Medpace Holdings, Inc. - MEDP

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History No change 2,261,848 1,270,366 0.02% 0.02% 1 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 2,470,440 1,186,280 0.02% 0.02% 2 +57,823 2.4% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,353,837 633,595 0.29% 0.4% 3 +4,134 0.31% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 1,121,689 538,623 0.03% — 4 +1,121,689 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 1,011,071 485,506 0.01% — 5 +1,011,071 New Q1 2026 May 15, 2026
WASATCH ADVISORS LP History Added to 773,931 371,633 2.47% 2.16% 6 +125,625 19.38% Q1 2026 Apr 21, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 745,106 357,841 0.02% 0.02% 7 +77,808 11.66% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 682,229 327,599 0.01% 0.01% 8 +17,336 2.61% Q1 2026 May 15, 2026
Invesco Ltd. History Added to 577,574 277,345 0.04% 0.04% 9 +94,949 19.67% Q1 2026 May 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 504,668 242,336 0.38% 0.41% 10 +38,760 8.32% Q1 2026 May 14, 2026
BAILLIE GIFFORD & CO History Reduced 503,191 241,627 0.25% 0.26% 11 -43,887 -8.02% Q1 2026 May 08, 2026
Mawer Investment Management Ltd. History Added to 446,104 214,214 1.39% 1.28% 12 +38,802 9.53% Q1 2026 May 06, 2026
D. E. Shaw & Co., Inc. History Reduced 432,602 207,731 0.12% 0.16% 13 -95,630 -18.1% Q1 2026 May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 395,769 190,044 0.1% 0.12% 14 +20,736 5.53% Q1 2026 May 14, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 348,485 167,300 0.03% 0.04% 15 -10,865 -3.02% Q1 2026 May 07, 2026
UBS Group AG History Added to 340,433 163,472 0.02% 0.03% 16 +11,554 3.51% Q1 2026 May 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 289,507 139,020 0.02% 0.01% 17 +172,926 148.33% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 288,422 138,498 0.01% 0.01% 18 -128,256 -30.78% Q1 2026 May 15, 2026
BESSEMER GROUP INC History Reduced 285,431 137,060 0.22% 0.27% 19 -31,609 -9.97% Q1 2026 May 06, 2026
Madison Asset Management, LLC History Reduced 262,293 125,950 1.56% 1.79% 20 -15,464 -5.57% Q1 2026 May 07, 2026
Giverny Capital Inc. History Reduced 256,081 122,967 4.5% 4.93% 21 -7,239 -2.75% Q1 2026 May 15, 2026
RIVERBRIDGE PARTNERS LLC History Reduced 237,407 114,000 2.79% 2.87% 22 -35,562 -13.03% Q1 2026 Apr 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 231,492 111,160 0.21% 0.12% 23 +106,230 84.81% Q1 2026 May 01, 2026
NORTHERN TRUST CORP History Added to 226,280 108,657 0.01% 0.02% 24 +7,367 3.37% Q1 2026 May 14, 2026
AMERICAN CAPITAL MANAGEMENT INC History Reduced 217,947 104,655 5.62% 5.56% 25 -6,427 -2.86% Q1 2026 May 15, 2026
NORGES BANK History No change 181,886 102,156 0.01% 0.01% 26 0 0.0% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 212,183 101,888 0.01% 0.01% 27 +1,487 0.71% Q1 2026 May 15, 2026
Vulcan Value Partners, LLC History Added to 203,068 97,511 2.58% 0.49% 28 +155,762 329.26% Q1 2026 May 11, 2026
FRANKLIN RESOURCES INC History Reduced 201,711 96,859 0.02% 0.04% 29 -97,761 -32.64% Q1 2026 May 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 196,513 94,363 0.01% 0.02% 30 +6,726 3.54% Q1 2026 May 15, 2026
GW&K Investment Management, LLC History Added to 182,772 87,768 0.77% 0.76% 31 +26,574 17.01% Q1 2026 May 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 176,557 84,780 0.07% 0.05% 32 +119,176 207.69% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Reduced 175,966 84,497 0.07% 0.09% 33 -29,216 -14.24% Q1 2026 May 13, 2026
NATIXIS ADVISORS, LLC History Added to 174,715 83,896 0.12% 0.13% 34 +11,355 6.95% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 168,487 80,905 0.01% 0.02% 35 -178,562 -51.45% Q1 2026 May 15, 2026
Stephens Investment Management Group LLC History Added to 162,797 78,173 1.07% 0.87% 36 +43,680 36.67% Q1 2026 Apr 28, 2026
FMR LLC History Reduced 160,585 77,111 0.0% 0.01% 37 -43,136 -21.17% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 159,240 76,465 0.01% 0.02% 38 -237 -0.15% Q1 2026 May 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 168,195 75,890 0.04% 0.0% 39 +167,185 16552.97% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 153,606 70,704 0.0% 0.0% 40 +17,623 12.96% Q1 2026 May 13, 2026
VANGUARD FIDUCIARY TRUST CO History New 142,535 68,443 0.02% — 41 +142,535 New Q1 2026 May 08, 2026
Epoch Investment Partners, Inc. History Added to 140,959 67,687 0.41% 0.09% 42 +112,001 386.77% Q1 2026 May 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 140,807 67,614 0.01% 0.01% 43 +23,548 20.08% Q1 2026 May 13, 2026
Boston Trust Walden Corp History Reduced 140,610 67,519 0.56% 0.63% 44 -7,391 -4.99% Q1 2026 Apr 24, 2026
Fisher Asset Management, LLC History Reduced 135,712 65,167 0.02% 0.03% 45 -3,087 -2.22% Q1 2026 May 05, 2026
Turtle Creek Asset Management Inc. History Added to 135,570 65,099 2.44% 0.07% 46 +132,770 4741.79% Q1 2026 May 19, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 134,838 64,747 0.15% 0.21% 47 -7,518 -5.28% Q1 2026 May 11, 2026
TD ASSET MANAGEMENT INC History Added to 133,053 63,890 0.05% 0.02% 48 +81,513 158.15% Q1 2026 May 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 133,024 63,876 0.02% 0.02% 49 +8,080 6.47% Q1 2026 May 04, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 130,249 62,544 0.1% 0.08% 50 +50,031 62.37% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Added to 131,373 62,152 0.02% 0.02% 51 +42,079 47.12% Q1 2026 May 14, 2026
JANUS HENDERSON GROUP PLC History Added to 124,954 60,026 0.03% 0.03% 52 +21,709 21.03% Q1 2026 May 18, 2026
ROYAL BANK OF CANADA History Added to 123,929 59,510 0.01% 0.01% 53 +3,961 3.3% Q1 2026 May 15, 2026
Assenagon Asset Management S.A. History Added to 116,323 55,857 0.08% 0.01% 54 +109,051 1499.6% Q1 2026 Apr 20, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 113,462 52,779 0.05% 0.03% 55 +49,678 77.88% Q1 2026 May 13, 2026
Smith Group Asset Management, LLC History Added to 103,603 49,749 2.54% 2.82% 56 +8,821 9.31% Q1 2026 May 15, 2026
Candriam S.C.A. History Added to 103,349 49,627 0.26% 0.11% 57 +64,314 164.76% Q1 2026 Apr 30, 2026
AMERIPRISE FINANCIAL INC History Reduced 102,418 49,181 0.01% 0.02% 58 -22,537 -18.04% Q1 2026 Jul 17, 2026
Annex Advisory Services, LLC History Added to 94,656 45,452 0.85% 0.98% 59 +2,963 3.23% Q1 2026 Apr 16, 2026
CITIGROUP INC History Reduced 93,999 45,137 0.02% 0.02% 60 -1,628 -1.7% Q1 2026 May 11, 2026
Nuveen, LLC History Added to 88,537 42,514 0.01% 0.01% 61 +1,735 2.0% Q1 2026 Apr 30, 2026
MAIRS & POWER INC History Added to 85,720 41,161 0.42% 0.36% 62 +19,055 28.58% Q1 2026 May 13, 2026
Cerity Partners LLC History Added to 82,077 39,412 0.06% 0.07% 63 +1,104 1.36% Q1 2026 May 15, 2026
ARGENT CAPITAL MANAGEMENT LLC History Added to 76,590 36,777 1.16% 1.22% 64 +250 0.33% Q1 2026 May 21, 2026
DF DENT & CO INC History Added to 74,810 35,923 0.69% 0.44% 65 +20,149 36.86% Q1 2026 May 15, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 74,730 35,884 0.14% 0.28% 66 -64,631 -46.38% Q1 2026 May 15, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Reduced 73,655 35,368 0.12% 0.15% 67 -3,222 -4.19% Q1 2026 May 14, 2026
Man Group plc History Reduced 68,272 32,783 0.06% 0.08% 68 -10,848 -13.71% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Reduced 66,044 31,713 0.15% 0.16% 69 -29,234 -30.68% Q1 2026 May 14, 2026
FIRST TRUST ADVISORS LP History Reduced 64,677 31,057 0.02% 0.03% 70 -3,008 -4.44% Q1 2026 May 13, 2026
RHUMBLINE ADVISERS History Added to 63,640 30,559 0.03% 0.03% 71 +1,665 2.69% Q1 2026 May 12, 2026
Retirement Systems of Alabama History Added to 63,351 30,420 0.1% 0.11% 72 +781 1.25% Q1 2026 Apr 24, 2026
Russell Investments Group, Ltd. History Added to 62,750 30,123 0.03% 0.04% 73 +3,129 5.25% Q1 2026 May 08, 2026
BARCLAYS PLC History Added to 62,707 30,111 0.01% 0.0% 74 +32,660 108.7% Q1 2026 May 14, 2026
Fundsmith LLP History Reduced 62,668 30,092 0.23% 0.27% 75 -19,899 -24.1% Q1 2026 May 15, 2026
Amundi History Added to 61,139 29,358 0.01% 0.0% 76 +57,288 1487.61% Q1 2026 May 15, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 60,187 28,901 0.21% 0.24% 77 -191 -0.32% Q1 2026 Apr 14, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 60,028 28,824 0.11% 0.11% 78 +5,364 9.81% Q1 2026 May 14, 2026
Squarepoint Ops LLC History Added to 59,675 28,655 0.03% 0.02% 79 +25,506 74.65% Q1 2026 May 15, 2026
Spyglass Capital Management LLC History Reduced 55,755 26,772 1.9% 1.94% 80 -13,420 -19.4% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Reduced 55,421 26,612 0.02% 0.05% 81 -33,861 -37.93% Q1 2026 May 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 54,594 26,215 0.02% 0.01% 82 +33,414 157.76% Q1 2026 May 15, 2026
RICE HALL JAMES & ASSOCIATES, LLC History Reduced 53,983 25,922 1.44% 1.93% 83 -8,531 -13.65% Q1 2026 May 15, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 52,363 25,144 0.02% 0.02% 84 +4,239 8.81% Q1 2026 May 06, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 51,598 24,777 0.26% 0.07% 85 +36,731 247.06% Q1 2026 Apr 16, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 50,951 24,466 0.02% 0.02% 86 +1,093 2.19% Q1 2026 May 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 50,442 24,221 0.01% 0.01% 87 +2,740 5.74% Q1 2026 May 04, 2026
Heron Bay Capital Management History Added to 50,293 24,150 2.23% 2.08% 88 +30,862 158.83% Q1 2026 May 13, 2026
NewEdge Wealth, LLC History Added to 49,777 23,902 0.28% 0.03% 89 +45,428 1044.56% Q1 2026 May 13, 2026
Ranger Investment Management, L.P. History Reduced 48,357 23,220 1.68% 1.88% 90 -360 -0.74% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 48,222 23,155 0.0% 0.0% 91 +420 0.88% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 48,056 23,075 0.0% 0.0% 92 +3,302 7.38% Q1 2026 Jul 08, 2026
TWO SIGMA ADVISERS, LP History No change 40,960 23,005 0.04% 0.04% 93 0 0.0% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Reduced 46,381 22,272 0.06% 0.22% 94 -107,271 -69.81% Q1 2026 Jun 18, 2026
LPL Financial LLC History Added to 45,830 22,007 0.01% 0.01% 95 +8,993 24.41% Q1 2026 May 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 45,686 21,937 0.09% 0.18% 96 -44,055 -49.09% Q1 2026 May 08, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 44,565 21,397 0.04% 0.05% 97 -792 -1.75% Q1 2026 May 14, 2026
Swiss National Bank History Added to 44,480 21,358 0.01% 0.01% 98 +160 0.36% Q1 2026 May 07, 2026
Aberdeen Group plc History No change 42,748 20,527 0.03% 0.04% 99 0 0.0% Q1 2026 Apr 29, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 42,293 20,308 0.03% — 100 +42,293 New Q1 2026 May 15, 2026
Bridgewater Associates, LP History Added to 41,135 19,752 0.09% 0.07% 101 +6,833 19.92% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 40,579 19,485 0.0% 0.01% 102 -3,503 -7.95% Q1 2026 May 08, 2026
Crow's Nest Holdings LP History New 40,000 19,207 4.49% — 103 +40,000 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 39,977 19,195 0.02% 0.03% 104 +2,197 5.82% Q1 2026 May 13, 2026
STIFEL FINANCIAL CORP History Reduced 38,477 18,476 0.02% 0.02% 105 -2,102 -5.18% Q1 2026 May 12, 2026
Local Pensions Partnership Investment Ltd History No change 38,000 18,256 0.39% 0.38% 106 0 0.0% Q1 2026 May 05, 2026
ALGERT GLOBAL LLC History Reduced 37,115 17,822 0.27% 0.35% 107 -2,570 -6.48% Q1 2026 Aug 10, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 36,135 17,351 0.04% 0.06% 108 -9,998 -21.67% Q1 2026 May 12, 2026
DekaBank Deutsche Girozentrale History No change 36,311 16,997 0.03% 0.03% 109 0 0.0% Q1 2026 May 07, 2026
McGuire Investment Group, LLC History Reduced 35,375 16,986 1.92% 2.35% 110 -3,697 -9.46% Q1 2026 Apr 28, 2026
CWM, LLC History Reduced 34,731 16,677 0.04% 0.06% 111 -1,615 -4.44% Q1 2026 May 14, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 34,418 16,527 0.07% 0.06% 112 -1,840 -5.07% Q1 2026 May 14, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 28,364 15,930 0.01% 0.01% 113 -2,583 -8.35% Q1 2026 May 15, 2026
Distillate Capital Partners LLC History New 32,765 15,733 0.83% — 114 +32,765 New Q1 2026 May 15, 2026
EULAV Asset Management History Reduced 32,512 15,611 0.5% 0.49% 115 -6 -0.02% Q1 2026 May 07, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 32,450 15,582 0.03% 0.02% 116 +7,409 29.59% Q1 2026 May 11, 2026
Janney Montgomery Scott LLC History Reduced 31,368 15,063 0.04% 0.04% 117 -1,150 -3.54% Q1 2026 Apr 22, 2026
CIBC WORLD MARKETS CORP History No change 26,167 14,696 0.07% 0.07% 118 0 0.0% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 30,437 14,615 0.02% 0.02% 119 +5,486 21.99% Q1 2026 May 14, 2026
Allianz Asset Management GmbH History Added to 29,837 14,327 0.02% 0.01% 120 +15,630 110.02% Q1 2026 May 11, 2026
FEDERATED HERMES, INC. History Added to 29,262 14,051 0.02% 0.01% 121 +17,235 143.3% Q1 2026 May 11, 2026
Ensign Peak Advisors, Inc History Reduced 29,050 13,949 0.03% 0.03% 122 -1,441 -4.73% Q1 2026 Aug 18, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 28,703 13,783 0.03% 0.03% 123 -1,009 -3.4% Q1 2026 Apr 27, 2026
Trexquant Investment LP History Added to 28,516 13,693 0.1% 0.14% 124 +398 1.42% Q1 2026 May 15, 2026
Dorsey Wright & Associates History Added to 28,140 13,512 1.67% 2.72% 125 +5,720 25.51% Q1 2026 May 06, 2026
CABOT WEALTH MANAGEMENT INC History Added to 27,625 13,265 1.53% 1.15% 126 +9,085 49.0% Q1 2026 Apr 24, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 27,317 13,117 0.15% 0.2% 127 -1,285 -4.49% Q1 2026 Apr 23, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 26,042 12,505 0.01% 0.01% 128 +4,719 22.13% Q1 2026 May 15, 2026
Empowered Funds, LLC History Added to 25,730 12,355 0.08% 0.19% 129 +6,113 31.16% Q1 2026 Jun 15, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 25,640 12,312 0.02% 0.02% 130 +5,602 27.96% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History Added to 25,474 12,232 0.04% 0.04% 131 +8,232 47.74% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 25,378 12,186 0.0% 0.0% 132 -23,854 -48.45% Q1 2026 May 15, 2026
VAN ECK ASSOCIATES CORP History Added to 24,759 11,889 0.01% 0.01% 133 +1,019 4.29% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Reduced 24,508 11,768 0.0% 0.01% 134 -55,732 -69.46% Q1 2026 May 15, 2026
RENAISSANCE GROUP LLC History Added to 24,494 11,761 0.49% 0.45% 135 +4,452 22.21% Q1 2026 May 13, 2026
Artemis Investment Management LLP History New 24,010 11,529 0.12% — 136 +24,010 New Q1 2026 Apr 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 22,701 10,900 0.03% 0.04% 137 +725 3.3% Q1 2026 May 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 21,888 10,510 0.05% 0.04% 138 +3,557 19.4% Q1 2026 May 08, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 21,873 10,503 0.01% 0.01% 139 -8,777 -28.64% Q1 2026 May 15, 2026
CI INVESTMENTS INC. History Reduced 20,893 10,032 0.05% 0.05% 140 -763 -3.52% Q1 2026 May 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 20,330 9,762 0.01% — 141 +20,330 New Q1 2026 May 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 19,316 9,275 0.02% 0.02% 142 -413 -2.09% Q1 2026 May 08, 2026
Ascent Group, LLC History Added to 19,143 9,192 0.32% 0.35% 143 +756 4.11% Q1 2026 May 15, 2026
FIL Ltd History Added to 18,227 8,752 0.01% 0.01% 144 +3,383 22.79% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 18,004 8,645 0.01% 0.02% 145 -10,060 -35.85% Q1 2026 May 15, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 17,968 8,628 0.03% 0.03% 146 +1,941 12.11% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Added to 17,795 8,545 0.03% 0.01% 147 +15,100 560.3% Q1 2026 May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 18,772 8,519 0.02% 0.02% 148 -3,170 -14.45% Q1 2026 Apr 08, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 17,671 8,485 0.01% 0.01% 149 0 0.0% Q1 2026 May 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,064 8,193 0.08% 0.09% 150 -1,147 -6.3% Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 16,926 8,127 0.02% 0.02% 151 -515 -2.95% Q1 2026 May 15, 2026
Cetera Investment Advisers History Reduced 16,881 8,106 0.01% 0.01% 152 -3,189 -15.89% Q1 2026 May 13, 2026
Palisades Investment Partners, LLC History Added to 16,513 7,929 3.11% 3.45% 153 +239 1.47% Q1 2026 Apr 30, 2026
OSAIC HOLDINGS, INC. History Reduced 16,277 7,816 0.01% 0.02% 154 -6,409 -28.25% Q1 2026 May 15, 2026
Advisory Services Network, LLC History Added to 16,035 7,699 0.1% 0.12% 155 +705 4.6% Q1 2026 May 15, 2026
Creative Planning History Reduced 16,032 7,698 0.01% 0.01% 156 -1,476 -8.43% Q1 2026 May 12, 2026
JANE STREET GROUP, LLC History Reduced 15,361 7,376 0.0% 0.0% 157 -43,028 -73.69% Q1 2026 May 12, 2026
Chevy Chase Trust Holdings, LLC History Added to 14,855 7,133 0.02% 0.01% 158 +7,864 112.49% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 14,433 6,930 0.01% 0.01% 159 -2,063 -12.51% Q1 2026 May 15, 2026
Capital Impact Advisors, LLC History Reduced 14,130 6,785 2.74% 3.69% 160 -69,832 -83.17% Q1 2026 May 14, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 14,071 6,757 0.05% 0.08% 161 -1,809 -11.39% Q1 2026 May 05, 2026
Crossmark Global Holdings, Inc. History Added to 13,282 6,377 0.09% 0.08% 162 +2,807 26.8% Q1 2026 May 11, 2026
TRUIST FINANCIAL CORP History Added to 13,144 6,311 0.01% 0.01% 163 +1,327 11.23% Q1 2026 Apr 27, 2026
FIRST FOUNDATION ADVISORS History Added to 13,061 6,271 0.25% 0.28% 164 +40 0.31% Q1 2026 May 04, 2026
GLOBEFLEX CAPITAL L P History Reduced 12,909 6,198 0.94% 1.19% 165 -882 -6.4% Q1 2026 May 13, 2026
PDT Partners, LLC History No change 12,895 6,192 0.37% 0.47% 166 0 0.0% Q1 2026 May 15, 2026
CANADA LIFE ASSURANCE Co History Reduced 12,877 6,189 0.01% 0.01% 167 -9 -0.07% Q1 2026 May 14, 2026
Moran Wealth Management, LLC History Reduced 12,845 6,168 0.19% 0.23% 168 -582 -4.33% Q1 2026 Apr 27, 2026
Empirical Finance, LLC History Added to 12,663 6,080 0.29% 0.19% 169 +5,667 81.0% Q1 2026 May 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 12,455 5,980 0.13% 0.15% 170 0 0.0% Q1 2026 Apr 30, 2026
SG Americas Securities, LLC History Reduced 12,379 5,944 0.01% 0.04% 171 -47,765 -79.42% Q1 2026 Apr 16, 2026
Engineers Gate Manager LP History Reduced 12,363 5,936 0.07% 0.08% 172 -256 -2.03% Q1 2026 May 15, 2026
Abacus FCF Advisors LLC History Reduced 12,333 5,922 1.33% 1.55% 173 -8,820 -41.7% Q1 2026 Apr 08, 2026
Summit Creek Advisors LLC History Reduced 12,245 5,879 1.21% 1.62% 174 -6,043 -33.04% Q1 2026 May 06, 2026
MetLife Investment Management, LLC History Added to 12,037 5,780 0.03% 0.03% 175 +85 0.71% Q1 2026 May 14, 2026
Swedbank AB History Reduced 12,000 5,762 0.01% 0.01% 176 -10,000 -45.45% Q1 2026 Apr 29, 2026
Tandem Investment Advisors, Inc. History Reduced 11,929 5,728 0.28% 0.3% 177 -2,244 -15.83% Q1 2026 May 07, 2026
PFA Pension, Forsikringsaktieselskab History Added to 11,589 5,564 0.02% 0.01% 178 +8,266 248.75% Q1 2026 Apr 28, 2026
Alpine Peaks Capital, LP History Added to 11,356 5,453 5.5% 5.08% 179 +1,850 19.46% Q1 2026 May 15, 2026
Eurizon SLJ Capital Ltd History Added to 11,680 5,376 2.56% 2.16% 180 +1,969 20.28% Q1 2026 May 06, 2026
Transamerica Financial Advisors, LLC History Reduced 11,093 5,327 0.45% 0.55% 181 -728 -6.16% Q1 2026 May 15, 2026
AMALGAMATED BANK History Added to 11,014 5,289 0.04% 0.04% 182 +236 2.19% Q1 2026 May 08, 2026
Strategic Global Advisors, LLC History Reduced 10,751 5,162 0.83% 0.96% 183 -280 -2.54% Q1 2026 May 15, 2026
Willis Investment Counsel History Added to 10,114 4,856 0.27% 0.28% 184 +524 5.46% Q1 2026 May 05, 2026
CASTLEARK MANAGEMENT LLC History Reduced 10,030 4,816 0.16% 0.17% 185 -92 -0.91% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 9,915 4,761 0.0% 0.0% 186 +2,967 42.7% Q1 2026 May 06, 2026
Quantinno Capital Management LP History Reduced 9,882 4,745 0.01% 0.01% 187 -662 -6.28% Q1 2026 May 15, 2026
PensionDanmark Pensionsforsikringsaktieselskab History No change 9,856 4,732 0.05% 0.05% 188 0 0.0% Q1 2026 Jul 08, 2026
MARSHALL WACE, LLP History Reduced 9,853 4,731 0.0% 0.02% 189 -35,098 -78.08% Q1 2026 May 14, 2026
PRUDENTIAL PLC History Reduced 9,729 4,671 0.03% 0.06% 190 -4,631 -32.25% Q1 2026 May 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 9,715 4,665 0.01% 0.02% 191 -17,796 -64.69% Q1 2026 May 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 9,676 4,646 0.0% 0.01% 192 -42,315 -81.39% Q1 2026 May 15, 2026
Treasurer of the State of North Carolina History Added to 9,556 4,589 0.01% 0.02% 193 +200 2.14% Q1 2026 May 14, 2026
B. Metzler seel. Sohn & Co. AG History Added to 9,551 4,586 0.04% 0.04% 194 +1,379 16.87% Q1 2026 May 08, 2026
Police & Firemen's Retirement System of New Jersey History Added to 9,537 4,579 0.04% 0.04% 195 +70 0.74% Q1 2026 Apr 29, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 9,429 4,527 0.01% 0.01% 196 +1,041 12.41% Q1 2026 May 15, 2026
Davidson Capital Management Inc. History Added to 9,267 4,449 0.81% 1.09% 197 +274 3.05% Q1 2026 Apr 14, 2026
GUGGENHEIM CAPITAL LLC History Added to 9,237 4,435 0.03% 0.02% 198 +4,974 116.68% Q1 2026 May 15, 2026
Oxbow Advisors, LLC History Added to 9,201 4,418 0.38% 0.45% 199 +3 0.03% Q1 2026 Apr 27, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History Added to 9,188 4,411 0.36% 0.37% 200 +149 1.65% Q1 2026 Apr 16, 2026
Quantbot Technologies LP History Reduced 9,096 4,367 0.18% 0.29% 201 -6,263 -40.78% Q1 2026 May 13, 2026
Vanguard Global Advisers, LLC History New 9,087 4,363 0.0% — 202 +9,087 New Q1 2026 May 08, 2026
Beacon Pointe Advisors, LLC History Added to 9,054 4,347 0.02% 0.01% 203 +6,474 250.93% Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 8,699 4,177 0.01% 0.09% 204 -80,543 -90.25% Q1 2026 May 15, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 8,592 4,125 0.05% 0.05% 205 -669 -7.22% Q1 2026 May 07, 2026
COMERICA BANK History No change 7,344 4,124 0.02% 0.02% 206 0 0.0% Q4 2025 Jan 29, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 8,525 4,093 0.02% 0.03% 207 0 0.0% Q1 2026 Apr 22, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 8,108 3,893 0.0% 0.01% 208 -2,742 -25.27% Q1 2026 May 12, 2026
Larson Financial Group LLC History Reduced 8,097 3,888 0.12% 0.17% 209 -843 -9.43% Q1 2026 May 15, 2026
NATIXIS History Added to 7,948 3,816 0.01% 0.0% 210 +7,902 17178.26% Q1 2026 May 14, 2026
Front Row Advisors LLC History Reduced 7,863 3,775 1.28% 1.49% 211 -70 -0.88% Q1 2026 May 19, 2026
Taproot Management LP History New 7,819 3,754 0.71% — 212 +7,819 New Q1 2026 May 13, 2026
HANCOCK WHITNEY CORP History Reduced 8,934 3,740 0.07% 0.09% 213 -343 -3.7% Q1 2026 May 15, 2026
State of New Jersey Common Pension Fund D History Added to 7,746 3,719 0.01% 0.02% 214 +46 0.6% Q1 2026 May 05, 2026
HRT FINANCIAL LP History Added to 7,571 3,635 0.01% 0.0% 215 +7,205 1968.58% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 7,518 3,610 0.01% 0.01% 216 -482 -6.03% Q1 2026 May 08, 2026
Verition Fund Management LLC History Added to 7,440 3,572 0.02% 0.01% 217 +2,420 48.21% Q1 2026 May 15, 2026
FIFTH THIRD BANCORP History Added to 7,338 3,523 0.01% 0.0% 218 +6,956 1820.94% Q1 2026 May 01, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 7,479 3,442 0.0% 0.0% 219 +3,258 77.19% Q1 2026 May 14, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 7,077 3,398 0.01% 0.01% 220 +2,327 48.99% Q1 2026 Apr 30, 2026
Militia Capital Management LLC History New 7,058 3,389 0.77% — 221 +7,058 New Q1 2026 May 13, 2026
Qube Research & Technologies Ltd History Reduced 7,012 3,367 0.0% 0.09% 222 -146,673 -95.44% Q1 2026 May 15, 2026
Handelsbanken Fonder AB History Added to 6,980 3,352 0.01% 0.01% 223 +640 10.09% Q1 2026 Apr 28, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 6,964 3,344 0.03% 0.03% 224 0 0.0% Q1 2026 May 04, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 6,871 3,299 0.0% 0.0% 225 -1,448 -17.41% Q1 2026 May 12, 2026
Focus Partners Wealth History Reduced 6,696 3,215 0.0% 0.01% 226 -1,475 -18.05% Q1 2026 May 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,632 3,184 0.04% 0.05% 227 -302 -4.36% Q1 2026 Apr 24, 2026
Pathstone Holdings, LLC History Added to 6,615 3,176 0.01% 0.01% 228 +181 2.81% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 6,567 3,153 0.0% 0.0% 229 -3,156 -32.46% Q1 2026 May 14, 2026
BANK OF MONTREAL /CAN/ History Added to 6,538 3,139 0.0% 0.0% 230 +3,663 127.41% Q1 2026 May 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 5,589 3,139 0.02% 0.02% 231 0 0.0% Q4 2025 Feb 04, 2026
Louisiana State Employees Retirement System History Added to 6,500 3,121 0.05% 0.06% 232 +300 4.84% Q1 2026 Apr 20, 2026
State of Tennessee, Department of Treasury History No change 6,490 3,116 0.01% 0.01% 233 0 0.0% Q1 2026 May 15, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 6,332 3,040 0.0% — 234 +6,332 New Q1 2026 May 14, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 6,300 3,025 0.65% — 235 +6,300 New Q1 2026 May 11, 2026
Arizona State Retirement System History Reduced 6,173 2,964 0.02% 0.02% 236 -107 -1.7% Q1 2026 May 01, 2026
US BANCORP \DE\ History Reduced 6,027 2,894 0.0% 0.0% 237 -18 -0.3% Q1 2026 May 14, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 6,000 2,881 0.29% 0.31% 238 0 0.0% Q1 2026 May 07, 2026
Walleye Capital LLC History Reduced 5,995 2,878 0.01% 0.02% 239 -3,162 -34.53% Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History Added to 5,880 2,823 0.01% 0.01% 240 +160 2.8% Q1 2026 Apr 29, 2026
Sone Capital Management, LLC History New 5,869 2,818 0.24% — 241 +5,869 New Q1 2026 May 15, 2026
Berkeley, Inc History Added to 5,757 2,764 0.93% 0.48% 242 +3,063 113.7% Q1 2026 Apr 24, 2026
HOMESTEAD ADVISERS CORP History No change 5,750 2,761 0.07% 0.09% 243 0 0.0% Q1 2026 May 08, 2026
Vanguard Investments Australia, Ltd. History New 5,707 2,740 0.01% — 244 +5,707 New Q1 2026 May 08, 2026
KBC Group NV History No change 5,697 2,736 0.01% 0.01% 245 0 0.0% Q1 2026 May 07, 2026
Tidal Investments LLC History Reduced 5,697 2,735 0.01% 0.01% 246 -2,017 -26.15% Q1 2026 May 15, 2026
Atria Investments, Inc History Added to 5,647 2,711 0.03% 0.03% 247 +234 4.32% Q1 2026 May 05, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 5,618 2,697 0.01% 0.02% 248 +49 0.88% Q1 2026 May 01, 2026
Merit Financial Group, LLC History Reduced 5,615 2,696 0.02% 0.03% 249 -2,144 -27.63% Q1 2026 Apr 15, 2026
Allworth Financial LP History Added to 5,582 2,680 0.01% 0.01% 250 +132 2.42% Q1 2026 May 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 6,429 2,658 0.05% 0.09% 251 +3,101 93.18% Q1 2026 May 01, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 5,399 2,592 0.01% 0.01% 252 +100 1.89% Q1 2026 May 04, 2026
Aquatic Capital Management LLC History Reduced 5,283 2,536 0.07% 0.13% 253 -2,903 -35.46% Q1 2026 May 15, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 5,092 2,445 0.02% — 254 +5,092 New Q1 2026 May 13, 2026
China Universal Asset Management Co., Ltd. History Added to 5,036 2,418 0.18% 0.2% 255 +446 9.72% Q1 2026 Apr 27, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 5,023 2,411 0.04% 0.03% 256 +44 0.88% Q1 2026 May 08, 2026
Lifestyle Asset Management, Inc. History Added to 5,018 2,409 0.79% 0.85% 257 +360 7.73% Q1 2026 Apr 10, 2026
XPONANCE LLC History Added to 4,966 2,384 0.02% 0.02% 258 +618 14.21% Q1 2026 May 13, 2026
PINEBRIDGE INVESTMENTS LLC History Reduced 4,949 2,376 0.02% 0.02% 259 -863 -14.85% Q1 2026 May 14, 2026
Militia Capital Partners, LP History No change 4,200 2,358 0.9% 0.9% 260 0 0.0% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Reduced 4,903 2,354 0.11% 0.12% 261 -112 -2.23% Q1 2026 May 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 4,716 2,264 0.02% 0.04% 262 -876 -15.67% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Reduced 4,682 2,248 0.0% 0.0% 263 -771 -14.14% Q1 2026 May 05, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 4,600 2,209 0.07% 0.08% 264 0 0.0% Q1 2026 May 04, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 4,597 2,207 0.03% 0.03% 265 +137 3.07% Q1 2026 Apr 29, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 4,572 2,195 0.02% 0.03% 266 -177 -3.73% Q1 2026 May 14, 2026
BRIGHTON JONES LLC History New 4,542 2,181 0.05% — 267 +4,542 New Q1 2026 Aug 06, 2026
GLENMEDE TRUST CO NA History Reduced 4,512 2,166 0.01% 0.01% 268 -420 -8.52% Q1 2026 May 26, 2026
Orion Porfolio Solutions, LLC History Added to 4,461 2,142 0.02% 0.02% 269 +211 4.96% Q1 2026 May 13, 2026
Linden Thomas Advisory Services, LLC History Reduced 4,422 2,123 0.2% 0.27% 270 -296 -6.27% Q1 2026 Apr 10, 2026
Joseph Group Capital Management History Added to 4,420 2,122 0.53% 0.6% 271 +333 8.15% Q1 2026 May 08, 2026
OAK ASSOCIATES LTD /OH/ History No change 4,383 2,104 0.14% 0.15% 272 0 0.0% Q1 2026 May 14, 2026
&PARTNERS History Reduced 4,360 2,094 0.01% 0.01% 273 -458 -9.51% Q1 2026 May 15, 2026
CX Institutional History Reduced 4,352 2,090 0.06% 0.07% 274 -91 -2.05% Q1 2026 Apr 06, 2026
Inspire Investing, LLC History Reduced 4,343 2,085 0.17% 0.23% 275 -304 -6.54% Q1 2026 Apr 23, 2026
Vident Advisory, LLC History Added to 4,274 2,052 0.02% 0.02% 276 +1,177 38.0% Q1 2026 May 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 4,196 2,014 0.06% 0.04% 277 +133 3.27% Q1 2026 Apr 29, 2026
Ausbil Investment Management Ltd History Reduced 4,054 1,984 0.99% 1.73% 278 -1,359 -25.11% Q1 2026 Apr 07, 2026
Ameritas Investment Partners, Inc. History Added to 4,130 1,983 0.06% 0.07% 279 +52 1.28% Q1 2026 May 13, 2026
HSBC HOLDINGS PLC History Added to 4,087 1,945 0.0% 0.0% 280 +258 6.74% Q1 2026 Apr 30, 2026
CIM, LLC History Reduced 4,023 1,931 0.28% 0.31% 281 -242 -5.67% Q1 2026 May 18, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 3,965 1,903 0.0% 0.0% 282 -4,000 -50.22% Q1 2026 May 15, 2026
Asset Management One Co., Ltd. History New 3,960 1,901 0.01% — 283 +3,960 New Q1 2026 May 08, 2026
Illinois Municipal Retirement Fund History Added to 3,932 1,888 0.02% 0.02% 284 +1,524 63.29% Q1 2026 May 05, 2026
Waverly Advisors, LLC History Added to 3,931 1,887 0.01% 0.01% 285 +1,853 89.17% Q1 2026 May 15, 2026
HBK Sorce Advisory LLC History Reduced 4,423 1,875 0.04% 0.06% 286 -525 -10.61% Q1 2026 May 11, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 3,872 1,859 0.0% 0.0% 287 -1,055 -21.41% Q1 2026 Apr 30, 2026
Edgestream Partners, L.P. History Reduced 3,752 1,801 0.06% 0.09% 288 -1,647 -30.51% Q1 2026 May 18, 2026
OMERS ADMINISTRATION Corp History Added to 3,750 1,800 0.01% 0.0% 289 +3,000 400.0% Q1 2026 May 15, 2026
ROBERTS GLORE & CO INC /IL/ History No change 3,733 1,792 0.49% 0.56% 290 0 0.0% Q1 2026 May 04, 2026
OP Asset Management Ltd History No change 3,718 1,785 0.02% 0.02% 291 0 0.0% Q1 2026 Apr 10, 2026
XTX Topco Ltd History New 3,716 1,784 0.03% — 292 +3,716 New Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Reduced 3,686 1,769 0.0% 0.01% 293 -5,757 -60.97% Q1 2026 Apr 22, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 3,663 1,759 0.0% 0.01% 294 -5,758 -61.12% Q1 2026 Apr 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 3,660 1,757 0.0% 0.01% 295 -2,354 -39.14% Q1 2026 May 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 3,615 1,735 0.0% 0.02% 296 -17,486 -82.87% Q1 2026 Apr 27, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 3,754 1,735 0.01% 0.01% 297 -499 -11.73% Q1 2026 May 05, 2026
Neuberger Berman Group LLC History Reduced 3,570 1,714 0.0% 0.0% 298 -747 -17.3% Q1 2026 May 14, 2026
LGT Fund Management Co Ltd. History Reduced 3,500 1,680 0.07% 0.46% 299 -6,800 -66.02% Q1 2026 Apr 28, 2026
South Dakota Investment Council History Reduced 3,323 1,596 0.03% 0.04% 300 -32 -0.95% Q1 2026 May 18, 2026
Horizon Investments, LLC History Reduced 3,309 1,588 0.02% 0.06% 301 -5,465 -62.29% Q1 2026 May 14, 2026
Pallas Capital Advisors LLC History Reduced 3,290 1,579 0.06% 0.11% 302 -2,561 -43.77% Q1 2026 Apr 21, 2026
Jefferies Financial Group Inc. History Reduced 3,247 1,559 0.01% 0.03% 303 -7,466 -69.69% Q1 2026 May 07, 2026
Integrated Wealth Concepts LLC History Added to 3,223 1,547 0.01% 0.02% 304 +841 35.31% Q1 2026 May 15, 2026
Westover Capital Advisors, LLC History Reduced 3,189 1,531 0.28% 0.33% 305 -4 -0.13% Q1 2026 May 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,165 1,519 0.0% 0.0% 306 -102 -3.12% Q1 2026 May 08, 2026
Schear Investment Advisers, LLC History New 3,102 1,489 0.66% — 307 +3,102 New Q1 2026 Apr 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 3,035 1,457 0.16% 0.19% 308 -10 -0.33% Q1 2026 Apr 16, 2026
LOOMIS SAYLES & CO L P History New 3,025 1,452 0.0% — 309 +3,025 New Q1 2026 May 14, 2026
GLR Partners, LLC History New 3,003 1,442 0.79% — 310 +3,003 New Q1 2026 May 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 2,951 1,417 0.09% 0.13% 311 -1,935 -39.6% Q1 2026 May 08, 2026
BROWN ADVISORY INC History Reduced 2,884 1,384 0.0% 0.0% 312 -422 -12.76% Q1 2026 May 15, 2026
Clark Capital Management Group, Inc. History New 2,880 1,382 0.01% — 313 +2,880 New Q1 2026 May 15, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,814 1,377 0.0% 0.0% 314 -839 -22.97% Q1 2026 May 05, 2026
Numerai GP LLC History Added to 2,857 1,371 0.14% 0.05% 315 +2,175 318.91% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 2,833 1,360 0.04% 0.05% 316 -160 -5.35% Q1 2026 May 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 2,830 1,358 0.03% 0.06% 317 -2,560 -47.5% Q1 2026 May 15, 2026
Polianta Ltd History No change 2,800 1,344 0.18% 0.21% 318 0 0.0% Q1 2026 Apr 16, 2026
NewEdge Advisors, LLC History Added to 2,757 1,323 0.0% 0.0% 319 +853 44.8% Q1 2026 Jun 02, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 2,747 1,319 0.01% 0.01% 320 +742 37.01% Q1 2026 May 07, 2026
Quantitative Investment Management, LLC History New 2,732 1,311 0.14% — 321 +2,732 New Q1 2026 May 15, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 2,719 1,305 0.01% 0.01% 322 +492 22.09% Q1 2026 Apr 14, 2026
Advisors Asset Management, Inc. History Reduced 2,656 1,275 0.02% 0.03% 323 -548 -17.1% Q1 2026 May 15, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 2,655 1,274 0.07% 0.12% 324 -1,070 -28.72% Q1 2026 Apr 16, 2026
Summit Trail Advisors, LLC History Added to 2,649 1,272 0.02% 0.02% 325 +992 59.87% Q1 2026 May 12, 2026
PineStone Asset Management Inc. History Reduced 2,640 1,267 0.01% 0.09% 326 -22,060 -89.31% Q1 2026 May 01, 2026
Dakota Wealth Management History Added to 2,625 1,260 0.03% 0.02% 327 +971 58.71% Q1 2026 May 07, 2026
BloombergSen Inc. History Added to 2,618 1,257 0.1% 0.08% 328 +601 29.8% Q1 2026 May 08, 2026
Krilogy Financial LLC History Reduced 2,398 1,236 0.04% 0.08% 329 -1,571 -39.58% Q1 2026 Apr 17, 2026
LECAP ASSET MANAGEMENT LTD History Reduced 2,547 1,223 0.46% 0.85% 330 -1,235 -32.65% Q1 2026 Apr 30, 2026
ALLSTATE CORP History New 2,537 1,218 0.01% — 331 +2,537 New Q1 2026 May 11, 2026
Dorsey & Whitney Trust CO LLC History Added to 2,510 1,205 0.07% 0.03% 332 +1,433 133.05% Q1 2026 May 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 2,509 1,204 0.02% — 333 +2,509 New Q1 2026 May 15, 2026
Maxi Investments CY Ltd History New 2,500 1,200 0.26% — 334 +2,500 New Q1 2026 May 14, 2026
Robeco Institutional Asset Management B.V. History Reduced 2,433 1,168 0.0% 0.01% 335 -8,176 -77.07% Q1 2026 Apr 21, 2026
Vestcor Inc History Reduced 2,423 1,164 0.03% 0.07% 336 -2,019 -45.45% Q1 2026 May 12, 2026
Ducere Wealth Management LLC History Reduced 2,426 1,164 0.46% 0.64% 337 -517 -17.57% Q1 2026 May 11, 2026
Guilbault Capital LLC History Reduced 2,418 1,161 1.27% 1.61% 338 -146 -5.69% Q1 2026 May 14, 2026
VestGen Investment Management History Reduced 2,396 1,150 0.63% 0.78% 339 -117 -4.66% Q1 2026 May 12, 2026
PDS Planning, Inc History Added to 2,376 1,140 0.08% 0.09% 340 +2 0.08% Q1 2026 Apr 21, 2026
PARK AVENUE SECURITIES LLC History Reduced 2,370 1,138 0.01% 0.01% 341 -533 -18.36% Q1 2026 Apr 07, 2026
Sivia Capital Partners, LLC History Added to 2,364 1,135 0.22% 0.24% 342 +249 11.77% Q1 2026 May 12, 2026
Womack Financial LLC History Reduced 2,360 1,133 0.83% 0.99% 343 -25 -1.05% Q1 2026 May 11, 2026
Private Advisor Group, LLC History Reduced 2,342 1,124 0.01% 0.01% 344 -70 -2.9% Q1 2026 Apr 24, 2026
Ethic Inc. History Reduced 2,312 1,110 0.02% 0.04% 345 -1,854 -44.5% Q1 2026 Apr 27, 2026
Kendall Capital Management History Reduced 2,300 1,104 0.23% 0.29% 346 -155 -6.31% Q1 2026 Apr 24, 2026
SCHULHOFF & CO INC History Added to 2,295 1,102 0.45% 0.52% 347 +93 4.22% Q1 2026 May 11, 2026
BLALOCK WILLIAMS, LLC History Added to 2,239 1,075 0.83% 0.98% 348 +63 2.9% Q1 2026 May 14, 2026
Chicago Partners Investment Group LLC History Added to 2,109 1,072 0.02% 0.03% 349 +191 9.96% Q1 2026 May 04, 2026
State of Alaska, Department of Revenue History Added to 2,222 1,066 0.01% 0.01% 350 +15 0.68% Q1 2026 Apr 20, 2026
Redwood Investment Management, LLC History Added to 2,216 1,064 0.13% 0.12% 351 +266 13.64% Q1 2026 Jun 23, 2026
ProShare Advisors LLC History Added to 2,203 1,057 0.0% 0.0% 352 +32 1.47% Q1 2026 Apr 24, 2026
Jackson Creek Investment Advisors LLC History Reduced 2,190 1,052 0.31% 0.38% 353 -100 -4.37% Q1 2026 May 05, 2026
BENJAMIN EDWARDS INC History Added to 2,179 1,046 0.01% 0.01% 354 +18 0.83% Q1 2026 May 12, 2026
Equitable Holdings, Inc. History Added to 1,857 1,034 0.01% 0.01% 355 +535 40.47% Q1 2026 May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 2,127 1,021 0.0% 0.01% 356 -766 -26.48% Q1 2026 May 15, 2026
BOKF, NA History Reduced 2,125 1,020 0.02% 0.02% 357 -2 -0.09% Q1 2026 May 08, 2026
Farther Finance Advisors, LLC History Reduced 2,083 1,019 0.01% 0.01% 358 -46 -2.16% Q1 2026 Apr 07, 2026
Havemeyer Place LP History Added to 2,113 1,014 0.12% 0.23% 359 +27 1.29% Q1 2026 May 13, 2026
Bull Harbor Capital LLC History New 2,093 1,005 0.27% — 360 +2,093 New Q1 2026 May 18, 2026
FORA Capital, LLC History Reduced 2,080 999 0.07% 0.16% 361 -211 -9.21% Q1 2026 May 14, 2026
Global Retirement Partners, LLC History No change 1,773 995 0.02% 0.02% 362 0 0.0% Q4 2025 Feb 06, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 2,062 990 0.09% 0.01% 363 +1,661 414.21% Q1 2026 May 15, 2026
Marshall Financial Group, LLC History Added to 2,050 984 0.16% 0.22% 364 +44 2.19% Q1 2026 Apr 10, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 2,026 972 0.06% 0.06% 365 0 0.0% Q1 2026 May 06, 2026
Quantedge Capital Pte Ltd History Reduced 2,000 960 0.53% 1.41% 366 -3,280 -62.12% Q1 2026 May 12, 2026
Core Wealth Partners LLC History No change 2,000 960 0.45% 0.51% 367 0 0.0% Q1 2026 May 08, 2026
NOVEM GROUP History Added to 1,966 944 0.11% 0.12% 368 +129 7.02% Q1 2026 Apr 10, 2026
MARTINGALE ASSET MANAGEMENT L P History New 1,933 928 0.02% — 369 +1,933 New Q1 2026 May 13, 2026
Meeder Advisory Services, Inc. History Added to 1,921 922 0.04% 0.05% 370 +17 0.89% Q1 2026 May 07, 2026
Jump Financial, LLC History New 1,920 921 0.01% — 371 +1,920 New Q1 2026 May 14, 2026
Kestra Investment Management, LLC History New 1,914 919 0.02% — 372 +1,914 New Q1 2026 May 11, 2026
Swiss Life Asset Management Ltd History Added to 1,912 918 0.0% 0.0% 373 +332 21.01% Q1 2026 May 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 1,900 912 0.04% 0.05% 374 0 0.0% Q1 2026 May 11, 2026
Federation des caisses Desjardins du Quebec History Reduced 1,898 911 0.0% 0.0% 375 -143 -7.01% Q1 2026 May 13, 2026
Global Financial Private Client, LLC History Added to 1,892 908 0.3% 0.31% 376 +320 20.36% Q1 2026 Apr 20, 2026
Yorktown Management & Research Co Inc History No change 1,800 864 0.72% 0.81% 377 0 0.0% Q1 2026 Apr 20, 2026
HB Wealth Management, LLC History Added to 1,789 859 0.01% 0.01% 378 +235 15.12% Q1 2026 Apr 27, 2026
Citizens Business Bank History No change 1,790 859 0.14% 0.17% 379 0 0.0% Q1 2026 May 01, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,774 851 0.0% 0.01% 380 -10 -0.56% Q1 2026 May 13, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,769 849 0.04% 0.05% 381 -41 -2.27% Q1 2026 May 18, 2026
Trust Point Inc. History Reduced 1,770 849 0.07% 0.08% 382 -27 -1.5% Q1 2026 Apr 15, 2026
Essential Partners LLC History Reduced 1,765 847 0.29% 0.44% 383 -776 -30.54% Q1 2026 May 21, 2026
Sanctuary Advisors, LLC History Reduced 1,742 836 0.0% 0.01% 384 -1,762 -50.29% Q1 2026 May 05, 2026
NorthCrest Asset Manangement, LLC History Reduced 1,677 835 0.03% 0.05% 385 -1,793 -51.67% Q1 2026 Apr 08, 2026
EverSource Wealth Advisors, LLC History Reduced 1,720 825 0.03% 0.04% 386 -296 -14.68% Q1 2026 May 15, 2026
FIDUCIARY TRUST CO History No change 1,704 818 0.01% 0.01% 387 0 0.0% Q1 2026 May 15, 2026
Daiwa Securities Group Inc. History Reduced 1,690 811 0.0% 0.01% 388 -1,702 -50.18% Q1 2026 May 13, 2026
VARCOV Co. History New 1,676 804 0.3% — 389 +1,676 New Q1 2026 May 15, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 1,653 793 0.03% 0.04% 390 -9 -0.54% Q1 2026 May 01, 2026
Corient Private Wealth LLC History Reduced 1,613 773 0.0% 0.0% 391 -12 -0.74% Q1 2026 May 15, 2026
Annandale Capital, LLC History No change 1,600 768 0.11% 0.11% 392 0 0.0% Q1 2026 May 15, 2026
Archford Capital Strategies, LLC History Reduced 1,573 755 0.09% 0.11% 393 -117 -6.92% Q1 2026 Apr 15, 2026
LRT Capital Management, LLC History Reduced 1,558 748 0.7% 0.91% 394 -330 -17.48% Q1 2026 May 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 1,551 744 0.0% 0.0% 395 +113 7.86% Q1 2026 Aug 12, 2026
LGT Group Foundation History Added to 1,522 730 0.01% 0.01% 396 +38 2.56% Q1 2026 Apr 28, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 1,520 729 0.01% 0.01% 397 -3 -0.2% Q1 2026 Apr 20, 2026
denkapparat Operations GmbH History No change 1,482 711 0.29% 0.45% 398 0 0.0% Q1 2026 May 11, 2026
Enhancing Capital LLC History No change 1,462 702 0.52% 0.59% 399 0 0.0% Q1 2026 May 08, 2026
WADDELL & ASSOCIATES, LLC History Reduced 1,451 696 0.04% 0.06% 400 -4 -0.27% Q1 2026 May 11, 2026
Keebeck Wealth Management History Added to 1,434 688 0.08% 0.09% 402 +120 9.13% Q1 2026 May 14, 2026
Independent Advisor Alliance History Reduced 1,433 688 0.01% 0.02% 401 -1 -0.07% Q1 2026 May 12, 2026
Compound Planning, Inc. History Added to 1,432 687 0.02% 0.02% 403 +108 8.16% Q1 2026 May 14, 2026
Impact Partnership Wealth, LLC History Added to 1,426 684 0.08% 0.07% 404 +455 46.86% Q1 2026 Apr 23, 2026
Brevan Howard Capital Management LP History Reduced 1,404 674 0.01% 0.01% 405 -542 -27.85% Q1 2026 May 15, 2026
Perbak Capital Partners LLP History New 1,396 670 0.16% — 406 +1,396 New Q1 2026 May 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,581 659 0.01% 0.01% 407 0 0.0% Q1 2026 May 06, 2026
AlphaGrep UK Ltd History Reduced 1,362 654 0.19% 0.33% 408 -413 -23.27% Q1 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,359 652 0.01% 0.01% 409 -40 -2.86% Q1 2026 May 08, 2026
Brooklyn Investment Group History Added to 1,349 647 0.02% 0.02% 410 +437 47.92% Q1 2026 Apr 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History New 1,345 645 0.0% — 411 +1,345 New Q1 2026 May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 1,341 643 0.01% 0.03% 412 -784 -36.89% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,341 643 0.0% 0.0% 413 -159 -10.6% Q1 2026 May 08, 2026
NOMURA HOLDINGS INC History Reduced 1,304 626 0.0% 0.0% 414 -1,159 -47.06% Q1 2026 May 15, 2026
Legato Capital Management LLC History Added to 1,300 624 0.06% 0.04% 415 +543 71.73% Q1 2026 May 14, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,228 589 0.03% 0.04% 416 +4 0.33% Q1 2026 May 07, 2026
VestGen Advisors, LLC History Added to 1,399 587 0.02% 0.03% 417 +21 1.52% Q1 2026 May 14, 2026
Gibbs Wealth Management History Added to 1,221 586 0.08% 0.06% 419 +828 210.69% Q1 2026 May 13, 2026
Arkadios Wealth Advisors History Added to 1,221 586 0.01% 0.01% 418 +406 49.82% Q1 2026 May 18, 2026
Worthington Financial Partners, LLC History Reduced 1,218 584 0.5% 0.96% 420 -709 -36.79% Q1 2026 Apr 21, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,215 583 0.0% 0.0% 421 +32 2.7% Q1 2026 Apr 30, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 1,208 580 0.13% 0.2% 422 -405 -25.11% Q1 2026 May 12, 2026
DnB Asset Management AS History New 1,193 572 0.0% — 423 +1,193 New Q1 2026 May 14, 2026
Catalyst Capital Advisors LLC History No change 1,190 571 0.01% 0.01% 424 0 0.0% Q1 2026 May 06, 2026
Maryland State Retirement & Pension System History No change 1,188 570 0.01% 0.01% 425 0 0.0% Q1 2026 May 04, 2026
Utah Retirement Systems History No change 1,182 567 0.01% 0.01% 426 0 0.0% Q1 2026 May 15, 2026
Graham Capital Management, L.P. History Reduced 1,178 565 0.01% 0.02% 427 -262 -18.19% Q1 2026 May 15, 2026
Empirical Asset Management, LLC History Reduced 1,176 564 0.15% 0.32% 428 -827 -41.29% Q1 2026 May 11, 2026
Mission Creek Capital Partners, Inc. History Added to 1,171 562 0.11% 0.09% 429 +348 42.28% Q1 2026 May 14, 2026
MAI Capital Management History Added to 1,154 554 0.0% 0.0% 430 +994 621.25% Q1 2026 May 15, 2026
Canopy Partners, LLC History Reduced 1,149 551 0.19% 0.22% 431 -58 -4.81% Q1 2026 May 11, 2026
Portside Wealth Group, LLC History Added to 1,142 548 0.07% 0.08% 432 +36 3.25% Q1 2026 May 12, 2026
GAMMA Investing LLC History Added to 1,126 540 0.03% 0.02% 433 +254 29.13% Q1 2026 Apr 06, 2026
ALPS ADVISORS INC History New 1,099 527 0.0% — 434 +1,099 New Q1 2026 May 08, 2026
J2 Capital Management Inc History New 1,086 521 0.36% — 435 +1,086 New Q1 2026 Apr 21, 2026
Liontrust Investment Partners LLP History Reduced 1,077 517 0.01% 0.01% 436 -46 -4.1% Q1 2026 May 20, 2026
Kera Capital Partners, Inc. History Reduced 1,075 516 0.06% 0.08% 437 -63 -5.54% Q1 2026 May 06, 2026
CIM INVESTMENT MANAGEMENT INC History No change 1,060 509 0.14% 0.16% 438 0 0.0% Q1 2026 May 19, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,060 509 0.01% 0.01% 439 0 0.0% Q1 2026 Apr 29, 2026
CIBC Private Wealth Group LLC History No change 904 507 0.0% 0.0% 440 0 0.0% Q4 2025 Feb 12, 2026
Integrated Quantitative Investments LLC History New 1,054 506 0.09% — 441 +1,054 New Q1 2026 May 13, 2026
Precision Wealth Strategies, LLC History Reduced 1,047 502 0.17% 0.23% 442 -205 -16.37% Q1 2026 May 06, 2026
Catalyst Funds Management Pty Ltd History New 1,040 499 0.08% — 443 +1,040 New Q1 2026 May 11, 2026
Sequoia Financial Advisors, LLC History Reduced 1,024 491 0.0% 0.01% 444 -600 -36.95% Q1 2026 Apr 30, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 1,016 487 0.05% 0.06% 445 +12 1.2% Q1 2026 Apr 30, 2026
Vontobel Holding Ltd. History Added to 987 473 0.0% 0.0% 446 +30 3.13% Q1 2026 May 08, 2026
AVIVA PLC History Added to 983 472 0.0% 0.0% 447 +136 16.06% Q1 2026 May 14, 2026
Clearstead Advisors, LLC History Reduced 983 471 0.0% 0.01% 448 -370 -27.35% Q1 2026 May 06, 2026
Integrated Advisors Network LLC History Added to 981 471 0.02% 0.02% 449 +104 11.86% Q1 2026 Apr 28, 2026
Magnetar Financial LLC History Reduced 977 469 0.0% 0.01% 450 -1,641 -62.68% Q1 2026 May 13, 2026
SMITH SHELLNUT WILSON LLC /ADV History No change 963 462 0.2% 0.21% 451 0 0.0% Q1 2026 Aug 03, 2026
EVOKE WEALTH, LLC History Added to 960 460 0.01% 0.01% 452 +64 7.14% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 951 457 0.01% 0.01% 454 +207 27.82% Q1 2026 May 01, 2026
CIBC Asset Management Inc History No change 953 457 0.0% 0.0% 453 0 0.0% Q1 2026 May 12, 2026
NORDEN GROUP LLC History Reduced 940 451 0.04% 0.72% 455 -12,098 -92.79% Q1 2026 Apr 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 934 448 0.0% 0.02% 457 -2,386 -71.87% Q1 2026 Apr 27, 2026
Parcion Private Wealth LLC History Reduced 934 448 0.03% 0.05% 456 -435 -31.78% Q1 2026 Apr 22, 2026
Exit Wealth Advisors, LLC. History Reduced 927 445 0.23% 1.41% 458 -3,322 -78.18% Q1 2026 May 11, 2026
Voya Financial Advisors, Inc. History Reduced 982 443 0.04% 0.07% 459 -207 -17.41% Q1 2026 May 12, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 916 439 0.02% 0.03% 460 -35 -3.68% Q1 2026 May 06, 2026
Integrated Investment Consultants, LLC History Reduced 914 438 0.09% 0.18% 461 -677 -42.55% Q1 2026 Jun 01, 2026
COOKSON PEIRCE & CO INC History Reduced 911 437 0.02% 0.07% 462 -1,989 -68.59% Q1 2026 Apr 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 907 435 0.03% 0.06% 463 -375 -29.25% Q1 2026 May 13, 2026
MGO ONE SEVEN LLC History Added to 904 434 0.01% 0.01% 464 +175 24.01% Q1 2026 May 14, 2026
Motley Fool Asset Management LLC History Added to 893 428 0.02% 0.02% 465 +27 3.12% Q1 2026 May 12, 2026
North Dakota State Investment Board History Reduced 885 424 0.02% 0.02% 466 -151 -14.58% Q1 2026 May 08, 2026
Rothschild Wealth LLC History Reduced 874 419 0.04% 0.05% 467 -137 -13.55% Q1 2026 May 06, 2026
Ausdal Financial Partners, Inc. History Added to 863 414 0.02% 0.02% 468 +102 13.4% Q1 2026 May 12, 2026
EQUITABLE TRUST CO History No change 860 412 0.02% 0.02% 469 0 0.0% Q1 2026 Apr 30, 2026
CHOREO, LLC History Reduced 855 410 0.01% 0.01% 471 -34 -3.82% Q1 2026 May 12, 2026
Ipswich Investment Management Co., Inc. History No change 855 410 0.1% 0.11% 470 0 0.0% Q1 2026 Apr 10, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 848 407 0.0% — 472 +848 New Q1 2026 Apr 13, 2026
waypoint wealth counsel History Reduced 844 405 0.21% 0.25% 473 -353 -29.49% Q1 2026 Apr 23, 2026
Marex Group plc History New 842 404 0.0% — 474 +842 New Q1 2026 May 13, 2026
M&T BANK CORP History Reduced 836 401 0.0% 0.0% 475 -248 -22.88% Q1 2026 May 12, 2026
Tower Research Capital LLC (TRC) History Added to 831 399 0.01% 0.01% 476 +76 10.07% Q1 2026 May 15, 2026
WEALTH ALLIANCE, LLC History Added to 832 399 0.04% 0.04% 477 +64 8.33% Q1 2026 May 14, 2026
AlphaCore Capital LLC History New 829 398 0.01% — 478 +829 New Q1 2026 May 15, 2026
Balboa Wealth Partners History Added to 825 396 0.07% 0.06% 479 +225 37.5% Q1 2026 Apr 16, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 823 395 0.01% 0.01% 480 -119 -12.63% Q1 2026 Apr 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 820 394 0.02% 0.03% 481 0 0.0% Q1 2026 Apr 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 815 391 0.0% 0.01% 482 -720 -46.91% Q1 2026 May 01, 2026
Mach-1 Financial Group, LLC History Reduced 813 390 0.14% 0.16% 483 -588 -41.97% Q1 2026 May 13, 2026
Baker Avenue Asset Management, LP History New 803 385 0.01% — 485 +803 New Q1 2026 May 12, 2026
AlphaQuest LLC History No change 686 385 0.02% 0.02% 484 0 0.0% Q4 2025 Feb 09, 2026
Journey Advisory Group, LLC History Added to 785 376 0.03% 0.04% 486 +12 1.55% Q1 2026 May 05, 2026
Grant Private Wealth Management Inc History No change 785 376 0.2% 0.27% 487 0 0.0% Q1 2026 Apr 14, 2026
Caerus Investment Advisors, LLC History Reduced 774 371 0.15% 0.42% 488 -1,523 -66.3% Q1 2026 Jun 01, 2026
Procyon Advisors, LLC History No change 763 366 0.02% 0.02% 489 0 0.0% Q1 2026 May 04, 2026
AE Wealth Management LLC History New 759 364 0.0% — 491 +759 New Q1 2026 May 13, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 759 364 0.02% 0.03% 490 -57 -6.99% Q1 2026 Apr 16, 2026
Fideuram Asset Management (Ireland) dac History Reduced 640 362 0.05% 0.04% 492 -1,026 -61.58% Q1 2026 May 11, 2026
Fifth Third Wealth Advisors LLC History Added to 750 360 0.01% 0.01% 494 +11 1.49% Q1 2026 Apr 17, 2026
SHELTON CAPITAL MANAGEMENT History No change 751 360 0.01% 0.01% 493 0 0.0% Q1 2026 May 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 745 357 0.01% 0.01% 495 0 0.0% Q1 2026 Apr 29, 2026
Polymer Capital Management (US) LLC History New 740 355 0.04% — 497 +740 New Q1 2026 May 13, 2026
Brown Miller Wealth Management, LLC History Added to 741 355 0.1% 0.11% 496 +56 8.18% Q1 2026 Apr 23, 2026
Claret Asset Management Corp History No change 735 353 0.04% 0.05% 498 0 0.0% Q1 2026 May 11, 2026
GenTrust, LLC History Reduced 733 351 0.02% 0.02% 499 -123 -14.37% Q1 2026 Apr 27, 2026
TWO SIGMA SECURITIES, LLC History Reduced 725 348 0.04% 0.1% 500 -632 -46.57% Q1 2026 May 15, 2026
DAYMARK WEALTH PARTNERS, LLC History New 721 346 0.01% — 501 +721 New Q1 2026 May 11, 2026
Parkside Financial Bank & Trust History Reduced 719 345 0.03% 0.03% 502 -2 -0.28% Q1 2026 May 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Reduced 693 342 0.03% 0.07% 503 -500 -41.91% Q1 2026 Apr 29, 2026
REGIONS FINANCIAL CORP History Reduced 712 341 0.0% 0.0% 504 -35 -4.69% Q1 2026 May 05, 2026
CAXTON ASSOCIATES LLP History Reduced 708 339 0.01% 0.01% 505 -175 -19.82% Q1 2026 May 14, 2026
Quantum Portfolio Management LLC History New 704 338 0.15% — 506 +704 New Q1 2026 May 01, 2026
GSA CAPITAL PARTNERS LLP History New 693 333 0.02% — 507 +693 New Q1 2026 May 08, 2026
Fielder Capital Group LLC History Reduced 692 332 0.07% 0.1% 509 -126 -15.4% Q1 2026 May 12, 2026
VISTA FINANCE, LLC History Reduced 693 332 0.26% 0.27% 508 -34 -4.68% Q1 2026 May 04, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 690 331 0.07% 0.11% 510 -207 -23.08% Q1 2026 May 08, 2026
Blackstone Inc. History New 689 330 0.0% — 511 +689 New Q1 2026 May 15, 2026
Advyzon Investment Management, LLC History Added to 679 326 0.03% 0.04% 512 +134 24.59% Q1 2026 May 12, 2026
Leonteq Securities AG History Reduced 664 318 0.01% 0.02% 513 -251 -27.43% Q1 2026 Apr 27, 2026
Snowden Capital Advisors LLC History Reduced 661 317 0.01% 0.01% 514 -121 -15.47% Q1 2026 May 14, 2026
Frec Markets, Inc. History New 655 314 0.05% — 517 +655 New Q1 2026 May 13, 2026
COMMERCE BANK History Reduced 655 314 0.0% 0.0% 515 -406 -38.27% Q1 2026 May 11, 2026
Aprio Wealth Management, LLC History Added to 654 314 0.02% 0.02% 516 +5 0.77% Q1 2026 May 11, 2026
Legacy Capital Group California, Inc. History Reduced 653 313 0.12% 0.11% 518 -135 -17.13% Q1 2026 May 04, 2026
Abel Hall, LLC History Added to 649 311 0.07% 0.05% 519 +289 80.28% Q1 2026 Apr 28, 2026
3Chopt Investment Partners, LLC History New 646 310 0.07% — 521 +646 New Q1 2026 Apr 23, 2026
Proficio Capital Partners LLC History No change 647 310 0.02% 0.03% 520 0 0.0% Q1 2026 May 14, 2026
Blue Trust, Inc. History Added to 645 309 0.0% 0.0% 522 +134 26.22% Q1 2026 Apr 20, 2026
PINNACLE ASSOCIATES LTD History Reduced 640 307 0.0% 0.01% 523 -415 -39.34% Q1 2026 Apr 21, 2026
Baird Financial Group, Inc. History Reduced 640 307 0.0% 0.0% 524 -9 -1.39% Q1 2026 May 14, 2026
IFP Advisors, Inc History Reduced 636 305 0.01% 0.01% 525 -371 -36.84% Q1 2026 Apr 13, 2026
Bayforest Capital Ltd History Reduced 631 303 0.34% 0.3% 528 -85 -11.87% Q1 2026 Apr 15, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 632 303 0.01% 0.01% 529 +80 14.49% Q1 2026 Apr 15, 2026
National Wealth Management Group, LLC History Reduced 632 303 0.11% 0.13% 527 -42 -6.23% Q1 2026 May 11, 2026
Hardy Reed LLC History Reduced 632 303 0.02% 0.03% 526 -4 -0.63% Q1 2026 Apr 28, 2026
Baron Wealth Management LLC History Reduced 628 301 0.09% 0.11% 530 -14 -2.18% Q1 2026 Apr 16, 2026
SIGNATUREFD, LLC History Reduced 622 298 0.0% 0.01% 531 -30 -4.6% Q1 2026 Apr 07, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 619 297 0.05% 0.06% 532 -4 -0.64% Q1 2026 May 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 614 294 0.0% 0.0% 533 +160 35.24% Q1 2026 May 01, 2026
PIAR LLC History No change 610 292 0.23% 0.24% 534 0 0.0% Q1 2026 May 08, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History Reduced 608 291 0.04% 0.07% 535 -158 -20.63% Q1 2026 May 15, 2026
SkyOak Wealth, LLC History New 600 288 0.05% — 536 +600 New Q1 2026 Apr 30, 2026
Venturi Wealth Management, LLC History Reduced 589 282 0.01% 0.03% 537 -432 -42.31% Q1 2026 Apr 21, 2026
Inspire Advisors, LLC History Reduced 582 279 0.02% 0.04% 538 -103 -15.04% Q1 2026 May 15, 2026
Gallacher Capital Management LLC History Added to 583 279 0.11% 0.12% 539 +51 9.59% Q1 2026 May 05, 2026
Kaufman Rossin Wealth, LLC History Reduced 581 278 0.16% 0.23% 540 -214 -26.92% Q1 2026 Apr 17, 2026
QTR Family Wealth, LLC History Reduced 527 274 0.11% 0.14% 542 -171 -24.5% Q1 2026 Apr 15, 2026
Nemes Rush Group LLC History Added to 571 274 0.03% 0.03% 541 +24 4.39% Q1 2026 Apr 21, 2026
PROFUND ADVISORS LLC History Added to 562 269 0.01% 0.01% 543 +65 13.08% Q1 2026 Apr 24, 2026
Burns Matteson Capital Management, LLC History Reduced 562 269 0.1% 0.11% 544 -8 -1.4% Q1 2026 May 15, 2026
TUCKER ASSET MANAGEMENT LLC History No change 465 261 0.08% 0.08% 545 0 0.0% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Added to 543 260 0.0% 0.0% 546 +88 19.34% Q1 2026 May 04, 2026
Future Financial Wealth Managment LLC History No change 500 259 0.17% 0.2% 547 0 0.0% Q1 2026 Apr 16, 2026
Apollon Wealth Management, LLC History New 539 258 0.0% — 548 +539 New Q1 2026 Apr 22, 2026
STRS OHIO History Reduced 534 256 0.0% 0.0% 549 -1 -0.19% Q1 2026 Apr 24, 2026
STEPHENS INC /AR/ History Added to 527 253 0.0% 0.0% 550 +18 3.54% Q1 2026 Apr 28, 2026
Knollwood Investment Advisory, LLC History No change 525 252 0.03% 0.03% 551 0 0.0% Q1 2026 May 14, 2026
OneDigital Investment Advisors LLC History Reduced 524 251 0.0% 0.0% 552 -103 -16.43% Q1 2026 May 08, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 517 248 0.01% 0.01% 553 +1 0.19% Q1 2026 May 14, 2026
Three Seasons Wealth, LLC History Reduced 511 245 0.09% 0.09% 555 -1,146 -69.16% Q1 2026 May 05, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 512 245 0.01% 0.01% 554 +33 6.89% Q1 2026 May 15, 2026
Ameritas Advisory Services, LLC History New 509 244 0.01% — 556 +509 New Q1 2026 May 12, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History New 507 243 0.05% — 557 +507 New Q1 2026 May 13, 2026
Savvy Advisors, Inc. History Reduced 506 242 0.01% 0.01% 558 -211 -29.43% Q1 2026 May 11, 2026
TORONTO DOMINION BANK History New 501 241 0.0% — 559 +501 New Q1 2026 May 15, 2026
Forum Financial Management, LP History Reduced 501 240 0.0% 0.01% 561 -580 -53.65% Q1 2026 Apr 23, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 500 240 0.1% 0.14% 560 0 0.0% Q1 2026 Apr 24, 2026
Haverford Trust Co History New 493 236 0.0% — 562 +493 New Q1 2026 May 11, 2026
Abundance Wealth Counselors History New 484 232 0.03% — 564 +484 New Q1 2026 Apr 22, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 484 232 0.03% 0.05% 563 +14 2.98% Q1 2026 May 18, 2026
Koshinski Asset Management, Inc. History New 482 231 0.01% — 565 +482 New Q1 2026 Apr 27, 2026
Arax Advisory Partners History Added to 481 229 0.01% 0.0% 566 +326 210.32% Q1 2026 May 13, 2026
Estate Planners Group, LLC History Added to 477 229 0.11% 0.1% 567 +71 17.49% Q1 2026 May 11, 2026
SECTORAL ASSET MANAGEMENT INC History New 430 228 0.19% — 568 +430 New Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Reduced 474 227 0.0% 0.0% 569 -611 -56.31% Q1 2026 Apr 30, 2026
Callan Family Office, LLC History Reduced 474 227 0.01% 0.01% 570 -107 -18.42% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 472 226 0.0% 0.0% 571 +57 13.73% Q1 2026 May 07, 2026
PCM Encore, LLC History Reduced 469 225 0.05% 0.06% 574 -48 -9.28% Q1 2026 May 12, 2026
BARLOW WEALTH PARTNERS, LLC History Added to 433 225 0.02% 0.03% 573 +8 1.88% Q1 2026 Apr 21, 2026
Sunbelt Securities, Inc. History Reduced 470 225 0.01% 0.02% 572 -4 -0.84% Q1 2026 May 15, 2026
STOCK YARDS BANK & TRUST CO History No change 468 224 0.01% 0.01% 575 0 0.0% Q1 2026 Apr 24, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 466 223 0.01% 0.04% 576 -335 -41.82% Q1 2026 May 07, 2026
WESTPAC BANKING CORP History No change 463 222 0.02% 0.02% 577 0 0.0% Q1 2026 May 11, 2026
Perpetual Ltd History No change 463 222 0.0% 0.0% 578 0 0.0% Q1 2026 Apr 14, 2026
Stratos Wealth Partners, LTD. History Added to 459 220 0.0% 0.0% 579 +72 18.6% Q1 2026 Apr 28, 2026
Lombard Odier Asset Management (USA) Corp History New 458 219 0.02% — 580 +458 New Q1 2026 May 15, 2026
CreativeOne Wealth, LLC History Reduced 451 216 0.01% 0.01% 582 -490 -52.07% Q1 2026 May 15, 2026
Balefire, LLC History Added to 451 216 0.04% 0.05% 583 +26 6.12% Q1 2026 May 07, 2026
BAILARD, INC. History No change 450 216 0.0% 0.01% 581 0 0.0% Q1 2026 May 11, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 448 215 0.03% 0.06% 584 -255 -36.27% Q1 2026 Apr 14, 2026
Curi Capital, LLC History Reduced 438 210 0.0% 0.02% 585 -1,530 -77.74% Q1 2026 May 15, 2026
Perigon Wealth Management, LLC History Reduced 439 210 0.0% 0.01% 586 -584 -57.09% Q1 2026 Apr 10, 2026
Lighthouse Investment Partners, LLC History New 438 210 0.01% — 589 +438 New Q1 2026 May 14, 2026
Ariadne Wealth Management, LP History Reduced 438 210 0.09% 0.11% 588 -186 -29.81% Q1 2026 May 15, 2026
Soltis Investment Advisors LLC History Added to 438 210 0.01% 0.01% 587 +53 13.77% Q1 2026 Apr 27, 2026
Americana Partners, LLC History New 437 209 0.01% — 590 +437 New Q1 2026 May 12, 2026
Naviter Wealth, LLC History Added to 433 207 0.03% 0.03% 591 +1 0.23% Q1 2026 Apr 10, 2026
Premier Fund Managers Ltd History Reduced 448 206 0.01% 0.03% 594 -346 -43.58% Q1 2026 May 14, 2026
Unified Investment Management History Reduced 430 206 0.21% 0.26% 596 -30 -6.52% Q1 2026 Apr 29, 2026
UMB Bank, n.a. History Reduced 431 206 0.0% 0.0% 592 -19 -4.22% Q1 2026 May 11, 2026
GREENLEAF TRUST History Reduced 430 206 0.0% 0.0% 593 -1 -0.23% Q1 2026 Apr 27, 2026
Vise Technologies, Inc. History No change 368 206 0.0% 0.0% 595 0 0.0% Q1 2026 Apr 21, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 427 205 0.03% 0.05% 598 -131 -23.48% Q1 2026 Apr 15, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 427 205 0.05% 0.07% 599 -36 -7.78% Q1 2026 May 07, 2026
Renasant Bank History No change 428 205 0.15% 0.16% 597 0 0.0% Q1 2026 Apr 29, 2026
ZACKS INVESTMENT MANAGEMENT History Reduced 422 202 0.0% 0.03% 600 -5,251 -92.56% Q1 2026 May 14, 2026
American Trust History New 422 202 0.02% — 601 +422 New Q1 2026 May 01, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 415 199 0.16% 0.19% 602 -5 -1.19% Q1 2026 Apr 21, 2026
AdvisorNet Financial, Inc History Reduced 397 190 0.01% 0.01% 603 -4 -1.0% Q1 2026 Apr 17, 2026
Rockefeller Capital Management L.P. History Reduced 395 189 0.0% 0.0% 604 -35 -8.14% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Added to 317 152 0.0% 0.0% 605 +9 2.92% Q1 2026 May 15, 2026
Eurizon Capital SGR S.p.A. History Reduced 327 151 0.0% 0.0% 606 -267 -44.95% Q1 2026 May 08, 2026
Smartleaf Asset Management LLC History Reduced 317 145 0.01% 0.01% 607 -82 -20.55% Q1 2026 May 15, 2026
Versant Capital Management, Inc History Added to 299 143 0.01% 0.02% 608 +2 0.67% Q1 2026 Apr 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 288 140 0.01% 0.01% 609 -21 -6.8% Q1 2026 May 01, 2026
DUNCKER STREETT & CO INC History Added to 273 131 0.02% 0.03% 610 +3 1.11% Q1 2026 Apr 29, 2026
Employees Retirement System of Texas History No change 229 110 0.0% 0.0% 611 0 0.0% Q1 2026 May 13, 2026
State of Wyoming History Reduced 221 106 0.01% 0.01% 612 -1 -0.45% Q1 2026 May 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 217 104 0.03% 0.03% 613 -7 -3.13% Q1 2026 Apr 29, 2026
True Wealth Design, LLC History Reduced 216 103 0.03% 0.04% 614 -48 -18.18% Q1 2026 Apr 13, 2026
Park Place Capital Corp History No change 208 99 0.02% 0.02% 615 0 0.0% Q1 2026 Apr 09, 2026
PITTENGER & ANDERSON INC History Reduced 202 96 0.0% 0.04% 616 -1,574 -88.63% Q1 2026 May 01, 2026
LRI Investments, LLC History No change 184 88 0.01% 0.01% 617 0 0.0% Q1 2026 Apr 30, 2026
PALLADIEM, LLC History No change 175 87 0.08% 0.09% 618 0 0.0% Q1 2026 May 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 167 80 0.0% 0.0% 619 +2 1.21% Q1 2026 Apr 27, 2026
Sterling Capital Management LLC History No change 160 76 0.0% 0.0% 620 0 0.0% Q1 2026 Apr 22, 2026
Harvest Fund Management Co., Ltd History Reduced 149 72 0.0% 0.01% 622 -562 -79.04% Q1 2026 May 13, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 151 72 0.03% 0.05% 621 -50 -24.88% Q1 2026 May 14, 2026
Gould Capital, LLC History No change 150 72 0.04% 0.05% 623 0 0.0% Q1 2026 May 15, 2026
Reyes Financial Architecture, Inc. History Reduced 148 71 0.06% 0.05% 624 -9 -5.73% Q1 2026 May 11, 2026
GeoWealth Management, LLC History Reduced 122 59 0.0% 0.0% 625 -16 -11.59% Q1 2026 May 13, 2026
Root Financial Partners, LLC History Added to 122 58 0.0% 0.0% 626 +31 34.07% Q1 2026 Apr 24, 2026
ASSETMARK, INC History Reduced 118 56 0.0% 0.0% 627 -52 -30.59% Q1 2026 May 06, 2026
Parallel Advisors, LLC History Reduced 114 54 0.0% 0.0% 629 -136 -54.4% Q1 2026 Jun 02, 2026
CENTRAL TRUST Co History Reduced 113 54 0.0% 0.0% 628 -1 -0.88% Q1 2026 Apr 17, 2026
WHITTIER TRUST CO History No change 105 52 0.0% 0.0% 630 0 0.0% Q1 2026 Apr 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 103 51 0.0% 0.0% 631 0 0.0% Q1 2026 Apr 28, 2026
BAYBAN History Added to 92 44 0.04% 0.04% 632 +14 17.95% Q1 2026 Apr 24, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 90 43 0.0% 0.0% 633 -7 -7.22% Q1 2026 Apr 13, 2026
CULLEN/FROST BANKERS, INC. History Reduced 87 41 0.0% 0.0% 634 -122 -58.37% Q1 2026 May 05, 2026
Strategic Advocates LLC History New 71 34 0.15% — 635 +71 New Q1 2026 May 15, 2026
Basecamp Wealth Advisors LLC History Added to 69 33 0.01% 0.0% 638 +45 187.5% Q1 2026 Jun 24, 2026
Activest Wealth Management History Reduced 69 33 0.01% 0.01% 637 -41 -37.27% Q1 2026 Apr 15, 2026
Darwin Wealth Management, LLC History No change 70 33 0.01% 0.01% 636 0 0.0% Q1 2026 May 01, 2026
Solstein Capital, LLC History No change 67 32 0.01% 0.01% 639 0 0.0% Q1 2026 May 14, 2026
Truvestments Capital LLC History Reduced 65 31 0.01% 0.01% 641 -16 -19.75% Q1 2026 May 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 65 31 0.0% 0.0% 640 0 0.0% Q1 2026 May 12, 2026
Colonial Trust Co / SC History No change 65 31 0.0% 0.0% 642 0 0.0% Q1 2026 May 12, 2026
Clark Wealth Partners History Reduced 61 29 0.02% 0.03% 643 -22 -26.51% Q1 2026 May 11, 2026
Covestor Ltd History Reduced 57 28 0.02% 0.02% 644 -12 -17.39% Q1 2026 May 05, 2026
SJS Investment Consulting Inc. History Reduced 57 27 0.0% 0.01% 645 -15 -20.83% Q1 2026 Apr 23, 2026
SBI Securities Co., Ltd. History Reduced 56 26 0.0% 0.01% 646 -359 -86.51% Q1 2026 Apr 27, 2026
Steigerwald, Gordon & Koch Inc. History No change 54 25 0.0% 0.0% 647 0 0.0% Q1 2026 Apr 28, 2026
PRIVATE TRUST CO NA History Added to 51 24 0.0% 0.0% 648 +15 41.67% Q1 2026 Apr 30, 2026
GHP Investment Advisors, Inc. History No change 50 24 0.0% 0.0% 649 0 0.0% Q1 2026 Apr 21, 2026
Johnson Financial Group, Inc. History No change 51 24 0.0% 0.0% 650 0 0.0% Q1 2026 May 07, 2026
AMERIFLEX GROUP, INC. History No change 50 24 0.01% 0.01% 651 0 0.0% Q1 2026 May 15, 2026
Keating Financial Advisory Services, Inc. History Reduced 49 23 0.0% 0.05% 652 -650 -92.99% Q1 2026 May 15, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 44 21 0.0% 0.0% 653 -437 -90.85% Q1 2026 May 13, 2026
Hilltop National Bank History New 43 20 0.0% — 655 +43 New Q1 2026 Apr 02, 2026
Owl Creek Wealth Partners LLC History New 42 20 0.01% — 656 +42 New Q1 2026 May 13, 2026
Ancora Advisors LLC History No change 42 20 0.0% 0.0% 654 0 0.0% Q1 2026 May 15, 2026
Community Bank, N.A. History No change 40 19 0.0% 0.0% 657 0 0.0% Q1 2026 May 12, 2026
Quent Capital, LLC History Reduced 38 18 0.0% 0.0% 658 -16 -29.63% Q1 2026 Apr 28, 2026
Signature Equity Partners, LLC History Reduced 36 17 0.01% 0.05% 659 -132 -78.57% Q1 2026 May 13, 2026
HARBOUR INVESTMENTS, INC. History New 35 17 0.0% — 660 +35 New Q1 2026 May 15, 2026
CVA Family Office, LLC History Added to 35 16 0.0% 0.0% 662 +32 1066.67% Q1 2026 Apr 29, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 34 16 0.0% 0.0% 661 +4 13.33% Q1 2026 May 11, 2026
CITY HOLDING CO History No change 32 15 0.0% 0.0% 663 0 0.0% Q1 2026 Apr 15, 2026
Cornerstone Planning Group LLC History No change 36 15 0.0% 0.0% 664 0 0.0% Q1 2026 May 06, 2026
Operose Advisors LLC History Reduced 30 14 0.0% 0.01% 666 -70 -70.0% Q1 2026 May 12, 2026
MATHER GROUP, LLC. History New 30 14 0.0% — 667 +30 New Q1 2026 Apr 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 30 14 0.0% 0.0% 665 -1 -3.23% Q1 2026 Apr 20, 2026
Ascentis Independent Advisors History New 29 13 0.0% — 669 +29 New Q1 2026 Apr 28, 2026
Kilter Group LLC History New 28 13 0.01% — 670 +28 New Q1 2026 May 14, 2026
Meramec Financial Planners, LLC History No change 25 13 0.01% 0.01% 668 0 0.0% Q1 2026 Apr 27, 2026
Wealth Preservation Advisors, LLC History New 26 12 0.01% — 673 +26 New Q1 2026 May 15, 2026
Fairscale Capital, LLC History No change 25 12 0.01% 0.01% 671 0 0.0% Q1 2026 May 11, 2026
Birchwood Financial Partners, Inc. History No change 25 12 0.01% 0.01% 672 0 0.0% Q1 2026 May 05, 2026
JNBA Financial Advisors History New 23 11 0.0% — 676 +23 New Q1 2026 Apr 22, 2026
Bell Investment Advisors, Inc History Reduced 24 11 0.0% 0.0% 675 -9 -27.27% Q1 2026 Apr 17, 2026
FIRST HORIZON CORP History No change 23 11 0.0% 0.0% 674 0 0.0% Q1 2026 Apr 30, 2026
Avalon Trust Co History New 21 10 0.0% — 680 +21 New Q1 2026 May 06, 2026
Sound Income Strategies, LLC History Added to 21 10 0.0% 0.0% 678 +7 50.0% Q1 2026 Apr 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 22 10 0.0% 0.0% 677 0 0.0% Q1 2026 Apr 23, 2026
Murphy & Mullick Capital Management Corp History No change 22 10 0.01% 0.01% 679 0 0.0% Q1 2026 Apr 17, 2026
DANSKE BANK A/S History Reduced 20 9 0.0% 0.0% 681 -380 -95.0% Q1 2026 May 12, 2026
MCGUIRE CAPITAL ADVISORS INC History Reduced 20 9 0.01% 0.04% 684 -98 -83.05% Q1 2026 May 14, 2026
BROWN BROTHERS HARRIMAN & CO History New 20 9 0.0% — 685 +20 New Q1 2026 May 14, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 19 9 0.0% 0.0% 682 +5 35.71% Q1 2026 Apr 23, 2026
Graney & King, LLC History No change 20 9 0.0% 0.01% 683 0 0.0% Q1 2026 May 18, 2026
JPL Wealth Management, LLC History New 17 8 0.0% — 689 +17 New Q1 2026 May 08, 2026
Cedar Mountain Advisors, LLC History Reduced 17 8 0.0% 0.0% 686 -2 -10.53% Q1 2026 Apr 30, 2026
Financial Network Wealth Advisors LLC History No change 18 8 0.01% 0.01% 687 0 0.0% Q1 2026 May 14, 2026
Basepoint Wealth LLC History No change 18 8 0.0% 0.01% 688 0 0.0% Q1 2026 May 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 16 7 0.0% 0.0% 690 -1 -5.88% Q1 2026 May 06, 2026
Bravera Wealth History No change 15 7 0.0% 0.0% 691 0 0.0% Q1 2026 Apr 22, 2026
Spire Wealth Management History Reduced 13 6 0.0% 0.18% 694 -9,455 -99.86% Q1 2026 Apr 22, 2026
TOTH FINANCIAL ADVISORY CORP History New 14 6 0.0% — 696 +14 New Q1 2026 Apr 16, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 14 6 0.0% — 697 +14 New Q1 2026 May 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 13 6 0.0% — 692 +12 1200.0% Q1 2026 May 11, 2026
Salomon & Ludwin, LLC History No change 13 6 0.0% 0.0% 693 0 0.0% Q1 2026 May 11, 2026
MidFirst Bank History No change 13 6 0.0% 0.0% 695 0 0.0% Q1 2026 May 15, 2026
Tredje AP-fonden History Reduced 11 5 0.0% 0.04% 699 -9,989 -99.89% Q1 2026 May 12, 2026
Triumph Capital Management History New 11 5 0.0% — 703 +11 New Q1 2026 May 13, 2026
Fortitude Family Office, LLC History Added to 11 5 0.0% 0.0% 701 +1 10.0% Q1 2026 Apr 15, 2026
Anfield Capital Management, LLC History No change 11 5 0.0% 0.0% 698 0 0.0% Q1 2026 May 12, 2026
High Note Wealth, LLC History No change 12 5 0.0% 0.0% 700 0 0.0% Q1 2026 May 11, 2026
ORG Partners LLC History No change 9 5 0.0% 0.0% 702 0 0.0% Q4 2025 Jan 14, 2026
TD Waterhouse Canada Inc. History Reduced 10 4 0.0% 0.0% 706 -10 -50.0% Q1 2026 May 12, 2026
Innovative Asset Advisors Group, LLC History New 9 4 0.0% — 708 +9 New Q1 2026 May 12, 2026
Altshuler Shaham Ltd History Added to 9 4 0.0% 0.0% 704 +2 28.57% Q1 2026 May 18, 2026
Hartford Financial Management Inc. History No change 10 4 0.0% 0.0% 705 0 0.0% Q1 2026 Apr 15, 2026
Millstone Evans Group, LLC History No change 10 4 0.0% 0.0% 707 0 0.0% Q1 2026 Apr 30, 2026
Grove Bank & Trust History No change 8 3 0.0% 0.0% 709 0 0.0% Q1 2026 Apr 08, 2026
DiNuzzo Private Wealth, Inc. History No change 7 3 0.0% 0.0% 710 0 0.0% Q1 2026 Apr 08, 2026
RMG Wealth Management LLC History New 5 2 0.0% — 717 +5 New Q1 2026 May 14, 2026
ELEVATION WEALTH PARTNERS, LLC History New 5 2 0.0% — 718 +5 New Q1 2026 Apr 14, 2026
Rakuten Securities, Inc. History Added to 5 2 0.0% 0.0% 715 +3 150.0% Q1 2026 May 01, 2026
Bare Financial Services, Inc History Added to 5 2 0.0% 0.0% 714 +2 66.67% Q1 2026 May 14, 2026
First Pacific Financial History Reduced 6 2 0.0% 0.0% 711 -1 -14.29% Q1 2026 Apr 23, 2026
WOLFF WIESE MAGANA LLC History No change 5 2 0.0% 0.0% 712 0 0.0% Q1 2026 Apr 13, 2026
Beaird Harris Wealth Management, LLC History No change 6 2 0.0% 0.0% 713 0 0.0% Q1 2026 May 14, 2026
Rialto Wealth Management, LLC History No change 5 2 0.0% 0.0% 716 0 0.0% Q1 2026 May 14, 2026
Cornerstone Financial Management LLC History Reduced 3 1 0.0% 0.0% 727 -4 -57.14% Q1 2026 May 08, 2026
HIGHLINE WEALTH PARTNERS LLC History New 4 1 0.0% — 729 +4 New Q1 2026 Apr 06, 2026
Vermillion Wealth Management, Inc. History New 3 1 0.0% — 728 +3 New Q1 2026 Apr 17, 2026
Bay Harbor Wealth Management, LLC History Added to 4 1 0.0% 0.0% 722 +2 100.0% Q1 2026 Apr 14, 2026
SHP Wealth Management History Added to 3 1 0.0% — 723 +2 200.0% Q1 2026 May 08, 2026
Hughes Financial Services, LLC History Added to 4 1 0.0% 0.0% 726 +2 100.0% Q1 2026 Apr 29, 2026
Bogart Wealth, LLC History Added to 3 1 0.0% 0.0% 721 +1 50.0% Q1 2026 Apr 28, 2026
Capital Advisors, Ltd. LLC History No change 2 1 0.0% 0.0% 719 0 0.0% Q1 2026 Apr 16, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 1 0.0% 0.0% 720 0 0.0% Q1 2026 Apr 30, 2026
Cromwell Holdings LLC History No change 3 1 0.0% 0.0% 724 0 0.0% Q1 2026 Apr 30, 2026
Winthrop Capital Management, LLC History No change 3 1 0.0% 0.0% 725 0 0.0% Q1 2026 Apr 28, 2026
Findlay Park Partners LLP History Closed out 0 0 — 1.25% — -174,400 -100.0% Q1 2026 May 13, 2026
683 Capital Management, LLC History Closed out 0 0 — 0.49% — -20,000 -100.0% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.44% — -16,457 -100.0% Q1 2026 May 15, 2026
O'Brien Greene & Co. Inc History Closed out 0 0 — 2.12% — -12,743 -100.0% Q1 2026 May 06, 2026
CIBC WORLD MARKET INC. History Closed out 0 0 — 0.01% — -11,013 -100.0% Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Closed out 0 0 — 0.01% — -8,791 -100.0% Q1 2026 May 15, 2026
Family Manage LLC History Closed out 0 0 — 0.45% — -6,401 -100.0% Q1 2026 May 15, 2026
BANK OF NOVA SCOTIA History Closed out 0 0 — 0.01% — -6,203 -100.0% Q1 2026 May 14, 2026
MITCHELL CAPITAL MANAGEMENT CO History Closed out 0 0 — 0.6% — -6,024 -100.0% Q1 2026 May 11, 2026
Entropy Technologies, LP History Closed out 0 0 — 0.17% — -5,718 -100.0% Q1 2026 May 14, 2026
CenterBook Partners LP History Closed out 0 0 — 0.1% — -3,603 -100.0% Q1 2026 May 05, 2026
Diversify Advisory Services, LLC History Closed out 0 0 — 0.06% — -3,321 -100.0% Q1 2026 May 01, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 — 0.12% — -3,174 -100.0% Q1 2026 May 12, 2026
MILESTONE ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.33% — -3,137 -100.0% Q1 2026 Apr 15, 2026
CWA Asset Management Group, LLC History Closed out 0 0 — 0.06% — -2,827 -100.0% Q1 2026 Apr 20, 2026
Hilltop Holdings Inc. History Closed out 0 0 — 0.09% — -2,762 -100.0% Q1 2026 May 14, 2026
ExodusPoint Capital Management, LP History Closed out 0 0 — 0.01% — -2,741 -100.0% Q1 2026 May 14, 2026
Palidye Holdings (Caymans) Ltd History Closed out 0 0 — 0.26% — -2,300 -100.0% Q1 2026 May 15, 2026
Cinctive Capital Management LP History Closed out 0 0 — 0.06% — -1,921 -100.0% Q1 2026 May 15, 2026
Virtu Financial LLC History Closed out 0 0 — 0.04% — -1,835 -100.0% Q1 2026 May 14, 2026
Voleon Capital Management LP History Closed out 0 0 — 0.02% — -1,788 -100.0% Q1 2026 May 15, 2026
SIERRA SUMMIT ADVISORS LLC History Closed out 0 0 — 0.14% — -1,637 -100.0% Q1 2026 Apr 27, 2026
Massar Capital Management, LP History Closed out 0 0 — 0.09% — -1,530 -100.0% Q1 2026 May 15, 2026
Versor Investments LP History Closed out 0 0 — 0.13% — -1,486 -100.0% Q1 2026 May 12, 2026
CREDIT AGRICOLE S A History Closed out 0 0 — 0.0% — -1,437 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.02% — -1,395 -100.0% Q1 2026 Apr 27, 2026
Odyssean, LLC History Closed out 0 0 — 0.53% — -1,302 -100.0% Q1 2026 May 15, 2026
Fieldview Capital Management, LLC History Closed out 0 0 — 0.12% — -1,264 -100.0% Q1 2026 May 14, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 — 0.05% — -1,204 -100.0% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Closed out 0 0 — 0.01% — -1,151 -100.0% Q1 2026 Apr 20, 2026
Unique Wealth Strategies, LLC History Closed out 0 0 — 0.24% — -1,083 -100.0% Q1 2026 Jul 15, 2026
First National Bank of Hutchinson History Closed out 0 0 — 0.35% — -1,079 -100.0% Q1 2026 May 04, 2026
Axim Planning & Wealth History Closed out 0 0 — 0.62% — -1,047 -100.0% Q1 2026 May 14, 2026
Machina Capital S.A.S. History Closed out 0 0 — 0.11% — -1,028 -100.0% Q1 2026 May 13, 2026
Argent Trust Co History Closed out 0 0 — 0.02% — -1,008 -100.0% Q1 2026 May 13, 2026
WEST MICHIGAN ADVISORS, LLC History Closed out 0 0 — 0.13% — -984 -100.0% Q1 2026 May 05, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Closed out 0 0 — 0.07% — -908 -100.0% Q1 2026 May 13, 2026
Blue Capital, Inc. History Closed out 0 0 — 0.36% — -902 -100.0% Q1 2026 Apr 24, 2026
Optimize Financial Inc History Closed out 0 0 — 0.25% — -884 -100.0% Q1 2026 May 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Closed out 0 0 — 0.01% — -841 -100.0% Q1 2026 May 11, 2026
RFG Advisory, LLC History Closed out 0 0 — 0.01% — -838 -100.0% Q1 2026 Apr 17, 2026
ROMAN BUTLER FULLERTON & CO History Closed out 0 0 — 0.13% — -821 -100.0% Q1 2026 Apr 30, 2026
Envestnet Portfolio Solutions, Inc. History Closed out 0 0 — 0.0% — -803 -100.0% Q1 2026 Apr 29, 2026
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 — 0.03% — -765 -100.0% Q1 2026 Apr 21, 2026
HighPoint Advisor Group LLC History Closed out 0 0 — 0.02% — -760 -100.0% Q1 2026 May 14, 2026
BridgePort Financial Solutions, LLC History Closed out 0 0 — 0.11% — -758 -100.0% Q1 2026 Apr 16, 2026
INCEPTIONR LLC History Closed out 0 0 — 0.12% — -744 -100.0% Q1 2026 May 14, 2026
BURNEY CO/ History Closed out 0 0 — 0.01% — -714 -100.0% Q1 2026 Apr 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.01% — -714 -100.0% Q1 2026 May 14, 2026
HBW ADVISORY SERVICES LLC History Closed out 0 0 — 0.04% — -700 -100.0% Q1 2026 May 04, 2026
POLEN CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -696 -100.0% Q1 2026 May 14, 2026
Scientech Research LLC History Closed out 0 0 — 0.24% — -673 -100.0% Q1 2026 May 15, 2026
R Squared Ltd History Closed out 0 0 — 0.17% — -660 -100.0% Q1 2026 Apr 29, 2026
Sigma Planning Corp History Closed out 0 0 — 0.01% — -659 -100.0% Q1 2026 May 04, 2026
Symphony Financial, Ltd. Co. History Closed out 0 0 — 0.05% — -613 -100.0% Q1 2026 Apr 30, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Closed out 0 0 — 0.28% — -565 -100.0% Q1 2026 May 15, 2026
Fi3 FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.1% — -558 -100.0% Q1 2026 May 07, 2026
Cambria Investment Management, L.P. History Closed out 0 0 — 0.02% — -556 -100.0% Q1 2026 May 14, 2026
Vinva Investment Management Ltd History Closed out 0 0 — 0.01% — -534 -100.0% Q1 2026 May 13, 2026
Concorde Asset Management, LLC History Closed out 0 0 — 0.12% — -527 -100.0% Q1 2026 Jun 01, 2026
ODDO BHF ASSET MANAGEMENT SAS History Closed out 0 0 — 0.01% — -525 -100.0% Q1 2026 May 18, 2026
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.04% — -516 -100.0% Q1 2026 Apr 30, 2026
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.07% — -512 -100.0% Q1 2026 May 15, 2026
Ellevest, Inc. History Closed out 0 0 — 0.04% — -510 -100.0% Q1 2026 May 11, 2026
Independent Wealth Network Inc. History Closed out 0 0 — 0.09% — -504 -100.0% Q1 2026 Apr 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Closed out 0 0 — 0.0% — -503 -100.0% Q1 2026 May 12, 2026
EP Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -500 -100.0% Q1 2026 May 14, 2026
Occidental Asset Management, LLC History Closed out 0 0 — 0.03% — -496 -100.0% Q1 2026 Apr 15, 2026
Essex Financial Services, Inc. History Closed out 0 0 — 0.02% — -487 -100.0% Q1 2026 Apr 24, 2026
WINTON GROUP Ltd History Closed out 0 0 — 0.01% — -479 -100.0% Q1 2026 May 12, 2026
BAM Wealth Management, LLC History Closed out 0 0 — 0.19% — -476 -100.0% Q1 2026 Apr 17, 2026
Wellspring Financial Advisors, LLC History Closed out 0 0 — 0.02% — -471 -100.0% Q1 2026 May 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Closed out 0 0 — 0.01% — -468 -100.0% Q1 2026 Apr 27, 2026
RITHOLTZ WEALTH MANAGEMENT History Closed out 0 0 — 0.0% — -466 -100.0% Q1 2026 Apr 20, 2026
Vestmark Advisory Solutions, Inc. History Closed out 0 0 — 0.0% — -463 -100.0% Q1 2026 May 15, 2026
Aptus Capital Advisors, LLC History Closed out 0 0 — 0.0% — -450 -100.0% Q1 2026 May 11, 2026
Valeo Financial Advisors, LLC History Closed out 0 0 — 0.01% — -444 -100.0% Q1 2026 May 08, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 — 0.11% — -433 -100.0% Q1 2026 May 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -430 -100.0% Q1 2026 May 15, 2026
Flatrock Wealth Partners LLC History Closed out 0 0 — 0.11% — -423 -100.0% Q1 2026 Apr 29, 2026
Heritage Wealth Management, Inc. History Closed out 0 0 — 0.06% — -415 -100.0% Q1 2026 Apr 20, 2026
SYM FINANCIAL Corp History Closed out 0 0 — 0.02% — -412 -100.0% Q1 2026 May 08, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.1% — -407 -100.0% Q1 2026 May 13, 2026
Diversified Trust Co History Closed out 0 0 — 0.0% — -406 -100.0% Q1 2026 Apr 16, 2026
Impact Capital Partners LLC History Closed out 0 0 — 0.07% — -405 -100.0% Q1 2026 Apr 10, 2026
PRINCIPAL SECURITIES, INC. History Closed out 0 0 — 0.0% — -400 -100.0% Q1 2026 May 13, 2026
Investment Research Partners LLC History Closed out 0 0 — 0.09% — -394 -100.0% Q1 2026 Apr 29, 2026
Lido Advisors, LLC History Closed out 0 0 — 0.0% — -393 -100.0% Q1 2026 May 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -387 -100.0% Q1 2026 Apr 30, 2026
EXENCIAL WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -385 -100.0% Q1 2026 Apr 27, 2026
Brookstone Capital Management History Closed out 0 0 — 0.0% — -385 -100.0% Q1 2026 Apr 16, 2026
Ashton Thomas Private Wealth, LLC History Closed out 0 0 — 0.01% — -385 -100.0% Q1 2026 May 11, 2026
Rafferty Asset Management, LLC History Closed out 0 0 — 0.0% — -374 -100.0% Q1 2026 May 15, 2026
Kovack Advisors, Inc. History Closed out 0 0 — 0.01% — -373 -100.0% Q1 2026 May 12, 2026
180 WEALTH ADVISORS, LLC History Closed out 0 0 — 0.02% — -373 -100.0% Q1 2026 May 01, 2026
Waterloo Capital, L.P. History Closed out 0 0 — 0.01% — -366 -100.0% Q1 2026 May 12, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.02% — -365 -100.0% Q1 2026 Apr 15, 2026
MONEY CONCEPTS CAPITAL CORP History Closed out 0 0 — 0.01% — -363 -100.0% Q1 2026 Apr 30, 2026
Olympiad Research LP History Closed out 0 0 — 0.54% — -362 -100.0% Q1 2026 May 13, 2026
Quantum Financial Advisors, LLC History Closed out 0 0 — 0.02% — -362 -100.0% Q1 2026 Apr 08, 2026
FAMILY WEALTH PARTNERS, LLC History Closed out 0 0 — 0.07% — -361 -100.0% Q1 2026 Apr 14, 2026
ST GERMAIN D J CO INC History Closed out 0 0 — 0.01% — -305 -100.0% Q1 2026 Apr 13, 2026
Barnes Dennig Private Wealth Management LLC History Closed out 0 0 — 0.15% — -270 -100.0% Q1 2026 Apr 22, 2026
Grandeur Peak Global Advisors, LLC History Closed out 0 0 — 0.02% — -239 -100.0% Q1 2026 May 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History Closed out 0 0 — 0.01% — -183 -100.0% Q1 2026 Apr 23, 2026
CoreCap Advisors, LLC History Closed out 0 0 — 0.0% — -171 -100.0% Q1 2026 Apr 07, 2026
SageView Advisory Group, LLC History Closed out 0 0 — 0.0% — -145 -100.0% Q1 2026 Aug 10, 2026
eCIO, Inc. History Closed out 0 0 — 0.03% — -117 -100.0% Q1 2026 Apr 14, 2026
GROUP ONE TRADING LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q1 2026 May 13, 2026
Greenline Wealth Management LLC History Closed out 0 0 — 0.06% — -99 -100.0% Q1 2026 May 14, 2026
Elyxium Wealth, LLC History Closed out 0 0 — 0.01% — -54 -100.0% Q1 2026 May 06, 2026
Commonwealth Retirement Investments LLC History Closed out 0 0 — 0.01% — -40 -100.0% Q1 2026 May 11, 2026
Torren Management, LLC History Reduced 1 0 — 0.01% — -31 -96.88% Q1 2026 Apr 30, 2026
Quarry LP History Closed out 0 0 — 0.0% — -24 -100.0% Q1 2026 May 15, 2026
CBIZ Investment Advisory Services, LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q1 2026 May 12, 2026
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -15 -100.0% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 — 0.0% — -13 -100.0% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q1 2026 May 14, 2026
Strategic Wealth Partners, Ltd. History Closed out 0 0 — 0.0% — -8 -100.0% Q1 2026 May 12, 2026
Modus Advisors, LLC History Closed out 0 0 — 0.0% — -6 -100.0% Q1 2026 May 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Closed out 0 0 — 0.0% — -5 -100.0% Q1 2026 Apr 13, 2026
IMA Advisory Services, Inc. History Closed out 0 0 — 0.0% — -5 -100.0% Q1 2026 May 06, 2026
Crewe Advisors LLC History Closed out 0 0 — 0.0% — -5 -100.0% Q1 2026 May 07, 2026
Turning Point Benefit Group, Inc. History Closed out 0 0 — 0.0% — -4 -100.0% Q1 2026 May 12, 2026
Retirement Wealth Solutions LLC History Closed out 0 0 — 0.0% — -4 -100.0% Q1 2026 Apr 07, 2026
Dogwood Wealth Management LLC History Closed out 0 0 — 0.0% — -3 -100.0% Q1 2026 May 12, 2026
Avion Wealth History Reduced 2 0 — 0.0% — -2 -50.0% Q1 2026 May 01, 2026
RICHARDSON FINANCIAL SERVICES INC. History New 2 0 — — — +2 New Q1 2026 May 01, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 — 0.0% — -2 -100.0% Q1 2026 Apr 24, 2026
OPTIMA CAPITAL LLC History Closed out 0 0 — 0.0% — -2 -100.0% Q1 2026 May 04, 2026
HFM Investment Advisors, LLC History Reduced 2 0 — 0.0% — -1 -33.33% Q1 2026 May 01, 2026
Dunhill Financial, LLC History New 1 0 — — — +1 New Q1 2026 May 06, 2026
CURIO WEALTH, LLC History New 1 0 — — — +1 New Q1 2026 May 11, 2026
Geneos Wealth Management Inc. History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 04, 2026
Investors Portfolio Services LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 14, 2026
United Financial Planning Group LLC History Closed out 0 0 — — — -1 -100.0% Q1 2026 May 08, 2026
Manchester Capital Management LLC History No change 1 0 — — — 0 0.0% Q1 2026 May 11, 2026
USA FINANCIAL FORMULAS History No change 2 0 — 0.0% — 0 0.0% Q1 2026 Apr 14, 2026
Quaker Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q1 2026 Apr 10, 2026
Prestige Wealth Management Group LLC History No change 1 0 — — — 0 0.0% Q1 2026 May 13, 2026
TFC Financial Management, Inc. History No change 1 0 — — — 0 0.0% Q1 2026 Apr 23, 2026
NFSG Corp History No change 1 0 — — — 0 0.0% Q1 2026 May 05, 2026
DecisionPoint Financial, LLC History No change 1 0 — — — 0 0.0% Q1 2026 May 06, 2026
Rossby Financial, LCC History No change 1 0 — — — 0 0.0% Q1 2026 May 11, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 2 0 — 0.0% — 0 0.0% Q1 2026 Apr 02, 2026
Aventura Private Wealth, LLC History No change 1 0 — — — 0 0.0% Q1 2026 May 05, 2026