.0% 0.0% 421 0 0.0% Q1 2026 Apr 29, 2026
Align Financial, LLC History Reduced 49 7 0.0% 0.0% 427 -6,992 -99.3% Q1 2026 May 08, 2026
LRI Investments, LLC History Reduced 50 7 0.0% 0.01% 426 -862 -94.52% Q1 2026 Apr 30, 2026
WHITTIER TRUST CO History Reduced 48 7 0.0% 0.0% 424 -60 -55.56% Q1 2026 Apr 28, 2026
HIGHLINE WEALTH PARTNERS LLC History New 44 7 0.0% 428 +44 New Q1 2026 Apr 06, 2026
Frazier Financial Advisors, LLC History No change 49 7 0.0% 0.0% 425 0 0.0% Q1 2026 May 05, 2026
Dogwood Wealth Management LLC History New 40 6 0.0% 433 +40 New Q1 2026 May 12, 2026
CVA Family Office, LLC History New 39 6 0.0% 432 +39 New Q1 2026 Apr 29, 2026
Rossby Financial, LCC History Added to 40 6 0.0% 0.0% 431 +33 471.43% Q1 2026 May 11, 2026
Retirement Wealth Solutions LLC History Reduced 39 6 0.0% 0.0% 430 -5 -11.36% Q1 2026 Apr 07, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 40 6 0.0% 0.0% 429 0 0.0% Q1 2026 May 01, 2026
JPL Wealth Management, LLC History New 37 5 0.0% 436 +37 New Q1 2026 May 08, 2026
Whipplewood Advisors, LLC History New 35 5 0.0% 437 +35 New Q1 2026 Apr 30, 2026
Sunbelt Securities, Inc. History Reduced 34 5 0.0% 0.0% 434 -7 -17.07% Q1 2026 May 15, 2026
Solstein Capital, LLC History No change 36 5 0.0% 0.0% 435 0 0.0% Q1 2026 May 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 29 4 0.0% 0.0% 438 0 0.0% Q1 2026 Apr 23, 2026
Manchester Capital Management LLC History No change 29 4 0.0% 0.0% 439 0 0.0% Q1 2026 May 11, 2026
Bogart Wealth, LLC History No change 25 4 0.0% 0.0% 440 0 0.0% Q1 2026 Apr 28, 2026
City State Bank History No change 30 4 0.0% 0.0% 441 0 0.0% Q1 2026 Apr 20, 2026
Bare Financial Services, Inc History No change 26 4 0.0% 0.0% 442 0 0.0% Q1 2026 May 14, 2026
ENTRUST FINANCIAL LLC History No change 27 4 0.0% 0.0% 443 0 0.0% Q1 2026 May 12, 2026
CBIZ Investment Advisory Services, LLC History Reduced 21 3 0.0% 0.0% 447 -165 -88.71% Q1 2026 May 12, 2026
Torren Management, LLC History Reduced 22 3 0.0% 0.01% 453 -51 -69.86% Q1 2026 Apr 30, 2026
Innovative Asset Advisors Group, LLC History New 24 3 0.0% 455 +24 New Q1 2026 May 12, 2026
CULLEN/FROST BANKERS, INC. History New 20 3 0.0% 454 +20 New Q1 2026 May 05, 2026
Fortitude Family Office, LLC History Added to 21 3 0.0% 449 +15 250.0% Q1 2026 Apr 15, 2026
Kilter Group LLC History Added to 20 3 0.0% 0.0% 452 +10 100.0% Q1 2026 May 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 19 3 0.0% 0.0% 444 0 0.0% Q1 2026 Apr 27, 2026
Financial Management Professionals, Inc. History No change 21 3 0.0% 0.0% 445 0 0.0% Q1 2026 Apr 15, 2026
Kozak & Associates, Inc. History No change 18 3 0.0% 0.0% 446 0 0.0% Q1 2026 Apr 14, 2026
Key FInancial Inc History No change 23 3 0.0% 0.0% 448 0 0.0% Q1 2026 Apr 24, 2026
Sachetta, LLC History No change 22 3 0.0% 0.0% 450 0 0.0% Q1 2026 May 01, 2026
Private Wealth Management Group, LLC History No change 24 3 0.0% 0.0% 451 0 0.0% Q1 2026 Apr 23, 2026
SALEM INVESTMENT COUNSELORS INC History New 16 2 0.0% 469 +16 New Q1 2026 Apr 29, 2026
Bruce G. Allen Investments, LLC History Added to 15 2 0.0% 465 +11 275.0% Q1 2026 May 08, 2026
Keating Financial Advisory Services, Inc. History Added to 15 2 0.0% 468 +10 200.0% Q1 2026 May 15, 2026
JFS WEALTH ADVISORS, LLC History Added to 17 2 0.0% 0.0% 459 +9 112.5% Q1 2026 Apr 20, 2026
Bell Investment Advisors, Inc History Added to 18 2 0.0% 0.0% 464 +3 20.0% Q1 2026 Apr 17, 2026
TD Capital Management LLC History Added to 17 2 0.0% 0.0% 457 +1 6.25% Q1 2026 May 11, 2026
Asset Dedication, LLC History No change 16 2 0.0% 0.0% 456 0 0.0% Q4 2025 Jan 26, 2026
Westside Investment Management, Inc. History No change 17 2 0.0% 0.0% 458 0 0.0% Q1 2026 May 04, 2026
Moisand Fitzgerald Tamayo, LLC History No change 16 2 0.0% 0.0% 460 0 0.0% Q1 2026 Apr 14, 2026
Sound Income Strategies, LLC History No change 16 2 0.0% 0.0% 461 0 0.0% Q1 2026 Apr 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 17 2 0.0% 0.0% 462 0 0.0% Q1 2026 May 01, 2026
WOLFF WIESE MAGANA LLC History No change 17 2 0.0% 0.0% 463 0 0.0% Q1 2026 Apr 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 16 2 0.0% 0.0% 466 0 0.0% Q1 2026 May 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 13 2 0.0% 0.0% 467 0 0.0% Q1 2026 Apr 08, 2026
Activest Wealth Management History New 10 1 0.0% 478 +10 New Q1 2026 Apr 15, 2026
Valued Wealth Advisors LLC History Added to 11 1 0.0% 473 +8 266.67% Q1 2026 Apr 30, 2026
Transce3nd, LLC History Reduced 8 1 0.01% 0.02% 474 -8 -50.0% Q1 2026 May 07, 2026
Rialto Wealth Management, LLC History Added to 9 1 0.0% 476 +4 80.0% Q1 2026 May 14, 2026
Transamerica Financial Advisors, LLC History Added to 7 1 0.0% 470 +1 16.67% Q1 2026 May 15, 2026
Prestige Wealth Management Group LLC History No change 11 1 0.0% 0.0% 471 0 0.0% Q1 2026 May 13, 2026
Avion Wealth History No change 12 1 0.0% 0.0% 472 0 0.0% Q1 2026 May 01, 2026
Millstone Evans Group, LLC History No change 11 1 0.0% 0.0% 475 0 0.0% Q1 2026 Apr 30, 2026
MidFirst Bank History No change 7 1 0.0% 0.0% 477 0 0.0% Q1 2026 May 15, 2026
Quantum Capital Management, LLC / NJ History Closed out 0 0 3.24% -194,673 -100.0% Q1 2026 May 13, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.02% -154,591 -100.0% Q1 2026 May 15, 2026
DekaBank Deutsche Girozentrale History Closed out 0 0 0.01% -31,691 -100.0% Q1 2026 May 07, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.09% -27,473 -100.0% Q1 2026 Apr 27, 2026
Polar Asset Management Partners Inc. History Closed out 0 0 0.04% -24,500 -100.0% Q1 2026 May 15, 2026
Bridgewater Associates, LP History Closed out 0 0 0.01% -23,130 -100.0% Q1 2026 May 15, 2026
XTX Topco Ltd History Closed out 0 0 0.07% -18,977 -100.0% Q1 2026 May 15, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.06% -13,490 -100.0% Q1 2026 May 15, 2026
Alberta Investment Management Corp History Closed out 0 0 0.01% -10,800 -100.0% Q1 2026 Apr 28, 2026
Freestone Grove Partners LP History Closed out 0 0 0.01% -9,438 -100.0% Q1 2026 May 15, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -8,324 -100.0% Q1 2026 May 15, 2026
Weiss Asset Management LP History Closed out 0 0 0.02% -8,118 -100.0% Q1 2026 May 15, 2026
Manatuck Hill Partners, LLC History Closed out 0 0 0.3% -6,000 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -5,457 -100.0% Q1 2026 May 14, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.04% -5,372 -100.0% Q1 2026 May 15, 2026
JENSEN INVESTMENT MANAGEMENT INC History Closed out 0 0 0.01% -5,350 -100.0% Q1 2026 May 05, 2026
Pacer Advisors, Inc. History Closed out 0 0 0.0% -4,225 -100.0% Q1 2026 May 06, 2026
Laird Norton Wetherby Trust Company, LLC History Closed out 0 0 0.01% -3,946 -100.0% Q1 2026 May 15, 2026
Bridgefront Capital, LLC History Closed out 0 0 0.13% -3,671 -100.0% Q1 2026 May 15, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.04% -3,274 -100.0% Q1 2026 May 08, 2026
Sepio Capital, LP History Closed out 0 0 0.02% -3,045 -100.0% Q1 2026 May 13, 2026
Sciencast Management LP History Closed out 0 0 0.06% -2,858 -100.0% Q1 2026 May 13, 2026
Voleon Capital Management LP History Closed out 0 0 0.01% -2,643 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 0.01% -2,442 -100.0% Q1 2026 May 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 0.02% -2,344 -100.0% Q1 2026 May 12, 2026
FourThought Financial Partners, LLC History Closed out 0 0 0.02% -1,628 -100.0% Q1 2026 May 07, 2026
CULBERTSON A N & CO INC History Closed out 0 0 0.03% -1,500 -100.0% Q1 2026 May 12, 2026
Geneos Wealth Management Inc. History Closed out 0 0 0.01% -1,430 -100.0% Q1 2026 May 04, 2026
Kestra Advisory Services, LLC History Closed out 0 0 0.0% -1,023 -100.0% Q1 2026 Apr 30, 2026
Dougherty Wealth Advisers LLC History Closed out 0 0 0.03% -321 -100.0% Q1 2026 Apr 21, 2026
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -154 -100.0% Q1 2026 May 11, 2026
Colonial Trust Co / SC History Closed out 0 0 0.0% -115 -100.0% Q1 2026 May 12, 2026
Blue Trust, Inc. History Closed out 0 0 0.0% -112 -100.0% Q1 2026 Apr 20, 2026
DANSKE BANK A/S History Closed out 0 0 0.0% -100 -100.0% Q1 2026 May 12, 2026
Quarry LP History Closed out 0 0 0.0% -69 -100.0% Q1 2026 May 15, 2026
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -50 -100.0% Q1 2026 Apr 28, 2026
Cape Investment Advisory, Inc. History Closed out 0 0 0.0% -44 -100.0% Q1 2026 May 15, 2026
Concord Wealth Partners History Closed out 0 0 0.0% -23 -100.0% Q1 2026 May 01, 2026
Elyxium Wealth, LLC History Closed out 0 0 0.0% -8 -100.0% Q1 2026 May 06, 2026
SBI Securities Co., Ltd. History Closed out 0 0 -5 -100.0% Q1 2026 Apr 27, 2026
Bay Harbor Wealth Management, LLC History Added to 5 0 +4 400.0% Q1 2026 Apr 14, 2026
CX Institutional History Closed out 0 0 0.0% -4 -100.0% Q1 2026 Apr 06, 2026
SHP Wealth Management History New 3 0 +3 New Q1 2026 May 08, 2026
Vermillion Wealth Management, Inc. History New 2 0 +2 New Q1 2026 Apr 17, 2026
DiNuzzo Private Wealth, Inc. History Added to 5 0 +1 25.0% Q1 2026 Apr 08, 2026
CURIO WEALTH, LLC History New 1 0 +1 New Q1 2026 May 11, 2026
HFM Investment Advisors, LLC History New 1 0 +1 New Q1 2026 May 01, 2026
Dunhill Financial, LLC History Closed out 0 0 -1 -100.0% Q1 2026 May 06, 2026
FIRST HORIZON CORP History No change 3 0 0 0.0% Q1 2026 Apr 30, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 0 0 0.0% Q1 2026 Apr 30, 2026
Cromwell Holdings LLC History No change 4 0 0 0.0% Q1 2026 Apr 30, 2026
ROSS\JOHNSON & Associates LLC History No change 2 0 0 0.0% Q1 2026 May 08, 2026
WPG Advisers, LLC History No change 5 0 0 0.0% Q1 2026 Apr 29, 2026